Purpose
This session is designed to equip key users with the knowledge and understanding required to design basic analytic dashboards in Workforce Analytics.
Objective
- Understand Access Level Permissions and NAV Manager to enable view or edit mode.
- Creating new dashboards
- Using data and dashboard items to create a new dashboard
- Binding dashboard items to data
- Using filters and conditional formatting
Key Participants
- System Administrators
- Payroll Officers
- Operation Managers
Prerequisites
- Participants have an in-depth working knowledge of their organisation structure
- All participants have been able to successfully logon to Humanforce
This session is ideally delivered as a hands-on session to practice the activities they will be undertaking in Humanforce. For you to get the most out of these remote training sessions Humanforce makes the following recommendations:
- Ensure you know your Humanforce log-in details, and have tested them prior to the session
- Ensure you have a stable internet connection
- Take yourself away from your desk/phone to limit distractions
- Gather in a room together with a tv/projector to share the trainers screen, and have your own laptops to follow along with. Otherwise, have at least two screens available
The agenda below is our standard and covers all necessary topics for your managers to get started with Humanforce. Please contact your consultant if you'd like to discuss other options.
Workforce Analytics - 1 (2.5hrs)Find articles for all topics in this agenda here. Introduction - 10 minutes
Workforce Analytics Module - 10 minutes
View Mode - 10 minutes
Edit Mode - 15 minutes
Providing Data & Dashboard Items - 30 minutes
Designing Dashboard Items - 10 minutes
Binding Dashboard Items to Data - 20 minutes
Interactivity- 15 minutes
Data Filtering - 15 minutes
Session Conclusion & Project Assignment - 15 minutes
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