Guide to Reports and Dashboards Supplied with Sage People · 2019-03-11 · Salary and bonus...

SP-MULTI-ANL-UG-201804--R022.00

Guide to Reports and Dashboards Supplied with Sage People Version 22

© Sage 2018 2

© Sage 2018. All rights reserved.

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SP-MULTI-ANL-UG-201804--R022.00

Contents

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Contents

About this Guide 4 Feedback 4

Reports and Dashboards 5

Pre-defined Reports and Dashboards Supplied with HCM 6 Fairsail Administration 7 Fairsail Analytics 9 Fairsail Platform Dashboards 10 HR Analytics 12 Performance Management 13 Salary Planning 14 Talent Succession Planning 17 Time Off Management 19 Training Development 21

Turnover Report 23 What the Turnover Report Shows 24 Changing the Time Period 26 Changing the Data Category 27 Creating Your Own Data Categories 29

Example: Group Countries by Region 29 Example: Exclude Involuntary Leavers 33 More Example Formulas 37

Calculations 39 Example: Turnover Report by Month 40 Example: Turnover Report by Quarter 43

Pre-defined Reports and Dashboards Supplied with Recruit 44 Sage People Dashboards (Sage People Recruit) 45 Sage People Recruit 46

Pre-defined Reports Supplied with Resource Manager 49

Index 50

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About this Guide This Guide to the Reports and Dashboards supplied with Sage People provides an overview of the standard reports and dashboards supplied with these Sage People packages:

• Human Capital Management (HCM)

• Recruit

• Resource Manager

Feedback Feedback from you on our products and on our documentation is important to us. We seek to incorporate your ideas in future enhancements to our products, and only by understanding your requirements can we hope to meet or exceed your expectations.

• To provide comments and suggestions on any aspect of Sage People please email us:

[email protected]

• To provide specific feedback on our documentation please email our documentation team:

[email protected]

Thank you!

Reports and Dashboards Feedback

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Reports and Dashboards

Reports Dashboards

• Are available in a range of formats.

• Support multiple objects.

• Can be exported to Excel, as data only, or formatted.

• Use Report Folders to enable sharing.

• Are based on custom reports held in Report Folders.

• Support up to 20 separate components as graphics.

• Use Dashboard Folders to enable sharing.

• Viewers need access to the Report Folders holding the Dashboard component source data.

Pre-defined Reports and Dashboards Supplied with HCM Feedback

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Pre-defined Reports and Dashboards Supplied with HCM

Sage People HCM includes a number of pre-defined reports and dashboards. You can use these as configured, or re-configure them to meet your exact requirements.

Reports and dashboards are stored in folders:

• Fairsail Administration (see page 7)

General reports offering a range of Team Member analysis including headcount, absence and vacation statistics, starters and leavers, country, department, and manager breakdowns.

• Fairsail Analytics (see page 9)

Dashboards supporting Performance Management, Salary Planning, Talent Management, and Training and Development.

• Performance Management (see page 13)

Reporting on Objectives, Performance Reviews, and Targets.

• Salary Planning (see page 14)

Salary and bonus analysis and projections, compensation and benefits analysis.

• Talent Succession Planning (see page 17)

Team Member age analysis and a range of reports derived from Talent Plan data, including performance, potential, and reasons to leave.

• Time Off Management (see page 19)

Analysis of vacation, sickness, and other absence.

• Training Development (see page 21)

Analysis of competencies, skills and development needs for Team Members.

• Turnover Report (see page 23)

A dedicated report enabling you to analyze employee turnover using a number of different bases.

Pre-defined Reports and Dashboards Supplied with HCM Fairsail Administration

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Fairsail Administration

Report Description

Action Emails Action Events grouped by Action Event Pattern.

Active Users All Active Users in your Org with summary information and last login date and time.

Birthdays in Next 60 Days Team Member birthdays, listed in date order from today's date.

Departments by HR Manager HR Departments, grouped by HR Manager.

EEO Equal Employment Opportunity monitoring, listing team member details including gender and ethnicity.

HCM Absence / % of Work Time Absence as a percentage of total time worked by team member, summarized by location or by other Team Member, Employment, Absence, or Activity field.

HCM Absence Cost Accrual Financial cost of absence by Team Member, summarized by function or by other Team Member, Employment, Absence, or Activity field.

HCM High Potential w High Risk Team Members who are identified on the Talent Plan with high potential and at high risk of leaving. The report also includes the talent plan assessment of the impact of their loss.

HCM Historic Heads & Leavers Headcount and leavers per quarter over the last year, summarized by division. The report also displays Team Member details including:

• Name.

• Country of employment.

• Hire date.

• End date for leavers.

• Function. HCM Objective Progress Team Members with their progress against objectives, summarized by progress

(ongoing on track; ongoing above track; closed achieved and so on) or by other Objective or Team Member field.

HCM Objectives by Department Team Members with their progress against objectives, summarized by department or by other Objective or Team Member field.

HCM Starters by Location Team Members starting in the last full calendar year, summarized by location.

HCM Starters by Team Team Members starting in the last full calendar year, summarized by function.

HCM Summary of Employee Potential

Team Member potential as identified on the Talent Plan, summarized by level of potential within country.

HCM Summary of Loss Impact Team Member impact of loss as identified on the Talent Plan, summarized by risk of leaving within impact of loss.

HCM Team Members (By Country)

Team Members summarized by country and including a bar chart. The report displays Team Member details including: HR Department

• Employment status.

• Grade.

• Manager.

• Continuous service date.

• Years employment.

• Salary information.

Pre-defined Reports and Dashboards Supplied with HCM Fairsail Administration

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Report Description

HCM Team Members (By Department)

Team Members summarized by function. The report displays Team Member details including:

• Country

• Employment status

• Grade

• Manager

• Continuous service date

• Years employment

• Salary information. HRIS Bradford Score Team Member's absences with their associated Bradford Scores.

