Workforce Insights provides the same dashboards to all managers. The difference between what managers see depends on their place in the organization hierarchy:
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C-suite managers typically have access to data for the entire organization. Permission Sets control access to who can see the C-suite dashboards. The beta release delivers C-suite dashboards separately from the team leader dashboards.
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Managers have access to data for their own direct reports on the Team Lead dashboards. In the beta release, the dashboards contain data for the immediate team of direct reports. We'll be adding access to data at levels below the direct reports in future releases. You can access Manager dashboards in WX. You can control access to the dashboards with permission sets. The visibility of data in the dashboards is controlled by using the manager's User ID. You need to match it to the User ID of the team member's managers in the dataset.
Headcount
The Headcount dashboard consists of the following charts:
- Headcount
This displays the total count of active employees in the organization as a number.
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FT equivalent
This displays the number of employees as a full-time equivalent (FTE) number. The FT equivalent chart counts all the hours worked by the total number of employees. It translates it into full-time equivalents (FTE).
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Actual FT
This displays the actual number of full-time employees. If all employees work full time, Actual FT and FT equivalent are the same.
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Headcount by type of employment
This displays a donut chart with the proportion of different employment types in the headcount. Employment types are based on the values of the Basis field in the Employment Record.
On hover over a section of the chart, displays the employment type and the headcount for that type.
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Headcount by country
Plotted on a map, displays the headcount for each country in the organization. The chart uses the Country field in the Work Location object to determine an employee's country.
You can hover over a country on the map. It displays the name, three-letter code and the headcount of the country.
| Static Cards / Charts | Data Details |
|---|---|
| Static Cards | |
| Headcount |
Shows the sum of all the team members with current employment start date (fHCM2__Current_Employment__r.fHCM2__Start_Date__c) is less than or equal to the current date and 'Has Left' set to false |
| FT Equivalent |
Shows sum of FTE (fHCM2__Current_Employment__r.fHCM2__FTE__c) of all the team members with current employment start date (fHCM2__Current_Employment__r.fHCM2__Start_Date__c) is less than or equal to the current date and 'Has Left' set to false |
| Actual FT |
Shows the sum of all the team members with current employment start date (fHCM2__Current_Employment__r.fHCM2__Start_Date__c) is less than or equal to the current date and 'Has Left' set to false |
| Charts | |
| Headcount by type of employment |
Shows the sum of all the team members with current employment start date (fHCM2__Current_Employment__r.fHCM2__Start_Date__c) is less than or equal to the current date and 'Has Left' set to false Team members are categorized by 'Basis' field on current employment (fHCM2__Current_Employment__r.fHCM2__Basis__c) |
| Headcount by country |
Shows the sum of all the team members with current employment start date (fHCM2__Current_Employment__r.fHCM2__Start_Date__c) is less than or equal to the current date and 'Has Left' set to false Team members are categorized by current employment work location country (fHCM2__Current_Employment__r.fHCM2__Work_Location__r.fHCM2__Country__c) |
Tenure
The Tenure dashboard displays the following charts:
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Average tenure
Displays the average tenure length as a number of years.
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Tenure by country
Plotted on a map, displays the length of average tenure for a country in the organization.
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Tenure by type of employment
This displays a bar chart with the length of average tenure in years for each type of employment. It includes a line for average tenure length across the entire organization.
| Static Cards / Charts | Data Details |
|---|---|
| Static Cards | |
| Average Tenure |
Average of total of days all team members have worked for the organization till date Average of (sum of (Current date - fHCM2__Employment__r.fHCM2__Start_Date__c)) / 365.2425) |
| Charts | |
| Tenure by country |
Average of total of days all team members have worked for the organization Average of (sum of ((Current date - fHCM2__Employment__r.fHCM2__Start_Date__c)) / 365.2425)
Averages are categorized by current employment work location country (fHCM2__Current_Employment__r.fHCM2__Work_Location__r.fHCM2__Country__c) |
| Tenure by type of employment |
Average of total of days all team members have worked for the organization Average of (sum of ((Current date - fHCM2__Employment__r.fHCM2__Start_Date__c)) / 365.2425)
Averages are categorized by 'Basis' field on current employment
(fHCM2__Current_Employment__r.fHCM2__Basis__c) |
Organization design
The Organization design dashboard consists of the following charts:
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Future starts
This displays the number of employees you’ve hired, whose employment start dates are in the future.
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Future leavers
This displays the number of employees who have employment end dates set and in the future.
