How to Use Dimensions for Customized Employee Data Management
Updated
Expensya provides you with the ability to easily implement Dimensions for each employee. These can be created and modified directly from each employee's profile, allowing you to associate as many dimensions as needed based on your requirements for analysis, reporting, or accounting integration.
These dimensions can then be directly utilized through Expensya's standard exports, accounting exports, or via the Business Intelligence module with dashboard visualizations.
Dimensions 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 dimensions, the administrator can create user groups on their account and assign multiple attributes to distinguish them from one another.
How to Create Dimensions:
- 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 dimensions 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 Dimension 1.
In a more complex scenario, Dimension 1 might represent the name of the company (e.g., Paris, Tunis), and Dimension 2 could represent the department name.
After creating dimensions 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' Dimensions:
- Go to the "Admin" tab.
- Click on the "Users and Access" menu >> "Users" submenu.
- Select the user you want to update.
- Access "Dimensions."
- Make the desired changes and update the user.
