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People Insights User Guide

The simplicity of working on one unified platform means all your workforce data is easily accessible to all teams and ready for you to leverage to make better-informed workforce decisions. The People Insights tools built into the system enable you to easily access the day-to-day, tactical data you need to effectively manage employees. In addition, the data can help guide your long-term workforce strategies with emerging trends and predictive forecasts revealed through a powerful combination of configurable metrics and intuitive, AI-generated insights and alerts.

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Analytics Features

You can configure a People Insights tile for managers. You can also add shortcuts on the home page for users.

Header Icon

In the application header, managers see the People Insights icon. Click this icon to go directly to People Insights, without having to click through menus or options.

Home Dashboard Tile

The People Insights tile is available to managers to get quick, at-a-glance, information about employee Flight Risk probabilities and trends. The tile summarizes the high-level information related to Flight Risk described in the following three sections.

Employees with Highest Flight Risk

This area shows up to three employees with the highest Flight Risk probability, calculated for the current month. To prevent these employees from leaving, you should take immediate action.

Likelihood of Employees Leaving

This area shows the distribution of a manager's employees (based on Group visibility) and their likelihood of leaving. Categories include Very Likely, Somewhat Likely, and Not Likely. You also see the percentage change (increase or decrease) for each category from the previous month to the current month, and the number of People Insights by category.

Top Re-engaged Employees

This area shows up to three employees with the most improved (or recovered) Flight Risk probability. These employees previously had a high flight risk, and you have succeeded in re-engaging them. The system compares the previous month to the current month.

Dashboard Layout

You can add the Flight Risk Insights widget to the Dashboard Layout Profile at Company Settings > Profiles/Policies > Dashboard Layout > Dashboard Layout Profiles. Tabs can also be individually managed under Company Settings > Profiles/Policies > Dashboard Layout > Dashboard Tab Library.

Analytics Module Dashboard

Like other module dashboards in the system, the Analytics Dashboard allows you to add charts for daily, weekly, or monthly monitoring. In addition, the Analytics Dashboard enables you to add enhanced Pivot Charts. You can use the Pivot Charts to slice and dice Metrics by the available Dimensions.

The Pivot Charts available in People Insights assist with data summarization, allow for easy data categorization, and filter data into useable pieces. You can define the fields to include in Pivot Charts based on the data most important to your organization.

Tip

If the Pivot Chart has not been added to a report in the past, add it to a report first.

Creating Charts Based on Pivot Tables

You can create charts based on Pivot Tables. You then can switch the Pivot Tables to the following types of charts:

  • Horizontal Bar

  • Vertical Bar

  • Line

  • Scatter

  • Pie

  • Tree Map

  • Bubble: A Bubble chart is an extension of a scatter plot that you can use to show the correlation between at least three variables. You can also add a Bubble chart to the Dashboards.

  • KPI: You can create the KPI chart from a Pivot Table to see the data as aggregated numbers.

You can sort the values in columns and rows in a Chart separately from the sorting applied in the Pivot Table. The sorting of the values in columns and rows applied to the Charts does not impact the Tables and vice versa.

If you have the appropriate security permissions, you can Export Pivot Tables into a Chart view from the low-level ellipsis. The following formats are available:

  • Print

  • To HTML

  • To Image

  • To PDF

  • To CSV

  • To Excel

Note

If the Pivot Table has a Chart view, the options to export in Excel and CSV formats aren't available.

You can perform the following actions from the low-level ellipsis, which work as an auto save feature:

  • Add Chart to the Page: Use this option to add a chart you created to the Saved Charts section. This saves the chart so that it can be selected from the Manage Existing Charts option.

After you add three charts to the Saved Charts section, you can't add more charts to the page. You can use the Display option for all charts until you enable that option for three charts. Then the options are not available unless you disable the Display options for any of the three charts.

  • Save Chart: Use this option to save a created chart to the list of available charts under the Manage Existing Charts option.

If you don't have enough dimensions or metrics for a particular type of Chart, you see a warning message explaining that to create that type of chart, you must add one or more rows or columns and one or more metrics.

The Add Chart to the Page and Save Chart options appear as disabled unless your parameters are valid and a chart can actually be displayed.

From the low-level ellipsis on saved charts, you can use the Remove option to remove a saved chart from the Explorer view and auto-save your changes. A chart that you remove is still in the list of available saved charts under the Manage Existing Charts option. When you click Yes to the Remove option, you no longer see the chart and it is not selected in the list of saved charts. When you click Cancel for the Remove option, your chart remains in view.

When you change the view from a Pivot Chart to a Pivot Table, the Pivot Chart supports formatting values from the Pivot Table. When you click the Save Chart or Add Chart option on the Pivot Chart, the saved chart supports the current formatting values from the Pivot Table.

You can select and apply a color in a Pivot Chart.

Users see a warning message when it is not possible to create a chart because there is not enough data for the configuration. The system displays the warning message No data for the selected configuration when:

  • The user switches to Charts on the Pivot Table, configured so that a chart cannot be built.

  • The user edits Chart Settings in the Saved Charts area and sets the configuration so that a chart cannot be built.

  • The user switches to the Dashboard, the warning message displays for added charts with the condition that the chart cannot be built.

Conditional Formatting

When a user opens the Conditional Formatting pop-up, they can:

  • Select a metric.

  • Select a condition.

  • Set the text format.

  • Set the color.

Users can select different condition options and condition values, and they can select the font, font size, font color and see sample text to which the conditional formatting is applied. In the Metrics fields, users can apply conditional formatting either to all metrics or to a specific metric. Users can also delete existing conditional formatting, apply new formatting, cancel the changes or just close the pop-up. In Pivot Tables, the values can be rounded, so conditional formatting is not applied in this case. As a workaround, users may create a Calculated Metric or use a \"between\" option.

Pivot Chart Edit Panel

Users can change the settings for a saved Pie chart, Column chart, Bar chart, Scatter chart, or Line chart in two ways:

  • Click the Edit Chart Settings option from the low-level ellipsis on the saved chart.

  • Click the Edit Chart Settings option on the Chart Name on the Manage Existing Charts panel.

From the Edit Chart Settings panel, you can select Data, Chart Display, and Chart Title. The Chart Display setting has the following options:

  • Metrics Title (enabled by default)

  • Dimensions Title (enabled by default)

  • Metrics Label: The Metrics Label values (which are Thousand separator, Decimal separator, Decimal places) on Saved Charts support the same formatting that you see when you add a Pivot Chart to the Saved section and enable the Metrics Label option on the Edit Chart Settings panel.

When you add a Pivot Chart to the Saved section and enable the Metrics Label on the Edit Chart Settings panel, the Metrics Label values support the same formatting as values in the Pivot Table for Percent, Currency, and Decimals (rounding) values.

  • Dimensions Label: When you add a Pivot Chart that uses Time as a dimension (column or row) to the Saved section and you enable the Dimensions Label, the Time Metric dimension value supports the format as in the Pivot Table.

  • Show Legend: Enable this option to show the legend for the chart.

For the Chart Title setting, you can change the automatically generated chart title.

When you change the chart type on the Edit Chart Settings panel, the minimal count of metrics and dimensions for the new chart type is applied.

