Getting started with HR KPI Dashboards

View a list of all the different KPI types and learn how to easily filter and analyze company data using KPI dashboards.


It's time to enter the world of easy-to-read, visual data; using HR KPI dashboards. Located in its very own Analytics module, KPI (Key Performance Indicator) dashboards provide significant insights into the current status of your employees and company, as well as changes that occur over time. The dashboards are split into six categories: Growth, Retention, Finance, Career development, Absenteeism and Your Voice; and each is designed to measure data in the exact way you deem fit, whether it be the micro details within a department or a holistic view of company analytics. The best part is that once you've configured your dashboard, the results can be compared, downloaded, shared, and saved for future updates. This is extremely beneficial as viewing analytics can drive programs forward, alert company leaders of concerns, and measure employee growth and satisfaction; all of which impact a company's cultural and financial health. 

 

The different KPI categories

There are many different KPI dashboards for all your analytics needs.  Each dashboard is housed under a main KPI category that contains a group of KPIs with a related theme, e.g., for the "Retention," KPI category, you can find dashboards for "Turnover rates" and "Attrition rates." If your looking for specific data; It's simply a matter of filtering the specific metrics you'd like to see and then choosing your preferred visual representation (chart, graph, donut). These customized dashboards can be accessed in the future and  will be automatically updated with the most current data.

 

Growth KPIs 

The Growth KPI dashboards provide insights on how your company is distributed, growth trajectories, the number of people who have left or joined at any given point in time, and more.

  • Headcount presents you with the number of employees in your company for a selected date range.

  • Growth Rate indicates growth trends in your company during a selected date range.

  • New Employees (Joiners) showcases all employees who have joined the company during a selected date range.

  • Terminated Employees (Leavers) showcases people who have left the company during a selected date range.

  • Manager to Employee Ratio presents you with the percentage of managers to employees within your company.

Retention KPIs

The Retention KPI dashboards provide insights on employee turnover and retention rates, as well as average tenure, age and more.

  • Turnover Rate shows the percentage of the company’s Terminated Employees (Leavers) over a selected date range.

  • Attrition Rate focuses on the percentage of voluntary turnover during a selected date range.

  • Retention Rate shows the percentage of employees who have stayed in the company from the beginning to the end of a selected date range.

  • Average Tenure shows the average overall time (in months) that your people have been in the company.

  • Average Age shows the average age of employees in your company during a specific date range.

Finance KPIs

The Finance KPI dashboards provide insights on how salary is distributed across the company, whether there are pay gaps in average salary, salary changes over time, and more.

  • Salary shows the company’s total salary expense over the date range you've selected.

  • Average Salary presents the company’s mean, average, salary expense over the date range a specific date range.

  • Salary Change shows the difference between the values of two total base salaries over time, presented as a percentage of the first value.

  • Pay Gap reveals the gender pay gap between women and men.

Career development KPIs

The Career development KPI dashboards showcase trends relating to promotions within your company, such as the percentage of people promoted, how often upward mobility occurs and more.

  • Promotions presents you with the total number of promotions that occurred within your company for a selected date range. 
  • Promotion Rate refers to the percentage of employees that were promoted during a specific date range.
  • Internal Mobility Rate presents you with the total number of work changes within the company during the selected date range

Your voice KPIs

The Your voice KPI dashboard will provide you with company insights regarding the scope  of cases reported by employees, the status of these cases and how trends in company cases change over time.

  • Open Cases - presents you with the number of cases that were opened by employees at the end of a selected date range.
  • Received Cases -  refers to the number of anonymous new cases that were received during a certain period of time
  • Archived Cases -  indicates the total number of open cases that were archived during a certain date range.
  • Average time to resolution - showcases the timespan from the day an anonymous message was initially sent to the day the case was archived.

Absenteeism KPI

The Absenteeism KPI dashboard (Time Taken) shows the total number of Time-off days taken (in hours) during a specific period, according to policy type.

 

Before you begin

People who have permissions to use the KPI dashboards can set bob to view KPI data for a particular month, quarter, or year displayed over any time period. These settings only impact their individual viewing preferences.

Note: Configuring these settings will impact how all of the KPI categories will be showcased in bob.

How to use Bob's KPIs

  1. From the left menu, select Analytics > KPI Dashboards.

  2. click on the desired KPI dashboard from the dropdown.

  3. Toggle on/off Predefined filters in order to activate/deactivate an admin view (see below).

  4. Set the Date range and View (see below).
  5. Customize the specific KPI data that you'd like to see using the instructions in the KPI dashboard articles above.
    Note: For a more in depth understanding of KPIs, check out the People Analytics Insights from Bob's Insights Engine.

How to edit a dashboard view with Predefined filters

Your admins may have set a dashboard view optimized for seeing specific company data, if so, this view will be applied by default when viewing the KPI dashboards. You may activate/deactivate this view easily by toggling the filter on/off 

  • Toggle on the Predefined filters under the Date range field to see the admin view settings.

  • Toggle off the Predefined filters under Date range to deactivate the admin settings and see all filters available for your own use.

How to set the Date range and View

Once a KPI category is selected:

  1. Click on the field under Date range and define the time period for which data will be displayed using one of two methods:

    Preset range:
    - Click the Preset radio button
    - Choose the desired period from the list
    - Click Apply

    Custom Month range:
    - Click the Month range radio button
    - Click the field below Start month to select the beginning of your desired date range from the calendar
    - Click on the field below End month to select the end of your desired date range from the calendar
    Tip: To select a single month click on the month (e.g. March) as both the start and end month.
    - Click Apply

3. Select how you would like the data to be distributed using the View dropdown, selecting between monthly, quarterly and yearly views.

Congratulations, you have been introduced to a list of all the different KPI types and now you can filter, view, and analyze company data using KPI Dashboards.