Workforce Insights | Dashboards, datasets and recipes
Data used in the Workforce Insights dashboards comes from datasets. A dataset is created by a recipe, which can combine and transform data from multiple sources, such as Sage People objects in the org, or other datasets. Recipes can also augment the data with additional fields, and perform functions on fields to create new data points. Dashboards can use one or more datasets. The security predicate used in the team lead dashboards is also applied to the data in recipes.
In many cases in Workforce Insights dashboards, the datasets driving the C suite dashboards are used as starting points for the datasets driving the team lead dashboards.
Workforce Insights dashboards do not show real time live data from your org, but the dataset data. When you set up Workforce Insights, you can set up a schedule for the data to be refreshed.
C suite dashboards
Brief descriptions of the C suite dashboards aimed at WX users are available in View the C suite dashboards. This topic provides more information about which specific fields from which specific objects are used, and how the datasets are constructed.
Because the datasets contain data from multiple objects and datasets, they can contain multiple instances of columns called Deleted, Record ID, or Start Date. Where possible the dataset details contain clarifications in parenthesis. Some column names have also been simplified.
Headcount dashboard
The Headcount dashboard primarily draws data from the Team Member and Employment Record objects. The dashboard uses the Team Members dataset as the primary source of information. The sections in the Headcount dashboard use other datasets created by taking the Team Members dataset and making changes on it.
The Headcount section in the Headcount dashboard uses the Headcount and FTE dataset.
The Tenure section in the Headcount dashboard uses the Employee Tenure dataset.
The Org Design section in the Headcount dashboard uses the Org Design dataset.
The filters for the Headcount dashboard are based on data from the Headcount and FTE dataset. The Country filter uses the work location country associated with the work location assigned to a team member in their employment record. The Employment Type filter uses the Basis field from the team members' employment records.
Team Members dataset
The Team Members dataset forms the basis of all team member and employment data in the Workforce Insights dashboards. The dataset is created as follows:
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Data from the Team Member object is filtered to remove records marked as deleted.
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Data from the Employment Record object is filtered to remove records marked as deleted and records that are not Active.
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The Employment Record data is joined with the Team Member data.
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The Manager name from the Team Member record is joined to the team member and employment record data.
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The HR Department name from the HR Department object is filtered to remove records marked as deleted, and then joined to the team member and employment record data.
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Data from the Work Location object is filtered to remove records marked as deleted. Columns other than Country and Work Location name are removed.
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Country codes (Alpha-3 code and Alpha-2 code in the dataset descriptions) and country names from the ISO Country custom metadata are joined with the Work Location countries.
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The country data is joined with the team member and employment record data.
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In the data created so far, blank employment basis (Basis field in the Employment Record) is replaced with "No Type".
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In the data created so far, blank work location country is replaced with "XXX".
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A new column Calculated Days Employed is created by calculating the number of days between the Start Date in the employment record and now.
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A new column Future Leaver is created. It displays true if the value of the Has Left field is false, and the End Date in the Employment Record is not blank, and the End Date is in the future from the current date, otherwise the field displays false.
Column | Source |
---|---|
Record ID | Team Member object |
Deleted | Team Member object |
Business | Team Member object |
Current Employment | Team Member object |
HR Department | Team Member object |
Hire Date | Team Member object |
Job Effective Date | Team Member object |
Manager User | Team Member object |
Manager | Team Member object |
User | Team Member object |
Has Left | Team Member object |
Is On Leave | Team Member object |
Record ID | Employment Record object |
Deleted | Employment Record object |
Active | Employment Record object |
Continuous Service Date | Employment Record object |
Contract End Date | Employment Record object |
Current Salary | Employment Record object |
End Date | Employment Record object |
FTE | Employment Record object |
Job Effective Date | Employment Record object |
Last Working Date | Employment Record object |
Probation End Date | Employment Record object |
Start Date | Employment Record object |
Team Member | Employment Record object |
Work Location | Employment Record object |
Annual Salary Reporting | Employment Record object |
(Manager) Name | Team Member object |
(Manager) Name Full | Team Member object |
HR Department | HR Department object |
Deleted | HR Department object |
Country | Work Location object |
Deleted | Work Location object |
Country | ISO Country custom metadata |
Basis | Employment Record object but blank values replaced with No Type in the recipe |
Work Location Name | Work Location object but blank values replaced with No Location in the recipe |
Alpha-3 code | ISO Country custom metadata but blank values replaced with XXX in the recipe |
Alpha-2 code | ISO Country custom metadata but blank values replaced with XX in the recipe |
Days Employed | Calculated in the recipe |
Future Leaver | Calculated in the recipe |
Headcount and FTE dataset
The Headcount and FTE dataset takes the Team Members dataset as a starting point and filters out records for non-active team members using the following filters:
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Has Left (from the Team Member record) equals false
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Days Employed (value calculated in the recipe for the Team Members dataset) is greater than or equal to 0
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Active (from the Employment Record) equals true
Column | Source |
---|---|
Basis | Team Members dataset |
Work Location Name | Team Members dataset |
Work Location | Team Members dataset |
Alpha-3 code | Team Members dataset |
(Employment) End Date | Team Members dataset |
Has Left | Team Members dataset |
HR Department | Team Members dataset |
Team Member | Team Members dataset |
(Employment) Start Date | Team Members datatset |
Country | Team Members dataset |
Active | Team Members dataset |
FTE | Team Members dataset |
Days Employed | Team Members dataset |
Employee Tenure dataset
The Employee Tenure dataset takes the Team Members dataset as a starting point and filters out records for non-active team members using the following filters:
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Has Left (from the Team Member record) equals false
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Days Employed (value calculated in the recipe for the Team Members dataset) is greater than or equal to 0
Next, the tenure length is calculated for all records and added as the Tenure column. Tenure is calculated as the difference between current date and the Start Date from the Employment Record divided by 365.2425, and presented with 1 decimal place.
Column | Source |
---|---|
Basis | Team Members dataset |
Work Location | Team Members dataset |
Alpha-3 code | Team Members dataset |
Has Left | Team Members dataset |
Current Employment | Team Members dataset |
HR Department | Team Members dataset |
Job Effective Date (Team Member object) | Team Members datatset |
Hire Date | Team Members dataset |
Continuous Service Date | Team Members dataset |
Team Member | Team Members dataset |
Job Effective Date (Employment Record object) | Team Members dataset |
(Employment) Start Date | Team Members dataset |
(Work Location) Country | Team Members dataset |
Days Employed | Team Members dataset |
Tenure | Calculated in the recipe |
Org Design dataset
The Org Design dataset takes the Team Members dataset as a starting point and filters out records for non-active team members using the following filter:
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Active (from the Employment Record) equals true
Column | Source |
---|---|
Basis | Team Members dataset |
Work Location name | Team Members dataset |
Work Location | Team Members dataset |
Alpha-3 code | Team Members dataset |
Future Leaver | Team Members dataset |
(Employment ) End Date | Team Members dataset |
HR Department | Team Members dataset |
Has Left | Team Members dataset |
Alpha-2 code | Team Members dataset |
Team Member | Team Members dataset |
(Employment) Start Date | Team Members dataset |
(Work Location) Country | Team Members dataset |
Contract End Date | Team Members dataset |
Current Salary | Team Members dataset |
Active | Team Members dataset |
Days Employed | Team Members dataset |
FTE | Team Members dataset |
Annual Salary Reporting | Team Members dataset |
Diversity dashboard
The Headcount dashboard primarily draws data from the Team Member and Employment Record objects. It is driven by the Team Member Diversity dataset.
Team lead dashboards
Brief descriptions of the team lead dashboards aimed at WX users are available in View the team lead dashboards. This topic provides more information about which specific fields in which objects are used, and how the datasets are constructed.
Because the datasets contain data from multiple objects and datasets, they can contain multiple instances of columns called Deleted, Record ID, or Start Date. Where possible the dataset details contain clarifications in parenthesis. Some column names have also been simplified.
Headcount dashboard
The Headcount dashboard primarily draws information from the Team Member and Employment records. The datasets for the team lead Headcount dashboard use the datasets for the C suite Headcount dashboard as starting points and join in the Org Chart Predicate dataset to apply the security predicate to restrict access to data so managers can only view data about the employees in the reporting line at levels below the manager.
The Headcount section in the Headcount dashboard uses the Headcount and FTE Org dataset dataset. The Future Leavers card in the Headcount section draws from the Org Design Org dataset.
