Insights: Advanced Analytics

Contents

• Overview
• Access
  • Navigation
  • Search
• Guidebooks
  • Actions 
  • Program Adoption
    • Success Metrics
    • Goals
    • Feedback
    • Recognition
  • Employee Performance
  • Diversity, Equity, Inclusion & Belonging (DEIB)
  • Learning & Development
  • Analyses
  • Visuals
    • Breakdown
    • Side-by-side Comparison
    • Stacked Bar
• Visibility
• FAQs

Overview

Betterworks Advanced Analytics combines and cross-correlates rich data from the Betterworks application into intuitive dashboards. The insights follow a narrative structure; starting with the business question and presenting the answer in the form of a dashboard.

           

Access

1. Log into Betterworks.
2. Select the Insights module from the top navigation menu.
3. Click the Advanced tab to access Advanced Analytics.

Note: Ensure that your web browser has cookies enabled so that you can properly view the data. 

Navigation

The navigation bar, located on the left side of your screen, is the hub of the solution experience. 

• Home — Your starting point for accessing Advanced Analytics.
• Search — Use the search function to find metrics and analyses you own or have access to.
• Guidebooks — View the Sucess Metrics, Program Adoption, Employee Performance, DEIB, and L&D guidebooks.
• Analyses — Access analyses that have been shared with you.          

Search

You can use keywords or ask questions to quickly locate the analysis you need.

                             

Guidebooks

Advanced Analytics insights are categorized into guidebooks.

    

Actions

In the Guidebook view, you have additional options available to you in the top-right corner. From left to right there:

• Present — Turns the guidebook into an interactive full-screen presentation.
• Download — Turns the analyses into a PDF or PowerPoint presentation.
• Share — Allows you to share the analyses with other members of your organization. 
• Send — Allows you to send the analyses through email or schedule the email to be sent later.
• Ellipsis (three dots) — Allows you to copy your current view to your Analyses room or set the current view as your new homepage.

Program Adoption

See how your program is being adopted and engaged with. Discover data and trends that will provide poignant direction for change enablement.

Success Metrics

Measure of Success provides basic insights into the health of your organization's overall program.

See this export example for reference. 

Goals

The following are commonly used goal filters.

1. Filter — Start Date
   Description — Filters the goals on goal start date.
   Metric — Active Goals (Cumulative)
   
   
   
   
2. Filter — Time Since Last Goal Updated (Range)
   Description — Displays goals that have been updated within the selected range. By default, only a change in a milestone's progress (i.e. the progress is increased from 0% to 10%) is counted as an update to the associated goal.
   Metric — Active Goals (Cumulative)
   
   Note: If you're a Super Admin who would like other actions (i.e. comments or assessments) counted as updates, they can be enabled and would be counted in the updates.
   
   
   
   
3. Filter — Goal Updated In Period
   Description — Goals that have been updated within the selected period. By default, only a change in a milestone's progress (i.e. the progress is increased from 0% to 10%) is counted as an update to the associated goal.
   Metric — Active Goals (Cumulative)
   
   Note: If you're a Super Admin who would like other actions (i.e. comments or assessments) counted as updates, they can be enabled and would be counted in the updates.
   
   
4. Filter — Goal Progress.
   Description — Filters goals based on goal progress percentage.
   Metric — Active Goals (Cumulative)
   
   
   
   
5. Filter — Goal Alignment Hierarchy
   Description — Filter on the goal. All the goals aligned to the selected goals are filtered.
   Metric — Active Goals (Cumulative)
   
   
   
   
6. Filter — Goal Category
   Description — Filter on category. This should be used if only one category per goal is allowed (per the settings in the Admin module).
   Metric — Active Goals (Cumulative) 
   
   

Feedback

The Feedback module includes multiple charts and tables designed to provide insights and understanding. It's primarily divided into four sections as shown below in red box #2. Additionally, there is a universal time range option available at the top of the page, in red box #1 which allows users to switch between different time ranges for all the charts.

