Wiki: Business Intelligence Analytics Dashboard

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Overview#

Personality NextGen (NG, v5.00+) includes a Business Intelligence Dashboard feature for the Administrative, Manager and Employee applications.
This document includes a list (based on v5.03) of the available Dashboards by Role, the currently available components (panels/reports/forms) provided, and instructions on using/editing Dashboards and Panels.

Components of the Dashboard#

The Dashboard includes the following components:

Panels #

High Line uses the word 'Panel' to describe any graph, table and/or report that is created by/within the Dashboard. A description of the available Panels is provided in later sections.
Groupings of Panels are used in the Static and Dynamic Dashboards.

Static Dashboard
Static Dashboards are delivered as 'home' pages that cannot be edited by users. They consist of 4 - 5 pre-defined Panels in a single page. The intent is to provide a simple 'home' page for various users. A library of Static Dashboards (designed by Role) has been provided by High Line.

Security: Users must be given security access for each of the panels included in the static dashboard, as well as to the related drill-into forms. For example, the 'MyPayStub' Panel links to either pay stubs for printing or to disbursement information; the 'Profile' Panel links to the Employment Profile and/or Leave Balances. If a drill-into form is available for the user, mouse-over and visual cues will indicate.

Dynamic Dashboard (BMDD)
Dynamic Dashboards allow individual users to choose from a library of available Panels, to create their own dashboard(s). A library of Panels (designed by Role) has been provided by High Line.

Security: Users must be given security access for any panels to be available, as well as to related drill-into forms. For example, the 'DepartmentBudget' Panel drills to a report of Positions, and then to the Position (IDPS) form and/or the Posting (IRPO) form. If a drill-into form is available for the User, mouse-over and visual cues will indicate. The Dynamic Dashboard (BMDD) can also be turned on/off for Users/Roles based on function security.

Panels indicated as intended for Managers (see 'audience' in the Panels list) respect Manager Hierarchy (direct reports) as well as security defined on the IMSV (Assign Security Rights) form.
Panels indicated as intended for Administrators (see 'audience' in the Panels list) respect security defined on the IMSV (Assign Security Rights) form.

Data Grids (BEDG - HR Data Grid)
A simple reporting tool is optionally available; with base HR information. Reports created with the tool can be stored/output to various formats, and/or can be added by a user to their Dynamic Dashboard. Additional grids can be added over time; currently restricted to the HR Data Grid (BEDG).

Security: The Data Grid respects Manager Hierarchy (direct reports) as well as security defined on the IMSV (Assign Security Rights) form. The Grid (BEDG) can also be turned on/off for Users/Roles based on function security.

Static Dashboard ('home' pages)#

Dashboards List#

Dashboards have been created by Role.

Role	Function Name*	Included Panels (details provided in next sections)
Administrator (HRSS)	HRSS_DASHBOARD	Profile-NoPic, Outstanding Approvals, Location Map, Department Budget
Employee (ESS)	ESS_DASHBOARD1	Profile, MyPayStub, Twitter Feed, Current YTD Earnings
Employee (ESS)	ESS_DASHBOARD2	Profile, MyPayStub, NewsItems, Current YTD Earnings
Employee (ESS)	ESS_DASHBOARD3	Profile-NoPic, MyPayStub, NewsItems, Current YTD Earnings
Manager (MSS)	MSS_DASHBOARD1	Profile-NoPic, Outstanding Approvals, Absenteeism, Department Budget
Manager (MSS)	MSS_DASHBOARD2	Profile, OT Warning,Incidents, Absenteeism, Department Budget
Manager (MSS)	MSS_DASHBOARD3(summer 2017)	Profile, Outstanding Approvals, Absenteeism, Department Budget
Recruiter (RSS)	RSS_DASHBOARD1	Dynamic dashboard only (BMDD); no pre-set panels
Scheduler (SSS)	SSS_DASHBOARD	Profile, OT Warning, Incidents, Outstanding Approvals, Daily Work Schedule "Who's Here"

Note - names may change as additional boards are provided. Search Functions (IMFN, IMFDH) with the following: %Dashboard for updated names/options.

Assigning and Changing the chosen Dashboard(s)#

The provided panels can be used for any role that a client has created - limited by the functionality within the dashboard (i.e. a Manager dashboard would not be appropriate for an Employee).

