Insights Dashboard
What is the Insights dashboard?
Purpose: To help administrators understand what is included in the Insights dashboard and how it helps their organization.
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 this data is calculated: 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 and Full Admin 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 this data is calculated: Candidates With Offers helps you keep track of the offer letters you have sent out. It includes all candidates who have been sent an offer letter in the last 30 days, and pulls the Start Date, Location, and Hiring Manager from their Offer Letter details. It displays the timeline so you can see when the offer letter was sent, if and when it was revised, when it was viewed, and when it was signed. Candidates will be categorized by whether they have accepted an offer or it is still pending.
You can filter the information in this widget by Department or Location.
This widget is only available to the Account Owner and Full Admin users.
How this data is calculated: Incomplete Trainings will show a list of all your trainings with the number of employees assigned to each training. It includes all trainings marked as 'Required' in Settings and shows the number and percent of employees included in these trainings for the following categories:
- Complete: have the training recorded (one, or an updated one if it is renewing).
- Incomplete: are included in the required training but do not have one recorded.
- Past Due: 1) are included in a training that is marked as required and has a due date listed or is renewing, 2) have past the due date or renewing date and do not have a recorded 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 will be available if you have access to training for at least one employee.
How this data is calculated: People Without a Pay Raise will show you all the employees who haven't had a pay raise entered into their Compensation table for 12+ months. If they have had a pay raise, you will see when it was and the percentage increase from their previous salary. The "Amount" column will show the percentage increase from their previous salary. If they have never had a pay raise. you will see when they got hired and a dash under "Amount."
You can filter this information by Age, Length of Service, Department, Division, Employment Status, or Location.
This widget will be 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 not display if the currency code was changed compared to the previous line.
How this data is calculated: Time Off Requests includes all time off requests that haven't been approved/denied. If a request is for today's date or a previous date, it will be marked as "Urgent". All future requests are categorized as "Other Requests".
You can filter this information by Age, Length of Service, Department, Division, Employment Status, or Location.
This widget is only available to the Account Owner and Full Admin users.
How this data is calculated: Time Off Used will show how much time off is being used in your company over the course of a year. It includes approved time off used in the past year for all employees for each time off category. You can toggle Show previous year to view the previous year's data in comparison. In the upper left corner is a dropdown menu, where you can 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 have access to the following fields for at least one employee:
- First Name
- Last Name
- Time Off Category (view or edit access for at least one category)
How this data is calculated: Benefits Enrollment Shows the four highest enrolled plan types in the contracted state. The expanded state shows each of the plan types and the plan names under each type. Each plan name will include the count and percentage of people who are enrolled in that plan. Each plan type will have an "Undecided" and "Waived" option in the legend:
- Undecided: includes employees who are eligible for at least one of the plans in that plan type but have not yet enrolled in any benefits in that type.
- Waived: includes employees who have waived all plans in that plan type.
You can filter this information by Age, Length of Service, Department, Division, Employment Status, Location, Pay Type, or Gender.
To view this widget, Settings > Benefits must be 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. Therefore, you cannot download or export them from there. You can view or export full versions of the reports from within the Reports tab.
How this data is calculated: The Gender report widget pulls from the Gender field. If the data is changed, the employee will show as always being 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 this data is calculated: The Location report widget pulls location based on the date for each line item in the Job Information table. Employees will be included in the month if they change locations at any point during the month. Employees 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 this data is calculated: 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 have access to the Hire Date field for at least one employee.
How this data is calculated: The Division report widget pulls 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 will be available if you have access to the Division field for at least one employee.
How this data is calculated: The Ethnicity report widget pulls from the Ethnicity field. If the data is changed, the employee will show as always being 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 this data is calculated: 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 this data is calculated: The Department report widget pulls department based on the date for each line item in the Job Information table. Employees will be included in the month if they change departments at any point during the month. Employees 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 Department field for at least one employee.
How this data is calculated: The Employment Status report widget pulls employment status based on the date for each line item in the Employment Status history. Employees will be included in the month if they change statuses at any point during the month. Employees are included in the data starting with the first date in the Employment Status history.
This widget will be available if you have access to the Employment Status field for at least one employee.