Insights Dashboard
What is the Insights dashboard?
Purpose: Empower your organization with the Insights Dashboard, enabling you to effortlessly access and analyze key company data for informed decision-making and growth. Discover how to customize your dashboard to focus on the metrics that matter most, enhancing your strategic capabilities.
Insights Dashboard
The Insights dashboard gives you a quick look at valuable information about your company in ways that make sense at a glance. This information can give you incredible insight into the health and growth of your company. If you have access to view employee data and reporting, we think it is important to be a part of Home.
The following default widgets are available on your dashboard, but you are able to add, remove, and rearrange widgets to make your dashboard as useful as possible for you:
- Time Off Requests
- People Without a Pay Raise
- Incomplete Trainings
- Location
- Onboarding at [Company]
Only people with the correct access can see particular widgets on the dashboard. This access setting means that only Full Admin users and those in custom access levels or manager access levels with access to the information in these widgets will be able to view them. If you do not have access to a report or specific information, you will not see it on your dashboard or as an option to add to your dashboard. Access will also affect the information within the widgets. For example, if I only have access to my direct reports' location information, I will only see their information in that widget.
How we calculate this data: Time to Hire includes any job opening where at least one candidate has accepted an offer in the last 30 days. Within those job openings, it calculates the average time between when the candidates applied for the job to when they accepted the offer. It gives you insight into how long the hiring process is taking for each job opening.
You can filter this information by Department or Location.
This widget is only available to the Account Owner, Full Admin users, and Customer Access users.
Only job openings in which at least one person has accepted an offer in the last 30 days will appear in this widget.
How this data is calculated: Onboarding at [Company] helps you track the onboarding process for your new hires. You will be able to see where they are in the process and if there are any overdue tasks. It includes all employees with a future hire date on their job tab and an "Active" status on their personal tab. If the new hire has been sent a new hire packet, the timeline will be displayed here. Any pending onboarding tasks that have been added to their Onboarding tab will show here as well.
You can filter this information by Department, Division, Employment Status, or Location.
This widget is only available to the Account Owner and Full Admin users.
How we calculate this data: Track the offer letters you have sent out using the "Candidates With Offers" feature. This feature includes all candidates who have received an offer letter in the last 30 days and retrieves the Start Date, Location, and Hiring Manager from their Offer Letter details. It displays the timeline, allowing you to see when the offer letter was sent, if and when it was revised, when it was viewed, and when it was signed. The system categorizes candidates based on whether they have accepted an offer or if it is still pending.
You can filter the information in this widget by Department or Location.
Only the Account Owner, Full Admin users, and anyone with a custom access level that includes the Send and Manage Offer Letters permission can access this widget.
How we calculate this data: The "Incomplete Trainings" feature lists all your trainings along with the number of employees assigned to each one. It includes all trainings marked as 'Required' in Settings and shows the number and percentage of employees in these trainings for the following categories:
- Complete: Employees who have completed the training (either the initial or an updated version if it is renewing).
- Incomplete: Employees who are included in the required training but have not completed it.
- Past Due: Employees who are included in a required training with a due date or renewal date, have passed that date, and have not completed the training.
For each of these categories, you can click on the number of employees and a list of the names of the included employees will display, along with their job title and hire date from their job tab.
You can filter this information by Age, Length of Service, Department, Division, Employment Status, or Location.
This widget becomes available if you have access to training for at least one employee.
How we calculate this data: The "People Without a Pay Raise" feature identifies all employees who have not received a pay raise in their Compensation table for over 12 months. If an employee has received a pay raise, the feature displays the date of the raise and the percentage increase from their previous salary. The "Amount" column shows this percentage increase. If an employee has never received a pay raise, the feature displays their hire date and a dash under "Amount."
You can filter this information by Age, Length of Service, Department, Division, Employment Status, or Location.
This widget becomes available if you have access to the following fields for at least one employee:
- First Name
- Last Name
- Compensation: Pay Rate
- Compensation: Date
The percentage increase will only display if the currency code remains consistent between the previous and current line.