To better arrange the data, you can choose to stack Bar and Column charts that you create with the Pivot functionality. Use the Show as a stacked chart check box on the Edit Charts Settings panel in the Insights Explorer in Analytics reports. This check box is available for only Column and Bar charts that have both Metrics and Dimensions defined.

After you enable the Show as a stacked chart check box and click the Save button, the system builds a stacked chart. Users may want to see only one axis for their charts that use several metrics, so they can compare those metrics with the same scale. A Show with single axis checkbox displays in the Data section under the Show as a stacked chart checkbox or instead of on the Edit Chart Setting panel for Horizontal Bar, Vertical Bar, and Line charts. A Tooltip explains Select if the metrics are of the same type and unit (e.g. Hours, Money, Quantity).

A single axis displays on the chart when Show with single axis is selected.

Threshold for Column Charts

You can set a Threshold for column charts to make them display a more accurate view of your data. When you select Edit Chart Settings, the system displays the Edit Chart Settings panel, which includes a tab for Threshold information. The Reference Line threshold is available only for the Column Chart Type. For all other charts, the Threshold tab is available with the Add Threshold button disabled.

To use thresholds for different charts, just add a threshold when you change the chart type. Threshold is available for the following Chart Types: Bar Chart, Column Chart, Line Chart, Scatter Chart, and Bubble Chart.

For the Metrics field in Bubble Charts, only the first and second metrics appear. The third metric is used for bubble size, so you can't create a threshold based on the third metric

You can set Threshold Display options for My Charts in the Edit Threshold Panel's Threshold Display section. The Threshold Display section on the Threshold tab includes three options: Threshold Title, Metric Label, and Value.

On the Threshold tab, if you change the Chart Type, the system opens the Settings tab and keep relevant threshold settings (such as when the same threshold type can be used and the metric exists in the settings). If you change the Chart Type and the settings are not relevant (such as when the same threshold type can't be used or the metric doesn't exist in the settings), the system displays the default settings for the threshold.

Pivot Charts in the Dashboard Layout Configuration

Administrators can add Pivot Charts to the tabs within a Dashboard Layout Profile (Company Settings > Profiles/Policies > Dashboard Layout > Dashboard Layout Profiles), or directly to a tab from the Dashboard Tab Library (Company Settings > Profiles/Policies > Dashboard Layout > Dashboard Tab Library). Click the Add button from within a Dashboard tab to add up to nine tiles per tab.

When you click Add, you see the following options: Widget, Report/Chart, and Pivot Chart (which appears only when People Insights is enabled for your company).

If you choose Pivot Chart, a pop-up enables you to search for a Pivot Chart or select one from a list. If you enable the Others' Settings option, you can see all Pivot Charts associated with views that are shared with you. You can add Pivot Charts from two sources on a single dashboard.

An informational message shows you the number of spots available on a Dashboard: X of 9 dashboard slots available.

If you reach the maximum number of tiles, you see the message Max of 9 tiles are allowed to be displayed per dashboard.

You might also see the informational message Max of 2 report views can be used to add pivot charts per dashboard.

If you use more than two data sources when selecting Pivot Charts, you see the error message Max of 2 report views can be used to add pivot charts per dashboard, and the Apply button is disabled until the error message is resolved.

The report view displays all of your applicable default columns and data.

View Chart and View Grid

You can switch between View Chart and View Grid for saved Pivot Charts on the Dashboard (Team > Analytics > Dashboard). View Chart is the default, and the icon is disabled when there is no chart on the tile.

The Grid view on Saved Charts and Dashboards supports format settings for the chart (such as decimal separator, thousand separator, decimal places) for number, time, and string data types. The Pivot Chart in Grid view supports the same formatting values as the Pivot Chart in Chart view.

When you change the view of a saved chart from the Chart view to Grid view, the Grid view supports the same formatting values as the Chart view (on the Explorer dashboard) for decimal and thousand separators, decimal places, etc.

Analytics Reports

Analytics includes a series of reports that introduce metrics and dimensions. Also you can create a pivot chart on top of the metrics and dimensions values to conduct deep analysis. Access these reports at Team > Analytics > Reports.

The reports uncover information about each system area and the impact on Flight Risk probability. These are the analytics reports:

  • Internal Benchmarks By Cost Center (under Internal Benchmarks when the functionality is enabled)

  • Counters

  • Exceptions

  • Time Off

  • HR

  • Contribution Factors (Flight Risk Prediction functionality must be enabled)

  • Employee Fatigue (Employee Fatigue functionality must be enabled)

If the Flight Risk Prediction functionality is enabled for your company, the Contribution Factors report is available at Analytics > Reports > Contribution Factors. This report describes the importance or weight of the flight risk contribution factors. To view this report, you must have the Contribution Factors security item enabled.

If you have security permissions to view Counters reports, you can view Counters data, including Amount-based and Quantity-based Counters. You can also create different charts to analyze the data. At Analytics Reports > Counters, you see the following columns:

  • The Counter Name column includes Amount-based and Quantity-based counters.

  • The Counter Amount column is for Amount-based counters in the report.

  • The Counter Quantity column is for Quantity-based counters in the report.

Analytics reports are displayed in the Add Reports/Charts pop-up for Custom tabs, the My Dashboard tab, the My Team tab, and the Analytics Module tab (on the Landing page and in the main menu). You can also add them to Dashboards.

You can see employee historical attributes in Analytics reports. For example, Analytics data sets support historical Cost Center details for the Employee Default Cost Center (1 to 10), which is sourced by the HR Action History Record. In addition, historicity for the following attributes is supported:

  • Employee Manager 1 to 6

  • Default Cost Center Name

  • Pay Type

  • Employee Skills

Share Report Views with Insights Explorer

You can use the Insights Explorer page to share a saved view of a report (HR, Counters, Time Off, or Exceptions). When you try to share a report view without a created Explorer page, the following occurs:

  • For the Share With Others option, the Explorer icon is not active in the shared view. When you hover over the icon, a message explains that Insights Explorer is available for Saved Views Only.

  • For the Share With All option, if you have the Report Settings security item enabled in your assigned Security Profile, you see an active Explorer icon in the shared view. You can create the Explorer page and update the initial version of the view with any changes on the Explorer page.

When you share a report view that has a created Explorer page:

  • The Explorer icon is active in the shared view and the user with which you shared can navigate to the created Explorer page to view it in read-only mode.

  • If users who open a shared report view have the Report Settings security item disabled in their assigned Security Profile, the Explorer icon is not active in the shared view. When a user hovers over the icon, a message explains that Insights Explorer is available for Saved Views Only.

  • For the Share With All option, users with the Report Settings security item enabled in their assigned Security Profile see an active Explorer icon in the shared view. The Explorer page can be changed and the initial version of the view updated with any changes on the Explorer page. For users with the Report Settings security item disabled, the Explorer icon is active in the shared view and users can navigate to the created Explorer page to view it in read-only mode.

Filtering Functionality for Insights Explorer

Filtering functionality is available on the Insights Explorer page. Users can set filters on the Filters panel (Labels and Values view) that displays upon clicking on any of the report filters. Users can also set filters on the Filters popover (Labels, Values and Metrics view), which is opened from the columns header in the Pivot Table.