Dashboards cannot be edited (other than the function's Web Address field).
See FAQ for adding additional Panels/Dashboards.

IMFN/IMFDH/IMEX - Security#

Ensure that your specified Role has been provided function access/security for the Dashboard(s) used. Use search string: %Dashboard in the Find box to see a list of provided Dashboards.

IMMU - Menus#

Dashboards are functions and are added to Menus via the Menu Definition (IMMU) form. Clients can control which Dashboard is provided for each Role/Menu, and can control if the Dashboard includes a Dynamic tab and/or a Data Grid tab (see additional topics below).

IMUS - Users#

Find the User's Profile on IMUS, then drill to the Roles assigned to confirm the Menu used for the User Profile's Role(s). User Profiles can have multiple Roles and therefore multiple menus; the highest Role sequence on the User Profile defines the default role.
For clients utilizing Recruiting: if an employee is linked to a Posting as a Recruiter, they will automatically be given the Recruiter Role (hidden), at sequence 999. Therefore, if a user wants the Recruiter role to show up as the employee's default role (on access to Self Service), leave the other roles as sequence <999. If the preference is for Employee, Manager, or some other role to be the default, assign those Roles to the User Profile with a sequence >999.

IMRO - Roles#

The 'Menus Assigned' tab is used to define the Menu to be used. For clients moving to NextGen from earlier versions, edits to existing menus will be required, to allow the Dashboards to be chosen and placed where preferred.

IMSV - Security Rights#

Users (i.e. Administrators and Managers) can be restricted to/from viewing Employee records via the Assign Security Rights form. Note that any panel listed as 'Manager' will also have manager hierarchy automatically assigned.

IMFN/IMFDH - Web Address (not commonly required)#

Dashboards are Functions and can be accessed via the IMFN (function) and IMFDH (form definitions) forms. Use search string: %Dashboard in the Find box to see a list of provided Dashboards.

Web Address edits are rarely required - Example:
If a new Dashboard has been defined for your organization, which is not yet in the Pre-loaded (seed data) list, extend/copy an existing Dashboard and edit the Web Address field.

Example: in the 5.02 release, a single ESS dashboard was provided as seed data, however, 2 dashboards are available. The Web Address fields for the 2 options are:
ESS Dashboard with pictures and (ESS_DASHBOARD1 from section above)
/rdPage.aspx?rdReport=Home.Home-Empl-1&EmpType=empl

ESS Dashboard - no pictures, no twitter feed (ESS_DASHBOARD2 from section above)
/rdPage.aspx?rdReport=Home.Home-Empl-2&EmpType=empl

Available Panels#

List/Summary#

Each of the panels below is the 'start' form for one or more panels/reports; users drill into details/additional reports and potentially can drill into Personality forms. For the 'Module Pre-requisite', EMSS (Self Service) is required in all cases.