How we calculate this data: The "Time Off Requests" feature includes all time off requests that have not been approved or denied. It marks requests for today's date or earlier as "Urgent." It categorizes all future requests as "Other Requests."
You can filter this information by Age, Length of Service, Department, Division, Employment Status, or Location.
Only the Account Owner and Full Admin users can access this widget.
How we calculate this data: The "Time Off Used" feature shows how much time off employees in your company have used over the course of a year. It includes approved time off used in the past year for all employees in each time off category. You can toggle "Show previous year" to compare with the previous year's data. At the top, a dropdown menu allows you to select which time off category to view.
You can filter this information by Age, Length of Service, Department, Division, Employment Status, or Location.
This widget will be available if you:
- Are an admin
- Are a manager
- Have a custom access level
- Have view or edit access to at least one Time Off Category (only those categories will show)
- Have access to at least one employee contributing to the time off used data
How we calculate this data: The "Benefits Enrollment" feature displays the four most-enrolled plan types in the contracted state. In the expanded state, it shows each plan type along with the plan names under each type. Each plan name includes the count and percentage of people enrolled in that plan. Each plan type also has "Undecided" and "Waived" options in the legend:
- Undecided: Includes employees who are eligible for at least one plan in that type but have not yet enrolled in any benefits.
- Waived: Includes employees who have waived all plans in that type.
You can filter this information by Age, Length of Service, Department, Division, Employment Status, Location, Pay Type, or Gender.
To view this widget, ensure that "Settings > Benefits" is checked in your access level under "What can people with this access level do?"
Reports
The following report widgets will each show the associated numbers (for example, employees in a certain location) and how that number has changed month to month over the past year. Each widget has relevant reports linked at the bottom for quick access.
These reports are unique to their Home widgets so you will not be able to download or export them from there. You can view or export full versions of the reports from within the Reports tab.
How we calculate this data: The Gender report widget pulls from the Gender field. If the data changes, the employee will always show as part of the new gender since no history is tracked. Employees are included in the data starting with their hire date going forward.
This widget is only available to the Account Owner and Full Admin users.
How we calculate this data: The Location report widget pulls the location based on the date for each line item in the Job Information table. Employees who change locations at any point during the month are included in the data starting with the first date in the Job Information history.
This widget will be available if you have access to the Location field for at least one employee.
How we calculate this data: The Length of Service report widget pulls the length of service from the Hire Date field, not Original Hire Date. Employees will be included in the bracket if they had a work anniversary at any point during the month AND that anniversary qualifies them for the next length of service bracket. Employees are included in the data starting with their hire date going forward.
This widget will be available if you can access the Hire Date field for at least one employee.
How we calculate this data: The Division report widget pulls the division based on the date for each line item in the Job Information table. Employees will be included in the month if they change divisions at any point during the month. Employees are included in the data starting with the first date in the Job Information history.
This widget is available if you can access the Division field for at least one employee.
How we calculate this data: The Ethnicity report widget pulls from the Ethnicity field. If the data changes, the employee will always be part of the new ethnicity since no history is tracked. Employees are included in the data starting with their hire date going forward.
This widget is only available to the Account Owner and Full Admin users.
How we calculate this data: The Age report widget pulls age based on the Birth Date field. Employees will be included in the age bracket if they had a birthday at any point during the month, AND that birthday qualifies them for the next age bracket.
This widget is only available to the Account Owner and Full Admin users.
How we calculate this data: The Department report widget pulls the department based on the date for each line item in the Job Information table. Employees who change departments at any point during the month are included in the data starting with the first date in the Job Information history.
This widget will be available if you can access the Department field for at least one employee.
How we calculate this data: The Employment Status report widget pulls employment status based on the date for each line item in the Employment Status history. Employees are included in the data, starting with the first date in the Employment Status history, if they change statuses at any point during the month.
This widget will be available if you have access to the Employment Status field for at least one employee.
If you are looking for even more capability in analytics, check out our custom dashboard feature available in the Elite package.