Additional Information for Saved Charts Filters

If a user has a filter(s) applied for a saved chart, the filter values are displayed at the top of the saved chart whether the filter was applied via the Chart Fields pop-up, Report Filters, or via Grid. If the user opens the Edit Chart Settings panel and changes any filtered Metric or Dimension, the system displays a confirmation pop-up that reads: You will lose your filter for {Aggregation} of {Metric}, {Aggregation} of {Metric}. Continue?

If the user applies such changes, the system deletes the filter from the top of the saved chart (other filters are displayed) and removes it from the list of applied filters in the Saved Charts area. For the calculated Metric for which the filter was used, no aggregation is displayed. If the calculated Metric is removed from the Pivot, it is not displayed in the Edit Chart Settings panel.

Select Saved Charts on the Insights Explorer Page

You can choose three saved Charts to view on the Insights Explorer page. You can also delete saved Charts from a Pivot Table on the Insights Explorer page.

The Manage Existing Charts option includes the option to select and display charts. The option is disabled until at least one chart exists in the list. You can add the chart in two ways:

  • Select the Save Chart option under the ellipses of the Pivot Table.

  • Select Add Chart To The Page under the Ellipses of the Pivot Table.

The Manage Existing Charts option opens the Manage Existing Charts panel with the list of available saved charts. If the page has more than three saved charts, when you click on Manage Existing Charts, the panel opens with a warning message and the Save button is disabled. If the page has less than three saved charts, the panel opens with an informational message and the Save button is enabled.

You can use Up and Down arrows on the Manage Existing Charts panel to rearrange items. When you select the checkbox for a chart, the Up and Down arrows become active. After you save the Manage Existing Charts panel, your new chart order is saved and applied. When you select the first or last chart in the list, the Up or Down arrow is disabled.

You can Delete a saved chart from the list of available charts in the Manage Existing Charts panel. The Delete icon becomes clickable when you select the checkbox for at least one chart. After you click Delete, a confirmation message appears and you can choose Continue to delete the chart from the panel.

You can see the date filter on the Saved Charts in the Insights Explorer in the Analytics reports so that you know which date filter is applied.

Saved Charts retain all filters from the Pivot when being created so users have the same chart view on the Pivot and Saved Charts areas. When a user creates a chart from the Pivot and saves, the system takes all filters applied for the used values, applies them to the Saved Chart (even if the value (metric or dimension) is not displayed for the chart), and displays the same chart view in the Saved Chart area.

When the user changes the Chart to the Grid view, the system displays only the metrics that are used in the chart. The system keeps the filters only for the chart that is not edited by the user. If the user makes any changes in the Edit Chart Settings Panel (Data section), the system deletes all filters.

Formatting for Saved Charts

An option to Format Metrics in the triple dots menu for the Saved Charts allows users to apply the formatting for Saved Charts Metrics values. This formatting functionality is available for the Saved Charts area so the user can apply formatting to the metrics of a specific chart. The formatting works in the same way as for the top area, and applies to the selected metric only used in the selected chart.

Negative Formatting

Negative formatting is applied according to the settings in the Format Metrics pop-up to ensure there is consistency on the Insights Explorer page. In the Pivot Tables and Charts, the default negative format is used. If a user changes the negative format, then the set negative format is then used in:

  • Pivot

  • Charts

  • Grid

  • Tooltips

  • Legend

  • Axis

Negative formatting is also applied for stacked charts, threshold and charts with a single axis.

Full Screen for Saved Charts

The Full Screen option is common to the whole Saved Charts area.

In Full Screen, options for Table View and List View are available. Full Screen is opened in the Table View by default. All Saved Charts options are available in Full Screen mode (Manage Existing Charts, Edit, Remove, Delete, Adjust Size, Export, Print). All updates to width and height made in Full Screen mode are also used for non-Full Screen views.

When you adjust the size in the Full Screen on the Insights Explorer page and there is only one Saved Chart, only the Row Height option is available and the Tile Width option is not available. If there are several Saved Charts, both the Row Height and Tile Width options are available.

Print the Insights Explorer Page

You can print the Insights Explorer page just as you can with standard charts. On the Insights Explorer page, the system displays a Print option in the top ellipses to print the Insights Explorer page.

  • The system prints the charts or grids depending upon what is on the page.

  • If there are any errors in the charts, the charts are not printed.

  • If all of the charts or grids have errors, a blank page is printed.

  • The {Page Name} appears before the table, and the Chart name appears on the same page as the chart (no separation).

  • The charts are printed from the new page (the Pivot table is separated).

  • All columns are displayed.

A multi-chart Print function is also available so that you can print all of the saved charts on an Insights Explorer page. The Print icon appears in the header of the Analytics reports. Charts with any errors are not printed.

You can't use the Print option when there is no data for Guided Analysis in the Internal Benchmarks reports, which ensures that no errors occur. When you select any Guided Analysis and click Assist me but there is no data to display, the system opens the Insights Explorer page with a No Data message and the Print option is disabled.

Tree Map Chart on the Insights Explorer Page

You can create a Tree Map saved chart on Analytics reports. You can transform a Pivot Table to a Tree Map Pivot Chart, which is an additional type of chart. If you don't select enough columns, rows, or metrics, a message like this displays: To create a Tree Map chart, try 1 or more Row(s) or Column(s), and 1 or more Metric(s).

You can add a Tree Map Pivot chart to the Saved Charts area on the Explorer page. You can also save a Tree Map Pivot chart to the list of Saved Pivot charts. To change the settings for a Tree Map saved chart, use the Edit Chart Settings option from the low-level ellipsis on the saved chart. Also you can click the Edit Chart Settings option on the Chart Name on the Manage Existing Charts panel to see the following options:

  • The Data option enables you to add dimensions and metrics as you do in other charts.

  • The Color option shows the color pallet from lowest to highest value by default (from white to orange).

  • Chart Display.

  • Chart Title.

On the Edit Chart Settings of a Tree Map saved chart, you see the message To create a tree map chart, select up to 2 metrics, and 1 dimension.

When you change the Chart Type on the Edit Chart Settings panel and increase the minimal count of metrics and dimensions, the new Chart Type inherits the selected metrics and dimensions from the previous chart by default. If you lower the minimal count of metrics and dimensions, the new chart retains the metrics and dimensions up to its minimal count (ordered by rank).

Insights Explorer Based on Analytics Reports

Click the Explore icon on the Explorer page to create an Insights Explorer based on the Analytics reports for HR, Counters, Time Off, and Exceptions. If there are no existing Pivot Tables or Charts, the Edit Pivot Chart Fields dialog box appears. An empty widget displays with a Create Pivot Table button to open the Edit dialog box.

If existing Pivot Tables or Charts are available, the page is shown with them directly. Managers can open a Pivot Table in Full Screen mode on the Insights Explorer page when a user has clicked the Explore button on any report, and the user has created a Pivot Table or opened the page where existing Pivot Tables or Charts are available.

You can save and edit Pivot Tables. When you click the pencil icon to open the Edit Pivot Chart Fields dialog box, you can't open any action under the ellipsis of the Pivot Table. You can Reset the Explorer page to the original saved state of the Pivot Table.

When a user adds a metric in Edit Pivot Chart Fields in the Metrics section, the system checks if the same metric has already been added to this section. If the same metric exists, the system checks its aggregation and hides this aggregation from the list, and applies the first aggregation by default. If the same metric has not been added, the system shows all aggregations. The system allows users to add the same metric several times for the saved chart for the purpose of comparing different aggregation types for that metric.

