Using the Dashboards

The Classic Nakisa HR Suite dashboards provide quick visual access to a number of demographic and performance statistics for your organization. You can determine which charts appear on your Dashboards, and you can access near real-time analytics by filtering the items that appear in each chart.

Note: The Extended Analytics (any dashboards other than the Employee Dashboard and the Position Dashboard) will be available if your organization purchased them and your Classic Nakisa HR Suite administrator enabled them for you.

To open the Dashboards:

  1. Click the Main menu and select Dashboard,

-or-

  1. From an open org chart (source or scenario), click the Dashboard icon in the Toolbar.
  2. Click the drop-down menu on the Change Dashboard icon .
  3. Then select the appropriate dashboard:
  • Employee Dashboard to see charts and graphs for standard employee analytics
  • People Analytics then select Management Share to see charts and graphs that explain what percentage of your organization is in management and how the management team breaks down demographically
  • People Analytics then select Tenure to see charts and graphs that explain the generational makeup of your organization and employee length of service
  • People Analytics then select Demographics to see charts and graphs that explain the ethnicity, nationality, gender, and other components comprising your organization
  • Recruitment to see charts and graphs regarding the demographic make-up of employees hired in the last 90 days
  • Termination to see charts and graphs employees who left the company (voluntarily or involuntarily) to help retain talent and reduce turnover costs
  • Transfers to see charts and graphs that provide insights into knowledge loss when employees are transferred within the organization due to lateral moves, promotions, or relocation
  • Position Dashboard to see charts and graphs for standard employee analytics
  • Span of Control to see charts and graphs that give a better understanding into your organization’s span of control using charts with key attributes such as functional area, country, department, etc.
  • Organization Layers to see charts and graphs that illustrate how an understanding of the number of layers in the organization
  • Succession Management then select Key Positions to see charts and graphs that provide a better understanding of your organization’s bench strength for your key positions
  • Succession Management then select Bench Strength to see charts and graphs that provide a better understanding of your organization’s bench strength using key attributes such as functional area, country, department, etc.

To place an existing chart on the Dashboard:

  1. Click the drop-down arrow next to the Dashboard icon .
  2. Select the chart to add from the list. The chart appears on the Dashboard after the current charts.
  3. Repeat these steps if you need to add more than one instance of the same chart.

To extract the list of filtered results from the Dashboard:

  1. Select the filters you want to apply to your data from the filter panel on the left.
  2. Click Search in the list of Dashboard menu icons to open a new tab with the list of employees or positions who meet the criteria you filtered on. If you need to remove filters from your list, click the x on the icon representing the specific filter to close it.

To share your Dashboard:

  1. Configure your Dashboard to your specifications.
  2. Click Share .
  3. Click Copy to Clipboard and Close.
  4. Share the link with the appropriate users as needed.

To save your Dashboard configuration as a Favorite:

  1. Configure your Dashboard, charts, and filters to your specifications.
  2. Click Add to Favorites.
  3. Enter a name for your Dashboard layout and click Save.

To access this layout again, click the Main menu, and select Favorites . Open the menu under Dashboards and select the layout you saved.

To change the number of columns on your Dashboard:

By default, the Dashboard displays two columns, but you can increase this to three or four columns, or decrease the number of columns to one.

  1. Click the drop-down arrow next to the Number of Columns icon .
  2. Select the number of columns you want to display. The Dashboard updates to reflect your selection.

To reduce the number of results returned in a Dashboard:

If you receive the "Too many values!" error message, you need to reduce the number of items in the dashboard for the graphs or tables to appear. To remove some of the items, select filters in the Filter Panel on the left side of your screen. The dashboard will inform you the number of values that can be displayed. Simply apply filters until you obtain a value below the specified threshold.

To filter the charts on your Dashboard by type:

You can choose to display only charts of a certain type. Currently, the chart categories are: Added Chart (the custom charts you created and added), Diversity and Inclusion, Org Alignment, and Talent.

  1. Click the drop-down arrow next to the Filter Charts icon .
  2. Select one or more filters for your charts. Classic Nakisa HR Suite removes the charts that do not match your selection.

To display all of your charts again and remove the filters, select Reset Filters.

To change the Dashboards to reflect a different perspective:

You can view the Dashboards so that they can reflect the reporting relationships from the Legal or Functional perspectives, but this is only an option when you have a filtered scope (i.e., when you're viewing data for yourself and the reports below you. To do so, you must access the Dashboards from the Toolbar inside the org chart. You cannot change the perspective if you access the Employee or Position dashboards from the Landing Page or the Main menu.

 

When you open the Dashboard from within the org chart, you can open the filter panel and select the perspective you want to use.

To add a new custom-chart:

If the charts provided out of the box in Classic Nakisa HR Suite do not provide you with the metrics you need, you can add a custom chart of your own.

  1. Click Add Custom Chart .
  2. Select the type of chart you need from the Chart Types list.
  3. Enter a title for your chart.
  4. Select the Analytic that will appear on the X-axis of the chart.
  5. Select the Analytic that will appear on the Y-axis and Z-axis of the chart, if appropriate.
  6. Select a Tag, if needed.
  7. Select the Operation to perform on the data, if appropriate. This will allow you to apply certain groupings to the chart, such as restricting your charts to only new hires or your management team.
  8. Click Add.

The new chart you created appears at the top of your dashboard.

To filter your dashboard results:

Open the Filter Panel and select the filters you want to apply. The graphs and charts on the dashboard will update automatically.

To arrange the order of the charts:

Drag and drop the charts in the order you wish on the page.

To remove a chart:

Click the Remove icon on the thumbnail. If you need to add the graph back to your Dashboard, follow the steps in To place an Existing Chart on the Dashboard.

Working with Dashboard Charts:

  • For charts that are already on your Dashboard, click the Expand icon to view the chart in full screen mode.
  • Note: If a dashboard has too much data to display, Classic Nakisa HR Suite will advise you to open the dashboard in full-size mode to be able to see all of the data within that dashboard. Without adding additional filters, you will not be able to see the dashboard's contents.

  • To toggle between chart and table, click the Chart or Table icon, as appropriate.
  • To open additional operations/ views for some charts, click the Operations icon to access additional display options for the chart.
  • To toggle between actual values and percentages in the square charts, click the Percent icon and select one of the percentage value options, if appropriate.
  • To export the table of values to Excel, click Export to Excel . This is only available from the Table view.

Classic Nakisa HR Suite 2022.R2-SP1 © 2023

 

 

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