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      Standard Intelligence Dashboards

      Use the Standard Intelligence Dashboards to analyze and understand turnover trends in your organization.

      In this article: 


      Overview

      Quantum Workplace provides multiple dashboards for Intelligence Dashboard users. 

      This article serves as a guide through these dashboards and how to understand and best utilize their insight. 

      Useful Actions

      When viewing any of your Intelligence Dashboards, there are several functions to be aware of that can be helpful when analyzing the dashboards. 

      • To reset a filter, click the corresponding eraser icon that is displayed when hovering over the filter, this is useful when making small adjustments to your dashboard views
      • To reset an entire dashboard, click Clear Filters in the top-right corner
      • To select multiple filters, hold the Control key (PC) or Command key (Mac) and click each desired filter
      • In the bottom-left corner, if available, the Action tab is another great resource for best practices regarding the dashboard

      User Access

      To configure user access to each Intelligence Dashboard, click the Edit User Access icon: 

       

      In the User Access modal, grant access to new users and configure settings: 

      • A. Grant User Access: Enter and click the employee name in the search bar to grant the user access to the specific dashboard
      • B. User Settings: For each user, enable/disable view, edit, and share permissions and remove a user's access
        • Note: Edit permissions are only available to users who have upgraded to custom dashboards

      Turnover Trends

      The Turnover Trends dashboard is useful for understanding historic turnover for your organization. This dashboard can also serve as a pulse check to measure the effectiveness of engagement initiatives your organization is running. 

      Many demographics change over time, i.e. age, tenure, etc., but the demographic data shown on the dashboard will be current. 

      • A. Data: The top row displays data for Total Terminations, Total Headcount, and Turnover Rate
        • The emphasis of this report is the trend over time, so the calculation of the turnover rate is kept simple: Total Terminations/ Total Headcount
      • B. Term Date: Click and expand the drop-down to select a date range 
      • C. Demographic: Click and expand the drop-down to select the demographics to visualize in the graph 
        • Expand a demographic's drop-down menu to enable/disable sub-demographic attributes
      • D. Turnover Type: Click and expand the drop-down to select the turnover type visualized in the graph
        • When using Quantum Workplace's Exit Type demographic attribute, you have the option to filter for Voluntary, Involuntary, Not Terminated, and (Blank)

      Requirements

      The Turnover Trends dashboard requires:

      • The Exit Date information for your organization's former employees

      For reporting voluntary turnover, an HRIS integration is recommended to automatically communicate turnover data to Quantum Workplace. Alternatively, you can submit a User File with the demographic attribute, ExitType, included for your employees.

      • Use ExitType 0 for voluntary turnover 
      • Use ExitType 1 for involuntary turnover

      Turnover Comparison by Survey

      The Turnover Comparison by Survey dashboard allows you to compare the favorability of a question from any survey in two categories- the favorability scores from current employees and terminated employees. 

      By looking at survey responses, sometimes employees will indirectly communicate that they will leave the organization. Learn to recognize these signs by comparing the responses of employees who left against those who have stayed. 

      • A. Data: Displays the question as it appears in the survey and the question's favorability scores for Terminated and Not Terminated employees
        • When viewing the Terminated column- the lighter the cell, the less favorable the responses are for that group; a large difference in favorability indicates that the question can help explain why an employee was terminated
      • B. Survey Name: Displays the survey being reflected in the dashboard
        • Click to expand this drop-down and select from your organization’s completed surveys
      • C. Demographic: Displays the active demographic
        • Click to expand the drop-down and select from your organization’s available demographics
        • Click the □ icon to view the question by demographic. 
          For example: if you have an Office Location demographic, you can view how favorability varies office by office
      • D. Turnover Type: Click and expand this drop-down to select which turnover type to reflect in the data.
        • When using Quantum Workplace's standard ExitType demographic attribute, you will see options to filter for Voluntary, Involuntary, Not Terminated, and (Blank)

      Requirements

      The Turnover Comparison by Survey dashboard requires:

      • The Exit Date information for your organization's former employees
      • Have at least one survey launched with Quantum Workplace

      For reporting voluntary turnover, an HRIS integration is recommended to automatically communicate that data to Quantum Workplace. Alternatively, you can submit a User File with the demographic attribute, ExitType, included for your employees.