In Insights Explorer, when you sort, filter, or format a Table, it does not impact the Charts and vice versa.

You can define formatting to apply only to a particular field so that you can configure all fields in your own way. In the Insights Explorer from any Analytics report, when at least two fields are in the Pivot (such as Currency and Time), if you set the formatting for a certain field, the system sets the formatting for that field only and NOT for the other field.

Use the View Report Data button to select and navigate to a report.

After you complete a Save As on an Insights Explorer page, click the View Report Data button to open the newly created report. The View Report Data button appears for Guided Analysis pages and on the Insights Explorer after you navigate from the Dashboard.

The View Report Data button does not work as a Back button. It returns you to the report with the Insights Explorer data.

Error Message When Metric is Deleted

When a user has no access to the metric used to build a chart (as a metric, filter or dimension) or the metric is removed from the report, an error message displays for the saved chart: The chart can not be built as {metric name}, {metric name} {is/are} unavailable.

When the user has no access to the metric used in a formula for a Calculated metric or the metric is removed from the report, the calculation is done without this metric and an error message displays on the Calculated metric pop-up: {metric name}, {metric name} used in formula {is/are} unavailable.

The Pivot table is built without any unavailable metric used as metric, dimension, or filter.

Default Value for Calculated Value

In the Insights Explorer for any Analytics report, you can set the data type for values and choose only the corresponding appropriate format. The default value for a Calculated value is Number. When you create any Calculated value, the system transforms the total into the Number format. You can then set Currency or % for the value in the Format Metrics dialog box.

Time Format in Insights Explorer

A company has the capability to define a total Time Format, such as HH:MM or HH.00, at a global level. Any Time-related metric used in the Insights Explorer supports the global format for the company.

  • If the global Time Format is HH:MM, any Time related metric used in the Insights Explorer will be in the format HH:MM.

  • If the global Time Format is HH.00, any Time related metric used in the Insights Explorer will be in the format HH.00.

Both formats from the Insights Explorer (HH:MM and HH.00) are represented by seconds, so any calculations made with a Time metric also use seconds as the value. For example, to add 30 minutes, use 1800 (60 seconds per minute X 30 minutes).

Note

The formatting on any Time-related metric used in the Insights Explorer is not applicable. For example, if the Counter Hours is 3.5 and you try to

change the format of the metric using functions or the decimal separator, the change is not applied and the Counter Hours remain 3.5.

Custom Format Metrics in Insights Explorer

You can see a custom Format Metrics dialog box in Insights Explorer on Analytics Reports. When you open the Format Metrics dialog box, there is a custom Format Metrics dialog box in the Pivot Table. The dialog box includes functionality for number, currency, percent, and time data types. You can set the data type for values and choose only the corresponding formatting for it so that there is no confusion.

No warning message (You have some unsaved changes...) displays if you make format changes for one value without applying them and then switch to another value. All changes for the first value are reset.

When you change any option in any drop-down and then select a new column in the Choose Value drop-down, the system puts all of the changed options back according to the selected column.

Save Logic for Format Metrics

The Save option on the Insights Explorer is only enabled when a change has been applied on the Pivot, making users aware that there is something to save. When a user opens the Format Metrics pop-up on the already saved pivot, then makes any changes for any metric and clicks Apply, the system enables the Save option. When a user opens the Format Metrics pop-up, does not make any changes and clicks Apply, the Save option is disabled since no changes were applied.

Percent Values

Percent values from the Report view are converted to a number (value/100) when you navigate to the Insights Explorer page. Therefore, when you convert the values to percent, the values are correct.

Decimal values are multiplied by 100 in Charts when you apply Format as Percent. This ensures consistency with the values in the Pivot Table and Charts. This applies to:

  • Charts in the Pivot area

  • Charts and grids in the Saved Charts section

  • Tooltips

  • Legend

  • Labels

  • Axis for Metrics

  • Dashboard

In the Edit Chart Settings panel on the Threshold tab, if the selected metric is a percent and a user enters any number in the Value field, the system considers this number a percent value. The number is then displayed with a % in the Threshold tooltip.

Percent Type Default for Percent Fields

When a user adds percent fields to the Pivot Table (builds a chart), percent formatting is applied for Metrics. Percent Type is set automatically for percent fields so users can see the same data as on the report, and they do not need to set it manually. When a user opens the Insights Explorer page, the system recognizes the Percent Type fields and sets the Percent Type by default for Metrics.

The Percent Type is used for Metrics only, so the percent fields as Dimensions still have the Number Type formatting by default.

Null Values in Insights Explorer

When a Null value exists on an Insights Explorer page, the field displays as blank by default. You can apply any value for Nulls through the Format Metrics pop-up.

These values are not displayed on the Chart view. If Null values are placed in a dimension, (blank) is displayed.

Analytics Configuration

You can enable the People Insights functionality in the Available Functionality widget on the Company Information page.

To enable the Flight Risk Prediction feature, check the feature's check box. Then the system performs a data quality check to validate that your company has enough data to produce accurate predictions. The system verifies that you have enough information and the right quality of information, and it displays warning messages for any concerns.

If Flight Risk Prediction is enabled for your company, People Insights collects data across the platform and calculates the Flight Risk probability for each employee that you specify. For example, the following features that are based on Paid Amount are included in the Flight Risk Prediction Model:

  • Total Paid Amount per month

  • Ratio of (Total Paid / Salary) per month

  • Ratio of (Actual Number of Payments / Expected Number of Payments) per month

  • Payment Delays (Average/Sum/Min/Max delay in days between agreed (Salary Date) and Actual Payment) per month.

In companies with the TLM sub-system enabled, both the Pay Calculations 1.0 and Pay Calculations 2.0 engines are supported in the Flight Risk Prediction factors.

Benchmark Data Opt Out Option

Admin Account users can choose Opt Out for a customer so that the data is not used in benchmarks. A Benchmark Data field is included on the Company Information page in the Company Information widget. This field gives users two selections: Opt In or Opt Out. The default setting is Opt In.

If a customer selects Opt In, their data will be used for external data goals (External Benchmarks). If a customer selects Opt Out, their data will not be used for external data goals. The Tooltip for the field gives additional information.

The Benchmark Data field setting is available for reporting in the All System Companies report.

People Insights Features

People Insights has the capability to analyze massive amounts of organizational data in real time.

People Insights brings these benefits to employees:

  • Achieve better Work / Life Balance

  • Build a personalized scheduled based on individual preferences

  • Process time off requests in real time

  • Simplify shift swaps by suggesting colleagues likely to accept a swap

People Insights brings these benefits to managers:

  • Increase productivity

  • Show impact

  • Enable informed decision making

  • Create advanced forecasts of business volume

People Insights is powered by:

  • Artificial Intelligence

  • Machine Learning

  • Big Data

  • Deep Learning

People Insights works best for companies with established historical data in the system. Companies with little historical data will see the value of Analytics improve over time as their data accumulates.

People Insights uses more than 1000 data points such as reports, workforce history, and timesheet information. These data points are collected in data sets such as:

  • HR: Compensation, Benefits, Demographics, Positions

  • Counters

  • Time Off

  • Exceptions

People Insights takes company data and leverages it in a usable format. Data is used in the following four ways:

  • Descriptive Data focuses on what happened in the past.

