View HR Performance Analytics Scoped

HR Performance Analytics helps you align resources and systems to strategic objectives.

Before you begin

Before HR performance analytics data can be viewed, your organization must purchase a subscription to Performance Analytics and an administrator activates the plugin.

Role required: sn_hr_core.basic

About this task

After HR Performance Analytics is activated, the collection job runs daily. Collected data is kept for 30 days. The data in performance analytics reports is collected based on a daily scheduled job, therefore, the date is one day in the past. Over time, more data is available for historical trending.

The Performance Analytics dashboard displays the following reports.

Volume of Open/Closed Cases by Category
The line chart displays the trend of open and closed cases for each of the last four weeks. Click a point on a line to see open or closed cases for the duration. The Breakdowns tab displays the number of open or closed cases by category. Select Stacked bar from the choice list for the best data format.
Active HR Cases per Week - by AVG
The bar chart displays the average number of active cases by state for each of the last four weeks. It also displays the total number of cases for each week. The Breakdowns tab displays the aging buckets and the total number of cases in each bucket.
Active HR Cases by State
The trending chart displays a trend of the cases that moved to each HR case state during the past 30 days. The gray bar to the left of the Trend column represents the proportion of moved cases to the total number of cases. The Breakdowns tab displays aging buckets and the number of cases in each bucket for that date.
Active HR Cases Managed by Agent - Weekly AVG
The trending chart displays the number of cases that each agent was assigned to over the past four weeks.
Active HR Cases SLA Indicator per Week- By AVG
The bar chart displays the average number of cases that were in each aging bucket for each of the last four weeks. The Breakdown tab displays the agent and the number of cases on that date in the selected aging bucket. Select Column from the choice list for the best data format.

Procedure

  1. Navigate to Performance Analytics
  2. Perform any of the following actions.
    • Point your cursor to an element, such as a bar or pie segment, to see what the element represents.
    • Click a segment to see more details about the element. Scroll up to view the information. The detail contains the following tabs, depending on the selected element.
      • Chart: The detail of the element displayed in a chart. You can use the controls on the upper right to add or change comments, targets, and thresholds.
      • Breakdowns: The breakdown of the buckets used in the report. Select a chart type from the choice list on the upper right to see the data in another format.
      • Records: The records that comprise the element you selected. You can view the detail of each record.
      • Scores: The number of records for each week in the report.
      • Comments: Comments entered for this report. The tab is disabled unless comments exist.
      • More info: A description of the logic that generates the report, how often the job runs, and when the data was last collected.
    • If a menu icon appears when you point your cursor to a chart, you can click the icon to export the chart to an image file.

What to do next

For more information about performance analytics and how to develop and modify widgets for your organization, see .