Creating a Card
What is this?
A "Card" is an informational element displayed in the employee’s Personal Account, containing key data such as amounts, notes, currency, and other parameters.
Using cards, you define the structure of the Personal Account, deliver important information, and customize how data is visually presented.
You can:
create new cards and configure their content;
set a name, description, and icon;
specify which fields will be active: amount, exchange rate, unit cost, etc.;
select a cost type to assign values to specific columns;
optionally hide a card from employees.
Card Field Descriptions
Code
A unique identifier for the card. Required and used during data import via Excel. It is recommended to use a logical combination of letters and numbers.
Group
During creation, select the group to which the card will be added. Groups help organize cards into meaningful blocks.
Icon and Icon Color
You can assign an icon to the card and choose its color. This helps employees navigate the Personal Account more quickly.
Name and Description
If enabled, you can set a card title and add a description. The description appears as a tooltip in the employee’s Personal Account.
Amount
When enabled, this adds a field for entering a numeric value. You can set display precision — from 0 to 5 decimal places.
Exchange Rate
When activated, the card displays a currency exchange rate. You can also set precision — from 0 to 5 decimal places.
Unit of Measurement
Allows specifying a unit (e.g., hour, day, etc.). Supports setting the number of decimal places — from 0 to 5.
Note
Enabling this option allows adding short comments within the card.
Cost Type
You can select a cost type. Depending on your selection, the card’s value will be assigned to a specific column in the "Personal Account Management" section and treated accordingly.
Hide
This option hides the card from the user’s "Personal Account". The card and its value remain visible to administrators or managers in the "Personal Account Management" application.
After filling in all required fields, click "Save". The new card will appear in the selected group.