  • Diagnostic Data considers why events happened.

  • Predictive Data uses the past information to predict what will happen if you take certain actions.

  • Prescriptive Data gives you a decision point to determine what your organization should do.

People Insights Configuration

People Insights does the bulk of the hard work behind the scenes, creating and collecting the necessary data from your normal day to day activities. The following are the main components for you to configure:

  • People Insights: If Flight Risk Prediction is enabled for your company, People Insights collects data across the platform and calculates the Flight Risk probability for each employee you specify. You can see the results in the People Insights mailbox.

  • People Insights Definitions: Use this to map (voluntary) termination reasons (HR customers ONLY).

People Insights

Consider the following as you configure People Insights (similar to alerts):

  • Who should receive the alert?

  • Should all employees be included or just a certain population?

  • What should trigger the alert?

  • What should the message say?

You can create and configure People Insights at Company Settings > Analytics Setup > People Insights.

To add a new People Insights event, select Add New.

The available Alert Event is Flight Risk Prediction, so only one People Insights event may be needed.

You can use Flight Risk Prediction to identify employees who may be at risk of terminating their employment with your organization. You don't need this prediction on a daily basis, because it is typically a slow change.

The predictions occur once a month, normally on the seventh day of the month.

The prediction probability has a window of three months.

Example

The system might predict that an employee has a 75% chance of leaving within the next three months.

The predictions are placed into these three categories:

  • Not Likely (0% to 49%)

  • Somewhat Likely (50% to 74%)

  • Very Likely (75% and greater)

Within the People Insights, you can enter a description for the alert, define the appropriate recipients of the alert, define a list of specific employees to watch, specify what should trigger an event, and compose the message to be sent.

You can configure the Event Triggers based on what you want to be notified of, such as the flight risk for employees who are very likely to leave (Flight Risk is Greater Than Or Equal To 75%). You can also base the triggers on a change to the flight risk, such as increased risk, or Succession Metrics for companies using Succession Planning.

People Insights Widget on the Landing Dashboard

You can add the People Insights widget to any Domain Dashboard, and it displays for the Shared Dashboard View. When you add the People Insights widget to the Dashboard Layout Profile, it has the following actions under the ellipses: Remove, Adjust Tile Widths, and Adjust Row Height.

If you check the People Insights check box, users will see the People Insights widget in their Dashboard if it was added to their layout profile by an administrator or manager. Also, it appears as a widget that users can add to their layout when they access their personal modifiable layout configuration screen.

If you uncheck the People Insights check box, users will not see the People Insights widget in their Dashboard, even if it was added to their layout profile by an administrator or manager. Also, it does not appear in the layout when users access their personal modifiable layout configuration screen.

Analytics Module Domain Dashboard

You can add the People Insights widget to the Analytics Dashboard. If you have the Analytics Dashboard security item enabled in the Module Dashboards section on the Dashboards tab of your assigned security profile, you can view and navigate to the Analytics module Domain Dashboard.

From the Analytics Module Dashboard, users can:

  • Toggle between saved and shared views.

  • Toggle the Dashboard Layout between single and multiple charts per row.

  • Add previously saved reports and charts by selecting them from available reports and associated saved views.

  • Add widgets.

  • Refresh, Save View, Save View As, Manage Views, Rearrange Tiles, and Print.

  • Share a Saved View of the Dashboard.

  • Remove charts, or adjust the width and height.

  • Navigate to a saved report view by clicking on a chart title for a standard chart.

  • Set a Global or Column filter on the Dashboard chart.

People Insights Definitions (HR ONLY)

If your company uses the HR module, you can map termination reasons. You create a list of Termination Reasons, label it Voluntary, and include the reasons why employees may voluntarily choose to leave your organization. The list should include all the reasons that you want People Insights to consider.

Internal Benchmarks

Companies with the TLM sub-system and People Insights enabled can also enable the Internal Benchmarks functionality on the Edit Company screen in the Available Functionality widget. When Internal Benchmarks is enabled, the company is included in the table for the Benchmarks Calculation.

You can set up necessary configurations to perform Benchmarks analysis for a company. You can find the Internal Benchmarks section on the People Insights Definitions/People Insights Options page (Company Settings > Analytics Setup > People Insights Definitions ) when you have the appropriate permissions to view the menu item. The Internal Benchmarks section includes these options:

  • From the Group internal benchmarks by... list, you can select Cost Center to use Cost Center Tree options based on all active Cost Center Trees for your company (Company Settings > Global Setup > Company Setup > Cost Center Trees). The number of levels for each Cost Center Tree is based on the settings of the number of Levels in the Cost Center Trees settings. Cost Center groups are created based on the selected Cost Center and level. Alternatively, you can select Manager to choose to group by Manager 1 through Manager 6 based on the enabled managers for your company (Company Settings > Global Setup > Company Setup > Manager Information on the Company Config tab).

  • For the Run model on the __ day of each month option, select 1 through 28 or Last to specify the day on which to run the model.

When you select a date and click the Save button, the date is saved to the configuration table.

You can exclude Employees or Groups from an Internal Benchmarks Model run because they may not be relevant for tracking. On the People Insights Definitions screen, you can use the Employee Lookup section labeled Employees To Exclude From Model to define which employees to exclude. The excluded employees also do not display on the Internal Benchmarks reports (By Managers or By Cost Centers).

Internal Benchmarks Reports

In companies with the Internal Benchmarks feature enabled, the Internal Benchmarks by Cost Center or Internal Benchmarks by Manager report is available for you to perform necessary analysis. You can view only the report that is associated with the Internal Benchmark grouping configuration for the company, either by Cost Centers or by Manager. You must have the Internal Benchmarks security item enabled (on the Reports tab, in the Analytics Reports section).

If you select Cost Center configuration and the security permission is enabled, you can navigate to the Internal Benchmarks by Cost Center report under Team > Analytics > Reports > Internal Benchmarks. Likewise, Managers can navigate to the Internal Benchmarks by Manager report via the same path. The Internal Benchmarks report By Cost Center and By Manager only returns data for the last run for each day per employee.

Pivots and charts are supported (Explorer page). You can see only the data allowed by your group permissions.

Guided Analysis for Internal Benchmarks Report (by Cost Center)

Click the Guided Analysis icon to open the Guided Analysis People Insights Panel in the Internal Benchmarks by Cost Center report. To open the Insights Explorer page, in read-only view, click the ASSIST ME button.

When you click the ASSIST ME button on Guided Analysis, the following occurs:

  • A new Insights Explorer page is created, in read-only mode, with the answer. The new report view is created, in read-only mode, and contains only columns used in the answer.

  • Any saved Pivot Charts from the Insights Explorer page are not available for the Dashboard.

  • If you click on the Guided Analysis icon and then click the ASSIST ME button with an invalid value (or nothing) in the field, the field turns red and an error message appears in the Guided Analysis panel.

When you click the ASSIST ME button, but not for the first time, a new report view overwrites the previous one. These views cannot be deleted. When you click the Back button from the Insights Explorer page in the read-only view, you are redirected to the last open report.

