The Organization dashboard in Perform & Engage 365

Introduction

Required role: Super admin.

The Organization Dashboard offers admins access to administrative tools. It also provides an overview of Perform & Engage 365 analytics, such as organizational sentiment, check-ins at a glance, active questions, the 10Pulse Engagement Score, and a Mentions feed that contains the most recent mentions around the organization.

From the Organization Dashboard, you can navigate to other Super admin-level Perform & Engage 365 features, such as:

• Departments
• Questions
• Check-ins
• Goals
• Conversations
• Manage
• Reports
• Talent Mapping
• Engagement Surveys.

You can also set up organization-wide hashtags you want to use in check-in responses.

Get a guided tour of the Organization Dashboard

To launch a guided tour of the dashboard, select the View help for this page icon (the question mark) near the top right-hand corner of the screen.

Employee overview

On the right-hand side of the Organization Dashboard, the Employees card shows the total number of employees configured in Perform & Engage 365, as well as the number or active users and the number of users who haven't logged in yet.

• To see a list of active users, select the number next to Active. The Active users page opens.
• To see a list of users who haven't logged in yet, select the number next to Not yet signed in. The Users who have not yet logged in page opens.

On both pages, you can Search by email address and view the date of their Last activity.

To see the organization structure as it's configured in Perform & Engage 365.

Back on the main dashboard page, to see the organization structure as it's configured in Perform & Engage 365, select either View or the + icon. The Users with no manager (top of organization) page opens.

From here, you can add and manage users. For more information, see this article.

Sentiment and check-ins

At the top of the Organization Dashboard, you'll see a card with two tabs: Sentiment and Check-ins. Here, you can get an at-a-glance view of current sentiment around the organization and the check-in participation rate for the past six months. Select View details on either tab to see more granular information.

The Sentiment tab

On the Organization Dashboard, go to the Sentiment tab > View details. The Sentiment & Engagement per <period> page opens. Here, the organization's sentiment data is presented as a chart.

By default, the per month filter is selected. To change this, select the current period filter then Week, Month, Quarter, or Year to view the sentiment from the respective period. You can set additional filters and grouping parameters to refine the information shown.

Near the top right-hand side of the page, select the drop-down next to the Export button to export the data in PDF or PNG format.

Scroll down to the All data table. The following information is displayed:

• Period
• Submitted updates
• Unsubmitted updates
• Avg. sentiment.

Here, you can:

• Select a column heading to sort the information in ascending or descending order.
• Drag column headings to rearrange the column order.
• Select the three horizontal bars icon on a highlighted column heading to pin the selected column, auto-size one or more columns of the table, or reset the columns.
• Select Export to CSV to save information in the the table to your device in CSV format.

For more information about sentiment analysis, see this article.

The Check-ins tab

On the Organization Dashboard, go to the Check-ins tab > View details. The Check-in rate per <period> page opens. Here, detailed check-in participation data across the organization is displayed.

By default, the per month filter is selected. To change this, select the current period filter then Due date, Submitted week, Week, Month, Quarter, or Year to view check-in information from the respective period. You can set additional filters and grouping parameters to refine the information shown.

Near the top right-hand side of the page, select the drop-down next to the Export button to export the data in PDF or PNG format.

On the right-hand side of the page, you can select the date range. You can also toggle the view between Bar chart and Line chart, Submitted and Reviewed check-ins, and Absolute and Percentage check-in participation values.

Scroll down to the All data table. The following information is displayed:

• Period
• Check-in Ratio.

Here, you can:

• Select a column heading to sort the information in ascending or descending order.
• Drag column headings to rearrange the column order.
• Select the three horizontal bars icon on a highlighted column heading to pin the selected column, auto-size one or more columns of the table, or reset the columns.
• Select Export to CSV to save information in the the table to your device in CSV format.

Active organization questions

On the Organization Dashboard, the Active Org Questions card displays all the check-in questions currently used across your organization. To manage questions, select the edit icon in the top right-hand corner of the card. The Questions page opens. For information about configuring check-in questions, see this article.

To the left of each question, you'll see an icon that indicates the question type. Hover over the icon to see the question type: Multiple Choice, Rating, Recognition, Text Response, Yes/No).

To see more information about a question, hover over it and select View. A dialog with the same name as the question opens. You can set filters and grouping parameters, and specify a date range to refine the information shown. More options may be displayed, depending on the question type.

Near the top right-hand side of the dialog, select the drop-down next to the Export button to export the data in PDF or PNG format.

Talent mapping

On the Organization Dashboard, the Talent mapping card displays a chart that represents data from a selected template. To change the template, select the template name and choose from the drop-down list.

To see more information or to edit the talent mapping, select View details. The Talent mapping page opens. For information about talent mapping and the actions available, see this article.

The 10Pulse engagement score

Once ten or more weekly check-ins are submitted, you can view the 10Pulse engagement score, which provides additional insight into employee engagement, measured by five factors: 

• Discretionary Effort
• Pride
• Advocacy
• Job Satisfaction
• Feel Valued.

On the Organization Dashboard, you can see the chart mapping these five factors, along with the total score on the 10Pulse Engagement Score card. Select each factor to view its detailed chart. 

Select View details to see the 10Pulse engagement score over time. You can toggle the view between Chart and Heatmap. Scroll down to the All data table. The following information is displayed:

• Period
• Average 10Pulse (Avg. 10Pulse).

Here, you can:

• Select a column heading to sort the information in ascending or descending order.
• Drag column headings to rearrange the column order.
• Select the three horizontal bars icon on a highlighted column heading to pin the selected column, auto-size one or more columns of the table, or reset the columns.
• Select Export to CSV to save information in the the table to your device in CSV format.

Active conversation cycles

On the Organization Dashboard, below the 10Pulse Engagement Score card, you'll see one or more cards that show stage and progress information about active conversation cycles.

To see more information, select View details. On the opened page, you can see the number of Participants, the Review Status, and Key Statistics in the conversation.

In the Conversation Status section, select View Details. The Conversation Status page opens.

In the Key Statistics section, select View Details to go to the Review Summary page. To learn more about conversations and what the actions available on these pages, see this article. Select View all statistics, or View details below each conversation, for additional data and analysis.

For more information about conversations, see this article.

The mentions feed

On the Organization Dashboard, the mentions feed displays the most recent mentions from check-ins across the organization. The card shows the employee's name, picture, who they were mentioned by, when they were mentioned, and the type of mention (@tag or pass up).

Here, you can:

• See more information about the mention by selecting the text "was mentioned by <user>".
• Open the employee's Perform & Engage 365 profile page by selecting their picture.

Manage check-in hashtags

Using hashtags enables employees to quickly include additional context to their check-in responses, such as the name of a project or a specific topic. As a Super admin, you can create hashtags you want employees to use in check-ins.

To create a hashtag:

1. Near the top right-hand side of the Organization Dashboard, select the three horizontal bars icon > # Tags. The Search updates by tag page opens. This page shows a list of available hashtags at your organization.

2. Select Add new tag, enter the hashtag and select Add tag. A confirmation message is displayed.

The hashtag is now available to all users when they enter # in their check-in responses.

• To view all the check-in responses using a specific hashtag, select its name in the Tags section.
• To delete a hashtag, select its name then Delete selected tag. A confirmation message is displayed.  Select OK. Deleting a hashtag doesn't remove it from existing check-in responses.