Leavers by Location Team Members who left your organization in the last year, complete with start and end dates. Summarized by location or by other Team Member or Employment Record field.

Leavers by Team Team Members who left your organization in the last year, complete with start and end dates. Summarized by function (team) or by other Team Member or Employment Record field.

Login Wall of Shame Active users who have not logged in in the last 30 days.

Logins in Last 30 Days Active users who have logged in in the last 30 days.

Managers and Team Members Team Members summarized by Manager. The report also includes:

• Department

• Team Member email

• Personnel number

• Total number reporting to each manager. User Adoption Analysis of last login data with name, department, division, and job title, over a time

period chosen by you.

Users Cumulative Logins Total number of logins by User name with department, division, and job title, over a time period chosen by you.

Pre-defined Reports and Dashboards Supplied with HCM Fairsail Analytics

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Fairsail Analytics

Dashboard Description

Fairsail Adoption Dashboard A number of indicators of adoption, looking back over the last 30 days and including:

• Number of users logging in, and total number of users.

• Most active and least active users.

• Graphical display of: o Cumulative logins o Proportion of users logging in

HR Analytics Basic data including:

• Total headcount

• Salary cost

• Headcount and salary cost by: o Country o Division o Number of years service o Age range o Gender

Performance Management Graphical display of performance indicators including:

• Average performance rating by manager.

• Overall performance as a ratings average.

• Number of performance reviews by country.

• Average performance by department.

• Progress against objectives.

• Performance ratings. Salary Planning Graphical display including:

• Number of Team Members in each salary band.

• Performance rating by salary band.

• Projected salary award totals by manager. Talent Management Graphical display including:

• Age ranges by number of years employed.

• Number of Team Members with each Talent Plan potential score.

• Number of Team Members in each Talent Plan Reason to Leave category.

• Talent Plan potential ratings against performance rating. Training and Development Graphical display including numbers of Team Members:

• With each development need.

• With skills in each skill area.

• With each competency.

Pre-defined Reports and Dashboards Supplied with HCM Fairsail Platform Dashboards

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Fairsail Platform Dashboards


Platform HCM - Dashboard Graphical display of basic data including:

• Current headcount by country and by function.

• Leavers by location and by function.

• Summaries of employee potential and impact of loss, by country, taken from Talent Plan data.

• Progress of objectives in total and by team.

• High potential employees with a high risk of leaving.

• Absence as a percentage of hours worked, by location . Platform Headcount & Leavers Graphical display including:

• Total number of employees and annualized turnover rate, by month.

• Headcount summary by division, broken down by quarter over the last year.


• Leavers summary by division, broken down by quarter over the last year.


• Starters by location and by function. Platform Performance Management

Graphical display of performance indicators including:

• Average performance rating by manager.

• Overall performance as a ratings average.

• Number of performance reviews by country.

• Average performance by department.

• Progress against objectives.

• Performance ratings. Platform Recruit Graphical display including:

• Application status.

• Total number of active applications.

• Number of active vacancies by vacancy type. Platform Salary Planning Graphical display including:

• Number of Team Members in each salary band.

• Performance rating by salary band.

• Projected salary award totals by manager. Platform Talent Management Graphical display including:

• Age ranges by number of years employed.

• Number of Team Members with each Talent Plan potential score.

• Number of Team Members in each Talent Plan Reason to Leave category.

• Talent Plan potential ratings against performance rating.

Pre-defined Reports and Dashboards Supplied with HCM Fairsail Platform Dashboards

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Platform Training and Development

Graphical display including numbers of Team Members:

• With each development need.

• With skills in each skill area.

• With each competency. Platform Vacation & Absence Management

Graphical display including:

• Total absence days by location and by function.

• Absence as a percentage of year to date time worked.

• Total vacation days by location and by month.

Pre-defined Reports and Dashboards Supplied with HCM HR Analytics

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HR Analytics

Report Description

Headcount and Salary Current headcount and total annual salary in the reporting currency, by country. Includes the percentage of the total headcount in each country. Presented in a table and a graphic.

Headcount by Age Range Current headcount grouped by age range. Includes the total annual salary by reporting currency, and the percentage of the total headcount in each age range. Presented in a table and a graphic.

Headcount by Country Current headcount grouped by country. Includes the total annual salary by reporting currency, and the percentage of the total headcount in each country. Presented in a table and a graphic.

Headcount by Division Current headcount grouped by division. Includes names, job titles, countries, teams, the total annual salary by reporting currency, and the percentage of the total headcount in each division. Includes a graphic with headcount, the total annual salary by reporting currency, and the percentage of the total headcount in each division.

Headcount by Gender Current headcount grouped by gender. Includes names, job titles, countries, divisions, teams, the total annual salary by reporting currency, and the percentage of the total headcount in each gender. Includes a graphic with headcount, the total annual salary by reporting currency, and the percentage of the total headcount for each gender.

Headcount by Service Years Current headcount grouped by length of service in years. Includes names, job titles, countries, divisions, teams, employee ages, the total annual salary by reporting currency, and the percentage of the total headcount for each number of years service. Includes a graphic with headcount, the total annual salary by reporting currency, and the percentage of the total headcount for each number of years service.

Point in Time Headcount Current headcount including all employees who:

• Started before or during the last month.

• Are currently employed or who finished employment in the last month.

Pre-defined Reports and Dashboards Supplied with HCM Performance Management

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Performance Management

Report Description

Current Performance Review Bias

Performance Reviews analyzed by manager for the most recent completed Team Member reviews. The report uses standard deviation and difference from ideal mean to reveal overly harsh or overly generous reviews.

Draft Performance Review Bias Performance Reviews analyzed by manager for uncompleted Team Member reviews. The report uses standard deviation and difference from ideal mean to reveal overly harsh or overly generous reviews.

