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)
Betterworks Engage 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 |
|---|---|---|---|
| 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 Betterworks Engage, 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 Betterworks Engage 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 Betterworks Engage 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 Betterworks Engage 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 Betterworks Engage
- This Dimension Key value needs to be used for creating user data CSV file.