Contents
Introduction
HR Insights is a dashboard where administrators can easily view user performance and activity. This will help administrators to identify any gaps early on and can take the necessary steps to achieve their desired outcomes.
Access & Settings
Note: Contact your Program Architect or Customer Success Manager to enable HR Insights for your organization.
Super Admins and Admins have access to all of the data in the dashboard. However, HR Admins only have access to the data of users within their scope. For conversation data, both the manager and the direct report need to be in the HR Admin's scope. For more information about the differences between administrator types and their abilities, see this article.
Once the HR Insights dashboard has been enabled for your organization, a Super Admin can configure the settings and benchmarks by going to:
Admin → Program Management → HR Insights → Settings
Dashboard
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Top panel
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Global filters (applies to all metric cards)
- Employee department
- Organization by manager
- Groups
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Local filters (applies to certain metrics cards)
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Conversation Status
- Conversation type
- Conversation name
- Conversation flow
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Conversation responses
- Conversation type
- Conversation name
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Conversation Status
Left panel
- Metric cards
Conversation Status
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Summary
- Graph view
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All data
- Tabular data view
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Drill-down
- Tabular data view after clicking on a specific bar in one of the graphs
- You can access the "Email Report" button from here (top-right corner)
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Overlay
- Individual conversations
Conversation Responses
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Summary
- Graph
- Only certain question types will display (i.e. multiple choice, scale, and rating questions)
- Confidential questions will have a "Confidential" label so that they can be easily distinguishable
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All data
- Tabular data view
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Drill-down
- Tabular data view after clicking on a specific color in the graph
- You can access the "Email Report" button from here (top-right corner)
Feedback
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Overview
- You can access the "Email Report" button from here (top-right corner)
Goals
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Overview
- You can access the overlay by clicking "View" on specific user entries
- You can also access the "Email Report" button from here (top-right corner)
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Overlay
- Individual goals
Milestones
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Overview
- You can access the overlay by clicking "View" on specific user entries
- You can also access the "Email Report" button from here (top-right corner)
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Overlay
- Individual milestones
Usage
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Overview
- You can access the "Email Report" button from here (top-right corner)