Betterworks Engage: Understanding Dimensions

Avatar
by Amanda Iles
Follow

Understanding Dimensions

Dimension fields constitute Users’ demographic information used to segment Users while analyzing reports. These can be any dimensions chosen by the Organization. Typically, the dimensions are User’s Location, Department, Function, Business Unit, Age, Gender & Tenure. There is no limit to the number of dimensions that you can create.

Any data dimension in the system can then be used to determine an audience, create segmentation and used to view more specific insights.

Standard dimensions (System built-in)

Hyphen as a system already has few set dimensions and these dimensions cannot be altered and will continue to be as it is. The following are the standard dimensions in the system-

Field Name/Header Name Description Required? What this is used for
email User's Email Address Required "Most often, this would be the employee's corporate email address (@companyname.com); however we also support emails outside your @companyname.com domain, such as personal email IDs.

Emails are used by Users to login to Hyphen, and to communicate with the user (notifications/reminders/digests).

If employees do not have either corporate/personal email addresses, then please concatenate employeeID with your company domain ID, for ex: if your company domain is acme.com & employee's ID is 1234, then please fill 1234@acme.com"
first_name User's First Name Optional Can be used to personalize emails and notifications.
last_name User's Last Name Optional Can be used to personalize emails and notifications.
employee_id User's Employee ID or number given by the company to the user Optional Can be used to create logins for employees without email.
mobile User's Mobile Number, include "+" and country code, no other punctuation Optional Can be used to send SMS notifications (useful for employees without emails).
locale User's Language Preference. Format: "LCID string" column on this website https://www.science.co.il/language/Locale-codes.php, but with underscores instead of dash Optional "Locale is used to present Hyphen in a language that is preferred by the User. Currently we support en, fr, en_* (e.g. en_us), fr-* (e.g. fr_CA).
Leave Blank if you don't want to provide this info or if the language is English."
manager_email "User's Manager's Email address (Official/Personal)
Should be left blank for CEO"
Optional Manager email is used to understand the Organization hierarchy, so that access to User's reports can be given automatically to his reporting Manager.
status "'candidate', 'employee', 'terminated'
empty value will default to 'employee'"
Optional "'candidate' users are eligible to candidate and pre-hire surveys only
'terminated' users are eligible to alumni surveys only"
roles "role assigned to this employee. e.g. 'manager', 'admin', 'superadmin'
empty value will default to 'user'"
Optional for the most part, defines access rights to pages and dimensions in Insights
insights_access "set to 'true', 'True' or 'TRUE' to give access to Hyphen Insights
default is false"
Optional The user will not be blocked when trying to log in to https://insights.gethyphen.com/. They will receive a verification code and an autologin link. Also, there will be a link 'GO TO INSIGHTS' visible in the sidebar in the web app
hire_date Join date / first day at work. Format: yyyy-mm-dd Optional Send onboarding surveys / anniversary surveys
end_employment_date Termination date / Last working day. Format: yyyy-mm-dd Optional Send exit surveys
dimensions "These fields constitute Users' demographic information used to segment Users while analyzing reports.

The reporting dimensions for your organization are defined here: Insights > Settings > Dimensions Management
Optional These can be any dimensions chosen by the Org. Typically, the dimensions are User's Location, Department, Function, Business Unit, Age, Gender & Tenure. There is no limit to the number of dimensions

Define custom dimension in the system -

  • Go to Hyphen Insights and Navigate to “User Management” page.
  • The reporting dimensions for your organization are defined in the “Edit Dimensions” page
    • Insights > User Management > Edit Dimensions (Button)
  • Enter the new Dimension name in the text field and click Add.
  • The new dimension gets created in the system.

For Eg- If your First, Second and third Dimensions are Location, Department & Gender respectively. In the dimension keys, you can mention it as location or loc or anything of your choice and so on.

  • Dimension Key will be the label displayed for that dimension key throughout Hyphen
  • This Dimension Key value needs to be used for creating user data CSV file.