Objectives at risk Objectives summarized by progress category: ongoing above track; ongoing on track; ongoing below track; closed completed and so on. The report includes a bar chart showing progress category broken down by department.

Objectives by action due Objectives summarized by action: manager approve or edit; manager review; team member confirm or edit and so on. The report includes:

• Team Member department and manager

• Objective name.

• Objective start and end dates.

• Next objective review date. Performance by Department Average performance scores drawn from completed performance reviews and

summarized by HR Department.

Performance Review Distribution

Current performance review ratings summarized by country. The report shows the number of Team Members rated in each category from Development Need to Exceeds Expectations, broken down by country and with the total number of rated Team Members in each country. The report includes a bar chart showing rating category by country.

Targets Multicurrency Sales targets and actuals by Team Member, summarized by manager. The report includes:

• Target name.

• Target currency.

• Target value for the financial year in local and reporting currencies.

• Actuals for the year to date in local and reporting currencies.

• Percentage achieved for the year to date.

• Progress: above track, on track and so on.

Pre-defined Reports and Dashboards Supplied with HCM Salary Planning

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Salary Planning

Report Description

Bonus Projection Projected value of planned bonuses for all Team Members, summarized by manager. The report also displays:

• Current annualized salary.

• Bonus percentage. Compensation and Benefits Annualized value of Team Members' salary and benefits in your organization's

reporting currency. Summarized by country. Individual benefits are listed for each Team Member, along with the value of each benefit, and the total value of all benefits.

Employee Cost By Country Annualized cost of all Team Members by country in your organization's reporting currency. The report displays for each country:

• Total annual salary.

• Total benefits.

• Average per Team Member. The report also displays grand totals for your complete organization.

HCM Salary History The most recent salary review awarded to each Team Member. The report displays:

• Annual salary in local and reporting currencies.

• Salary record number (linked to the salary record).

• Salary amount following the last salary award, per paid time unit; for hourly paid employees this is an hourly amount. In local and reporting currencies.

• Annualized salary amount following the last salary award, in local and reporting currencies.

• Exchange rate used to convert local to reporting currency.

• Date and time of the last currency recalculation.

• Reason for the last salary award. HCM Team Members (By Sal Band Position)

Team Member position against salary band as a percentage, summarized by country. The report displays:

• Work Days Pattern.

• Department.

• Employment status.

• Grade.

• Manager.

• Continuous service date.

• Salary band position as a percentage.

• Years employment.

• Annual salary, in local and reporting currencies.

• Salary currency.

• Average salary band position for the country. The report includes a bar chart displaying average salary band percentage by country.


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Report Description

Proposed Salary Increases Proposed but not yet approved salary increases for all Team Members, summarized by manager. For each Team Member the report displays:

• Name.

• Current salary.

• Proposed increase amount and percentage.

• High projection amount and percentage.

• Rationale. Salary Point in Time Team Member salaries on a specified date. For today's date configure the filter logic

as follows: Filter Logic: 1 AND (2 OR 3)

1. Start Date less or equal "<insert today's date here>"

2. Next Start Date greater than "<insert today's date here>"

3. Next Start Date equals "" For each Team Member the report displays:

• Name.

• Country and Location.

• HR Department.

• Job Title.

• Employment Status.

• Manager.

• Annual Salary at the date specified.

• Salary Currency.

• Start Date for the salary.

• Next Salary Start Date.

• Previous Salary Start Date. Salary Position in Bands Team Member distribution by Salary Band, with each Team Member's position

indicated by Salary Band Quarter. For each Salary Band the report displays:

• Salary Band Name.

• Number of employees per Salary Band Quarter.

• Total number of employees per Salary Band.

• Team Member Name.

• Salary Currency Name.

• Current Annual Salary in local and reporting currencies.

• Bottom and top values.

• Overall grand total number of employees in all salary band quarters. The report includes a bar chart showing employee distribution by Salary Band Quarter within Salary Band.

Salary Position vs. Performance Rating

Team Member numbers allocated to each Salary Band Quarter, broken down by Performance Review Rating. The report includes a stacked bar chart.


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Report Description

Salary Projection Current Review

Team Member salary projections with current Performance Review Ratings, summarized by manager. For each Team Member the report displays:

• Current Salary Start Date.

• Annual Salary.

• Salary Band position as a percentage.

• Performance Rating.

• Low and High Salary Projection Percentages.

• Low and High Salary Projection Amounts. The report includes a bar chart showing the total high projection increase amounts per manager.

Time Since Salary Increase v Performance

Number of months since the last salary change for each of the current Talent Plan Performance Rating groups. The report offers full drill down.

Pre-defined Reports and Dashboards Supplied with HCM Talent Succession Planning

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Talent Succession Planning

Report Description

Age Range of Team Members Team Members summarized by age range. The report displays the number of Team Members in each 5 year age band: 15 to 19 years old, 20 to 24, and so on. Drill down by any Team Member field within age band. The report includes a funnel chart.

Age vs Years Employed Team Members in each age range, broken down by the number of years they have worked for your organization. Drill down by any Team Member field within age band. The report includes a stacked bar chart.

Talent Plan People to Retain Team Members identified in the Talent Plan as high performers with high or medium potential, and with a high or medium risk of leaving. For each identified Team Member the report displays:

• Manager.

• Current Talent Plan number, linked to the Talent Plan.

• Current Talent Plan Performance Rating and Potential.

• Current Talent Plan Risk of Leaving.

• Assessed Impact of Loss. The report includes a bar chart showing the number of Team Members in each Reason to Leave category.

Talent Plan Performance vs Potential

Number of Team Members displayed in a matrix of potential against performance rating, derived from the Talent Plan. Select high, medium, or low potential and drill down by any Team Member or Talent Plan field.

Talent Plan Reason to Leave by Manager

Number of Team Members summarized by manager for each of the Talent Plan Reasons to Leave. Select managers and drill down by any Team Member or Talent Plan field.

