Human Resources manager dashboard

  • Release version: Xanadu
  • Updated August 13, 2024
  • 3 minutes to read
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    Summary of Human Resources manager dashboard

    The Human Resources Manager dashboard is designed to help HR managers gain clear visibility into the operations of their shared service center. It enables HR teams to measure, monitor, and improve how they meet or exceed workforce expectations by providing insights into case volumes, resolution times, and customer satisfaction. This dashboard is part of the Human Resources Scoped App content pack.

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    Key Features

    • Role-based Access: Specifically tailored for HR Managers with the required role snhrcore.manager.
    • Insightful KPIs: Includes essential performance indicators such as:
      • Average case survey score reflecting employee satisfaction post-case resolution.
      • HR case growth, tracking changes in backlog volume.
      • Number of open cases with breached SLAs (over 100% SLA breach).
      • Average age of open and closed cases to monitor resolution efficiency.
      • Number and frequency of case reassignments.
      • Identification of cases with no updates in the last 3 or 10 days, unassigned cases, and new cases opened or closed today.
    • Comprehensive Data Breakdowns: Allows analysis by age, agent, assignment group, COE, HR service, priority, source, state, topic, and category.
    • Visualizations: Contains multiple visualization types to facilitate quick understanding and monitoring, including:
      • Single Score widgets for breached SLAs, critical cases, unassigned cases, approvals requested, and backlog metrics.
      • Lists and horizontal bar charts showing open backlog by state.
      • Heatmaps displaying open case distribution.
      • Multilevel pivot tables tracking time spent in each group over the last six months.

    Practical Benefits

    By utilizing this dashboard, HR managers can:

    • Quickly assess the health and responsiveness of their HR case management processes.
    • Identify bottlenecks such as cases with breached SLAs or lacking updates to prioritize intervention.
    • Monitor employee satisfaction trends to improve the overall employee experience.
    • Understand workload distribution and reassignment patterns to optimize team efficiency.

    This enables HR teams to proactively manage workforce expectations and continuously improve service delivery.

    The dashboard for HR Managers provides insights on how HR teams are meeting expectations. The HR Manager can measure and improve the influence of their team on meeting and exceeding workforce expectations.

    Note:
    This dashboard is available in the Human Resources Scoped App content pack.
    Figure 1. Overview tab
    The Overview tab of the HR Manager dashboard that is included in the Performance Analytics Human Resources Scoped App out of the box solution Bottom of the Overview tab
    Figure 2. Operational tab
    The Operational tabl of the HR Manager dashboard
    Figure 3. Backlog monitor tab
    The Backlog Monitor tab of the HR Manager dashboard

    End users and roles

    Table 1. End user role details
    End user and goal Required role

    HR Manager: Needs clear visibility into the operations of the shared service center.

    sn_hr_core.manager

    Use case

    Organizations need to understand and meet or exceed the expectations of the modern workforce and provide a delightful employee experience. This dashboard provides the HR manager with an overview of the number of HR cases and the time and difficulty in resolving them.

    Indicators

    The HR Manager dashboard presents the following key performance indicators:
    Average case survey score
    Measures the average score of the customer satisfaction survey that is sent to the employees after a case is closed. The score should maximize over time.

    The CSAT widget on the dashboard presents an average over the last seven days of the average case survey score.

    HR Cases Growth
    Measures the change in volume of your case backlog. This value is calculated from other indicators using the formula Number of open cases - Number of closed HR cases.
    Number of open cases with breached SLAs
    Measures the number of open cases that have SLAs greater than 100.
    Average age of open cases
    Measures the average time that a case remains open. This value is calculated from other indicators using the formula Summed duration of open cases / Number of open cases / 24.

    On the dashboard, this indicator is labeled Open Cases Age.

    Average age of closed cases
    Measures the average amount of time that it takes to close a case. This value is calculated from other indicators using the formula Summed duration of open cases / Number of open cases / 24.

    The Average time to close - Weekly widget presents an average over the last seven days of the average age of closed cases.

    Number of open cases
    Measures the number of cases that were opened on or before today that have not been closed yet.

    The number of open cases is plotted against the age of open cases.

    Average reassignment of open cases
    Measures the average number of times a case is reassigned. This value is calculated from other indicators using the formula Summed reassignment of open cases / Number of open cases.
    Number of cases with no updates in last 3 days
    Number of cases with no updates in last 10 days
    The number of open cases that have gone 3 or 10 days, respectively, without any updates.
    Summed duration of open cases
    Measures how long all open cases have been open for.
    Number of reassigned open cases
    Measures the number of cases that have a reassignment count greater than 0.
    Summed reassignment of open cases
    Measures how many times a case is reassigned.
    Number of unassigned open cases
    Measures number of open cases that are yet to be assigned.
    Number of closed HR cases
    Measures the number of cases that were closed today.
    Summed duration of closed cases
    Measures the time taken to close all cases.
    Number of new cases
    Measures the number of cases that were opened today.

    Breakdowns

    • Age
    • Agent
    • Assignment Group
    • COE
    • HR Service
    • Priority
    • Source
    • State
    • Topic Category

    Data visualizations

    The Human Resources Manager dashboard contains the following visualizations:

    Table 2. HR manager dashboard visualization details
    Title Type
    # Breached SLA Single Score
    # Critical Cases Single Score
    # Not updated last 10 days Single Score
    # Unassigned Open Cases Single Score
    Approvals Requested Single Score
    Open Backlog Single Score
    Open Backlog by State List
    Open Backlog by State Horizontal bar
    Open Cases Distribution Heatmap
    Time Spent in Each Group(last 6 months) Multilevel Pivot
    Unassigned Cases Single Score