The following list explains the layout and functions of the People Insights Guided Analysis panel:

  • At the top of the panel, you see the heading: Hello, how may I assist you in your analysis? Two charts appear in the Saved Charts section. The first chart is a Tree Map labeled Which Cost Centers are outside the benchmark? The second chart is a Column type chart labeled Which employees are contributing to Cost Centers outside the benchmark?

  • Under the heading Hello, how may I assist you in your analysis?, you see additional questions to guide you through the analysis. Expand and collapse prompts for each question such as Cost Center and Main Metric, and select the needed values for each.

The following are the questions you see under the heading Hello, how may I assist you in your analysis?:

  • Which Cost Centers are outside the benchmark and which employees are contributing to that? Under this question, the Number of Cost Centers to Evaluatefield allows you to enter a value from 1 to 99. The default value for the field is 10.

  • Which metrics are contributing to Cost Centers outside the benchmark? Under this question, an input field allows you to enter digits from 1 to 99 to select the Number of top Cost Centers to evaluate. The default value is 10.

  • Which metrics are contributing to a specific Cost Center being outside the benchmark? Under this question, you can Select a Cost Center to evaluate. You can also click the ASSIST ME button.

  • Which employees are contributing to a specific Cost Center being outside the benchmark? Under this question, you see a field where you can enter digits from 1 to 99 to define the Number of top employees to evaluate. You can also Select a Cost Center to evaluate.

  • Which employees are contributing to a specific metric and Cost Center outside the benchmark? Under this question, you can Select a Cost Center to evaluate and Select a metric to evaluate.

  • What are the benchmark statistics for a specific metric and Cost Center? Under this question, you can Select a Cost Center to evaluate and Select a metric to evaluate.

If there is an error on the Internal Benchmarks report, the Guided Analysis icon is disabled and a tooltip explains There is no data. If there is no data for the last 365 days, after processing, the Guided Analysis - Insights Explorer screen opens with the error message There is no data to display for your request. Please try again later.

When a user opens the Guided Analysis panel, the system displays a Calendar Range option in the Type drop-down by default. The system also displays an additional drop-down for Date Range with the value Today selected by default. When a user selects Last N Days, Next N Days, or Next N Months, the system displays a mandatory text field for Days and a checkbox for Include Today. If the number of days exceeds 366, the system redirects the user to the Insights Explorer page and displays the error message Total number of days exceeds maximum allowed of 366 days.

On the Internal Benchmarks by Cost Center page, you can click the Insights Explorer icon for a saved People Insights View or start Guided Analysis for the current view. Click the Guided Analysis icon, choose a question, and then click the Assist Me button to go to the Insights Explorer page, where a header displays the question text and the passed parameters from prompts in bold. Depending on which questions you select, you might see the following headers:

  • Q0: What is the state of my organization for benchmark metrics?

  • Q1: Which Cost Centers are outside the benchmark and which employees are contributing to that? Number of top Cost Centers to evaluate:

  • Q2: Which metrics are contributing to Cost Centers outside the benchmark? Number of top Cost Centers to evaluate: {Number of Cost Centers}

  • Q3: Which metrics are contributing to a specific Cost Center being outside the benchmark? Cost Center to evaluate: {Cost Center Name}

  • Q4: Which employees are contributing to a specific Cost Center being outside the benchmark? Number of top employees to evaluate: Top {Number of employee} for {Cost Center Name}.

  • Q5: Which employees are contributing to a specific metric and Cost Center outside the benchmark? {Main Metric Name} for {Cost Center Name}.

  • Q6: What are the benchmark statistics for a specific metric and Cost Center? {Main Metric Name} for {Cost Center Name}

The header of answers is displayed on the Internal Benchmarks by Cost Center - Insights Explorer page for the People Insights views (depending on the question selected). The header of answers is not displayed for a copy of the People Insights view.

In Guided Analysis, you can click the Save As button on the Insights Explorer page. When you click the Save As button, you are prompted for a report view name.

If you click the Save button, a copy of the Insights Explorer page is created in Edit mode with the answer. Also, a new report view in Edit mode is created and contains only the columns used in the answer, and you see the message Report settings are saved.

You can configure a Show Employees using field. Choose the data type that will appear for Employee information on the Insights Explorer. Your options for this field are Employee ID (the default), User Name, or Full Name.

Tip

This field is available for Questions 0, 1, 4, and 5. The column Full Name is also available for inclusion in this and all Analytics reports.

Sentiment Analysis

Sentiment Analysis helps you understand the overall opinion, feeling, or attitude sentiment expressed in a block of text, such as a Recruitment Evaluation. Companies with the HR Enterprise module enabled and People Insights - Full also enabled can turn on the Sentiment Analysis functionality for the company.

Sentiment Analysis for a Specific Question

If your company has enabled the Sentiment Analysis functionality, you see the Apply Sentiment Analysis checkbox in the Question Settings section of the Recruitment Evaluation Questionnaire Type. You can check the Apply Sentiment Analysis checkbox for the Text Area or Characters question types.

Sentiment Analysis in the Questionnaires Widget

A Sentiment Analysis link is available next to the Add option in the Questionnaires widget of the Job Application page.

If no Questionnaires are available, the Sentiment Analysis link is disabled. If the Sentiment Analysis functionality is not enabled in your company, you won't see the Sentiment Analysis link. To see the new link, the Hiring Manager must have the following permissions:

  • Permission to see all answers in the Recruitment Questionnaire Answers report.

  • The Recruitment Evaluation Questionnaire security item set to View.

  • The See All Evaluation Questionnaires checkbox enabled.

  • The appropriate Group Permissions.

A Sentiment Analysis Enabled column is available on the Edit Questionnaire page. Check the Apply Sentiment Analysis checkbox to display a value of Y. Uncheck the checbox to display a blank value for the question.

People Insights Panel by Analyzed Responses

If your company has the Sentiment Analysis feature enabled, you can click the People Insights icon in the floating panel of the application details screen to open the People Insights panel. The People Insights panel narrows the content of the Application Details screen. The panel consists of a drop-down with the list of questionnaires assigned to this Applicant. The last questionnaire submitted appears by default. Also, you see the total number of evaluators to which the questionnaires are assigned.

On the body of the People Insights panel, you see the following:

  • The number of Analyzed Responses, which is the number of questions marked with the Sentiment Analysis flag in the questionnaire.

  • The number of evaluators who submitted the questionnaire. All evaluators are considered, even if they submitted an empty questionnaire.

  • An Overall summary sentence describes the total result of the Sentiment Analysis by answers. You see Overall, the questionnaire answers are... followed by the number of positive answers, neutral answers, and negative answers.

  • Positive Words (the most positive answer) and Negative Words (the most negative answer). These items display the answers with the highest scores for positive and negative. If no word or answer applies, a No Data to Display message appears.

If questionnaires assigned to the Applicant have no questions configured, a drop-down is enabled and an error message appears. For questionnaires without any answers, the messageWaiting for the first submission appears and the field and text message for Total Evaluators do not appear. If the questionnaires assigned to the applicant have no questions with Sentiment Analysis, the message No questions are using sentiment analysis in this questionnaire appears.

The field does appear when one or more questionnaires is attached. When two or more questionnaires with at least one answer are processed, the questionnaire with the latest received analysis is selected by default. If no questionnaires are in the field, the People Insights Icon does not appear on the Application Details pagea and there is no access to the People Insights Insights/Sentiment Analysis panel.