Team Members By Competencies

Team Members summarized by average competency assessment score. For each identified Team Member the report displays:

• Country.

• Team.

• Report Line. Select a Team Member and drill down by a range of fields from the Talent Plan, Performance Review, Competency Assessment, Salary, Employment, or Team Member records.

Team Members By Performance

Team Members summarized by Talent Plan Performance Rating. For each identified Team Member the report displays:

• Country.

• Team.

• Report Line. Select a performance rating and drill down by a range of fields from the Talent Plan, Performance Review, Competency Assessment, Salary, Employment, or Team Member records.

Pre-defined Reports and Dashboards Supplied with HCM Talent Succession Planning

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Report Description

Team Members By Potential Team Members summarized by Talent Plan Potential. For each identified Team Member the report displays:

• Country.

• Team.

• Report Line. Select a potential rating and drill down by a range of fields from the Talent Plan, Performance Review, Competency Assessment, Salary, Employment, or Team Member records.

Pre-defined Reports and Dashboards Supplied with HCM Time Off Management

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Time Off Management

Report Description

FMLA Balance Remaining Team Members who have taken FMLA qualifying leave in the last 12 months, with the amount taken and the permitted balance outstanding. Balance outstanding is displayed as a rolling total, typically as a number of hours remaining from the 12 week permitted FMLA total in any rolling 12 month period. You can select Team Members and drill down by a range of Employment Record and Absence fields.

HCM Absence by Location & Month

Team Member approved absences summarized by location and then by month. For each Team Member absence the report displays:

• Team Member full name.

• Country.


• Reason for absence.

• End Date.

• Duration.

• HR Department.

• Status of the absence request: confirmation that it has been approved. Total durations are displayed for each location and for each month within location.

HCM Absence by Team Member Team Member approved absences. For each absence the report displays:

• Country.



• Start Date

• End Date.

• Duration.

• Location.

• HR Department.

• Status of the absence request: confirmation that it has been approved. HCM Absences by Team & Month

Team Member approved absences summarized by team and then by month. For each Team Member absence the report displays:


• Country.



• End Date.

• Duration.

• Location

• Status of the absence request: confirmation that it has been approved. Total durations are displayed for each team and for each month within team.

Pre-defined Reports and Dashboards Supplied with HCM Time Off Management

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Report Description

HCM Vacation Days by Month Team Member vacation taken by month, summarized by HR Department. For each vacation month the report displays:


• Country.


• Reason.

• End Date.

• Duration.

• Vacation allowance per year.

• Status of the vacation request: approved, pending and so on. Total durations are displayed for each HR Department and for each month within HR Department. The report includes a pie chart displaying vacation days taken per month.

HCM Absence Team Member approved absences summarized by location. For each absence the report displays:


• HR Department.

• Country.


• Reason.

• Start and End Dates.

• Duration.

• Status of the absence request: confirmation that it has been approved. Total durations are displayed for each location.

HCM Vacation Team Member vacation summarized by location. For each vacation the report displays:


• HR Department.

• Country.


• Reason.

• Start and End Dates.

• Duration.

• The Team Member's vacation allowance per year.

• Status of the vacation request: approved, pending and so on. Total durations are displayed for each location, and a grand total at the bottom of the report. You can select a location and drill down by Team Member, Employment Record, Absence, or Activities fields. The report includes a pie chart summarizing vacation by location.

Pre-defined Reports and Dashboards Supplied with HCM Training Development

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Training Development

Report Description

Average Competencies All competencies defined for your organization with average Team Member scores for each. You can select competencies and drill down on competency and competency assessment fields. The report includes a bar chart, showing competency strengths and weaknesses across your organization.

Competency Assessment by Action Due

Currently active competency assessments summarized by Action due. Possible actions include:

• Manager: Start

• Team Member: Start

• Manager: Manager Assessment

• Team Member: Self Assessment

• Manager: Close

• Team Member: Close For each assessment the report displays:

• Team Member name.

• Start, Close, and End Dates

• A Team Member Active check box.

• A Manager Active check box.

• The number of other assessors active. You can select an Action type and drill down by Competency Assessment or Team Member fields.

Development Needs and Team Members

Development Needs summarized by area and broken down by item within each area. For each item the report displays:

• Team Member names identified with the development need.

• Team Member's Manager.

• Team Member's department. You can select an item and drill down by Development Need or Team Member field. The report includes a bar chart showing the number of Team Members with development needs in each area.

Skills and Team Members All skills defined for your organization summarized by area. For each area the report displays the number of Team Members with skills in that area, and for each skill within area, the number of Team Members with that skill. Each Skill is linked to the Skill Library Item detail page, enabling you to display the list of Team Members with that skill. You can select an area and drill down by Skill or Team Member field. The report includes a bar chart showing the number of Team Members with skills in each area.

Team Members by Competency Scores

All competencies defined for your organization with the scores for each Team Member assessed against each competency. Average scores are also displayed for each competency. You can select a competency and drill down by Team Member, Competency, Competency Assessment, Indicator, or Indicator Comment.

Pre-defined Reports and Dashboards Supplied with HCM Training Development

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Turnover Report The Sage People Turnover report provides comprehensive analysis of employee turnover, drawing on team member data held in Sage People HCM. The default format enables you to display the data using a range of bases, and you can further customize your analysis by selecting fields from a field set to break the data down differently.

To display the Turnover report:

1. In WX go to the address bar and enter:

fhcm2__turnover

immediately following apex/

For example:

https://fhcm2.eu2.visual.force.com/apex/fhcm2__turnover

2. Select Enter.

Turnover Report What the Turnover Report Shows

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What the Turnover Report Shows

Turnover Report What the Turnover Report Shows

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Turnover Report Changing the Time Period

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Changing the Time Period

The Turnover report displays a window of data drawn from 12 consecutive time periods, and defaults to monthly data running back from the most recent complete period. Select the buttons to change the frequency of the analysis:

• By Quarter

Displays data for every third month, running back for 12 quarters from the most recently completed 3-month period.

