As a manager with direct reports, you can view the Workforce Insights team lead dashboards in WX. The dashboards contain data from team members reporting to you, and their teams. You can filter how many levels you want to view.
To access the dashboards:
In the menu, select Workforce Insights. This process may be named differently in your organization:
WX displays your dashboards, landing on the Headcount tab:
At the top of the dashboards, you can select the tab you want to view:
The currently available tabs are:
The Filters section displays the global filters that apply the selected filter to the entire dashboard:
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Apply the Country filter to all cards and charts in the dashboard. You can use various operators to select the countries you want to include or exclude. The Country filter is based on the country of the Work Location selected in the Employment Record. A value of XXX is inserted for records with blank Work Location value.
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Apply the Employment type filter to all cards and charts in the dashboard. You can use various operators to select the countries you want to include or exclude. The filter is based on the values of the Basis field in the Employment Record, with the No Type value inserted for any records with blank values.
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Apply the Management level filter to all cards and charts in the dashboard. This filter determines how many levels down from you in the organization data is included. The options available in the filter depend on how many levels you have below you. The number of management levels available for each manager is calculated in the Workforce Insights data recipes.
On the title bar on the right, you can view the date and time when the dashboard data was refreshed, and switch between high contrast view on and off (the default is off):
Dashboards
This section provides brief descriptions of the cards and charts in the dashboards, what key fields are used, and how the figures are calculated to give you a basic idea what the data is. For more detailed information, see Workforce Insights | Dashboards, datasets and recipes in the Workforce Insights setup section.
Headcount tab
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Headcount section:
All cards and charts in the Headcount section consider active employees only. Active employees are those whose employment start date is today or earlier, and for whom Has Left in the Team Member record is false.
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Headcount: Displays the number of active employees you have in the reporting line below you.
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FT equivalent: Displays the number of active employees in your team as a full time equivalent (FTE) number. The FT equivalent card counts all the hours worked by the total number of employees and translates it into full time equivalents (FTE).
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Actual FT: Displays the actual number of active full time employees. If all employees work full time, Actual FT and FT equivalent are the same.
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Future leavers: Displays the number of currently active employees who have employment end dates entered, and the date is today or in the future.
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Headcount by type of employment: Displays a donut chart with the proportion of different employment types in the headcount of active employees. Employment types are based on the values of the Basis field in the Employment Record. If you 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 of active employees for each country in your team. The chart uses the Country field in the Work Location object to determine an employee's country. If you hover over a country on the map, displays the name and three-letter ISO code of the country and the headcount for the country.
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Tenure section:
All cards and dashboards in the Tenure section consider active employees only. Using the same definition as the Headcount section, active employees are those whose employment start date is today or earlier, and for whom Has Left in the Team Member record is false.
Average tenure in the Tenure cards and charts is calculated as the average of the sum of all the days worked for the organization to date by current active employees.
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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 currently active employees in a country in your team. Average tenure is calculated in the same as for the Average tenure card.
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Tenure by type of employment: Displays a bar chart with the length of average tenure in years for active employees of each type of employment in your team. Employment types are based on the values of the Basis field in the Employment Record. Includes a line for average tenure length in your team.
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Time Off tab
If your organization uses hours as the time off rate unit, hours are converted to days using a factor set in your organization's configuration, or if it not set, using the standard conversion formula of (absence duration in hours)*0.125.
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Time off section:
All cards and charts in the Time Off section exclude employees for whom Has Left in the Team Member record is true.
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On leave today: Displays the number of active employees who are on vacation or absent today, including all absence types and reasons, based on the absence record's start and end dates, and on the Is On Leave field in the Team Member records. Is On Leave is a formula, which considers Employment Status values defined by your organization to denote long term absences. If you organization has not specified such values, it considers standard values On Leave Paid, On Leave Unpaid and Laid Off to denote long term leave.
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On long term absence: Displays the number of active employees on long term absences, based on the Is On Leave field in the Team Member records. Is On Leave is a formula, which considers Employment Status values defined by your organization to denote long term absences. If you organization has not specified such values, it considers standard values On Leave Paid, On Leave Unpaid and Laid Off to denote long term leave.
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Carry over left: Displays the number of carry over days for Vacation type absences available for employees. If carry over has expired, displays 0. Calculated using data from the Accrual Balance object. Future dated absences are not considered in the calculates.
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Total time off taken: Displays the total number of time off, including all absence types and reasons, taken by employees, calculated based on the data from the Accrual Balances object.
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Vacation taken: Displays the percentage of the total amount of Vacation type absences taken by employees out of the total amount of Vacation type absence time available to them. The data is based on the Accrual Balances object.
