Use the HR Manager Dashboard

You can use the Manager Dashboard to monitor HR team effectiveness based on metrics. Metrics includes state of assigned cases by HR agent and service level agreement (SLA) elapsed time percentage.

Before you begin

Role required: sn_hr_core.manager

About this task

By default, the Manager Dashboard displays the following reports:
  • Case Satisfaction Survey - 30 Day AVG: Evaluate the satisfaction of employees with the handling of HR cases. This chart displays information if you ask employees to complete the HR Request Satisfaction Survey.
  • HR Case SLAs by Elapsed Time Percentage: Monitor the time to resolve HR cases and follow up when case SLAs are breached.
  • Active HR Cases by Assignment And State: Review the numbers of HR cases assigned to each HR agent by state, for example, Ready or Work in Progress, to help you evaluate the effectiveness of each HR agent.
  • HR Case Transfer Rate: Review the number of cases transferred to a different HR agent by case category to determine whether the right assignments are taking place.

You can customize any dashboard that you can access to add or remove reports and other widgets. For example, an HR benefits administrator adds a report to the Manager Dashboard that displays the assignment and state of HR cases in the Benefits category.

Procedure

  1. Navigate to HR - Dashboards & Reports > Manager Dashboard.
  2. Perform any of the following actions.
    OptionDescription
    Add content Click, highlight topics, and move to sections of the page.
    Change Layout Click the column layouts on the left.
    Save the chart as an image file 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.