For example, running the report in mid-February 2016 displays data for January 2016, October 2015, and so on, back to April 2013.

• By Year

Displays data for every twelfth month, running back for 12 years from the most recently completed 12-month period.

For example, running the report in mid-February 2016 displays data for January 2014, January 2013, and so on, back to January 2005.

Use the scroll buttons to move the display window backwards or forwards one time period at a time. The window remains 12 time periods wide:

Select Now to redisplay the report running back from the most recently completed time period:

Turnover Report Changing the Data Category

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Changing the Data Category

The Turnover report bar chart shows the total number of employees per time period. The data table breaks that data down by category and displays one row of data for each item in the category, unassigned employees in a None group at the top, then in alphabetical order from top to bottom:

Select the buttons to change the break down category. By default you can choose from:

• By Basis

The Team Member's employment basis such as Full Time, Part Time, Hourly, Salaried. Displays the value in the Basis field from the Team Member's current Employment Record.

• By Country

The Country field from the Team Member record.

• By Department

HR Departments defined for your organization that have employees assigned to them. HR Departments with no employees are ignored.

• By Division

The Division field from the Team Member record.

• By Function

The Team Member's Job Function: the Function field from the Team Member record.

• By Location

The Location field from the Team member record.

• By Manager

The Team Member's current primary manager: the Manager field from the Team Member record.

Turnover Report Changing the Data Category

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• By Team

The Team field from the Team member record.

You can change the order in which the buttons are displayed, add or remove buttons by using the Turnover field set on the Team Member object.

In addition to the default category buttons, the Turnover field set includes:

Field Description

Age Range Age, calculated from Birth Date and today's date, rounded down to the last completed whole number multiple of five years. So an Age of 39 years gives an Age Range of 35.

Business The Business field from the Team member record.

Citizenship The country from which the Team member claims citizenship. The Citizenship field from the Team member record. Team Members with no entry in this field are returned as Citizenship None.

Employment Status For example, Active, Temporary, Left. The Employment Status field from the Team Member record.

Ethnicity The Ethnicity field from the Team Member record. Team Members with no entry in this field are returned as Ethnicity None.

Gender The Gender field from the Team Member record. Team Members with no entry in this field are returned as Gender None.

Generation The Generation field from the Team Member record. Generation uses a formula based on Birth Date to assign employees to generations X, Y, or Z. Team Members with no entry in this field are returned as Generation None.

Grade The employment grade the Team Member has in your organization. The Grade field from the Team Member record. Ungraded Team Members are returned as Grade None.

Job Title The Job Title field from the Team Member record. Team Members with no entry in this field are returned as Job Title None.

Probation Period End Date

The Probation Period End Date field from the Team member record. Team Members with no entry in this field are returned as Probation Period End Date None.

Year Employed The number of years each employee has worked for the organization. The Year Employed field from the Team Member record. Year Employed uses a formula based on the Employment Record Continuous Service Date to calculate the number of years employment.

Years Employed Range

Employees are classified into five year blocks of completed employment - 0, 5, 10, 15, and so on. The Years Employed Range field from the Team Member record. Years Employed Range uses a formula to round the number of years employed down to the last completed whole number multiple of five years.

You can also create your own Data Categories using formula fields (see page 29).

Turnover Report Creating Your Own Data Categories

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Creating Your Own Data Categories In addition to the default fields available in the Team Member Turnover Field Set, you can create your own formula fields to use as Turnover Report data categories. In summary:

1. Create a new Custom Field, typically on the Team Member or Employment Record objects, using the Formula Data Type.

The field is automatically added to the list of fields available for the Turnover Field Set.

2. Edit the Turnover Field Set by dragging and dropping the new field into the Field Set.

The new field is automatically added as a data category button on the Turnover report.

3. Select the new Data Category button to group data in line with the formula you created.

Example: Group Countries by Region Purpose

To group employees by geographic region based on the Country field (fHCM2__Country__c) as recorded in their Team Member records. This example uses the regions:

• APAC (Asia Pacific)

• EMEA (Europe, Middle East, Africa)

• NA (North America)

Team Member records showing countries not assigned to these regions display under the country names.

How

1. Go to Setup > App Setup > Create > Objects.

2. Select the Label for the Team Member object.

3. In Custom Fields & Relationships, select New:

Sage People displays the New Custom Field wizard.

4. Select the Formula Data Type:


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5. Select Next.

6. In Field Label enter Region.

Sage People automatically completes Field Name with the Field Label you entered.

7. Select the Text Formula Return Type:

8. Select Next.

9. In Region (Text) enter the formula: CASE(fHCM2__Country__c ,

"Canada", "NA",

"China", "APAC",

"Denmark", "EMEA",

"France", "EMEA",

"Germany", "EMEA",

"Ireland", "EMEA",

"Singapore", "APAC",

"Sweden", "EMEA",

"UK", "EMEA",

"USA", "NA",

fHCM2__Country__c)


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10. In Description enter:

To group Countries by region.

11. In Help Text enter:

Groups Team Members by geographic region using the Country field.

12. Select Next.

13. Set field-level security for the new field to enable access by users assigned to Profiles you want to be able to run the Turnover report.

Typically, set Fairsail Administrator and Fairsail HR Manager to visible, all other Profiles clear:

14. Select Next.

15. In Add to page layouts, uncheck all Page Layouts unless you want to add the Region field by default to a page layout:

16. Select Save.

Sage People displays the Team Member Custom Object page.

