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.

Note: The term dotted-line reports is used in the context of a matrix manager's reports, while the term indirect reports is used in the context of a higher level manager's reports in the organization hierarchy. The types of managers who can view the engagement metrics on this tab is configured in the Touchpoints Configuration task available as part of quick actions in My Client Groups. For more information, see the topic, Configure the Touchpoints Appearance.

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.

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.
• If there are multiple surveys available, you can analyze pulse trends for each survey. To do this, right-click the Pulse score comparison chart and select a survey. The Pulse score comparison chart will refresh with the selected survey's scores. Note that you can view the scores only if the survey is assigned to your team.

  When you switch to another survey, it also refreshes the following pages and sections with that survey’s data:

  • Low pulse scores section on the Summary tab
  • Pulse score listing of employees on the Employees tab
  • Pulse score graph displayed on the employee’s Touchpoints page (note that you can’t switch between surveys from the graph on this page)
• 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.

Note: The x-axis on the pulse score comparison chart shows the survey end date for each frequency. The same analysis period controls the period displayed in the pulse score chart of the individual employee as well.