Filter questions/sections so they are visible to a specific population

Are you setting up a new campaign and your form contains questions that are only for certain employees?

For example, you might need to:

• ask for feedback on onboarding from new employees who arrived in the last few months
• reserve a question for certain employees with a particular certification or type of contract, or from a certain occupation category
• combine all the questions for each department on a single form, but adjust the visibility of the sections for each department, so that each person only sees the questions for their own department.

You can use filters when creating questions, in the Form tab of the campaign settings.

How do I filter a question?

Hover your mouse over the question you want to filter to bring up the copy, delete and filter icons. Click on the funnel icon to filter the question.

A new panel opens on the right, allowing you to add a filter. Several filters can be added to refine the target population.  The filtered data comes from Lucca data and other software that may be available on your platform, such as Core HR or Lucca Absences.

At the bottom of the page you will find a summary of the applied filters. Further down is the total number of employees impacted by your filter combination, to help you check the relevance of the calculation. 

Hover your mouse over the result to see the details of the people matching the filters:

If you are happy with your filters, don't forget to click on “Save filters”.

Please note that if you duplicate this question, the filters will also be duplicated.

To check how it looks before launching the campaign, use the "Preview" tab to choose an employee affected by these filters.

Filters on sections and questions are activated when the campaign is launched. 

Using the “Login” and “Manager” filters

Login Filter

The Login filter can only be used to filter the question/section for a specific employee. The value field of this data is not designed to contain several values, only a common core or a single value.

If this filter is mandatory in your framework settings, you can:

• duplicate the question with a filter per login if it only concerns a few employees
• duplicate the campaign and create another with the specific question and corresponding target population

Manager Filter

If you need to filter a question / section so that it is only available to:

• your company's managers: use the “Main role” filter and select the role that comprises your managers (e.g. “Manager” role)

• certain managers in your company: use the “Manager” filter and select the managers concerned

Using several filters

Filter conditions are cumulative (AND ).
If you set several filters on the same question, Lucca Performance will search for employees who meet all these criteria.

In the example below, if no employee belongs to both Lucca UK and Lucca FR, the filter will not apply to any employee:

However, you can specify several values in the same filter. For example, for the “establishment” filter, by entering the values “Lucca FR” and “Lucca UK” in the same filter, the question will concern employees of Lucca FRORLucca UK establishments. 

If you set a filter on the section and then on the questions in that section, it will first filter the employees who have the permission to access the section and, secondly, it will refine the filter by applying that of the question.