The Tenure section in the Headcount dashboard uses the Employee Tenure Org dataset.
The filters for the Headcount dashboard are based on data from the Headcount and FTE Org dataset. The Country filter uses the work location country associated with the work location assigned to a team member in their employment record. The Employment Type filter uses the Basis field from the team members' employment records. The Management level filter uses the Level Count column created in the Org Chart Predicate dataset , which is joined to the Headcount and FTE dataset to create the Headcount and FTE Org dataset.
Org Chart Predicate dataset
The Org Chart Predicate dataset is used to restrict managers' access to data in Workforce Insights to data relating to employees in the reporting line below the manager. It transforms manager data from Team Member records in order to calculate the number of management levels, which is used for the Management Level filter, and get the managers' user IDs to use for the security predicate in the team lead dashboards.
Column | Source |
---|---|
Record ID | Team Member object |
Manager | Team Member object |
TL User (Manager User) | Team Member object |
Level Count | Calculated in the recipe |
Headcount and FTE Org dataset
The Headcount and FTE ORG dataset uses the Headcount and FTE dataset and the Org Chart Predicate dataset as its starting points. The Headcount and FTE dataset drives the Headcount section in the C suite dashboards. Joining the Org Chart Predicate dataset results in restricting the data displayed to the currently logged-in manager.
Column | Source |
---|---|
Basis | Headcount and FTE dataset |
Work Location Name | Headcount and FTE dataset |
Team Member | Headcount and FTE dataset |
Work Location | Headcount and FTE dataset |
Alpha-3 code | Headcount and FTE dataset |
(Employment) Start Date | Headcount and FTE dataset |
Country | Headcount and FTE dataset |
(Employment) End Date | Headcount and FTE dataset |
Active | Headcount and FTE dataset |
Has Left | Headcount and FTE dataset |
HR Department | Headcount and FTE dataset |
Days Employed | Headcount and FTE dataset |
FTE | Headcount and FTE dataset |
TL User | Org Chart Predicate dataset |
Level Count | Org Chart Predicate dataset |
Record ID | Org Chart Predicate dataset |
Manager | Org Chart Predicate dataset |
Employee Tenure Org dataset
The Employee Tenure ORG dataset uses the Employee Tenure dataset and Org Chart Predicate dataset as its starting points. The Employee Tenure dataset drives the Tenure section in the C suite dashboards. Joining the Org Chart Predicate dataset results in restricting the data displayed to the currently logged-in manager.
Column | Source |
---|---|
Continuous Service Date | Employee Tenure dataset |
Basis | Employee Tenure dataset |
Team Member | Employee Tenure dataset |
Work Location | Employee Tenure dataset |
Alpha-3 code | Team Members dataset |
Job Effective Date (Employment Record) | Employee Tenure dataset |
(Employment) Start Date | Employee Tenure dataset |
Country | Employee Tenure dataset |
Has Left | Employee Tenure dataset |
Current Employment | Employee Tenure dataset |
HR Department | Employee Tenure dataset |
Job Effective Date (Team Member object) | Employee Tenure dataset |
Hire Date | Employee Tenure dataset |
Days Employed | Employee Tenure dataset |
Tenure | Employee Tenure dataset |
TL User | Org Chart Predicate dataset |
Level Count | Org Chart Predicate dataset |
Record ID | Org Chart Predicate dataset |
Manager | Org Chart Predicate dataset |
Org Design Org dataset
The Org Design Org dataset uses the Org Design dataset and the Org Chart Predicate dataset as its starting points. The Org Design dataset drives the Org Design section in the C suite dashboards. Joining the Org Chart Predicate dataset results in restricting the data displayed to the currently logged-in manager.
Column | Source |
---|---|
Basis | Org Design dataset |
Work Location Name | Org Design dataset |
Team Member (Employment Record) | Org Design dataset |
Work Location | Org Design dataset |
Alpha-3 code | Org Design dataset |
Future Leaver | Org Design dataset |
(Employment) Start Date | Org Design dataset |
Country (Work Location) | Org Design dataset |
Contract End Date | Org Design dataset |
Current Salary | Org Design dataset |
(Employment) End Date | Org Design dataset |
HR Department | Org Design dataset |
Active (Employment Record) | Org Design dataset |
Has Left | Org Design dataset |
Alpha-2 code | Org Design dataset |
Days Employed | Org Design dataset |
TL User | Org Chart Predicate dataset |
Level Count | Org Chart Predicate dataset |
Record ID | Org Chart Predicate dataset |
Manager | Org Chart Predicate dataset |
Time off dashboard
The Time Off dashboard primarily draws data from the Absence object and related objects that define how entitlements accrue. The Time Off dashboard also uses data from the Accrual Balance object for the time off balances. The Absence days over time chart relies on the Absence Day Record object. For this chart to display data, your org needs to enable Day-by-day breakdowns of absence records for reporting.
The cards and charts on the Time Off dashboard draw on datasets as follows:
In the Time Off section:
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The cards On leave today and On long term absence use the Absences Org dataset.
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The cards Carry over left, Total time off taken, Vacation taken, and Time off in lieu available use the Absence Balance and Accruals Org dataset.
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The Requested or approved vacation vs available vacation chart uses both the Absences Org dataset and the Absence Balance and Accruals Org dataset.
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The Time off taken by reason chart uses the Absence Balance and Accruals Org dataset.
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The Absence days over time chart uses the Absence Day Record Org dataset.
Absences dataset
The Absences dataset forms the basis for all charts and cards with absence and vacation data. The dataset is created as follows:
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Team member data from the Team Members dataset is joined with data from the Absence object.
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Data about absence accrual seniorities (the seniority ID and the associated absence accrual rule) are joined to the data from the previous step.
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Data about the absence accrual rule (the absence accrual rule ID, the related absence accrual pattern, and the type of the absence) are joined to the data from the previous step.
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Data about the absence accrual pattern (Rate Units, Hours to Days Conversion Factor, Hide Absence Detail) are joined to the data from the previous step.
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The resulting dataset is filtered to remove rejected absences, which are absences for which the value of the Rejected Date field is not null.
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A new column onAbsence is created by calculating if the team member is on leave, either using the value of the Is On Leave formula field on the Team Member record, or if the Start Date of the absence record is earlier or equal to today, the End Date is later or equal to today, the duration of the absence is greater than 0, and the Rejected Date is blank.
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A new column AbsenceDays is added to calculate the length of the absence in days. If the rate unit is hour, the calculation uses the Hours to Days Conversion Factor, if it is defined, and a standard conversion rate of 8 if it is not defined. The duration in the Days/Hours field is divided by the conversion factor if defined, and by 8 if not. If the rate unit is day, the duration from the Days/Hours field is used as-is.