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Time off in lieu available: Displays the number of time off in lieu (TOIL) days available for employees to take as time off. The data is based on the Accrual Balances object and only considers Vacation type absences.
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Requested or approved vacation vs available vacation: Displays a mirror bar chart, where the left bar chart displays the number of absence days for active employees which are either pending or approved for each manager, and the right bar chart displays the remaining vacation balance for active employees available for the manager's team up to today's date. The absence days includes all approved and pending Vacation type absence days, including any TOIL awarded, and excludes rejected absences. The remaining balance is based on the value of Year End Balance field from the Accrual Balance object.
The chart uses data from Absence records and Accrual Balance records.
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Time off taken by reason: Displays a bar chart with the total number of time off taken for each absence reason in your org. Uses data from the Accrual balance object.
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Absence days over time: Displays a chart of the absence day records over time. The data comes from Absence Day records. If you do not use absence day records in your organization, the chart will be blank with the text No results found. The chart has its own filter for the time period you want to view.
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Performance tab
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Performance reviews section:
All cards and charts in the Performance reviews section exclude employees for whom Has Left in the Team Member record is true. Performance reviews in the Draft status are excluded.
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Reviews due in next 30 days: Displays the number of performance reviews due in the next 30 days. Displays 0 if none are due in the next 30 days. Includes any performance reviews where the status is not Completed, and where the review's Period End Date is within the next 30 days of today.
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Reviews completed in past 30 days: Displays the number of performance reviews completed in the past 30 days. Displays 0 if none were completed in the last 30 days. Includes any performance reviews where the status is Completed, and where the review's Signed Date is within the past 30 days.
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Reviews completion date: Displays the percentage of performance reviews completed in the past 365 days out of performance reviews in all states where the review's Period End Date is in the past 365 days.
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Reviews overdue: Displays the number of performance reviews where the review's Period End Date is within the last 365 days and the review's Status is not Completed.
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Performance ratings curve: Displays the distribution of performance review ratings for performance reviews in the Completed status with the review's Period Start Date and Period End Date in the past 365 days. Only ratings with values are included.
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Performance score by country: Plotted on a map, displays the average performance review rating scores for performance reviews in the Completed status and the review's Period Start Date and Period End Date in the past 365 days for each country. Countries are based on the Country field in the Work Location object.
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Performance reviews vs salary increase: Displays a mirror bar chart, where the left bar chart displays the performance review rating score for each employee and the right bar chart average salary increase percentage. Only performance reviews in the Completed status and with the Period Start Date and the Period End Date in the past 365 days are included. For the salary increase, the chart uses the Increase Percentage formula field in the employee's current Salary record, and only considers current Salary records with a start date in the current year.
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Objectives section:
The Objectives section draws data from the Enhanced Objective object. All cards and charts in the Objectives section exclude employees for whom Has Left in the Team Member record is true. Group objectives for groups where the employee is a member are excluded.
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With objectives: Displays the number of employees with active objectives.
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Without objectives: Displays the number of employees without active objectives. If an employee's objectives are in the Draft status or closed, the employee is counted as being without objectives.
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Active: Displays the number of active objectives. Includes objectives in the Active status and with the objective Start Date in the current year.
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Closed: Displays the number of closed objectives. Includes objectives in the Closed status and with the objective Closed Date in the current year.
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Review overdue: Displays the number of active objectives with reviews overdue. Objective reviews are overdue if the review date for the objective is in the past, and the objective is in the Active status.
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Review due in 30 days: Displays the number of active objectives where the next review date in the objective is within the next 30 days from today.
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Completion rate: Displays the percentage of objectives that are completed, out of the total number of currently active and closed objectives. Includes objectives in the Active status with the Start Date in the current year, and objectives in the Closed status with the Closed Date in the current year.
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Active vs closed objectives by manager: Displays a mirror bar chart for each in your team, where the left bar chart displays the number of active objectives by manager and the right bar chart the number of closed objectives. Includes objectives in the Active status with the Start Date in the current year, and objectives in the Closed status with the Closed Date in the current year.
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Objectives status: Displays a donut chart of objective status: Active or Closed. Includes objectives in the Active status with the Start Date in the current year, and objectives in the Closed status with the Closed Date in the current year.
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Completed objectives over time: Displays the distribution of closed objectives over time. The chart has its own filter for the time period you want to view. The filter defaults to Current Year.
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View details for dashboards
Some dashboards, such as the Headcount and Tenure sections display a View details button. Select View details to view the section's by country and by type of employment cards next to summary tables:
If you select an area of the dashboard, the table updates to display values for the selection.
Select Go Back to return to the main dashboard.