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HR Insights Overview

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

admin_module.png

Dashboard

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Top panel

  • Global filters (applies to all metric cards) 
    • Employee department
    • Organization by manager
    • Groups
  • Local filters (applies to certain metrics cards)
    • Conversation Status  
      • Conversation type
      • Conversation name
      • Conversation flow
    • Conversation responses
      • Conversation type
      • Conversation name

filters.png

Left panel

  • Metric cards

metrics.png

Conversation Status

  • Summary
    • Graph view

conversation_status_overview.png

  • All data
    • Tabular data view
  • 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)

conversation_status_hover.png

conversation_status_all_data.png

  • Overlay
    • Individual conversations

conversation_status_overlay.png

Conversation Responses

  • 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

conversation_responses_summary_1.png

conversation_status_summary_2.png

  • All data
    • Tabular data view
  • 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)

conversation_responses_drilldown.png

Feedback

  • Overview
    • You can access the "Email Report" button from here (top-right corner)

feedback.png

Goals

  • 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)

goals.png

  • Overlay
    • Individual goals

goals_overlay.png

Milestones

  • 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)

milestones.png

  • Overlay
    • Individual milestones

milestones_overlay.png

Usage

  • Overview
    • You can access the "Email Report" button from here (top-right corner)

usage.png