# Worker Segments

Create easy to manage groups of workers based on flexible criteria.

May 19, 2026

## Overview
As more workers join your company, it may become harder to track and manage all of their onboarding flows. Fountain makes this easier with **segments**: pre-defined groups of workers.

Segments can be set up based on any criteria, such as [specific attributes](https://support.fountain.com/en/articles/8250071-worker-attributes#h_d9a4a6154b), job roles, or locations. Segments can be easily assigned to onboarding flows or compliance groups to tailor tasks based on your worker populations.

**Watch the video below for an overview of Segments:**

### There are two ways to create a new segment of workers:

## Worker Table (on the fly)
When viewing the list of workers in your company on the **[Worker table](https://support.fountain.com/en/articles/8202655-add-workers-to-fountain-onboard#h_747645dcd5)**_,_ if you apply any filter criteria, then you are able to save that criteria as a segment.

To do so:

1. Click **Worker Profiles** in the left side panel.
2. Click the **Filters** button in the top right of the Worker profiles table.
3. In the Filters panel, use the three dropdowns to set your filter criteria. Select a field (such as Location Groups, Employment Status, or Start Date), choose an operator, and select a value.
4. Click **Apply** to view filtered results.
5. Once filter criteria have been applied, click **Save as Segment**.
6. In the **Save as New Segment** modal, enter a **Segment Name** (required) and an optional **Segment Description**.
7. Click **Save**.

## Create a New Segment From Scratch
The **Segments** settings page allows you to create a new segment from scratch, as well as view and manage your existing segments. To access it, click your **company logo** in the bottom left corner, click **Settings**, and then click **Segments** under the Workers section.

**Automatically Created Segments**

Take note of the segments on this page: the app automatically creates segments based on your locations & jobs, and even has one for **All Workers**.

Click **Add Segment** to create a new segment from scratch.

Here, you can specify a name for the segment, choose filter conditions such as location or job, and optionally add a description.

## Name
This is what will show when searching for segments to include in things like onboarding flows & compliance groups.

## Description
This field is completely optional, and will only be seen internally by your co-workers if they view the details for this segment. It will not be displayed to your workers.

## Conditions:
These are the pieces of information that are used to determine which workers are included in this segment. This can be built out using one or more of these options:
- 'OR' logic _(worker must meet at least one of the logic conditions to be in the segment)_
- 'AND' logic ( _worker must meet all logic conditions to be in the segment)_
- Date-based logic: the worker must have had the indicated event occur in the specified time frame

**'OR' & 'AND' logic examples:**
For example, if you want to create a segment for all delivery drivers in Milwaukee, you would fill out the job condition first, and then click **Add** to use AND logic for your second condition, based on location.

Another example would be if you want all workers who work in Milwaukee _or_ in Madison, WI. To do so, you'd fill out the first Location condition, then click **Add condition group** to add an OR logic between conditions.

**Date-based logic:**
Below the options to add 'OR' and 'AND' logic in the segment editor is an option to add date-based logic, which adds and removes workers from the segment as an event occurs:

Click **\+ Add a relative date condition** to open the setup window, which allows you to select an **event** that you want to base the segment criteria on:

By default, there are three event options:
- Created On (when the worker was added to the Fountain platform)
- Last Updated (when the worker's profile was last edited/updated)
- Start Date (the Start Date value in their worker profile)

### Workers in segment - preview:
Below these configuration fields, the segment editor will dynamically update each time a condition is added or removed to show you the number of workers who will be in this segment (and their names):

Once everything has been configured correctly, click **Create** to create this segment.

## Review & Edit Segments
Once a segment has been created, you can take the following actions on it:

### Manage
**What this does:** Allows you to enable/disable certain setup features for a segment. Currently, the only feature available is to include or exclude deactivated workers.

### View Workers
**What this does**: shows a list of each worker who is part of this segment

### Edit
**What this does**: Allows you to make changes to the name, description, and/or filter conditions in the segment.

### View Compliance Requirements
**What this does**: Displays all Compliance requirements associated with a segment, including published, unpublished, and archived requirements.

### Delete
**What this does**: Permanently deletes a segment

## View Segments in Worker Profile
A worker's segment assignments can be viewed directly on their Worker Profile:

1. Click **Worker Profiles** in the left side panel.
2. Click on the worker's name to open their **Worker Profile**
3. View the **Segments section** in the left panel below the worker's attributes

The Segments section displays all segments this worker is currently assigned to. Click Recalculate Segments to refresh the segment assignments based on current criteria.