17. Select Field Sets and select Edit for the Turnover Field Set:


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18. Drag and drop the Region field into the Field Set:

19. Select Save.

20. Go to the Turnover Report and select By Region:

The data table displays the newly defined regional grouping:


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Example: Exclude Involuntary Leavers Purpose

To exclude involuntary terminations from the Turnover Report based on the Reason For Leaving field (Reason_For_Leaving__c) as recorded in their Team Member records. This example also excludes Team Members with either:

• The Job Title Intern

• The Full Name Test

How

1. Go to Setup > App Setup > Create > Objects.

2. Select the Label for the Employment Record object.

3. In Custom Fields & Relationships, select New:

Sage People displays the New Custom Field wizard.

4. Select the Formula Data Type:

5. Select Next.

6. In Field Label enter Exclude Involuntary.

Sage People automatically completes Field Name with the Field Label you entered.


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7. Select the Text Formula Return Type:

8. Select Next.

9. In Exclude Involuntary (Text) enter the formula: IF

(ISPICKVAL

(Reason_For_Leaving__c, "Involuntary")

|| CONTAINS

(fHCM2__Team_Member__r.fHCM2__Job_Title__c, "Intern")

|| CONTAINS

( fHCM2__Team_Member__r.fHCM2__Name_Full__c, "Test"),

"Yes",

"No")

10. In Description enter:

To identify Involuntary leavers, interns, and test users.


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11. In Help Text enter:

Returns Yes if Reason for leaving is Involuntary, Job Title is Intern, or Full Name is Test. Otherwise returns No.

12. Select Next.

13. Set field-level security for the new field to enable access by users assigned to Profiles you want to be able to run the Turnover report.

Typically, set Fairsail Administrator and Fairsail HR Manager to visible, all other Profiles clear:

14. Select Next.

15. In Add to page layouts, uncheck all Page Layouts unless you want to add the Region field by default to a page layout:

16. Select Save.

Sage People displays the Team Member Custom Object page.

17. Select Field Sets and select Edit for the Turnover Field Set:


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18. In the left panel select Current Employment to display the fields in the Employment Record.

19. Drag and drop the Exclude Involuntary field into the Field Set:

20. Select Save.

21. Go to the Turnover Report and select By Exclude Involuntary:

The data table displays the newly defined regional grouping:


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More Example Formulas Follow the steps in the full examples to create a formula field (see page 29). Use the example formulas in this section to help you create the formula to display the data category you want on the Turnover Report.

Identify Employees in a given Country and Contractors

Purpose

To identify employees in China and all contractors working with Full Time Equivalent values of less than 1.

Special fields

On the Employment Record, two formula fields:

• Include Contractors1

IF(ISPICKVAL(Contract_Type__c, "Indefinite") && (ISPICKVAL(fHCM2__Basis__c, "Contractor")),

IF(fHCM2__FTE__c >=1,"Include","Exclude"),

"")

Evaluates special picklist field Contract Type and generic picklist field Basis to identify Contractors with Contract Type Indefinite, then evaluates the FTE values for those contractors.

Returns Include for those Indefinite Contractors who are full time, and Exclude for those who are less than full time. Returns null if those conditions are not met.

• Include Contractors2

IF(ISPICKVAL(Contract_Type__c, "Definite") && (ISPICKVAL(fHCM2__Basis__c, "Contractor") && Contract_Length_Days__c >=90),

IF(fHCM2__FTE__c >=1,"Include","Exclude"),

"")

Evaluates special picklist field Contract Type, generic picklist field Basis, and special field Contract Length Days to identify Contractors with Contract Type Definite and a Contract Length of 90 days or more, then evaluates the FTE values for those contractors.

Returns Include for those Definite Contractors with contracts of 90 days or more who are full time, and Exclude for those who are less than full time. Returns null if those conditions are not met.

Formula IF(fHCM2__Country__c = "China" || fHCM2__Current_Employment__r.Include_Contractors1__c = "Exclude" || fHCM2__Current_Employment__r.Include_Contractors2__c = "Exclude", "Contract & China", "All Other Employees")

• Evaluates Country and returns Contract & China when Country is China. Returns All Other Employees when Country is not China.

• Evaluates Include Contractors1 and returns Contract & China when the value is Exclude. Returns All Other Employees when value is not Exclude.

Evaluates Include Contractors2 and returns Contract & China when the value is Exclude. Returns All Other Employees when value is not Exclude.


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Identify Key Talent

Purpose

To identify high value employees using Talent Plan ratings.

Formula IF(ISPICKVAL(fHCM2__Current_Talent_Plan__r.fHCM2__Potential__c, "High") || ISPICKVAL(fHCM2__Current_Talent_Plan__r.fHCM2__Performance_Rating__c, "Exceeds Expectations") || (IF(ISPICKVAL(fHCM2__Current_Talent_Plan__r.fHCM2__Impact_of_Loss__c, "N/A") || ISPICKVAL(fHCM2__Current_Talent_Plan__r.fHCM2__Impact_of_Loss__c, "High") || ISPICKVAL(fHCM2__Current_Talent_Plan__r.fHCM2__Impact_of_Loss__c, "Medium"), 0, VALUE(LEFT(TEXT(fHCM2__Current_Talent_Plan__r.fHCM2__Impact_of_Loss__c),1))) >= 7), "Key Talent", "All Others")

• Evaluates Talent Plan Potential rating and returns Key Talent when Potential is High.

• Evaluates Talent Plan Performance Rating and returns Key Talent when Rating is Exceeds Expectations.

• Evaluates Talent Plan Impact of Loss and returns Key Talent when Impact of Loss is High, Medium, or N/A.

Early Talent Plans used Impact of Loss text values in the picklist.

• Evaluates Talent Plan Impact of Loss and returns Key Talent when Impact of Loss is 7 or above.

More recent Talent Plans use a numeric rating from 1 to 9.

Returns All Others when none of evaluated fields returns Key Talent.

Identify Employees in a given Country and Voluntary Leavers

Purpose

To identify employees in India and all voluntary leavers.