Column | Source |
---|---|
Record ID | Absence object |
Deleted | Absence object |
Absence # | Absence object |
Record Type ID | Absence object |
Created Date | Absence object |
Created By ID | Absence object |
Last Modified Date | Absence object |
Last Modified By ID | Absence object |
Sytem Modstamp | Absence object |
Last Activity Date | Absence object |
Employment Record | Absence object |
Absence Accrual Seniority | Absence object |
Actual Arrival Date | Absence object |
Alert Trigger | Absence object |
Approval Date | Absence object |
Approved | Absence object |
Back To Work Interview Date | Absence object |
Back To Work Interview Required | Absence object |
Certified Date | Absence object |
Confirmed Date | Absence object |
Days Taken By Partner | Absence object |
Days/Hours | Absence object |
Dependant | Absence object |
End Date Provisional | Absence object |
End Date | Absence object |
Evidence Trigger | Absence object |
Expected Arrival Date | Absence object |
Is Parental Leave | Absence object |
Is Private | Absence object |
Last Modified Accrued Balance | Absence object |
Last Modified Balance | Absence object |
Last Modified Reason Rolling Days/Hours | Absence object |
Last Modified Reason Year Days/Hours | Absence object |
Last Modified Type Rolling Days/Hours | Absence object |
Last Modified Type Year Days/Hours | Absence object |
Medical Certificate Required | Absence object |
Notes | Absence object |
Notification Date | Absence object |
Notification Type | Absence object |
Paid | Absence object |
Pay Code | Absence object |
Picture | Absence object |
Reason | Absence object |
Rejected Date | Absence object |
Return Intent | Absence object |
Self Certificate Required | Absence object |
Start Date | Absence object |
Still Birth | Absence object |
Action Date | Absence object |
Action | Absence object |
Earliest Parental Leave End | Absence object |
Earliest Parental Leave Start | Absence object |
Latest Parental Leave End | Absence object |
Latest Parental leave Start | Absence object |
Manager Action Date | Absence object |
Manager Action | Absence object |
Months Since End | Absence object |
Rate Units | Absence object |
Show Team | Absence object |
Status | Absence object |
Team Member Name | Absence object |
Team Member | Absence object |
Type | Absence object |
Calculated Length | Absence object |
MS365 Calendar Event ID | Absence object |
Partial Days Options | Absence object |
Basis | Team Members dataset |
Work Location Name | Team Members dataset |
Deleted | Team Members dataset |
Work Location | Team Members dataset |
Is On Leave | Team Members dataset |
Alpha-3 code | Team Members dataset |
Future Leaver | Team Members dataset |
(Employment) End Date | Team Members dataset |
Last Working Date | Team Members dataset |
HR Department (Name) | Team Members dataset |
Has Left | Team Members dataset |
Current Employment | Team Members dataset |
Probation End Date | Team Members dataset |
Name Full (Manager) | Team Members dataset |
HR Department | Team Members dataset |
Alpha-2 code | Team Members dataset |
Job Effective Date (Team Member object) | Team Members dataset |
Hire Date | Team Members dataset |
Manager | Team Members dataset |
Continuous Service Date | Team Members dataset |
Deleted (Team Member object) | Team Members dataset |
Team Member | Team Members dataset |
Job Effective Date (Employment Record object) | Team Members dataset |
Record ID (Employment Record object) | Team Members dataset |
(Employment) Start Date | Team Members dataset |
(Work Location) Country | Team Members dataset |
Contract End Date | Team Members dataset |
Manager User | Team Members dataset |
Current Salary | Team Members dataset |
User | Team Members dataset |
Country (ISO Country custom metadata) | Team Members dataset |
Active (Employment Record) | Team Members dataset |
Record ID (Team Member object) | Team Members dataset |
Deleted (HR Department) | Team Members dataset |
Deleted (Work Location) | Team Members dataset |
Business | Team Members dataset |
Days Employed | Team Members dataset |
FTE | Team Members dataset |
Annual Salary Reporting | Team Members dataset |
(Manager) Name | Team Members dataset |
Record ID | Absence Accrual Seniority object |
Absence Accrual Rule | Absence Accrual Seniority object |
Record ID | Absence Accrual Rule object |
Absence Accrual Pattern | Absence Accrual Rule object |
Type | Absence Accrual Rule object |
Is Sickness Absence | Absence Accrual Rule object |
Record ID | Absence Accrual Pattern object |
Owner ID | Absence Accrual Pattern object |
Deleted | Absence Accrual Pattern object |
Absence Accrual Pattern Name | Absence Accrual Pattern object |
Created Date | Absence Accrual Pattern object |
Created By ID | Absence Accrual Pattern object |
Last Modified Date | Absence Accrual Pattern object |
Last Modified By ID | Absence Accrual Pattern object |
System Modstamp | Absence Accrual Pattern object |
Last Viewed Date | Absence Acccrual Pattern object |
Last Referenced Date | Absence Accrual Pattern object |
Hours to Days Conversion Factor | Absence Accrual Pattern object |
Rate Units | Absence Accrual Pattern object |
Hide Absence Detail | Absence Accrual Pattern object |
onAbsence | Calculated in the recipe |
AbsenceDays | Calculated in the recipe |
Absences Org dataset
The Absences Org dataset uses the Absences dataset and the Org Chart Predicate dataset as its starting points. Joining the Org Chart Predicate dataset results in restricting the data displayed to the currently logged-in manager.
Column | Source |
---|---|
Last Modified Date | Absences dataset |
Self Certificate Required | Absences dataset |
Back To Work Interview Required | Absences dataset |
Future Leaver | Absences dataset |
Name Full (Manager) | Absences dataset |
Manager User | Absences dataset |
Manager Action | Absences dataset |
Current Salary | Absences dataset |
Action Date | Absences dataset |
Latest Parental Leave End | Absences dataset |
Probation End Date | Absences dataset |
Basis | Absences dataset |
HR Department | Absences dataset |
Deleted (Absence object) | Absences dataset |
Still Birth | Absences dataset |
Alert Trigger | Absences dataset |
Pay Code | Absences dataset |
Picture | Absences dataset |
Alpha-3 code | Absences dataset |
Certified Date | Absences dataset |
Notification Date | Absences dataset |
Country (Work Location) | Absences dataset |
Notes | Absences dataset |
Back To Work Interview Date | Absences dataset |
(Employment) End Date | Absences dataset |
Work Location Name | Absences dataset |
Deleted (Work Location object) | Absences dataset |
Record ID | Absences dataset |
Start Date | Absences dataset |
Approved | Absences dataset |
Dependant | Absences dataset |
Status | Absences dataset |
Partial Days Options | Absences dataset |
Latest Parental Leave Start | Absences dataset |
Is Parental Leave | Absences dataset |
Manager Action Date | Absences dataset |
Contract End Date | Absences dataset |
Earliest Parental Leave End | Absences dataset |
Record Type ID | Absences dataset |
HR Department | Absences dataset |
Record ID (Team Member) | Absences dataset |
Hire Date | Absences dataset |
Record ID (Employment Record) | Absences dataset |
Is Private | Absences dataset |
Show Team | Absences dataset |
End Date Provisional | Absences dataset |
Last Working Date | Absences dataset |
Team Member (Employment Record) | Absences dataset |
System Modstamp | Absences dataset |
Team Member Name | Absences dataset |
Earliest Parental Leave Start | Absences dataset |
(Manager) Name | Absences dataset |
Type | Absences dataset |
Manager | Absences dataset |
Is On Leave | Absences dataset |
onAbsence | Absences dataset |
AbsenceDays | Absences dataset |
Calculated Length | Absences dataset |
Type (Absence Accrual Rule) | Absences dataset |
TL User | Org Chart Predicate dataset |
Level Count | Org Chart Predicate dataset |
Record ID | Org Chart Predicate dataset |
Manager | Org Chart Predicate dataset |
Absence Balance and Accruals dataset
The Absence Balance and Accruals dataset forms the basis for all dashboards with absence balance data. The dataset is created as follows:
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Data from the Accrual Balance object is joined to the Team Members dataset.
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Data from the Absence Accrual Rule object is joined to the data from the previous step.
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Data from the Absence Accrual Pattern object is joined to the data from the previous step.
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A new column TotalTakenDays is created to calculate the total number of days taken. If the rate unit is Hour and the Hours to Days Conversion Factor is defined, the factor is used to divide the value of the Taken field. If the rate unit is Hour but Hours to Days Conversion Factor is blank, a standard value of 8 is used to divide the value of the Taken field. If the rate unit is Day, then the value of the Taken field is used as-is.
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A new column AvailableCarryOverDays is created to calculate the number of available carryover days.
If the rate unit is Hour and the Hours to Days Conversion Factor is defined, the factor is used to divide the value of the Available Carry Over field. If the rate unit is Hour but Hours to Days Conversion Factor is blank, a standard value of 8 is used to divide the value of the Available Carry Over field. If the rate unit is Day, then the value of the Available Carry Over field is used as-is.
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A new column TotalForYear is created to calculate the year's total entitlement as a sum of taken time off and the Year End Balance.
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New columns ToilTaken and ToilTakenDays are created to calculate the Time Off In Lieu (TOIL) taken. ToilTakenDays converts the value of ToilTaken into days.
If the rate unit is Hour and the Hours to Days Conversion Factor is defined, the factor is used to divide the value of the ToilTaken field. If the rate unit is Hour but Hours to Days Conversion Factor is blank, a standard value of 8 is used to divide the value of the ToilTaken field. If the rate unit is Day, then the value of the ToilTaken field is used as-is.
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A new column Current Toil Days is created to calculate the currently available number of TOIL days.
If the rate unit is Hour and the Hours to Days Conversion Factor is defined, the factor is used to divide the value of the Current TOIL field. If the rate unit is Hour but Hours to Days Conversion Factor is blank, a standard value of 8 is used to divide the value of the Current TOIL field. If the rate unit is Day, then the value of the Current TOIL field is used as-is.
