Published on March 3, 2014
Analytics for a Manager A quick guide to help the manager in you
Purpose and Sections The following presentation helps you understanding analytics provided by EmpXtrack HRMS. EmpXtrack allows Main sections are: • Manage requests • View dashboards (attendance, performance, spend, manpower) • Setup role, filters and groups For sake of better visibility we have used the following names/ photos for different roles: Manager John Steel HOD Susan Jones HR Manager Terri Osborn Copyright 2013 | Saigun Technologies Pvt. Ltd. 2
Manage Requests A Manager has access to all requests from their team irrespective of the status. The sections in display are Leave, Travel, Expense, Attendance, Goals, Appraisals, Promotions & Transfers and Personal data update. The action button on the right allows the user to view, modify, send back or reject the request as per workflow design. User can switch ROLE and apply FILTERS to view a different portion or a sub section. of subordinates. Copyright 2013 | Saigun Technologies Pvt. Ltd. 3
View dashboards- Attendance The attendance dashboard displays the attendance status of the team to each manager. The dashboard displays Present, Closed, Holiday, Leave, Overtime and Undertime status through color coded images for easy view. User can switch ROLE and apply FILTERS to view a different portion or a sub section. of subordinates, and also switch between weekly and monthly perspectives. Copyright 2013 | Saigun Technologies Pvt. Ltd. 4
View dashboards- Performance The performance dashboards consist of two main sections: the Goals and the Appraisals. Each graph displays a different but relevant information to the user. User can switch ROLE and apply FILTERS to view a different portion or a sub section. of subordinates. Copyright 2013 | Saigun Technologies Pvt. Ltd. 5
View Potential dashboards The 9 box matrix as it is commonly referred to (or a 12 box in the screen below) plots the employee on their Performance (goal achievements) versus their Traits (Competencies) which can be called the Potential of an employee. The high achievers do well in their goal achievements and show strong leadership attributes and typically fall on the top right corner of the dashboard. The number in each box stands for the number of employees in the subset. This allows the HR to design specific career plans for each set of employees. COMPETENCY P E R F O M A N C E Copyright 2013 | Saigun Technologies Pvt. Ltd. 6
View dashboards- Spend The spend dashboard allows a comprehensive view of the team’s spend to a manager. It brings together the employee count, general expenses, on Salaries and Travel across the year for trend analysis. The perspectives of the data changes as per your role. Copyright 2013 | Saigun Technologies Pvt. Ltd. 7
View dashboards- Manpower The Manpower dashboard is a representation of manpower distribution across the financial . year. It lists the employee strength, new joiners and exits on a monthly scale to the user. The perspectives of the data changes as per your role. Copyright 2013 | Saigun Technologies Pvt. Ltd. 8
Setup Roles, Filters and Groups EmpXtrack has 6 roles pre configured- Employee, Manager, Reviewer, HR Manager, Department head (HOD) and Management (CEO). Through a concept of Grouping and Filtering, each role can be literally redesigned for any slice of the population. The roles can be mapped to modules too giving very granular access rights to individuals. Copyright 2013 | Saigun Technologies Pvt. Ltd. 9
Recruitment dashboard The recruitment dashboard gives a picture of all the open recruitment requests, the number of candidates required, the number of offers and the related Job Description. This can help the HR plan their hiring activities, measure success and allocate suitable resources Copyright 2013 | Saigun Technologies Pvt. Ltd. 10
For more information please click here Copyright 2013 | Saigun Technologies Pvt. Ltd. 11
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