For admin users, our 'Check-in activity' data dashboard provides a simple overview of how often your people are checking in, how different departments or teams compare and whether or not mangers are reviewing check-ins.
It is an extremely useful resource for managing check-in participation and spotting any issues that need to be resolved.
How to get to the dashboard
- Select the 'Organisation' tab in the top navigation bar
- Once the 'Organisation' tab is loaded, the top left-hand section will show the sentiment chart.
- At the top of this section, switch to the 'Check-ins' tab. You will now see a chart plotting employee participation rates from previous months.
- To open this data dashboard, simply click 'View details'
Navigating around the dashboard
This check-in activity dashboard is split into two main parts:
- Check-in activity data chart - at the top of the page
- Check-in activity data table - below the chart (requires a page scroll)
Data Chart:
In the data chart, there are a number of functions that allow you to manipulate the data you see:
- In the top left-hand corner, the underlined text can be clicked and changed to allow the data to be shown in different grouped periods (e.g. monthly, weekly, by check-in date)
- Below this you can filter or group data against a number of set variables (e.g. by department or team)
- In the top right-hand corner, you are able to select dates or time periods for which you want to see data (e.g. past three months or a custom date range).
- Below this you have three radio buttons:
- The first switches between a bar graph and a line graph. This is especially useful when viewing data in groups (e.g. departments) as it makes those distinct groups much clearer and cleaner to view.
- The second allows you to switch between employee participation data (i.e. how many check-ins are being completed by employees) to manger review data (i.e. how often managers are actually reviewing the check-ins submitted by their people).
- The third allows you to switch between an absolute view of the data and a percentage-based one.
Data table:
In the data table, you can view the raw data that goes to creating the chart above. The data within the table changes alongside the filters you apply within the chart. Here you can export the data to a CSV file for further analysis in Excel (or similar).
What to read next?
How to nudge managers to review check-ins: If employees are completing check-ins that go unreviewed by their manager, participation can start to drop. Helpfully there is a tool you can use to quickly remind managers to review more.
How to improve employee participation: This article gives you some useful interventions and top tips for building up employee check-in rates should they fall.
How to improve manager participation: Managers reviewing and providing useful feedback to employee check-ins is essential for an effective approach to Perform & Engage 365. This article will get your more resistent managers engaged.