      • Use ExitType 0 for voluntary turnover 
      • Use ExitType 1 for involuntary turnover

      Flight Risk by Demographic

      The Flight Risk by Demographic dashboard visualizes the risk of employees leaving your organization. This dashboard is useful to gauge where retention efforts should be focused.

      To see employees who have already left, and the accuracy of the Flight Risk model, use the Employment Status filter to select Terminated. To view any remaining at-risk employees, select Not Terminated from the filter drop-down. 

      You must first select a survey from the Survey Reference Point to use this dashboard. 

      Note: If you are seeing blank spaces in the dashboard, a potential reason could be that a survey didn't meet the minimum number of responses. The data is intentionally left blank to protect the confidentiality of the respondents. 

      • A. Data: The top row displays the number of Total Terminations, Persons ID’d by Flight Risk, and percentage that represents the flight risk model’s accuracy for your organization;
        the table underneath will go into greater detail and display selected demographics and their corresponding risk level of leaving the organization. 
        • The different risk categories can be summarized as follows:
          • Low Risk: the employees have not indicated a significant risk
          • High Risk: the employees have shown us there are some problems
          • Very High Risk: the employees are clearly showing us there are problems
      • B. Employment Status: Filters the table data based on employee employment status
        • Both Active and Terminated employees are enabled by default
        • From the drop-down, select Not Terminated to view current employees by risk level; select  Terminated to view the accuracy of our flight risk model for employees who have left
      • C. Survey Reference Point: Filters the table data based on a specified survey
        • Surveys used to make a flight risk model for your organization will be shown. 
        • It’s usually best to select the most recent survey or your last engagement survey; selecting older surveys can show how your risk factors have changed over time. 
      • D. Demographic: Filters the table data based on a specified demographic
        • By default, all demographics are enabled
      • E. Turnover Type: Click and expand this drop-down to select which turnover type to reflect in the data

      Requirements

      The Flight Risk by Demographic dashboard requires:

      • A subscription to Quantum Workplace's Flight Risk tool 

      For reporting voluntary turnover, an HRIS integration is recommended to automatically communicate that data to Quantum Workplace. Alternatively, you can submit a User File with the demographic attribute, ExitType, included for your employees.

      • Use ExitType 0 for voluntary turnover 
      • Use ExitType 1 for involuntary turnover

      Flight Risk Factors

      The Flight Risk Insights dashboard visualizes the risk of employees leaving your organization by looking into your employee’s comments. This dashboard is useful for identifying the relationship between certain themes within your organization and an employee’s risk of leaving. 

      • A. Survey Reference Point: Filters the table data based on a specified survey
        • Surveys used to make a flight risk model for your organization will be listed
        • It’s usually best to select the most recent survey or your last engagement survey. Selecting older surveys can let you see how your risk factors have changed over time.
      • B. Turnover Type: Click and expand this drop-down to select which turnover type to reflect in the graph
      • C. Elements of Flight Risk: By order of significance, indicates underlying sources of flight risk and key areas to focus retention efforts
      • D. Comments: Displays comments from the Survey Reference Point
        • By default, all comments are displayed but can be filtered by themes by clicking All and selecting a theme from the drop-down menu

      Requirements

      The Flight Risk Factors dashboard requires:

      • A subscription to Quantum Workplace's Flight Risk tool 

      For reporting voluntary turnover, an HRIS integration is recommended to automatically communicate that data to Quantum Workplace. Alternatively, you can submit a User File with the demographic attribute, ExitType, included for your employees.

      • Use ExitType 0 for voluntary turnover 
      • Use ExitType 1 for involuntary turnover

      First Year Turnover

      The First-Year Turnover dashboard visualizes why employees leave during their first year. This dashboard is useful for identifying flight risk by looking at favorability discrepancies in survey questions.

