Map User Data Fields

Percipio Compliance includes four special data fields that you can map to user attributes created in Percipio. The two Supervisor Email fields store email addresses for supervisors and level 2 supervisors. The two User-specific fields store data specific to each individual user such as a user or corporate ID.

Map supervisor emails

If you want to allow supervisors to receive training reminder emails about their users, you'll need to add an email address for those supervisors to each user's information. Since you cannot edit a user's information in Compliance, you must add the supervisor email address to a custom user attribute in Percipio. Once the emails are available in Compliance, you can map the Percipio custom user attribute to the user data field in Compliance on the Setup > Percipio Settings page.

  1. In Percipio, identify or create custom attributes for the supervisors' email addresses.
  2. For each user in Percipio assign the Compliance supervisor's email as a value for that custom user attribute. If the Percipio custom user attribute was created with the Allow multiple values to be selected for this attribute option enabled, the Compliance mapping only takes the first value specified in Percipio.
  3. In Compliance, click Setup > Percipio Settings.
  4. Select the drop down for Supervisor Email and Supervisor Level 2 Email and select the Percipio custom user attribute that contains the email addresses.
    • If multiple values are stored in the custom user attribute on the Percipio side, the mapping only takes the first one in the list.
    • If you are updating an existing user, and the current value in Compliance matches one of the values in Percipio, the current value is retained.
    • If you are updating an existing user, and the current value in Compliance doesn't match any one of the values in Percipio, the existing Compliance value is overwritten with the first value in Percipio.
  5. Select Update Mapping.
Note: You only need to map the email fields once. Each time you add an email to the attributes in Percipio, the value will automatically sync to Compliance.

Map user-specific data fields

If your organization uses data fields to store information specific to individual users, such as Employee Number, you can create user attributes in Percipio to store the data. Once these Percipio custom user attributes are available in Compliance, you can map the attribute to the user-specific data field in Compliance on the Setup > Percipio Settings page.

The user data fields are included on the User Information page with the labels "User Specific Data 1" and "User Specific Data 2." Once you map the fields to a user attribute, the labels change to the name of the attribute. These user attributes cannot be used to filter reports or email notifications.

Since these attributes are user-specific, they contain a different value for each user. This means each attribute can potentially store hundreds of values. For reports and email notifications that use attribute filters, these user-specific attributes only display values that are associated with an audience. All other values are removed from the drop down, but still display in CSV reports.

  1. In Percipio, create user attributes for the user data fields.
  2. For each user in Percipio assign a value for that custom user attribute. If the Percipio custom user attribute was created with the Allow multiple values to be selected for this attribute option enabled, the Compliance mapping only takes the first value specified in Percipio.
  3. In Compliance, click Setup > Percipio Settings.
  4. Select the drop down for User Specific Data 1 and User Specific Data 2 and select the correct Percipio Attribute.
    • If multiple values are stored in the custom user attribute on the Percipio side, the mapping only takes the first one in the list.
    • If you are updating an existing user, and the current value in compliance matches one of the values in Percipio, the current value is retained.
    • If you are updating an existing user, and the current value in Compliance doesn't match any one of the values in Percipio, the existing Compliance value is overwritten with the first value in Percipio.
  5. Select Update Mapping.

Note: You cannot use the same Percipio user attribute for both a demographic delimiter and a User-Specific Data field mapping.