If you leave the Application Details screen, the People Insights Insights panel closes. If you select another applicant on the Applicant Details screen with an open People Insights Insights panel, the People Insights Insights panel shows the results of Sentiment Analysis for the newly selected applicant.

People Insights Panel by Evaluators

Click Total Submitted to switch the view on the People Insights Insights panel from Analyzed Responses to Total Submitted. The Total Submitted view consists of a drop-down with the list of questionnaires assigned to the Applicant. The last questionnaire submitted is shown by default. The following items are also included:

  • The total number of evaluators to whom the questionnaire is assigned.

  • The number of Analyzed Responses, or the number of questions that are marked with the Sentiment Analysis flag in the questionnaire.

  • The number of evaluators who submitted the questionnaire.

If at least one evaluator has responded, the Total Submitted view also displays the following:

  • The label The evaluators responses are.

  • A list of evaluator information, such as a picture of the profile and the evaluator's Full Name, followed by the number of positive, neutral, and negative answers that the evaluator provided. This number could be less than the number of Analyzed Responses if some questions were not required and the evaluator left the answers blank.

The Evaluation Submitted area appears if at least one submitted questionnaire exists.

Analysis is run asynchronously as soon as the first evaluator submits answers.

Feedback in Unsupported Languages

In some cases, feedback might be written in languages not supported by either the application or the API for Sentiment Analysis. For example, if the API for Sentiment Analysis can support English, Japanese, and Spanish, and the application supports English, Dutch, French, and Spanish, feedback in Dutch and French is not supported.

  • When all feedback is written in a language that is not supported by the Sentiment Analysis API, regardless of support by the application, a warning message explains Feedback language is not supported.

  • When all feedback is written in a language that is not supported by the application but is supported by the Sentiment Analysis API, the standard system behavior applies.

  • When some feedback is written in a language that is not supported by the Sentiment Analysis API and other feedback is written in a supported language, regardless of support by the application, the system processes only the feedback written in supported languages. The system also displays the warning message Not all feedback languages are supported.

Employee Fatigue Functionality

The Employee Fatigue feature can be enabled in the Available Functionality section within Company Information, and this allows users to get data around Fatigue for the company. The company must have People Insights - FULL and the TLM module enabled to utilize the Employee Fatigue functionality.

When this feature is enabled, Employee Fatigue data is generated and passed to the system. A new column, Functionality Enabled: Employee Fatigue, has been added to the All System Companies report.

People Insights Fatigue Analysis Panel

In companies with Employee Fatigue enabled, users can open the Fatigue Panel so they can see user information. When a user clicks on the Fatigue icon on the All Timesheets report, the system opens the Fatigue Panel with the information on the selected employee. The Fatigue Panel can be opened by clicking the People Insights icon or the values in the Current Fatigue Level column. The employee picture, Employee Full Name, and the latest Fatigue Score Date are displayed. A View Details button on the Fatigue Panel redirects users to the Employee Fatigue report.

The panel stays open when clicking on any space outside the panel unless the user closes it.

Employee Fatigue Panel Middle Section

Users can see the KPI charts in the middle section of the Employee Fatigue Panel so they are aware of the Employee Fatigue score details. The middle section of the Fatigue Panel displays the number of hours (normal and over normal) worked by the selected employee(s) during the selected period. The amount of hours is the sum of corresponding KPIs values (columns from the Fatigue Report):

  • Normal Time Worked

  • Over Normal Time Worked

The amount of hours is rounded to the whole number without decimal places.

More About KPI Charts

KPI charts in the middle section of the Fatigue Panel include those that display Day Hours Worked, Night Hours Worked, Weekday Hours Worked and Weekend Hours Worked. The data in these charts displays the rounded sum of values for the specified date range in Day Time Worked, Night Time Worked, Weekend Time Worked, and Total Time Worked less the Night Time Worked for Weekday Time Workedcolumns of the Employee Fatigue report.

Users can see a comparison in the KPI charts so they can compare the Employee Fatigue scores for an employee. An up and down arrow is available for KPIs, and a comparison tool can be used to compare an employee's current fatigue score to the previous score(s). Users can select a date period so they can see the details about Employee Fatigue for the desired period. Using the Period for KPIs functionality, users can select a period to evaluate KPIs.

Fatigue Possible Actions Section

When a manager opens the Fatigue Analysis panel for a certain employee, a section titled Possible Actions displays on the panel when there are submitted requests which need to be approved/rejected by a manager. Links for Consider approving {Employee Name}'s shift swap request and/or Consider approving {Employee Name}'s shift coverage request, in addition to {number} Pending Request(s) links for each, display on the panel when there are submitted requests that require approval/rejection. Clicking on the link redirects the manager to the My To Do Items.

When the user does not have permissions to approve or reject shift swap/coverage requests or view My To Do Items, submitted requests do not display on the panel.

Users can also view employee scheduled shifts from the Fatigue Panel so they can take any necessary actions.

Employee Data in the Fatigue Panel

Users can see an Employee Trend Line on the Fatigue Panel (Time > Timesheets > Timesheet Views > All Timesheets) so they are aware of how the Employee Fatigue score changes over time.

The Y axis is the fatigue score from 0 to 10. The labels show 0, 5 and 10, and the grid (horizontal lines) are at 0, 2.5, 5, 7.5, 10.

The X axis includes the last 4 months plus the current month. The Months labels are as follows: Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov, and Dec.

Localization is supported and the short month names are translated to other languages.

The data points include all dates on which the fatigue score is available during last 4 months plus the current month.

If there is no data in the middle, the system transforms NULL scores to 0 values.

Users can see Fatigue Score information (Time > Timesheets > Timesheet Views > All Timesheets) so they can understand an employee's current Fatigue Score compared with the previous score. The Fatigue Panel includes an up/down arrow, the Fatigue Score, the Last Month Score, and Errors.

  • If last week's score is greater than last month's score, a red up arrow displays. If last week's score is less than last month's score, a green down arrow displays.

  • If last week's score is equal to last month's score or there is no data in the last month, then no arrow displays. If there is no data in the previous month, then the score for the previous month does not display.

  • If the Fatigue Level is High, big red digits display. If the Fatigue Level is Medium, big amber digits display. If the Fatigue level is Low, big green digits display.

For companies with the full version of People Insights and also Employee Fatigue enabled, you can also see employee Time Off Requests on the Fatigue Panel, allowing users to take necessary action.

Fatigue Score Calculation

Fatigue is a function of work hours and rest hours. The method in which the Fatigue Score is calculated relies on several factors:

  • Daytime Normal Hours Worked

  • Night Hours Worked

  • Daytime Over Normal Hours Worked

  • Workday Rest Hours

  • Weekends

  • Balanced Calendar

The time and day a person works and rests is important since night, evening, and long shifts cause circadian rhythm disruptions. Weekend work hours take time away from social circles, time worked over normal hours matters, and consecutive days off are more restorative. As not all hours are equal, the algorithm used to calculate Fatigue applies different weights to different types of hours.

A balanced calendar is an employee's work pattern, which defines what is normal for the employee. It is dynamically assigned to each employee based on the average number of consecutive shifts and average shift duration for the past 8 working weeks.

