HR Dashboard Guide
With access to the HR Dashboard, you can track your programme's progress in real-time, monitor key metrics, and gather detailed insights into member engagement, goal achievement, and coaching outcomes. This data allows you to optimise the success of your programme.
Step 1: Activating Your Access
- Activation: You will receive an activation link from the Client Success Team.
- Tip: Use incognito mode to avoid troubleshooting issues.
- After activation, you’ll be redirected to the platform’s homepage where you’ll be prompted to answer a few registration questions before accessing the HR Dashboard.
Step 2: Accessing the Dashboard
Previously, you could only create reports and analytics based on one filter at a time:
- Journey - to generate report based on journey
- Country - to generate report based on selected country
- Business unit - to generate report based on selected business unit
- Position grade - to generate report based on selected position grade
Now, you can combine the mentioned filters to gain deeper insights and more targeted results (1).
After selecting, click the “Generate report” button (2).
The following sections in the Dashboard will be populated according to the filters you choose:
- Member Adoption
It shows how many members have registered
By clicking on “View more…” button ( 4) you’ll have a detailed view of each member with next information:
- Information about member
- When the member joined the journey
- Did member submit Diagnostics (if diagnostics are enabled for the journey)
- Did member submit Development plan (if goals are enabled for the journey)
- Coaching programme progress (if individual coaching is enabled for the journey)
It is also possible to download the summary report ( 5) to have a more in-depth view of member’s progress and coaching session report ( 6) to see the information about the coaching sessions
- Engagement
Shows the progress of individual coaching
- Goal Selection
Shows the statistics on goals that members are choosing
- Top Goals and Movement
Shows the progress of members towards the selected goals
Near the goal name you can click “Show breakdown” button ( 7) to have a more in-depth view of how members and managers are rating the progress
For this section show the movement for goals is shown when member submits initial self-rating and at least one more self-rating during the journey (initiated by member or final self-rating)
- Feedback from Members (if individual coaching is enabled)
Shows how members are rating their coaching experience
- Feedback from Coaches (if individual coaching is enabled)
Shows how coaches are rating their members
- Self-Ratings
Shows if the members are rating their progress
Initial rating happens when member commits to goals
Final rating happens after ending the penultimate coaching session
- Manager Ratings
Shows if the managers are rating their member’s progress. This applies only if the journey has feedback enabled
Initial rating happens after member commits to goals
Final rating happens after ending the penultimate coaching session
Explanation of the screenshot above: after 6 members committed to goals their managers received the email to rate the member and 3 managers had left their feedback
- Learning Track Engagement
Shows how people interact with the content
- Exercises
Shows if members are submitting any exercise
We show only aggregated data that can be collected from specific type of exercise that can be seen by clicking on the exercise title ( 8)