Recognition

There are 5 charts showing various trends and analyses on recognition. Similar to the Feedback module, there is a universal time range at the top that will allow you to switch between various time ranges.

Employee Performance

See performance trends from calibration cycles and answer questions about the high and low performers in your organization.

Note: This section requires the use of the Betterworks Calibration module.

DEIB (Diversity, Equity, Inclusion & Belonging)

Detect potential biases and improve fairness in your performance management process.

To utilize the DEIB guidebook, you'll want to ensure that you're sending the necessary user data. These user data fields enable Betterworks to provide deeper insights about the people within your organization. They are configured to send data directly to Advanced Analytics and are not otherwise displayed in the Betterworks user interface, in reports or filters.

Learning& Development

Note: The use of Development goals or goals with the LinkedIn Learning or Udemy milestone integrations is required to populate the goal data in this guidebook.

Gauge how L&D is adopted and driving performance.

When accessing the guidebooks, in addition to the options described above, you can also customize the data you are viewing within the guidebook to filter to a particular group or time period. Click the date presented to you or the "+Add a Filter" option to adjust your view for all the analyses presented in the guidebook.

Analyses

Analyses drill into a guidebook to access the analysis. By default, guidebook charts are expanded and ready to use. To view more information about an analysis you are presented with, click the "?" icon. Click on the analysis to expand the chart and view more information.

To see an outline of the analysis, collapse the content under each header by clicking the expand/collapse arrow.

       

You can adjust the date range, apply filters, and further segment your analysis. Be sure to read the Summary and Insights located on the right to learn more about the analysis.   

Visuals

When exploring the Guidebooks, you'll encounter different types of visuals. Read on to learn more about the different visuals you are presented within the Guidebooks and how they can be utilized.

Breakdown

A Breakdown visual compares the number, frequency, or any measure of two or more related groups.

         

Side-by-side Comparison

The side-by-side visual adds additional metrics, groups, or time periods to the breakdown visual for comparison.

               

Stacked Bar

In a Stacked Bar visual, each bar represents a whole (divided into segments) allowing you to explore different parts of the whole bar.

                     

Visibility

• Super Admin — Super Admins have complete visibility into Advanced Analytics depending on which application version their organization is utilizing (Starter vs. Premium).
• HR Admin — HR Admins have visibility that is directly limited by their scope.  
• Admin — Admins do not have visibility into Advanced Analytics. If you would like to discuss enabling Admin visibility for your organization, please contact your Program Architect, Customer Support Manager, or Support Account Manager.

FAQs

How often does the data in Advanced Analytics update?

Data automatically updates every night at 8 PM PST.

How is my data secured?

Betterworks' existing data compliance practices are consistent throughout the entire application and include Advanced Analytics. 

Why doesn't the guidebook update when I set a date range? 

Guidebooks are made up of visualizations that display insights that only make sense when viewed with a certain timeframe in mind. For instance, the Employee Performance guidebook highlights retention both for the most recent month with data and the most recent quarter. Changing the date range to a month prior will change the average performance rate for the monthly visualization, but not the quarterly one.

What does "Root-Direct Report" mean in the context of manager hierarchy?

"Root-Direct Reports" includes data for the CEO and any other users who do not have an explicitly assigned manager.

Why are the visualizations in certain guidebooks blank?

Some guidebooks rely on imported data rather than history to generate insights. You'll want to ensure that you're sending the necessary user data.

What was that Privacy notice? What are people "agreeing" to?

A privacy notice appears for all users when they first log in, and periodically thereafter as Visier (who we partner with to provide Advanced Analytics) updates their privacy policy. The policy is not something users agree to; it is information Visier is required by law to provide to end users.

My organization doesn't yet have data in Betterworks. What can I get out of Advanced Analytics?

Customers with limited datasets and limited history will still be able to see basic organizational content such as:

• Headcount grouped by various attributes

• Goals essentials analysis

• Conversation essentials analysis

Over time as the organization keeps adding data and building up its history, the dataset will become rich enough to provide more valuable insight such as:

• Performance distribution
• DEIB metrics
• Goal and milestone progress