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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

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. 

As a Super Admin, you can configure the settings and benchmarks by going to:

Admin → Program Management → HR Insights → Settings

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

Left panel

  • Metric cards

Conversation Status

  • Summary
    • Graph view

  • All data
    • Tabular data view
  • Drill-down
    • Tabular data view after clicking on a specific bar in one of the graphs

  • Overview
    • Select manager and click the "Remind Managers" button at the top-right corner of the dashboard to open your email client where the selected managers will be listed in the BCC section
    • Click the "Email Report" button at the top-right corner of the dashboard to receive a notification that includes a download link and lists any filters that were applied
    • You can access the overlay of individual conversations by clicking "View" on specific user entries

  • Overlay
    • Individual conversations

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

  • All data
    • Tabular data view
  • Drill-down
    • Tabular data view after clicking on a specific color in the graph 

Feedback

  • Overview
    • Click the "Email Report" button at the top-right corner of the dashboard to receive a notification that includes a download link and lists any filters that were applied

feedback.png

Goals

  • Overview
    • Click the "Email Report" button at the top-right corner of the dashboard to receive a notification that includes a download link and lists any filters that were applied
    • You can access the overlay of individual goals by clicking "View" on specific user entries

goals.png

  • Overlay
    • Individual goals

goals_overlay.png

Milestones

  • Overview
    • Click the "Email Report" button at the top-right corner of the dashboard to receive a notification that includes a download link and lists any filters that were applied
    • You can access the overlay of individual milestones by clicking "View" on specific user entries

milestones.png

  • Overlay
    • Individual milestones

milestones_overlay.png

Usage

  • Overview
    • Click the "Email Report" button at the top-right corner of the dashboard to receive a notification that includes a download link and lists any filters that were applied

usage.png