Formula IF(fHCM2__Current_Employment__r.fHCM2__Reason_For_Leaving__c <> "Involuntary" || fHCM2__Country__c = "India","Voluntary & India","All Others")

• Evaluates Reason For Leaving and returns Voluntary & India when Reason For Leaving is not Involuntary.

• Evaluates Country and returns Voluntary & India when Country is India.

Returns All Others when the evaluated fields contain any other values.

Turnover Report Calculations

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Calculations Staff or labor turnover is the rate at which an employer organization loses employees, expressed as a percentage of headcount and typically annualized. A general form of the calculation of turnover is:

To calculate turnover as displayed in the Turnover Report, Sage People uses:

• Headcount

• New hires during the periods under review - months, quarters, or years.

A new hire is an employee with a Current Employment Start Date during the period, and no End Date.

• Terminations during the periods under review.

A termination is an employee with a Current Employment End Date during the period.

The Turnover report displays headcount against annualized turnover for a range of time periods, as well as turnover figures for each month, quarter, or year.

The formula used to calculate turnover for each period is:

Period turnover % =

where:

Average Headcount =

where:

Value at end of period =

where:

New hires All employees with Current Employment Start Date during the month, and no End Date.

Terminations All employees with Current Employment End Date during the month.

The formula used to calculate overall turnover is:

Overall turnover % =

where:

Average Headcount =

where:

Value at end of period =


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Example: Turnover Report by Month 1. With Sage People WX displayed, go to the address bar and enter:

turnover


For example:

https://fhcm2.eu2.visual.force.com/apex/turnover

2. With the Turnover Report displayed, select By Month.

3. Use the scroll buttons and to select the time period you want to display. The chart and data table remain 12 months wide.

The example uses data from February 2015 to January 2016.

For each month in the display, the chart shows:

• A total headcount bar.

• An annualized turnover rate line.

Hover to display data values:


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For the overall report the data table shows figures for the whole period:

All annualized turnover data points displayed on the line chart use the same calculation method:

1. Calculate the average headcount over the previous 12 months:

a. Take the starting headcount 12 months ago.

b. Calculate the headcount at the end of the 12 month period by adding the total number of new hires and subtracting the total number of terminations.

c. Add the starting headcount and the headcount at the end of the 12 months and divide by 2.

2. Take the total number of terminations in the previous 12 months and divide it by the average headcount over the previous 12 months.

3. Multiply the result by 100 to convert it to a percentage.

When repeated for each month through the year the calculation produces a rolling, month by month series of annualized turnover figures.

Turnover Report

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Example: Turnover Report by Quarter 1. With Sage People WX displayed, go to the address bar and enter:

turnover


For example:

https://fhcm2.eu2.visual.force.com/apex/turnover

2. With the Turnover Report displayed, select By Quarter.

3. Use the scroll buttons and to select the time period you want to display. The chart and data table remain 12 quarters wide.

The calculation uses the same logic as that for monthly data (see page 40); in place of months, substitute quarters. Each annualized turnover data point displayed on the line chart use the same calculation method:

1. Calculate the average headcount over the previous 12 quarters:

a. Take the starting headcount 12 quarters ago.

b. Calculate the headcount at the end of the 12 quarter period by adding the total number of new hires and subtracting the total number of terminations.

c. Add the starting headcount and the headcount at the end of the 12 quarters and divide by 2.

2. Take the total number of terminations in the previous 12 quarters and divide it by the average headcount over the previous 12 quarters.

3. Multiply the result by 100 to convert it to a percentage.

When repeated for each quarter through the year the calculation produces a rolling, quarter by quarter series of annualized turnover figures.

Pre-defined Reports and Dashboards Supplied with Recruit

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Sage People Recruit includes a number of pre-defined reports and dashboards. You can use these as configured, or re-configure them to meet your exact requirements.

Sage People Recruit reports and dashboards are stored in folders:

• Sage People Dashboards (Installed Package: Sage People Recruit) (see page 45)

Dashboards displaying a range of information from Sage People HCM including: o Headcount, leavers and starters. o Performance management o Vacation and absence.

...as well as basic Recruit statistics on applications and vacancies, and Resource Planning data including salary budgets, employee turnover, and resource needs.

• Sage People Recruit (see page 46)

Information on vacancies, applications, candidates, assessments, interviews, and more.

Pre-defined Reports and Dashboards Supplied with Recruit Sage People Dashboards (Sage People Recruit)

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Sage People Dashboards (Sage People Recruit)


HCM - Dashboard Graphical display including:



• Year to date starters by team and by function.


• High potential employees with a high risk of leaving.


• Progress of objectives in total and by team. HCM - Performance Management


• Progress against objectives for all departments, and by department.


• High potential employees with a high risk of leaving. HCM - Vacation & Absence Management



• Absence as a percentage of year to date time worked.

• Total vacation days by location and by month. HRIS - Headcounts & Leavers Graphical display including:


• Headcount summary by division, broken down by quarter over the last year.

• Current headcount by country.

• Leavers summary by division, broken down by quarter over the last year.


• Starters by location and by function. Recruit Dashboard Graphical display including:

• Application status.

• Total number of active applications.

• Number of active vacancies by vacancy type. Resource Planning Graphical display including:

• Budgeted salary against actual salary by team and by job title.


• Resource Need status.

Pre-defined Reports and Dashboards Supplied with Recruit Sage People Recruit

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Sage People Recruit

Report Description

Aged Applications All current Applications summarized by Assessor and showing the number of days since the application was last modified. For each Application the report displays:

• Candidate Name. Select to jump to the candidate record.

• Application Number. Select to jump to the application record.

• Vacancy applied for. Select to jump to the vacancy record.

• Days since modification.

• Status of the application: New, ongoing, and so on.

