Configuring User File Metadata Follow
Configuring metadata in your user file will allow you to take full advantage of the many automations and optimizations available to you in the Awardco platform.
Metadata is a set of data that describes and gives information about other data. Here's a quick example: let's say you want to be able to see where your employees are located when you pull reports from your Awardco platform. You will need a 'Location' metadata point in your user file for the platform to be able to link employee work location data with data generated by the platform.
Let's take a look at the Microsoft Excel file shown below. In this file, you will see the required and optional fields in columns A - M. Columns N, O, and P all have headers with the prefix of a pound or hash symbol, '#.' Here we see, #Cost Center, #Department, and #City. These are metadata fields. On row 20 we have the account information for Cui Lei. Here we can see their standard account information like email, hire date, and country code. The administrators for this account have decided that cost center, department, and city are significant data points they need present in the platform. These data points will be listed next to Cui's data in platform reports and can also be used to assign access to recognition programs and budgets.
Once your metadata requirements are added to the file and that file is imported into the Awardco platform, you will see areas in the platform where metadata configuration is possible. These areas include budget assignment, recognition program eligibility configuration, and reporting, shown below.
If you have any further questions about metadata in your recognition platform, contact your Client Success Manager.