      • A. Data: The top row displays the data for the number of employees who exited their first year divided by the total number of exited employees to calculate the first-year turnover percentage
        • The graph underneath visualizes data for First Year Turnover Rate by the active demographic.
        • The Survey-Response Favorability table displays survey questions and their corresponding favorability rating by employees who exited their first year and those who stayed beyond their first year, regardless of tenure beyond their first year;
          click a question to adjust the charts to reflect the selected question's data.
      • B. Demographic: Filters the table data based on a specified demographic
        • By default, all demographics are enabled
      • C. Survey: Displays the active survey that is populating the data
        • Click to expand this drop-down and select from your organization’s completed surveys
      • D. Term Date: Filters the data to reflect terminated employees of the specified date(s), narrow term dates by years or specific quarters
      • E. Turnover Type: Click and expand this drop-down to select which turnover type to reflect in the data

      Requirements

      The First Year Turnover dashboard requires:

      • The Exit Date information for your organization's former employees
      • Have at least one survey launched with Quantum Workplace

      For reporting voluntary turnover, an HRIS integration is recommended to automatically communicate that data to Quantum Workplace. Alternatively, you can submit a User File with the demographic attribute, ExitType, included for your employees.

      • Use ExitType 0 for voluntary turnover 
      • Use ExitType 1 for involuntary turnover

      Goal Reports

      The Goal Reports visualize data for your organization and employees' use of Quantum Workplace's Goals. 

      The different tabs available each represent a different aspect of goal usage by your organization.

      Goal Overview Tab

      The Goal Overview represents your organization's usage of Goals.

      • A. Graph Settings: Optionally, configure these settings to view the data in Figures B-E with any active filters
        • Year: Optionally, click a year to filter the data according to the selected date range
        • Quarter: Optionally, click a quarter to filter the data according to the selected date range
        • Demographics: Optionally, use the drop-down to select and filter the data according to the selected demographic(s)
      • B. Goal Progress: Represents the number of Completed, Created, and Updated goals 
      • C. Current Goal Status: Visualizes the different statuses of active goals, i.e. On Track, At Risk, Off Track, via a pie or bar graph
      • D. Goal Completed Over Time: Visualizes goal completion activity over time
      • E. Goal Status by Type: Visualizes the different statuses of active goals by their goal type

      Goal Tracking By User 

      For the specified goal or multiple goals, this report displays goal status by demographic and goal progress and amount for users. 

      • A. Graph Settings: Configure these settings to view the data in Figures B and C with the active filters
        • Demographics, Values: Click the drop-down to select which demographics to enable and reflect in the graphs
        • Goal Types: Click the drop-down to select which goal types, i.e. Departmental, Developmental, etc. to enable and reflect in the graphs 
        • Goal Name: Click the drop-down to select which goal(s) to enable and reflect in the graphs 
        • User Name: Click the drop-down to select which user(s) to enable and reflect in the graph  
      • B. Goal Tracking by Demographic: Displays the selected demographic color-coded for each goal status
      • C. Goal Tracking by User: Displays the selected user(s) and their corresponding average goal progress and the number of goals 

      Goal Tracking By Goal 

      For the specified goal or multiple goals, this report displays goal progress and the number of key results for a given goal. 

      • A. Graph Settings: Configure these settings to view the data in Figures B and C with the active filters
      • B. Goal Tracking by Goal: Displays the goal and its progress in the x-axis
      • C. Goal Tracking by Goal: View the goal(s) with the corresponding number of key results and the overall progress

      Users With No Goals 

      For the specified goal or multiple goals, this report displays the users without a goal in Quantum Workplace. 

      Diversity and Inclusion

      Human Capital

      The Human Capital tab presents several graphs that cover Favorability, Turnover, and Hires date filterable by Date, Demographics, and Values. 

      This report is useful for viewing how your employees might have different experiences and who/where these discrepancies might be coming from. 

      • A. Favorability: For the selected demographic, view a visual for favorability, as well as the measure of variation between each enabled value
      • B. Turnover: For the selected demographic, view a visual for the rate of turnover over time, as well as the measure of variation between each enabled value
      • C. Hires: For the selected demographic, view the hire count over time, and a number count for each demographic value
      • D. Graph Settings: Configure these settings to view the data in Figures A-C with the active filters