Dimension fields are used to classify your employees' demographic information, and to segment users in the system for more robust reporting and targeting when launching surveys. In addition to the default dimensions in Engage, organizations can create their own custom dimension fields for their own liking.
Engage comes with default, basic dimensions that provide the most essential information of your employees. These dimensions cannot be altered, or removed. This provides uniformity and a baseline for your users' information in the UI.
These dimensions are:
- First Name
- Last Name
- Insights Access
- Mobile Number
- Manager Email
- Hire Date
- Termination Date
Note: We highly recommend including as much information (with regards to dimensions) as possible when uploading your users. This will ensure much more granular reporting and audience creation for your surveys, saving you headaches later on. The following chat will show many of the default dimensions in the UI, as well as the corresponding "Dimension Key" which is what needs to be in the header for Engage to recognize the value assigned to the employee.
|Dimension Name||Dimension Key||Required?||Further Info.|
|Email/ID||Yes||This would be the employee's work email address within your company/organization. Typically, the email would end in @yourcompanyname.com.
Engage can also take email address that have a domain outside of your work organization. It's essential to have email addresses linked to your users since that is how they can log into Engage, and receive notifications on surveys, deadlines, and so forth from the system.
If an employee does not have any sort of email address, as a placeholder one option would be to. If an employee does not have any sort of email at all, admin users can simply input a placeholder email such as firstname.lastname@example.org. As long as the @companydomain.com is at the end, Engage will upload the user.
|First Name||first_name||No||The employee's first name.|
|Last Name||last_name||No||The employee's surname.|
|Employee ID||employee_id||No||These IDs are unique numbers that are assigned to employees. This the most accurate word of truth signifier for employees, so we highly recommend inputting those, even if an employee doesn't have an email address.|
|Mobile Number||mobile||No||A user's mobile number can be used to send text notifications for surveys and polls. Be sure to include a "+" and country code in front of the number. This is useful for employees without emails.|
|Locale||locale||No||Locale is used to present Engage in a user's preferred language. Currently, we support the following:
|Manager||manager_email||No||Engage assigns managers to users in the UI. If a user has a manager, be sure to include their email address here. Populating this field automatically includes their manager in the survey reporting, providing more granular feedback. Note: If a user is the CEO, this field can be left blank.|
|Status||status||No||There are three options:
|Role||roles||No||This role defines access rights to pages, and other permissions within Insights. It is very important to set up the proper roles for users, in order to ensure the appropriate permissions settings for each. There are specific access options/actions available for certain user roles:
|Insights Access||engage_insights_access||No||When set to "True", this will give user access to Engage Insights and reporting. Admin/superadmin users would most likely need this to be enabled. By default, this is set to "false" for users.|
|Hire Date||hire_date||No||Join/first day at work date. The date format is yyyy-mm-dd. This is a useful parameter when setting up new hire/anniversary surveys.|
|Termination Date||end_employment_date||No||The last working day for any recently released/terminated employees. Format is yyyy-mm-dd. This parameter is essential to ensure recently terminated users aren't showing up as Active in the UI, and for setting up exit surveys.|
Further information on how you can create dimensions can be found in the next section.
Creating New Dimensions
In addition to the default dimensions in the UI, users can create their own custom dimensions and assign them to users. To do this, follow these steps:
1. Go to “User Management” page. Then, click "Edit Dimensions":
2. The following screen will appear:
3. Go to the very bottom of the screen, where you'll see a blank text field as shown below:
4. It is within this text box that you can enter any custom dimension name of your choice. Once you enter it, click "Add". You will also have to enter the Dimension Key value for that name, which will be what the custom header field is in your CSV user file.