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A new column YearEndAccrualDays is created to calculate the number of accrued days at the year end. The value is the absolute value of the sum of the Year End Balance and the Taken values divided by hours to days conversion factor if necessary. The absolute value is the number without its positive or negative sign.
If the rate unit is Hour and the Hours to Days Conversion Factor is defined, the factor is used to divide the sum. If the rate unit is Hour but Hours to Days Conversion Factor is blank, a standard value of 8 is used to divide the sum. If the rate unit is Day, then the sum calculated is used as-is.
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A new column Accrual Balance Remaining Days is created to calculate the year end balance in days.
If the rate unit is Hour and the Hours to Days Conversion Factor is defined, the factor is used to divide the value of the Year End Balance field. If the rate unit is Hour but Hours to Days Conversion Factor is blank, a standard value of 8 is used to divide the value of the Year End Balance field. If the rate unit is Day, then the value of the Year End Balance field is used as-is.
Column | Source |
---|---|
Record ID | Accrual Balance object |
Deleted | Accrual Balance object |
Accrual Balance Name | Accrual Balance object |
Created Date | Accrual Balance object |
Created By ID | Accrual Balance object |
Last Modified Date | Accrual Balance object |
Last Modified By ID | Accrual Balance object |
System Modstamp | Accrual Balance object |
Employment Record | Accrual Balance object |
Absence Accrual Rule | Accrual Balance object |
Annual Allowance Pro Rata | Accrual Balance object |
Annual Allowance | Accrual Balance object |
Available Carry Over | Accrual Balance object |
Current Carry Over | Accrual Balance object |
Current Accrual | Accrual Balance object |
Current Next Accrual | Accrual Balance object |
Current TOIL | Accrual Balance object |
Report Date | Accrual Balance object |
Taken | Accrual Balance object |
Team Member | Accrual Balance object |
Year End Accrual | Accrual Balance object |
Year End Balance | Accrual Balance object |
Year End Carryover | Accrual Balance object |
Year End TOIL | Accrual Balance object |
Year Start Accrual | Accrual Balance object |
Year Start Carryover | Accrual Balance object |
Year Start TOIL | Accrual Balance object |
Year Number | Accrual Balance object |
Absence Reason | Accrual Balance object |
Absence Type | Accrual Balance object |
Year | Accrual Balance object |
Basis | Team Members dataset |
Work Location Name | Team Members dataset |
Deleted (Employment Record) | Team Members dataset |
Work Location | Team Members dataset |
Is On Leave | Team Members dataset |
Alpha-3 code | Team Members dataset |
Future Leaver | Team Members dataset |
(Employment) End Date | Team Members dataset |
Last Working Date | Team Members dataset |
HR Department | Team Members dataset |
Has Left | Team Members dataset |
Current Employment | Team Members dataset |
Probation End Date | Team Members dataset |
(Manager) Name Full | Team Members dataset |
HR Department | Team Members dataset |
Alpha-2 code | Team Members dataset |
Job Effective Date (Team Member object) | Team Members dataset |
Hire Date | Team Members dataset |
Manager | Team Members dataset |
Continuous Service Date | Team Members dataset |
Deleted (Team Member object) | Team Members dataset |
Team Member | Team Members dataset |
Job Effective Date (Employment Record object) | Team Members dataset |
Record ID (Employment Record) | Team Members dataset |
(Employment) Start Date | Team Members dataset |
Country (Work Location object) | Team Members dataset |
Contract End Date | Team Members dataset |
Manager User | Team Members dataset |
Current Salary | Team Members dataset |
User | Team Members dataset |
Country (ISO Country custom metadata) | Team Members dataset |
Active (Employment Record) | Team Members dataset |
Record ID (Team Member object) | Team Members dataset |
Deleted (HR Department object) | Team Members dataset |
Deleted (Work Location object) | Team Members dataset |
Business | Team Members dataset |
Days Employed | Team Members dataset |
FTE | Team Members dataset |
Annual Salary Reporting | Team Members dataset |
(Manager) Name | Team Members dataset |
Record ID | Absence Accrual Rule object |
Deleted | Absence Accrual Rule object |
Absence Accrual Rule Name | Absence Accrual Rule object |
Created Date | Absence Accrual Rule object |
Created By ID | Absence Accrual Rule object |
Last Modified Date | Absence Accrual Rule object |
Last Modified By ID | Absence Accrual Rule object |
System Modstamp | Absence Accrual Rule object |
Absence Accrual Pattern | Absence Accrual Rule object |
Accrual Record Years | Absence Accrual Rule object |
Exclude from Daily Absence Reporting | Absence Accrual Rule object |
Show Details Section Hours | Absence Accrual Rule object |
Show Details Section | Absence Accrual Rule object |
Vacation Attachments | Absence Accrual Rule object |
Record ID | Absence Accrual Pattern object |
Absence Accrual Pattern Name | Absence Accrual Pattern object |
Hours to Days Conversion Factor | Absence Accrual Pattern object |
Hide Absence Detail | Absence Accrual Pattern object |
Rate Units | Absence Accrual Pattern object |
TotalTakenDays | Calculated in the recipe |
CarryOverDays | Calculated in the recipe |
TotalForYear | Calculated in the recipe |
Toil Taken | Calculated in the recipe |
ToilTakenDays | Calculated in the recipe |
Current Toil Days | Calculated in the recipe |
YearEndAccrualDays | Calculated in the recipe |
Accrual Balance Remaining Days | Calculated in the recipe |
Absence Balance and Accruals Org dataset
The Absence Balance and Accruals Org dataset uses the Absence Balance and Accruals dataset and the Org Chart Predicate dataset as its starting points. Joining the Org Chart Predicate dataset results in restricting the data displayed to the currently logged-in manager.
Column | Source |
---|---|
Last Modified Date | Absence Balance and Accruals dataset |
Future Leaver | Absence Balance and Accruals dataset |
(Manager) Name Full | Absence Balance and Accruals dataset |
Manager User | Absence Balance and Accruals dataset |
Current Salary | Absence Balance and Accruals dataset |
Probation End Date | Absence Balance and Accruals dataset |
Basis | Absence Balance and Accruals dataset |
HR Department | Absence Balance and Accruals dataset |
Deleted | Absence Balance and Accruals dataset |
Alpha-3 code | Absence Balance and Accruals dataset |
Report Date | Absence Balance and Accruals dataset |
(Work Location) Country | Absence Balance and Accruals dataset |
(Employment) End Date | Absence Balance and Accruals dataset |
Work Location Name | Absence Balance and Accruals dataset |
Deleted (Work Location object) | Absence Balance and Accruals dataset |
Record ID | Absence Balance and Accruals dataset |
Year | Absence Balance and Accruals dataset |
Contract End Date | Absence Balance and Accruals dataset |
HR Department | Absence Balance and Accruals dataset |
Record ID (Team Member object) | Absence Balance and Accruals dataset |
Hire Date | Absence Balance and Accruals dataset |
Record ID (Employment Record object) | Absence Balance and Accruals dataset |
Last Working Date | Absence Balance and Accruals dataset |
Team Member | Absence Balance and Accruals dataset |
System Modstamp | Absence Balance and Accruals dataset |
(Manager) Name | Absence Balance and Accruals dataset |
Deleted (HR Department object) | Absence Balance and Accruals dataset |
Current Employment | Absence Balance and Accruals dataset |
Rate Units | Absence Balance and Accruals dataset |
Accrual Balance Name | Absence Balance and Accruals dataset |
Manager | Absence Balance and Accruals dataset |
Created By ID | Absence Balance and Accruals dataset |
Has Left | Absence Balance and Accruals dataset |
Work Location | Absence Balance and Accruals dataset |
Job Effective Date (Employment Record object) | Absence Balance and Accruals dataset |
Employment Record | Absence Balance and Accruals dataset |
(Employment) Start Date | Absence Balance and Accruals dataset |
Created Date | Absence Balance and Accruals dataset |
Team Member | Absence Balance and Accruals dataset |
Absence Reason | Absence Balance and Accruals dataset |
Absence Type | Absence Balance and Accruals dataset |
Absence Accrual Rule | Absence Balance and Accruals dataset |
User | Absence Balance and Accruals dataset |
Deleted (Team Member object) | Absence Balance and Accruals dataset |
Continuous Service Date | Absence Balance and Accruals dataset |
Country (ISO Country custom metadata) | Absence Balance and Accruals dataset |
Deleted (Employment Record object) | Absence Balance and Accruals datasest |
Active | Absence Balance and Accruals dataset |
Alpha-2 code | Absence Balance and Accruals dataset |
Is On Leave | Absence Balance and Accruals dataset |
Job Effective Date (Team Member object) | Absence Balance and Accruals dataset |
Last Modified By ID | Absence Balance and Accruals dataset |
Current TOIL | Absence Balance and Accruals dataset |
Year Number | Absence Balance and Accruals dataset |
Current Toil Days | Absence Balance and Accruals dataset |
Year Start TOIL | Absence Balance and Accruals dataset |
Year Start Carryover | Absence Balance and Accruals dataset |
ToilTakenDays | Absence Balance and Accruals dataset |
Year End Accrual | Absence Balance and Accruals dataset |
Hours to Days Conversion Factor | Absence Balance and Accruals dataset |
Year End TOIL | Absence Balance and Accruals dataset |
Current Carry Over | Absence Balance and Accruals dataset |
Annual Allowance | Absence Balance and Accruals dataset |
Taken | Absence Balance and Accruals dataset |
Available Carry Over | Absence Balance and Accruals dataset |
Year End Carryover | Absence Balance and Accruals dataset |
Current Next Accrual | Absence Balance and Accruals dataset |
TotalTakenDays | Absence Balance and Accruals dataset |
CarryOverDays | Absence Balance and Accruals dataset |
YearEndAccrualDays | Absence Balance and Accruals dataset |
Current Accrual | Absence Balance and Accruals dataset |
Year Start Accrual | Absence Balance and Accruals dataset |
Annual Allowance Pro Rata | Absence Balance and Accruals dataset |
Toil Taken | Absence Balance and Accruals dataset |
Accrual Balance Remaining Days | Absence Balance and Accruals dataset |
TL User | Org Chart Predicate dataset |
Level Count | Org Chart Predicate dataset |
Record ID | Org Chart Predicate dataset |
Manager | Org Chart Predicate dataset |
Absence Day Record dataset
The Absence Day Record dataset forms the basis for data used in the Absence days over time chart. Absence Day Record records are only created if Day-by-day breakdowns of absence records for reporting is enabled in your org.