• Current Stage. Select to jump to the detail page for the stage. For each assessor the report displays maximum, minimum, and average number of days since last modification. You can select an assessor and drill down by Application fields. The report includes a bar chart showing average days since modification for each assessor.

Application Status All current Applications summarized by status: new, ongoing, not this vacancy and so on. For each Application the report displays:


• Application Number. Select to jump to the application record.

• Vacancy applied for. Select to jump to the vacancy record.

• Total score achieved by the candidate for all selection criteria.

• Average score achieved by the candidate for selection criteria.

• Rating indicator.

• Number of selection criteria assessed at below the level needed for the role. For each status the report displays the number of applications. You can select a status and drill down by Application fields. The report includes a pie chart showing the number of applications by status.

Assessed Criteria Assessed selection criteria summarized by candidate, and by selection stage within candidate. For each criteria the report displays:

• Assessment stage at which the criteria is measured.

• Average score achieved by the candidate across all selection stages at which the criteria is measured. Highlighted green if on or above the level needed, highlighted red if below the level needed.

• Score for the criteria at each stage.

• Number of scores below the desired level (may not result in rejection).

• Number of scores below the required level (can result in automatic rejection).

• Comments. For each candidate the report also displays an overall average score, highlighted green if on or above the level needed, highlighted red if below the level needed. The report includes a bar chart showing shortlisted candidates and the average scores they have achieved for assessed criteria.

Pre-defined Reports and Dashboards Supplied with Recruit Sage People Recruit

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Report Description

Criteria Scores Selection criteria used by your organization and the average scores achieved by candidates across all applications. You can select criteria and drill down by Application, Criteria Assessment, or Criteria Library Item field. The report includes a bar chart showing selection criteria and the average scores achieved for each.

Interviews Interviews scheduled for all dates up to and including today. For each interview the report displays:

• Candidate name. Select to jump to the Candidate record.

• Application number. Select to jump to the Application record.

• Vacancy name. Select to jump to the Vacancy record.

• Interview date.

• Interviewer. Select to jump to the interviewer's user record.

• Interview location.

• Interview duration. Recruit Total Applicant Funnel All current applications summarized by current assessment stage. For each

application the report displays:

• Application Number. Select to jump to the application.

• Candidate Name.Select to jump to the candidate.

• Candidate email. Select to create an email to the candidate's address in your default email application.

• Recruiter. Select to jump to the recruiter's user record.

• Status of the application. For each stage the report displays the total number of applications at that stage. You can select a stage and drill down by Application or Vacancy fields.

Recruit - Vacancy Type by Status

Current vacancies summarized by status, and by role type within status.. For each vacancy the report displays:


• Current assessment stage for each candidate.

• Vacancy name. Select to jump to the vacancy record.

• Vacancy location.

• Vacancy status. You can select a status and drill down by Application or Vacancy fields.

Stages Reached Candidates summarized by current stage in the assessment process, and by vacancy within stage. For each candidate the report displays:

• Current assessor. Select to jump to the assessor's user record.

• Candidate name. Select to jump to the candidate record.

• Application number. Select to jump to the application record.

• Average score achieved by the candidate.

• Rating indicator for the candidate.

• Total score achieved by the candidate.

• Status of the application. You can select a stage and drill down by Application or Current Stage fields.


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Report Description

Vacancies by Location Current vacancies summarized by location city. For each vacancy the report displays:

• Vacancy number. Select to jump to the vacancy record.

• Candidate name.


• Vacancy status.

• Current stage. Select to jump to the Selection Stage Detail page.



• Interview date.

• Created and Last Modified dates for the vacancy. You can select a location and drill down by Application or Vacancy fields.

Vacancy All current applications summarized by vacancy. For each application the report displays:

• Application number. Select to jump to the application record.

• Candidate name.


• Status of the application.

• Current assessment stage. Select to jump to the Selection Stage Detail page.



• Interview date.

• Created and Last Modified dates for the application. For each vacancy the report displays the total number of applications. You can select a vacancy and drill down by Application or Vacancy fields.

Pre-defined Reports Supplied with Resource Manager

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Pre-defined Reports Supplied with Resource Manager

Sage People Resource Manager includes a number of pre-defined reports. You can use these as configured, or re-configure them to meet your exact requirements.

Resource Manager reports are stored in the Fairsail Resource Manager folder:

Report Description

Budget vs Actual by Job Difference between budgeted and actual salaries by Job Title.

Budget vs Actual by Team Difference between budget and actual salaries by team.

Resource Need Status Current status of all positions on all Resource Plans.

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Index A About this Guide • 4

C Calculations • 39 Changing the Data Category • 27 Changing the Time Period • 26 Creating Your Own Data Categories • 28, 29

E Example

Exclude Involuntary Leavers • 33 Group Countries by Region • 29, 37 Turnover Report by Month • 40, 43 Turnover Report by Quarter • 43

F Fairsail Administration • 6, 7 Fairsail Analytics • 6, 9 Fairsail Platform Dashboards • 10 Feedback • 4

H HR Analytics • 12

M More Example Formulas • 37

P Performance Management • 6, 13 Pre-defined Reports and Dashboards Supplied

with Sage People HCM • 6 Pre-defined Reports and Dashboards Supplied

with Sage People Recruit • 44 Pre-defined Reports Supplied with Fairsail

Resource Manager • 49

R Reports and Dashboards • 5

S Sage People Dashboards (Sage People Recruit) •

44, 45 Sage People Recruit • 44, 46 Salary Planning • 6, 14

T Talent Succession Planning • 6, 17 Time Off Management • 6, 19 Training Development • 6, 21 Turnover Report • 6, 23

W What the Turnover Report Shows • 24

Guide to Reports and Dashboards Supplied with Sage People · 2019-03-11 · Salary and bonus...

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Transcript of Guide to Reports and Dashboards Supplied with Sage People · 2019-03-11 · Salary and bonus...