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View HR Performance Analytics Scoped

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View HR Performance Analytics Scoped

HR Performance Analytics for the scoped version of HR Service Delivery 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.manager

About this task

After HR Performance Analytics is activated, the collection job runs daily by default and is configurable. 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.
Scheduled Data Collection
There are two jobs specific to the Performance Analytics - Content Pack - Human Resources Scoped App [com.sn_hr_pa] plugin:
  • [PA HR Case] Daily Data Collection
  • [PA HR Case] Historic Data Collection
See Create or schedule a data collection job .
Each job has indicators to make data collection efficient and defines what data to collect.
See Configure a job indicator .
View dashboards
After the PA jobs run, you can view the collected data from the Dashboard.
See Dashboards overview .
HR Executive
Provides data that helps executives view and understand backlogs, bottlenecks, and improvements in the HR case management process.
  • You can filter the data by COE and type of HR case or by HR group.
  • The Overview tab provides summaries for backlogged cases, average time to resolution, number of closed cases, and more. You can also view details and trends by week for each category.
    Note: Configure the formula for calculating the Total Weekly Cost of Case Management. The base system provides a formula to show examples.
  • The Performance tab provides data on cases that breached the SLA, average of reassignment on open cases, average age of open cases, and trends on each.
Note: You can also edit and view the specific indicators used for each widget on the dashboard.
HR Manager
Provides detailed data about open cases that helps managers quickly assign agents and look deeper into opened cases. You can sort this dashboard by assignment group.
  • You can only filter this dashboard by Groups.
  • The Overview tab provides summaries by backlog of all open cases, average time to resolution, and unassigned opened cases.
  • The State Analysis tab shows number of cases that are open or closed. Shows details on average age of open cases, cases not updated in last 3 and 10 days, and cases that have exceeded the SLA. You can also view the number of open cases by different breakdowns.
  • The Trends tab provides data on the new and closed cases by month and by different breakdowns.
HR Agent
Provides detailed data for the logged in HR agent. It provides the number of open cases, breached SLA cases, approval requests, and unassigned cases. The opened backlog cases graphs by different breakdowns.
HR Case Reassignment Details
This report shows cases that have transferred multiple times, the assignment group, and the amount of time each group spent on the case.

The Performance Analytics dashboard provides the following reports.

Volume of Open/Closed Cases by Category
The line chart shows 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 shows 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 shows the average number of active cases by state for each of the last four weeks. It also shows the total number of cases for each week. The Breakdowns tab shows the aging buckets and the total number of cases in each bucket.
Active HR Cases by State
The trending chart shows 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 shows aging buckets and the number of cases in each bucket for that date.
Active HR Cases Managed by Agent - Weekly AVG
The trending chart shows 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 shows the average number of cases that were in each aging bucket for each of the last four weeks. The Breakdown tab shows 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.
  • 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 Performance Analytics concepts .