The dataset is created as follows:
-
Data from the Absence Day Record object and the Absences dataset are joined.
-
A new column DeleteAbsence is created to calculate which absence day records are associated with team members who have left the organization.
-
The records identified as belonging to team members who have left in the previous step are filtered out.
-
A new column DurationDays is added to calculate the duration of the absence in days when the Rate Unit is hour. If a hours to days conversion factor has not been specified, the calculation uses 8 hours for 1 day. If the Rate Unit is Day, the duration is used as-is.
Column | Source |
---|---|
Record ID | Absence Day Record object |
Deleted | Absence Day Record object |
Absence Day Record Name | Absence Day Record object |
Created Date | Absence Day Record object |
Created By ID | Absence Day Record object |
Last Modified Date | Absence Day Record object |
Last Modified By ID | Absence Day Record object |
System Modstamp | Absence Day Record object |
Absence | Absence Day Record object |
Day | Absence Day Record object |
Duration | Absence Day Record object |
Day of Month | Absence Day Record object |
Month of Year | Absence Day Record object |
Weekday | Absence Day Record object |
Year | Absence Day Record object |
Last Modified Date (Absence object) | Absences dataset |
Self Certificate Required | Absences dataset |
Back To Work Interview Required | Absences dataset |
Future Leaver | Absences dataset |
(Manager) Name Full | Absences dataset |
Manager User | Absences dataset |
Manager Action | Absences dataset |
Current Salary | Absences dataset |
Action Date | Absences dataset |
Latest Parental Leave End | Absences dataset |
Probation End Date | Absences dataset |
Rate Units | Absences dataset |
Basis | Absences dataset |
HR Department | Absences dataset |
Deleted (Absence object) | Absences dataset |
Still Birth | Absences dataset |
Alert Trigger | Absences dataset |
Pay Code | Absences dataset |
Picture | Absences dataset |
Alpha-3 code | Absences dataset |
Certified Date | Absences dataset |
Notification Date | Absences dataset |
(Work Location) Country | Absences dataset |
Notes | Absences dataset |
Back To Work Interview Date | Absences dataset |
(Employment ) End Date | Absences dataset |
Work Location | Absences dataset |
Deleted (Work Location object) | Absences dataset |
Record ID (Absence object) | Absences dataset |
(Absence) Start Date | Absences dataset |
Approved | Absences dataset |
Dependant | Absences dataset |
Status | Absences dataset |
Partial Days Options | Absences dataset |
Latest Parental Leave Start | Absences dataset |
Is Parental Leave | Absences dataset |
Manager Action Date | Absences dataset |
Contract End Date | Absences dataset |
Last Modified By ID | Absences dataset |
Earliest Parental Leave End | Absences dataset |
Record Type ID | Absences dataset |
Absence Accrual Pattern Name | Absences dataset |
HR Department | Absences dataset |
Record ID (Team Member object) | Absences dataset |
Hire Date | Absences dataset |
Record ID (Employment Record object) | Absences dataset |
Is Private | Absences dataset |
Show Team | Absences dataset |
End Date Provisional | Absences dataset |
Last Modified Date | Absences dataset |
Deleted (Absence object) | Absences dataset |
Last Working Date | Absences dataset |
Team Member | Absences dataset |
System Modstamp | Absences dataset |
Team Member Name | Absences dataset |
Earliest Parental Leave Start | Absences dataset |
Last Referenced Date | Absences dataset |
Absence Accrual Seniority | Absences dataset |
Last Activity Date | Absences dataset |
Approval Date | Absences dataset |
Reason | Absences dataset |
MS365 Calendar Event ID | Absences dataset |
Deleted (HR Department object) | Absences dataset |
Owner ID | Absences dataset |
Hide Absence Detail | Absences dataset |
Current Employment | Absences dataset |
(Absence) End Date | Absences dataset |
Confirmed Date | Absences dataset |
Absence # | Absences dataset |
Type | Absences dataset |
Created Date | Absences dataset |
Employment Record | Absences dataset |
Manager | Absences dataset |
Created By ID | Absences dataset |
Return Intent | Absences dataset |
Actual Arrival Date | Absences dataset |
Absence Accrual Rule | Absences dataset |
Has Left | Absences dataset |
Record ID | Absences dataset |
System Modstamp | Absences dataset |
Record ID | Absences dataset |
Work Location | Absences dataset |
Job Effective Date (Employment Record object) | Absences dataset |
Notification Type | Absences dataset |
(Employment) Start Date | Absences dataset |
Created Date | Absences dataset |
Evidence Trigger | Absences dataset |
Team Member | Absences dataset |
Absence Accrual Pattern | Absences dataset |
Record ID | Absences dataset |
Rate Units | Absences dataset |
User | Absences dataset |
Expected Arrival Date | Absences dataset |
Deleted (Team Member object) | Absences dataset |
Last Viewed Date | Absences dataset |
Continuous Service Date | Absences dataset |
Medical Certificate Required | Absences dataset |
(Work Location) Country | Absences dataset |
Rejected Date | Absences dataset |
Deleted (Employment Record object) | Absences dataset |
Active | Absences dataset |
Paid | Absences dataset |
Alpha-2 code | Absences dataset |
Is On Leave | Absences dataset |
Action | Absences dataset |
Job Effective Date (Team Member object) | Absences dataset |
Created By ID | Absences dataset |
Last Modified By ID | Absences dataset |
Business | Absences dataset |
onAbsence | Absences dataset |
Months Since End | Absences dataset |
Hours to Days Conversion Factor | Absences dataset |
Last Modified Type Rolling Days/Hours | Absences dataset |
Last Modified Reason Rolling Days/Hours | Absences dataset |
Days/Hours | Absences dataset |
AbsenceDays | Absences dataset |
Days Taken By Partner | Absences dataset |
FTE | Absences dataset |
Calculated Length | Absences dataset |
Last Modified Balance | Absences dataset |
Days Employed | Absences dataset |
Last Modified Accrued Balance | Absences dataset |
Last Modified Type Year Days/Hours | Absences dataset |
Last Modified Reason Year Days/Hours | Absences dataset |
(Manager) Name | Absences dataset |
DeleteAbsence | Calculated in the recipe |
DurationDays | Calculated in the recipe |
Absence Day Record Org dataset
The Absence Day Record Org dataset uses the Absence Day Record dataset and the Org Chart Predicate dataset as its starting points. Joining the Org Chart Predicate dataset results in restricting the data displayed to the currently logged-in manager.
