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Financial Workspace data in ONE

Discover how to consolidate financial data into a single workspace for streamlined analysis and improved decision-making.

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You can now access Financial Workspace data directly through ONE using simple, conversational questions. This feature allows you to quickly retrieve employee cost information without navigating multiple filters or screens. In this article, you’ll learn how to use ONE to explore financial workforce data efficiently.

Available for all HR admins, Finance admins, and managers with access to Financial Workspace.

 

 

Overview

ONE now integrates with Financial Workspace, enabling users to query employee cost data directly from the chat. Instead of manually filtering by team, cost center, legal entity, or cost type, you can simply ask a question and receive instant answers in text or table format.

This functionality is available by default and requires no setup.

When and why it should be used

Use this feature when you need quick insights into employee cost data without spending time navigating the Financial Workspace.

It is especially useful when:

  • You need fast answers to specific cost-related questions
  • You are unsure where to find certain financial data
  • You want to simplify reporting or exploratory analysis
  • You prefer a conversational way to access data instead of applying multiple filters
 

 

How to use

  1. Open ONE 
  2. Type your question related to employee costs
    • For example:
      • “What is the total employee cost for the Marketing team?”
      • “Show me employee costs by cost center”
  3. Press Enter to submit your query
  4. Review the response provided by ONE
    • Results may appear as text summaries or data tables depending on your question

If you don’t see any data in the response, make sure you have permission to view Financial Workspace data. Contact your admin if you’re unsure about your access level

If the answer is too general or not what you expected, try adding more details to your question (e.g., team, dates, cost type) or rephrase your query using clearer terms

If you cannot access this feature, ensure you are an HR admin, Finance admin, or manager with the correct permissions. If the issue persists, contact your support team

 

 

Tips and best practices

  • Be specific in your questions (e.g., include team, time period, or cost type) to get more accurate results
  • Use natural language — you don’t need to follow a strict format
  • If the answer is too broad, refine your question with more details
  • Explore different ways of asking the same question to discover more insights
 

 

FAQ

  1. Do I need to configure this feature before using it?
    No, this functionality is enabled by default in ONE.
     
  2. Who can access Financial Workspace data through ONE?
    Users with visibility permissions for Financial Workspace, such as HR admins, Finance admins, and managers.
     
  3. What kind of questions can I ask?
    You can ask about employee costs by team, cost center, legal entity, cost type, and more.
     
  4. How are results displayed?
    Depending on your question, results are shown as text summaries or structured data tables.

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