Introduction

Welcome to the comprehensive guide on navigating the SCView Financial Dashboard HR Analytics page. This guide will walk you through the various functionalities designed to streamline the process of analyzing and monitoring key financial and HR metrics. Each feature is developed to enhance your understanding of your organization's workforce and financial status, aiding in effective strategic planning and management.


A. Problem statement

Managing and interpreting large volumes of financial and HR data can be overwhelming without the right analytical tools. Financial and HR managers often struggle to access and interpret detailed information about employee demographics, financial distributions, payroll data and more, leading to inefficiencies in reporting, decision-making, and resource allocation within the organization.


B. Solution

To tackle these challenges, the SCView Financial Dashboard HR Analytics page provides a robust suite of visualization tools that display complex data through intuitive charts and interactive elements. From employee statistics and diversity metrics to certification statuses and payroll distributions, these tools allow users to swiftly access, understand, and act upon crucial information, significantly enhancing the efficiency of financial and HR processes.


Step 1: Enable Dashboard

  • Navigate to the Administration page, then choose the Configuration tab.
  • In the top left corner, there is a check box to enable or disable the HR Dashboard.


Step 2: Employee Stats Header

  • Displays the total number of current employees.
  • Breaks down the workforce into Certified and Classified categories.
  • Segregates employee numbers by gender.
  • Provides the average age of employees.
  • Summarizes the total years of service accumulated by all employees.
  • Differentiates between Full Time and Part Time employees.

Step 3: Leave Type

  • Illustrates the total amount of leave taken either in the Current Fiscal Year or the Previous Fiscal Year through a detailed pie chart, categorized by leave type.

  • Clicking on any pie chart section reveals a popup with the following detailed information: Name, Reason, Date, Employee ID, and Position.

Step 4: Staff by Job Class

  •  Visualizes the distribution of job classes via a bar chart for easier comprehension of workforce structure.

  • Interacting with a specific section of the bar chart refreshes the display to show relevant data for that job class.

Step 5: Certifications/Licenses

  • Helps track the status of Teachers/Staff Licenses and Certifications, identifying those expired or nearing expiration.
  • Combines visual charts with a corresponding grid listing individual names linked to each chart for easy reference.


Step 6: Education, Years of Service, and Job Title

  • These three pie charts dynamically adjust according to the selected job class from the bar chart above, providing specific insights into: 

  • Education: Details on education levels that, when clicked, show more information like Position, Hire Date, and Status.

  • Years of Service: Clicking a section reveals extended details such as Position, Hire Date, and Status.

  • Job Title: Further details manifest upon interaction, showing data like Position, Hire Date, and Status.


Step 7: Staff by Diversity

  • Displays the diversity within job classes, visually representing the varied backgrounds of your employees.

Step 8: Staff Count by Zipcode

  • Maps where employees live, with the data sortable by job class upon interaction with the chart.

Step 9: Birthdays and Anniversaries

  • Showcases important dates like work anniversaries and birthdays of staff members, organized by job class for personalized recognition.

C. Best Practices

Ensure Data Integrity: Regularly verify and update all data inputs to maintain accuracy and reliability in reporting.


D. Related Articles

 Financial Dashboard: Allow Admin Users to Modify Report Category Descriptions 


Conclusion

The SCView Financial Dashboard HR Analytics page is a potent tool in the arsenal of modern financial and HR management. By effectively employing its features, organizations can gain a transparent and profound understanding of their financial standings and workforce dynamics. These insights empower managers to make informed decisions, streamline operational workflows, and achieve strategic objectives more efficiently. In essence, this dashboard is not just a tool for viewing data but a platform for driving organizational success.