The Manager's Dashboard
You can access the manager’s dashboard from . This dashboard has two tabs: Summary and Employees.
Summary Tab
On the Summary tab, you can view the level of interactions in your team and analyze pulse trends over time for your direct reports, dotted-line reports, indirect reports, and your organization.
On this tab, you can view the following metrics about employee engagement levels:
- Interaction analytics for your team and the organization, displayed as:
- Team – Average Interactions
- Organization – Average Interactions
- Team – Average Check-ins
- Organization – Average Check-ins
- Count of interactions for each employee in your team, displayed as a bar chart.
- Pulse score comparison chart, that helps you gain a better understanding of the management efforts taken to improve employee engagement levels in your immediate hierarchy and in the rest of the organization.
For detailed information about these metrics, see the topic, Overview of Touchpoints Features.
A few key points to consider about the analytics on this page:
- Check-ins and other interaction analytics are displayed on this page only when check-ins are scheduled and completed, or feedback, awards, or recognitions are sent or received for your team members.
- The analytics change according to the selected manager and their team of direct and dotted-line reports, if any.
- The pulse score comparison graph for indirect reports appears only if the selected manager has indirect teams reporting to them.
- The pulse score comparison graph displays pulse score averages for the survey selected in the survey switcher. To view the scores, this survey must be assigned to your team.
- The period for which the pulse score comparison graph is displayed is determined by
the analysis period of the survey. It’s recommended that you set the analysis period
to match with the survey frequency so that the graph is rendered in a readable
manner. For example, if the survey frequency is daily and you set the analysis
period to 1 month, the graph will display the past 30 days’ data, but the graph will
be difficult to read. So, for a daily frequency, it’s recommended to set the
analysis period to 1 week or 7 days so that you can read the pulse survey trend
easily.
Similarly, consider the recommendations below:
- If the survey frequency is weekly and the analysis period is set to 4 weeks or 1 month, scores are displayed for the past 4 weeks.
- If the survey frequency is monthly and the analysis period is 4 months, scores are displayed for the past 4 months.
- If the survey frequency is yearly and the analysis period is for 5 years, scores are displayed for the past 5 years.
- If the survey frequency is set to a specific frequency, for example, every alternate day, and the analysis period is set to 1 month, scores are displayed for 15 days over the past month.
When you change the analysis period for the survey, you need to run the scheduled process, Aggregate Oracle Touchpoints Data, with the Run Type as Full. This will ensure that the graph is refreshed with the latest data.
View Engagement Metrics for Teams In Your Hierarchy
To view pulse trends for any team within your span of control, use the Switch Team button and select a manager’s name. A matrix manager can switch to their dotted-line report's team. If this dotted-line report also happens to be a matrix manager, engagement metrics, pulse scores, and check-in statuses are displayed for that dotted-line report's team as well. A manager can drill down to the furthest level in the matrix or direct line hierarchy. The organization hierarchy is displayed as breadcrumbs on the Switch team panel.
If there are multiple surveys assigned to your team, you can analyze pulse trends for a specific survey. To do this, use the survey switcher on the page.
Employee Low Pulse Scores
You can view the list of employees with the lowest pulse scores in the Low pulse scores section. This section displays the lowest pulse scores first. If an employee’s pulse score falls below a threshold value, it’s considered as low. This threshold value is defined in the Schedule Allocation tab of the survey configuration. Here, you can also see the assignment name for each employee.
Upcoming Check-ins and Overdue Check-ins
These two sections display Touchpoints and Performance check-ins that are upcoming and overdue. Check-ins include one-time and recurring Touchpoints check-ins and Performance check-ins.
The Upcoming check-ins section displays check-ins that are coming up within a specific number of days. This value is configurable using a profile option, ORA_HRE_UPCOMING_CHECKIN_THRESHOLD. The default value is 30 days, which can be changed.
The Overdue check-ins section displays check-ins that are overdue by a specific number of days. This value is configurable using a profile option, ORA_HRE_OVERDUE_CHECKIN_THRESHOLD. The default value is 30 days, which can be changed.
These sections also display the active assignment name for each employee.
From these sections, you can directly schedule a check-in by clicking the Schedule Check-In icon next to each employee name.
Employees Page
The Upcoming check-ins, Overdue check-ins, and Low pulse score sections display the first three employees who match the criteria in these sections. To view the remaining employees, click the See more link. This takes you to the Employees page with the filter corresponding to the section automatically applied. Here, you can see the full list of employees who match the filter criteria. For example, when you click the See more link in the Upcoming check-ins section, the Employees page is displayed with the Upcoming check-ins filter automatically applied.
You can also directly click the Employees tab to view the Employees page, but no filters are applied in this case.
The list of employees that appears on the Employees page pertains to the manager who's currently selected on the Summary page. For each employee, these details are displayed:
- The role name related to the assignment. If an employee has multiple assignments, their name is repeated for each assignment, along with a different role name.
- The latest pulse score of the survey selected on the Summary page. The pulse score is defined and calculated through the scoring option set on the survey questionnaire.
- A 7-day trend next to the score.
You can use the Switch Team button on the Employees page to view the employee data for a different manager who's in your reporting hierarchy (could be a direct or indirect manager). Note that the data on the Summary page will pertain to the manager already selected on that page. It won't change according to the manager you selected on the Employees page.
You can use the Sort By option on the Employees page to sort the list based on the ascending or descending order of employee names, highest or lowest pulse scores, or upcoming or furthest check-ins.
Extensibility for the Manager's Dashboard
You can now display or hide the following page features by using the corresponding page property in Oracle Visual Builder Studio. They're displayed by default:
- Pulse Score Comparison graph on the Summary tab.
- Low pulse scores section on the Summary tab and pulse score for each employee on the Employees tab.
- Feedback Received analytic on the Interactions graph and the list view of the graph.
- Recognitions and Awards analytic on the Interactions graph and the list view of the graph.