Column | Source |
---|---|
Last Modified Date | Absence Day Record dataset |
Expected Arrival Date | Absence Day Record dataset |
User | Absence Day Record dataset |
Hire Date | Absence Day Record dataset |
Earliest Parental Leave End | Absence Day Record dataset |
HR Department | Absence Day Record dataset |
Manager | Absence Day Record dataset |
Last Viewed Date | Absence Day Record dataset |
Is Private | Absence Day Record dataset |
Year | Absence Day Record dataset |
Last Referenced Date | Absence Day Record dataset |
Rate Units | Absence Day Record dataset |
Return Intent | Absence Day Record dataset |
Deleted (Absence object) | Absence Day Record dataset |
Deleted (Absence Day Record object) | Absence Day Record dataset |
Work Location | Absence Day Record dataset |
(Work Location) Country | Absence Day Record dataset |
Record ID | Absence Day Record dataset |
Record ID | Absence Day Record dataset |
Team Member Name | Absence Day Record dataset |
Owner ID | Absence Day Record dataset |
Hide Absence Detail | Absence Day Record dataset |
(Absence) End Date | Absence Day Record dataset |
Is Parental Leave | Absence Day Record dataset |
Probation End Date | Absence Day Record dataset |
Partial Day Options | Absence Day Record dataset |
Job Effective Date (Team Member object) | Absence Day Record dataset |
Absence Accrual Seniority | Absence Day Record dataset |
Absence Accrual Pattern Name | Absence Day Record dataset |
Record ID | Absence Day Record dataset |
Approved | Absence Day Record dataset |
Picture | Absence Day Record dataset |
(Work Location) Country | Absence Day Record dataset |
Show Team | Absence Day Record dataset |
Rate Units | Absence Day Record dataset |
Manager Action | Absence Day Record dataset |
Record ID | Absence Day Record dataset |
Continuous Service Date | Absence Day Record dataset |
Confirmed Date | Absence Day Record dataset |
Pay Code | Absence Day Record dataset |
Month of Year | Absence Day Record dataset |
Deleted (Employment Record object) | Absence Day Record dataset |
System Modstamp | Absence Day Record dataset |
Day | Absence Day Record dataset |
Type | Absence Day Record dataset |
Dependant | Absence Day Record dataset |
Approval Date | Absence Day Record dataset |
Current Employment | Absence Day Record dataset |
Action Date | Absence Day Record dataset |
Status | Absence Day Record dataset |
System Modstamp | Absence Day Record dataset |
Absence | Absence Day Record dataset |
Notification Type | Absence Day Record dataset |
Deleted | Absence Day Record dataset |
End Date Provisional | Absence Day Record dataset |
Contract End Date | Absence Day Record dataset |
Last Activity Date | Absence Day Record dataset |
Future Leaver | Absence Day Record dataset |
Actual Arrival Date | Absence Day Record dataset |
Reason | Absence Day Record dataset |
System Modstamp | Absence Day Record dataset |
Record ID | Absence Day Record dataset |
Alpha-2 code | Absence Day Record dataset |
Active | Absence Day Record dataset |
Created Date | Absence Day Record dataset |
Manager User | Absence Day Record dataset |
(Absence) Start Date | Absence Day Record dataset |
Last Modified By ID | Absence Day Record dataset |
Notification Date | Absence Day Record dataset |
Absence Day Record Name | Absence Day Record dataset |
Created By ID | Absence Day Record dataset |
Business | Absence Day Record dataset |
Job Effective Date (Employment Record object) | Absence Day Record dataset |
(Employment) End Date | Absence Day Record dataset |
Latest Parental Leave End | Absence Day Record dataset |
Last Modified Date | Absence Day Record dataset |
Alpha-3 code | Absence Day Record dataset |
Latest Parental Leave Start | Absence Day Record dataset |
Self Certificate Required | Absence Day Record dataset |
Absence Accrual Rule | Absence Day Record dataset |
Last Working Date | Absence Day Record dataset |
Back To Work Interview Required | Absence Day Record dataset |
Created By ID | Absence Day Record dataset |
(Manager) Name Full | Absence Day Record dataset |
Deleted | Absence Day Record dataset |
Absence # | Absence Day Record dataset |
Absence Accrual Pattern | Absence Day Record dataset |
Deleted | Absence Day Record dataset |
Created Date | Absence Day Record dataset |
Earliest Parental Leave Start | Absence Day Record dataset |
Is On Leave | Absence Day Record dataset |
Alert Trigger | Absence Day Record dataset |
HR Department | Absence Day Record dataset |
Manager Action Date | Absence Day Record dataset |
Created Date | Absence Day Record dataset |
Record ID | Absence Day Record dataset |
Created By ID | Absence Day Record dataset |
Notes | Absence Day Record dataset |
(Employment) Start Date | Absence Day Record dataset |
Paid | Absence Day Record dataset |
Current Salary | Absence Day Record dataset |
Certified Date | Absence Day Record dataset |
Last Modified Date | Absence Day Record dataset |
Medical Certificate Required | Absence Day Record dataset |
Team Member | Absence Day Record dataset |
Deleted | Absence Day Record dataset |
onAbsence | Absence Day Record dataset |
Team Member | Absence Day Record dataset |
Employment Record | Absence Day Record dataset |
MS365 Calendar Event ID | Absence Day Record dataset |
Rejected Date | Absence Day Record dataset |
Has Left | Absence Day Record dataset |
Action | Absence Day Record dataset |
Record Type ID | Absence Day Record dataset |
Last Modified By ID | Absence Day Record dataset |
Back To Work Interview Date | Absence Day Record dataset |
Still Birth | Absence Day Record dataset |
Last Modified By ID | Absence Day Record dataset |
Work Location Name | Absence Day Record dataset |
Basis | Absence Day Record dataset |
Record ID | Absence Day Record dataset |
Evidence Trigger | Absence Day Record dataset |
Days Taken By Partner | Absence Day Record dataset |
Last Modified Reason Rolling Days/Hours | Absence Day Record dataset |
Last Modified Type Year Days/Hours | Absence Day Record dataset |
Last Modified Reason Year Days/Hours | Absence Day Record dataset |
AbsenceDays | Absence Day Record dataset |
DurationDays | Absence Day Record dataset |
FTE | Absence Day Record dataset |
Last Modified Type Rolling Days/Hours | Absence Day Record dataset |
Days/Hours | Absence Day Record dataset |
Day of Month | Absence Day Record dataset |
Last Modified Accrued Balance | Absence Day Record dataset |
Last Modified Balance | Absence Day Record dataset |
Days Employed | Absence Day Record dataset |
Weekday | Absence Day Record dataset |
Hours to Days Conversion Factor | Absence Day Record dataset |
Calculated Length | Absence Day Record dataset |
Months Since End | Absence Day Record dataset |
Duration | Absence Day Record dataset |
(Manager) Name | Absence Day Record dataset |
TL User | Org Chart Predicate dataset |
Level Count | Org Chart Predicate dataset |
Record ID | Org Chart Predicate dataset |
Manager | Org Chart Predicate dataset |
Performance dashboard
The Performance dashboard draws data from the Performance Review object and the Enhanced Objective object.
The cards and charts in the Performance section use datasets as follows:
-
All the cards and the charts Performance rating curve and Performance score by country use the Performance Reviews Org dataset.
-
The Performance review score vs average salary increase chart uses both the Performance Reviews Org dataset and the PR Salary Org dataset.
The cards and charts in the Objectives section all use the Enhanced Objectives Org dataset.
The cards and charts in the Feedback section use datasets as follows:
-
The cards Feedback requests completed, Feedback requests open, and Feedback received % all use Workforce Insights | Dashboards, datasets and recipes.
-
The charts Feedback requested vs feedback received and Feedback requests received vs feedback given both use the Workforce Insights | Dashboards, datasets and recipes.
Performance Reviews dataset
The Performance Reviews dataset forms the basis for all dashboards on performance reviews. The dataset is created as follows:
-
Data from the Performance Review object is filtered to remove reviews that have been deleted and reviews with the status of Draft or New.
