Table of Contents
- Overview
- How do I assign employee fields?
- What can I use fields for?
- What are department or location heads? How do I use them in approval flows?
Overview
Airwallex now enables customers to add Department and Location data to employee profiles in Users. This is in addition to the previously-existing manager and – for global entity management customers – entity fields. These fields can be used in the Airwallex Spend product to customise Approvals and automate expenses.
How do I assign employee fields?
Employee fields can be created and assigned in two ways
- Automatically via HRIS: use this HRIS guide to view supported providers and setup steps.
-
Manually in Users:
- Step 1: Navigate to Users (for the older Airwallex Experience: Settings > Users) and find the “Fields” tab along the top of the page. Create your desired departments and locations.
- Step 2: In the main users table, edit individual users to assign them to departments and locations.
What can I use fields for?
Current use cases include:
- Conditions in approval workflows (e.g., relax Executive department thresholds for approval relative to other departments)
- Department or location heads in approval flows (e.g., route expenses to the user’s department owner(s) for approval)
- Conditions in expense automation rules
What are department or location heads? How do I use them in approval flows?
See our Spend approvals guide