Panel Name (IMFN Function code)	Panel Title	Pre-requisite	Audience/Role(s)
Absenteeism BAAA	Absenteeism Analysis		FD, AT	Admin
Absenteeism BAAAM	Absenteeism Analysis		FD, AT	Manager
Budget BDDB	Department Budget	- All	FD	Admin
BudgetMyDepartment BDDBM	Department Budget		FD	Manager
Competency Search BCCS	Competency Search		FD, TD, RE	Admin?
Current Year to Date Earnings BEYE	Current Year to Date Earnings		PR	Employee
Daily Work Schedule BTWS	Daily Work Schedule	('Who's Here')	FD, TS	Admin, Scheduler
Daily Leaves - Department BADLM	Daily Leaves ('Who's away') - Department		FD, AT	Manager
Daily Leaves - Admin BADL	Daily Leaves ('Who's away') - All		FD, AT	Admin
EmplHolidayCalendar BEHC	Holiday Calendar		FD	Employee
Expired Certificate Warning BCEC	Expired Certificate Warning		FD, TD, RE	Manager, Admin
Emergency Contacts BECT	Employee Contacts		FD (BE)	Admin
Emergency Contacts BECTM	Emergency Contacts		FD (BE)	Manager
Employee Count BECN	Employee Count		FD (BE)	Admin
Employee Count BECNM	Employee Count	FD (BE)	Manager
Funds Nearing Completion BPFNC	Funds Nearing Completion		FD, PR	Manager
Get GEO Codes BDGG	Get GEO Codes		FD	Admin
Incidents BSIN	Incidents		FD, SH	Manager
Location Map BDLM	Location Map		FD	Manager, Admin
My Calendar BEAC	My Calendar		FD	Manager, Employee
MyPaystub BESTUB	My Paystub		PR	Employee
NewsItems BENI	News Items		FD	Employee
OutstandingApprovals BDATD	Approvals Outstanding for All Users (Admin form)		FD	Admin
OutstandingApprovalRecords BDATDM	Approvals Outstanding for Current User		FD	Manager
OutstandingWorkFlow BWTD	Workflow to Complete	(was 'Bottleneck Report')	FD, WF	Admin
OutstandingWorkFlowEvents BWTDM	Workflow to Complete	for User	FD, WF	Manager
Overtime BPOW	Overtime Warning		PR	Admin
Overtime BPOWM	Overtime Warning		PR	Manager
PA Scoreboard BDPAS	PA Scoreboard		FD	Manager
Profile-nopic BEPN	Profile - no picture		FD	Employee
Profile BEPP]	Profile		FD	Manager, Employee
Quick Links BDQL	Quick Links	FD	Employee, Manager
RecruitmentSourcesAndCosts BRSC	Recruitment Sources and Costs		FD, RE	Admin, Recruiter
Salary Survey BSSU	Salary Survey		SA	Manager, Admin
Total Compensation BPTC	Total Compensation Year to Date		PR	Employee
Turnover BDTO	Turnover		FD	Admin
Turnover BDTOM	Turnover		FD	Manager
Twitter feed BETW	Twitter feed		n/a	Employee
Year to Date Earnings BPYTD	Current Year to Date Gross Earnings		PR	Employee

FAQ#

Can clients add their own dashboards?#

No. (see 'edit the dashboards, below). Dashboards can be copied and re-named, and used for different Roles, but cannot be edited. This is due to the nature of the sub-license of the product used.

Can clients edit the dashboards?#

Clients cannot edit the Dashboard Functions. If additional Dashboards, or edits to the existing dashboards, are preferred, please contact High Line (through a CCare case) to request the change.

Note: High Line will create new Panels and Dashboards assuming they are usable for the customer community. Example: User-defined fields and user-defined columns are not supported as they are client-specific.

Can clients add new panels/reports? #

Clients and their employees can add High Line-provided panels to the Configurable Dashboard - the system will remember each users' dashboard setup/preferences.
Clients are not able to add their own panels/reports to the panels list. This is due to the nature of the sub-license of the product used.

See 'request new panels/reports'.

How do we enable/secure panels for Users/Roles?#

Each of the panels noted is a function within Personality, and can be secured by User/Role in the same manner as other functions (such as through IMFN, IMFDH, IMER). The detail lists found in earlier sections include the function name.

Is Employee Security/Manager Hierarchy/'reports-to' enabled?#

Yes. In v.5.03+, a limited version of the manager hierarch logic has been enabled.
Example: When your Managers see forms in Self Service, they can view direct reports as well as indirect.

Due to performance limitations, in Logi, currently only direct reports-to employees are displayed for 'Manager' roles. For panels that are intended for Administrators, all employees can be viewed, based on IMSV security settings; therefore, Clients can restrict users' access to different employee departments/groups/entities, etc., via the IMSV form.

How do we get/request additional reports?#

High Line will work with clients to add additional reports (being labeled as 'panels' in order to avoid confusion with existing reports and elements).

To request a new panel, please enter the request via CCare, including specifications for the initial panel and sub-panels/drill into's. Include the fields that are required for each panel and sub-panel/drill-into's, as well as any parameters required (parameters are the fields at the top of panels that allow users to changes dates, periods of time, etc.).

High Line will review all requests and is very interested in developing new reports/panels that will be of interest to the client community. Costs may apply depending on the use/value of the item.

Note: High Line will create new Panels and Dashboards assuming they are usable for the customer community, such as user-defined fields and user-defined columns are not supported as they are client-specific (new database fields will be considered that would replace a client-specific UDC/UDF).

How do we learn about new dashboards and panels/reports?#

The Release notes provided with releases/updates will include new Dashboards offered. The Release Wiki is also a reference, and this document will be updated as new items become available.

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