-
The filtered list of reviews is joined with team member data from the Team Members dataset.
-
The data from the previous step is filtered so it only contains reviews for team members for whom Has Left is false.
-
The data from the previous step is joined with performance review template version data for each review. The template version data has been prepared as follows:
-
Data from the Template Version object is filtered to remove deleted template versions.
-
Data from the Template object is filtered to remove deleted templates.
-
The filtered template and template version data is joined together.
-
-
The data from the previous step is filtered to exclude performance reviews that are continuous feedback only, based on the Type Code value from the Template object.
Column | Source |
---|---|
Work Location Name | Team Members dataset |
(Manager) Name | Team Members dataset |
Basis | Team Members dataset |
Work Location | Team Members dataset |
Is On Leave | Team Members dataset |
Alpha-3 code | Team Members dataset |
Future Leaver | Team Members dataset |
End Date | Team Members dataset |
Last Working Date | Team Members dataset |
HR Department | Team Members dataset |
Has Left | Team Members dataset |
Current Employment | Team Members dataset |
Probation End Date | Team Members dataset |
HR Department | Team Members dataset |
Alpha-2 code | Team Members dataset |
Job Effective Date | Team Members dataset |
Hire Date | Team Members dataset |
Manager | Team Members dataset |
Continuous Service Date | Team Members dataset |
Team Member | Team Members dataset |
Job Effective Date (Employment Record object) | Team Members dataset |
Record ID | Team Members dataset |
Start Date | Team Members dataset |
(Work Location) Country | Team Members dataset |
Contract End Date | Team Members dataset |
Manager User | Team Members dataset |
Current Salary | Team Members dataset |
User | Team Members dataset |
Country (ISO Country custom metadata) | Team Members dataset |
Active | Team Members dataset |
Record ID | Team Members dataset |
Business | Team Members dataset |
Days Employed | Team Members dataset |
FTE | Team Members dataset |
Annual Salary Reporting | Team Members dataset |
Template | Performance Review object |
Record ID | Performance Review object |
Approved Date | Performance Review object |
Period End Date | Performance Review object |
Period Start Date | Performance Review object |
Rating | Performance Review object |
Revealed Date | Performance Review object |
Review With Competencies | Performance Review object |
Score | Performance Review object |
Signed Date | Performance Review object |
Submitted Date | Performance Review object |
Team Member | Performance Review object |
Status | Performance Review object |
Team Member Action Date | Performance Review object |
Team Member Action | Performance Review object |
Team Member Signed Date | Performance Review object |
Record ID | Template Version object |
Type Code | Template object |
Action | Performance Review object |
Annual Average Competency Score | Performance Review object |
Annual Average Objective Score | Performance Review object |
Competency Score | Performance Review object |
Completed Date | Performance Review object |
Is Being Approved | Performance Review object |
Manager Review Only | Performance Review object |
Mid-Year Review | Performance Review object |
Objective Score | Performance Review object |
One Up Manager | Performance Review object |
Team Member Status (Local) | Performance Review object |
Self Performance Review | Performance Review object |
Self Review First | Performance Review object |
Action Date | Performance Review object |
Action | Performance Review object |
Manager Action Date | Performance Review object |
Manager Action | Performance Review object |
Rating Score Squared | Performance Review object |
Rating Score | Performance Review object |
Performance Reviews Org dataset
The Performance Reviews Org dataset uses the Performance Reviews dataset and the Org Chart Predicate dataset as starting points. Joining the Org Chart Predicate dataset results in restricting the data displayed to the currently logged-in manager.
Column | Source |
---|---|
TL User | Org Chart Predicate dataset |
Level Count | Org Chart Predicate dataset |
Record ID | Org Chart Predicate dataset |
Manager | Org Chart Predicate dataset |
Action | Performance Reviews dataset |
Manager Review Only | Performance Reviews dataset |
Team Member Signed Date | Performance Reviews dataset |
Period End Date | Performance Reviews dataset |
Last Working Date | Performance Reviews dataset |
HR Department | Performance Reviews dataset |
Has Left | Performance Reviews dataset |
Current Employment | Performance Reviews dataset |
Hire Date | Performance Reviews dataset |
Manager | Performance Reviews dataset |
Team Member | Performance Reviews dataset |
Job Effective Date (Employment Record object) | Performance Reviews dataset |
Review Submitted Date | Performance Reviews dataset |
Record ID (Employment Record object) | Performance Reviews dataset |
(Employment) Start Date | Performance Reviews dataset |
Manager Action Date | Performance Reviews dataset |
User | Performance Reviews dataset |
Active (Employment Record object) | Performance Reviews dataset |
Record ID | Performance Reviews dataset |
Review Completed Date | Performance Reviews dataset |
Manager Action | Performance Reviews dataset |
Team Member Action | Performance Reviews dataset |
Team Member | Performance Reviews dataset |
Business | Performance Reviews dataset |
Basis | Performance Reviews dataset |
Work Location Name | Performance Reviews dataset |
Team Member Status (Local) | Performance Reviews dataset |
Work Location | Performance Reviews dataset |
Is On Leave | Performance Reviews dataset |
Alpha-3 code | Performance Reviews dataset |
Future Leaver | Performance Reviews dataset |
Is Being Approved | Performance Reviews dataset |
Record ID (Performance Review Template Version) | Performance Reviews dataset |
Mid-Year Review | Performance Reviews dataset |
Review Revealed Date | Performance Reviews dataset |
(Employment) End Date | Performance Reviews dataset |
Probation End Date | Performance Reviews dataset |
HR Department | Performance Reviews dataset |
(Manager) Name | Performance Reviews dataset |
Alpha-2 code | Performance Reviews dataset |
Job Effective Date (Team Member object) | Performance Reviews dataset |
Type Code | Performance Reviews dataset |
Review Approved Date | Performance Reviews dataset |
Continuous Service Date | Performance Reviews dataset |
Team Member Action Date | Performance Reviews dataset |
Record ID (Performance Review object) | Performance Reviews dataset |
One Up Manager | Performance Reviews dataset |
Status (Performance Review object) | Performance Reviews dataset |
Review With Competencies | Performance Reviews dataset |
Country (ISO Country custom metatdata) | Performance Reviews dataset |
Rating | Performance Reviews dataset |
Contract End Date | Performance Reviews dataset |
Manager User | Performance Reviews dataset |
Current Salary | Performance Reviews dataset |
Template | Performance Reviews dataset |
Country (ISO Country custom metadata) | Performance Reviews dataset |
Period Start Date | Performance Reviews dataset |
Review Action Date | Performance Reviews dataset |
Review Signed Date | Performance Reviews dataset |
Action | Performance Reviews dataset |
Self Performance Review | Performance Reviews dataset |
Self Review First | Performance Reviews dataset |
Days Employed | Performance Reviews dataset |
FTE | Performance Reviews dataset |
Score | Performance Reviews dataset |
Annual Average Competency Score | Performance Reviews dataset |
Competency Score | Performance Reviews dataset |
Objective Score | Performance Reviews dataset |
Annual Salary Reporting | Performance Reviews dataset |
Rating Score | Performance Reviews dataset |
Annual Average Objective Score | Performance Reviews dataset |
Rating Score Squared | Performance Reviews dataset |
Enhanced Objectives dataset
The Enhanced Objectives dataset joins data from the Team Members dataset to data from the Enhanced Objective object. The dataset is created as follows:
-
Data from the Enhanced Objective object is filtered to remove deleted objectives, objectives in Draft, Team Member Draft or Manager draft status, and group objectives.
-
A new column tmActiveObjCount is added to the data. It displays 1 when the objective status is Active, and 0 otherwise.
Column | Source |
---|---|
Group | Enhanced Objective object |
Record ID | Enhanced Objective object |
Deleted | Enhanced Objective object |
Objective Name | Enhanced Objective object |
Category | Enhanced Objective object |
Closed Date | Enhanced Objective object |
End Date | Enhanced Objective object |
Priority | Enhanced Objective object |
Review Date | Enhanced Objective object |
Start Date | Enhanced Objective object |
Status | Enhanced Objective object |
Title | Enhanced Objective object |
Visibility | Enhanced Objective object |
Weight % | Enhanced Objective object |
Team Member | Enhanced Objective object |
Country | Team Members dataset |
Basis | Team Members dataset |
Work Location Name | Team Members dataset |
Alpha-3 code | Team Members dataset |
(Employment) End Date | Team Members dataset |
Last Working Date | Team Members dataset |
Has Left | Team Members dataset |
(Manager) Name | Team Members dataset |
Alpha-2 code | Team Members dataset |
Team Member | Team Members dataset |
Record ID (Employment Record) | Team Members dataset |
Record ID (Team Member) | Team Members dataset |
tmActiveObjCount | Calculated in the recipe |
Enhanced Objectives Org dataset
The Enhanced Objectives Org dataset uses the Enhanced Objectives dataset and the Org Chart Predicate dataset as its starting points. Joining the Org Chart Predicate dataset results in restricting the data displayed to the currently logged-in manager.
