How to Use Analytic Axes for Customized Employee Data Management
Updated
Expensya provides you with the ability to easily implement analytic axes for each employee. These axes can be created and modified directly from each employee's profile, allowing you to associate as many analytic axes as needed based on your requirements for analysis, reporting, or accounting integration.
These analytic data can then be directly utilized through Expensya's standard exports, accounting exports, or via the Business Intelligence module with dashboard visualizations.
Analytic axes in Expensya are designed to group users within a company and impact accounting, exports, custom fields, and various other aspects.
They enable the addition of specific data to employees, such as company, entity, subsidiary, geographical area, etc. With analytic axes, the administrator can create user groups on their account and assign multiple attributes to distinguish them from one another.
How to Create an Analytic Axis:
- Go to the "Admin" tab, "Users" menu, and then the "Users" submenu.
- Access the user update form of an employee from the list of users,
- Go to the Analytic Axes window.
Case Study:
Let's consider a scenario where an administrator wants to group users by department: HR, Support, Marketing, and Product. In a simple case, each collaborator would be assigned the name of their department as Analytic Axis 1.
In a more complex scenario, Analytic Axis 1 might represent the name of the company (e.g., Paris, Tunis), and Analytic Axis 2 could represent the department name.
After creating analytical axes based on your needs, you can create user groups. Refer to this article for a better understanding of the steps for creating groups.
How to Update Employees' Analytic Axes:
- Go to the "Admin" tab.
- Click on the "Users and Access" menu >> "Users" submenu.
- Select the user you want to update.
- Access "Analytic Axes."
- Make the desired changes and update the user.