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Organization shape (by country)
This displays a mirror bar chart. The left bar chart displays the headcount number. The right bar chart displays the average salary for a country.
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Organization shape (by type of employment)
This displays a mirror bar chart. The left bar chart displays the headcount number. The right bar chart shows the average salary for a type of employment.
| Static Cards / Charts | Data Details |
|---|---|
| Static Cards |
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| Future starters |
Shows sum of all the team members with current employment start date (fHCM2__Current_Employment__r.fHCM2__Start_Date__c) is greater than current date |
| Future leavers |
Shows sum of all the team members with current employment end date (fHCM2__Current_Employment__r.fHCM2__End_Date__c) is greater than current date |
| Charts |
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| Organization shape (by country) |
Shows two graphs: 1. Shows sum of all the team members with current employment start date (fHCM2__Current_Employment__r.fHCM2__Start_Date__c) less than or equal to current date and 'Has Left' set to false. Team members are categorized by current employment work location country (fHCM2__Current_Employment__r.fHCM2__Work_Location__r.fHCM2__Country__c) 2. Shows average of annual salary reporting amount (fHCM2__Current_Employment__r.fHCM2__Annual_Salary_Reporting__c) for all the team members with current employment start date (fHCM2__Current_Employment__r.fHCM2__Start_Date__c) less than or equal to current date and 'Has Left' set to false. Team members are categorized by current employment work location country (fHCM2__Current_Employment__r.fHCM2__Work_Location__r.fHCM2__Country__c) |
| Organization shape (by type of employment) |
Shows two graphs: 1. Shows sum of all the team members with current employment start date (fHCM2__Current_Employment__r.fHCM2__Start_Date__c) less than or equal to current date and 'Has Left' set to false Team members are categorized by 'Basis' field on current employment (fHCM2__Current_Employment__r.fHCM2__Basis__c) 2. Shows average of annual salary reporting amount (fHCM2__Current_Employment__r.fHCM2__Annual_Salary_Reporting__c) for all the team members with current employment start date (fHCM2__Current_Employment__r.fHCM2__Start_Date__c) less than or equal to current date and 'Has Left' set to false. Team members are categorized by 'Basis' field on current employment (fHCM2__Current_Employment__r.fHCM2__Basis__c) |
| Charts | Data Details |
|---|---|
| Employees by gender |
Shows count of employees categorized by gender (fHCM2__Team_Member__c.fHCM2__Gender__c) Team member with 'Has Left' set to true aren’t included |
| Employees by age group |
Shows count of employees categorized by age (fHCM2__Team_Member__c.fHCM2__Age__c) Team member with 'Has Left' set to true aren’t included |
| New hires by age and gender in the past 12 months |
Shows count of employees categorized by gender (fHCM2__Team_Member__c.fHCM2__Gender__c) and age (fHCM2__Team_Member__c.fHCM2__Age__c) where start date month (fHCM2__Current_Employment__r.fHCM2__Start_Date__c) is in the past 12 months Team member with 'Has Left' set to true are included |
| Leavers by age and gender in the past 12 months |
Shows count of employees categorized by gender (fHCM2__Team_Member__c.fHCM2__Gender__c) and age (fHCM2__Team_Member__c.fHCM2__Age__c) where end date month (fHCM2__Current_Employment__r.fHCM2__End_Date__c) is in the past 12 months |
| Pay gap by gender |
Shows average of annual salary reporting amount ( fHCM2__Current_Employment__r.fHCM2__Annual_Salary_Reporting__c) for all the team members categorized by gender (fHCM2__Team_Member__c.fHCM2__Gender__c) Team member with 'Has Left' set to true aren’t included |
| Filters | Filter details |
|---|---|
| Country |
Object: fHCM2__Employment__c Field: fHCM2__Work_Location__r.fHCM2__Country__c This filter displays a list of all countries associated with employment records across the organization, based on the linked work location. The filter supports multi-selection, sorts alphabetically, and defaults to All countries. |
| Employment Type |
Object: fHCM2__Employment__c Field: fHCM2__Basis__c This filter displays a list of employment types (Basis) — such as Full-Time, Part-Time and Contractor — from employment records across the entire organization. The filter supports multi-selection, sorts alphabetically, and defaults to All employment types. |
| Department |
Object: fHCM2__Team_Member__c Field: fHCM2__Department__r.Name This filter displays a list of all departments in the organization, based on the department linked to each team member. The filter supports multi-selection, sorts alphabetically, and defaults to All departments. |