Fatigue hours accumulated in a day can be positive during work-days (i.e., work induces fatigue), and negative during days off (i.e., restorative time reduces fatigue).

The fatigue state is more than the result of a single day, as summing up daily fatigue is not accurate since recent events have a stronger impact than events in the distant past. Hence, the convolution window of 120 days is applied, which can be thought of as the period during which the aggregation of daily fatigue into accumulated fatigue (fatigue trend) is happening.

The fatigue trend is then rescaled into a fatigue score from 0 to 10 for ease of interpretation and analysis, and the score is refreshed in the application weekly to produce the final score within the panel and the report.

Averages

Users can view averages in the middle section of the Fatigue Panel so they are aware of the Employee Fatigue score details. The system calculates and displays averages such as average worked hours and average shift duration, and users can define the period and/or date range for the averages.

Bulk Hours

For Employee Fatigue, Bulk hours are considered hours that start at 8am and end whenever the bulk time ends, so Bulk hours are treated as day hours.

Notes

The Fatigue Panel includes the following:

  • The Header

  • The Analysis tab

  • The Notes tab

When users open the Fatigue Panel for an employee, the Analysis tab with is displayed by default. When a user switches to the Notes tab, a field to add a new note is displayed along with all previously added notes.

A checkbox, Delete Any Note Left By Others, is included in the security profiles (Settings > Profiles/Policies > Modules tab > People Insights section > Employee Fatigue ( Delete Any Note Left By Others )). When this checkbox is unchecked, users can only delete notes left by themselves. The Delete button is not displayed for notes left by others. When Delete Any Note Left By Others is checked, users can delete any notes.

Flag Functionality

Users can flag or un-flag an employee so they can mark an employee who needs attention using the Flag icon in the Fatigue Panel. When a user opens the Fatigue Panel for an employee, the Flag icon is displayed on the Analysis tab. When the user flags an employee, the system enables the icon.

Flag Functionality in All Timesheets Report

Users can flag or un-flag employees from the All Timesheets report (under Time > Timesheets). A Fatigue Flag column is available by default in this report.

When you flag an employee, the report automatically reloads. The system changes Flag to Flagged and enables the icon in the column on this report for all rows applicable to the employee. The icon is also enabled on the Fatigue Panel for the applicable employee. In addition, you can filter out Flagged or Un-flagged employees on the report.

Note

While the report will update the data in the Fatigue Panel, if the Fatigue Panel is open while you select the Flag text within the column on the

report, the Fatigue Panel will not update visually. The data will update when you close and re-open the Fatigue Panel.

To allow users to view the employees who the Toast Message calls attention to, a View Fatigue Analysis option is included in the Toast Message. When you click View Fatigue Analysis, the Fatigue Panel opens with a carousel functionality, allowing you to switch between the employees who have had an increase of fatigue score while flagged.

When there is only one flagged employee with an increasing fatigue score, when you click View Fatigue Analysis, the panel opens without the carousel functionality.

There is a tooltip for the Fatigue icon on the All Timesheets report, and it displays as View Fatigue Analysis.

Employee Fatigue Report

An Employee Fatigue report is available and can be found under My Reports > Analytics Reports > Employee Fatigue or Team > Analytics > Reports > Employee Fatigue. This report includes pertinent information related to employee fatigue such as time worked, fatigue scores, fatigue levels, and vacation days needed for a full restore.

Guided Analysis Questions on Employee Fatigue Report

You can use the Guided Analysis questions on the Employee Fatigue report to get the desired results more easily. When you open the Employee Fatigue report, the Guided Analysis icon button appears on the report header. The following questions are included in the Guided Analysis global panel.

Question 1: What is the overall state of fatigue in my company?

The Group by drop-down appears with values for Cost Center and Manager. A Manager Type drop-down appears on the panel when you select Manager for Group by. Manager levels also appear for the user display as values in the drop-down. When no managers are available for the user, no options display.

When the user clicks on Assist Me, the Insights Explorer page displays the following:

  • The Pivot table configured with the employees grouped by Cost Centers or by Managers as dimensions, the Fatigue Level as columns, and the Average of On Date Fatigue Score as metrics.

  • The Fatigue Level Count by Employee pie chart,

  • The Average Fatigue Score Trend line chart.

  • The Average Fatigue Score by {CC /Manager} TreeMap chart.

When the user clicks View Report Data, the report view named Overall State of Fatigue displays.

Question 2: What metrics contribute to the fatigue score in my company?

  • The Pivot table configured with the employees grouped by Cost Centers or by Managers as dimensions, and Average of On Date Fatigue Score, Average Worked Time per Week (last 6 months), Average Shift Duration (last 6 months) and Average Time between Shifts (last 6 months) as metrics.

  • Normal vs. Over Normal Hours by {CC /Manager} bubble chart.

  • Day Time vs. Night Time Worked by {CC /Manager} bubble chart.

  • Weekday vs. Weekend Time Worked by {CC /Manager} bubble chart.

When the user clicks View Report Data, the report view named Contributing Metrics to Fatigue displays.

The People Insights view is generated depending on the selected values in the prompts.

Time Rounding in Employee Fatigue Report

In the Employee Fatigue Report (Insights Explorer), time values are rounded to either 1 minute or 0.1 hours depending upon the company's Total Time format within Company Setup for the following fields:

  • Total Time Worked

  • Normal Time Worked

  • Over Normal Time Worked

  • Day Time Worked

  • Night Time Worked

  • Working Day Rest Time

  • Day Off Rest Time

  • Weekend Time Worked

Note

If time settings are changed in existing companies with existing data, rounding may not remain consistent.

Users can see additional columns on the All Timesheets report (Time > Timesheets > Timesheet Views > All Timesheets) with Employee Fatigue information. Four new fatigue-related columns have been added to the report:

  • Button: Analyze Fatigue (included by default)

  • Employee: Current Fatigue Level (included by default)

  • Employee: Current Fatigue Score (available to add manually)

  • Employee: Fatigue Scoring Date (available to add manually)

The Current Fatigue information always displays for the employee regardless of the timesheet status or the time range selected.

Users can set security permissions for the Fatigue columns on the All Timesheets report for other employees so the columns display only for the appropriate employees. A section titled People Insights is available for the security profiles on the Modules tab. The Employee Fatigue checkbox enables or disables the Fatigue columns in the All Timesheets report.

Toast Message on All Timesheets Report

Users see a toast message on the All Timesheets Report so they are aware of increasing fatigue scores for flagged employees. When flagged employees have higher fatigue scores than last month, the managers see the following toast message when they open the All Timesheets report:

::: code Fatigue scores are increasing! :::

When you flag or un-flag employees with higher fatigue scores than last month and reload the page, the number of employees on the toast message changes accordingly. When you close the toast message, it is not displayed again until the page with the report is reloaded.

Employee Work Patterns

The following flags are available within the Employee Work Pattern to assist users in identifying additional details:

  • Is Absence Day

  • Is Day Off

  • Is Working Day

  • Has Absence On Working Day

Guided Analysis for People Insights Lite

In companies with the TLM module and People Insights - Lite enabled, users can utilize Guided Analysis in the Calculated Time Summary (Time > Reports > Calculated Time > Calculated Time Summary (Counters) or My Reports > Time Reports > Calculated Time > Calculated Time Summary > Calculated Time Summary (Counters)).