Column | Source |
---|---|
TL User | Org Chart Predicate dataset |
Level Count | Org Chart Predicate dataset |
Record ID | Org Chart Predicate dataset |
Manager | Org Chart Predicate dataset |
(Employment) End Date | Enhanced Objectives dataset |
Team Member | Enhanced Objectives dataset |
Category | Enhanced Objectives dataset |
(Enhanced objective) Start Date | Enhanced Objectives dataset |
Review Date | Enhanced Objectives dataset |
Visibility | Enhanced Objectives dataset |
(Work Location) Country | Enhanced Objectives dataset |
Objective Name | Enhanced Objectives dataset |
Alpha-3 code | Enhanced Objectives dataset |
Record ID (Team Member object) | Enhanced Objectives dataset |
Status | Enhanced Objectives dataset |
Team Member | Enhanced Objectives dataset |
Closed Date | Enhanced Objectives dataset |
Title | Enhanced Objectives dataset |
Deleted (Enhanced Objective object) | Enhanced Objectives dataset |
Work Location Name | Enhanced Objectives dataset |
Has Left | Enhanced Objectives dataset |
Last Working Date | Enhanced Objectives dataset |
(Enhanced Objective) End Date | Enhanced Objectives dataset |
Priority | Enhanced Objectives dataset |
Record ID (Employment Record object) | Enhanced Objectives dataset |
Basis | Enhanced Objectives dataset |
(Manager) Name | Enhanced Objectives dataset |
Record ID (Enhanced Objective object) | Enhanced Objectives dataset |
Group | Enhanced Objectives dataset |
Alpha-2 code | Enhanced Objectives dataset |
Weight % | Enhanced Objectives dataset |
tmActiveObjCount | Enhanced Objectives dataset |
PR Salary dataset
The PR Salary dataset joins data from the Salary object and the Team Members dataset to provide salary increase information for the Performance dashboard. The dataset is created as follows:
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Data from the Salary object is filtered to remove deleted records.
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Previous and current salaries are joined.
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Data from the Team Members dataset is joined to the salary data.
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Data is filtered to remove salaries for team members who have left.
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A new column Salary_Increase_Percentage is created to calculate the salary increase percentage by comparing the Annual Amount Reporting value of the previous salary to the Annual Amount Reporting value of the current salary.
Column | Source |
---|---|
Work Location Name | Team Members dataset |
(Manager) Name | Team Members dataset |
Basis | Team Members dataset |
Deleted (Employment Record) | Team Members dataset |
Work Location | Team Members dataset |
Is On Leave | Team Members dataset |
Alpha-3 code | Team Members dataset |
Future Leaver | Team Members dataset |
(Employment) End Date | Team Members dataset |
Last Working Date | Team Members dataset |
HR Department (Name) | Team Members dataset |
Has Left | Team Members dataset |
Current Employment | Team Members dataset |
Probation End Date | Team Members dataset |
HR Department | Team Members dataset |
Alpha-2 code | Team Members dataset |
Job Effective Date (Team Member object) | Team Members dataset |
Hire Date | Team Members dataset |
Manager | Team Members dataset |
Continuous Service Date | Team Members dataset |
Deleted | Team Members dataset |
Team Member | Team Members dataset |
Job Effective Date (Employment Record object) | Team Members dataset |
Record ID (Employment Record object) | Team Members dataset |
(Employment) Start Date | Team Members dataset |
(Work Location) Country | Team Members dataset |
Contract End Date | Team Members dataset |
Manager User | Team Members dataset |
Current Salary | Team Members dataset |
User | Team Members dataset |
Country (ISO Country custom metadata) | Team Members dataset |
Active | Team Members dataset |
Record ID | Team Members dataset |
Deleted (HR Department object) | Team Members dataset |
Deleted (Work Location object) | Team Members dataset |
Business | Team Members dataset |
Days Employed | Team Members dataset |
FTE | Team Members dataset |
Annual Salary Reporting | Team Members dataset |
(Salary) Start Date | Salary object |
Annual Amount Reporting | Salary object |
(Previous Salary) Start Date | Salary object |
(Previous Salary) Annual Amount Reporting | Salary object |
Salary_Increase_Percentage | Calculated in the recipe |
Record ID | Salary object |
Deleted | Salary object |
Employment | Salary object |
Previous Salary | Salary object |
Record ID (Previous Salary) | Salary object |
Deleted (Previous Salary) | Salary object |
Employment (Previous Salary) | Salary object |
Previous Salary | Salary object |
Active | Salary object |
Award Date | Salary object |
(Salary) End Date | Salary object |
Active (Previous Salary) | Salary object |
Award Date (Previous Salary) | Salary object |
End Date (Previous Salary) | Salary object |
PR Salary Org dataset
The PR Salary Org dataset uses the PR Salary dataset and the Org Chart Predicate dataset as its starting points. Joining the Org Chart Predicate dataset results in restricting the data displayed to the currently logged-in manager.
Column | Source |
---|---|
TL User | Org Chart Predicate dataset |
Level Count | Org Chart Predicate dataset |
Record ID | Org Chart Predicate dataset |
Manager | Org Chart Predicate dataset |
Deleted (Employment Record object) | PR Salary dataset |
Previous Salary | PR Salary dataset |
(Salary) End Date | PR Salary dataset |
Last Working Date | PR Salary dataset |
Record ID (Salary object) | PR Salary dataset |
HR Department (Name) | PR Salary dataset |
Has Left | PR Salary dataset |
Current Employment | PR Salary dataset |
Hire Date | PR Salary dataset |
Manager | PR Salary dataset |
Deleted | PR Salary dataset |
Active (Previous Salary) | PR Salary dataset |
Team Member | PR Salary dataset |
Job Effective Date (Employment Record object) | PR Salary dataset |
Record ID (Employment Record object) | PR Salary dataset |
(Employment) Start Date | PR Salary dataset |
User | PR Salary dataset |
Deleted | PR Salary dataset |
Award Date (Previous Salary) | PR Salary dataset |
Employment | PR Salary dataset |
Award Date (Current Salary) | PR Salary dataset |
Active (Employment Record object) | PR Salary dataset |
Record ID | PR Salary dataset |
Deleted (HR Department object) | PR Salary dataset |
Business | PR Salary dataset |
Basis | PR Salary dataset |
Work Location Name | PR Salary dataset |
Employment (Previous Salary) | PR Salary dataset |
Work Location | PR Salary dataset |
In On Leave | PR Salary dataset |
Alpha-3 code | PR Salary dataset |
Future Leaver | PR Salary dataset |
Previous Salary | PR Salary dataset |
Deleted (Previous Salary) | PR Salary dataset |
Start Date (Previous Salary) | PR Salary dataset |
(Employment) End Date | PR Salary dataset |
Probation End Date | PR Salary dataset |
Start Date (Current Salary) | PR Salary dataset |
HR Department | PR Salary dataset |
(Manager) Name | PR Salary dataset |
Alpha-2 code | PR Salary dataset |
Job Effective Date | PR Salary dataset |
Continuous Service Date | PR Salary dataset |
End Date (Previous Salary) | PR Salary dataset |
Record ID | PR Salary dataset |
Active | PR Salary dataset |
(Work Location) Country | PR Salary dataset |
Contract End Date | PR Salary dataset |
Manager User | PR Salary dataset |
Current Salary | PR Salary dataset |
Country | PR Salary dataset |
Deleted | PR Salary dataset |
Days Employed | PR Salary dataset |
FTE | PR Salary dataset |
Salary_Increase_Percentage | PR Salary dataset |
Annual Salary Reporting | PR Salary dataset |
Annual Amount Reporting | PR Salary dataset |
Annual Amount Reporting (Previous Salary) | PR Salary dataset |