Understanding the 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

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. 

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    • A. Data: The top row displays data for Total Terminations, Total Headcount, and Turnover Rate. The graph underneath visualizes Turnover Rate over time as well as any active filters. 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. Demographic: Click and expand this drop-down to select a demographic- the dashboard will update to display data by your selected demographic.
  • C. Term Date: Adjust the term date sliders to show turnover data for employees terminated within the specified dates. Click and drag either slider to adjust the start and end date, alternatively, click either date field to use a date-picker. 
  • D. Turnover Type: Click and expand this drop-down to select which turnover type to reflect in the data. When using our standard ExitType demographic attribute, you will see options 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 from 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 darker 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 active survey that is 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 our 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. 

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  • A. Data: The top row displays the number of Total Terminations, Persons ID’d by Flight Risk as well as a percentage that represents our 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 that we use 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 let you see 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. 

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  • A. Survey Reference Point: Filters the table data based on a specified survey. Surveys that we use 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 data.
  • 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.

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  • 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