ClearInsights: People Analytics Prebuilt Liveboards Overview

ClearInsights Prebuilt Liveboards allow users to create dynamic and customizable dashboards. Prebuilt Liveboards collect related charts, tables, and headlines into a cohesive and engaging data story, empowering users to explore and present data insights effectively. In this article, we dive into the People Analytics Liveboards available.

In this article:
People Analytics Overview

Available People Analytics Prebuilt Liveboards:
Compensation: Average Pay | Total Spend |
Diversity, Equity, and Inclusion: Gender Diversity | Racial and Ethnic Diversity | Retention by Gender | Retention by Race & Ethnicity |
Grow, Flow, Turnover:  Promotions by Role | Turnover by Department |
Headcount - Active Employees |
Presentation and Pay Disparity by Gender, Race, or Ethnicity

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People Analytics Overview

ClearInsights Prebuilt Liveboards for People Analytics provide powerful tools to monitor and analyze a diverse workforce, offering insights into critical areas such as gender, racial diversity, compensation, and employee turnover.

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Please note:

• People Analytics Prebuilt Liveboards is an add-on feature.
• Only users with HR Admin permission will have access to these reports.
• People Analytics works best with clients who are utilizing the ADP Bi-Directional Connector. If a client is not using ADP, they will need to import Roles and Compensation History in order to get the best and most accurate information.
  • When using the ADP Bi-Directional, most of the information will NOT be editable in ClearCompany.
  • Any role change in ADP is tracked as a promotion; this includes lateral role changes. We only track a change to the Job Title field in ADP, whereas ADP has a separate field, "Job Change Reason Description," that does not flow back into ClearCompany.
  • Employee Status: Any employee who has a status of “On Leave” in ADP will read as “Active” in ClearCompany. 
• Clients not using ADP should consider the manual uploads that will need to be done monthly for the best information.

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Available People Analytics Prebuilt Liveboards

Compensation - Average Pay

The Average Pay Prebuilt Liveboard shows the average annual base payroll for their employees. The Liveboard provides the client with valuable data to support their compensation strategies, promote fairness, attract top talent, and ensure alignment with industry standards and employee expectations.

The Average Pay Prebuilt Liveboard would be helpful when answering:

• What is the average annual base payroll for employees?
• How does the average pay vary based on employee roles?
• How does the average pay differ across different locations?
• What is considered a fair wage for employees based on their roles and locations?

Data Points Included
Employee Name	Annual Base Pay	Department	Role	Location

Compensation - Total Spend

The Total Spend Prebuilt Liveboard provides information on the total annual base payroll for employees, allowing the client to assess their overall expenditure on employee salaries. The Total Spend Liveboard assists in analyzing and managing payroll expenses, optimizing resource allocation, and making data-driven decisions to align their spending with their organizational objectives.

The Total spend Prebuilt Liveboard would be helpful when answering:

• What is the total annual base payroll expenditure for employees?
• How is the payroll expenditure distributed across different departments, teams, or locations?
• Which areas of the organization have high or low spending on employee compensation?
• How does the total spend on payroll compare to the allocated budget?
• Which departments or teams consume a significant portion of the budget?

Data Points Included
Employee Name	Annual Pay	Department	Role	Office

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Diversity, Equity, and Inclusion: Gender Diversity

The Gender Diversity Prebuilt Liveboard allows a client to view a company-wide overview of how gender is represented in their organization. The Gender Diversity liveboard enables the client to assess, monitor, and improve gender diversity within their organization. It empowers them to drive positive change, promote equal opportunities, and create a more inclusive and diverse workplace culture.

The Gender Diversity Prebuilt Liveboard would be helpful when answering:

• Can this report show me how gender has been represented in my company over time?
• Are there any imbalances or underrepresented genders within the workforce?
• How does gender representation vary across different job levels, departments, or teams?

Data Points Included
Employee Name	Role	Office	Department	Supervisor
Gender	Race and Ethnicity	Age	Employee Status	Company Tenure (Years)

Diversity, Equity, and Inclusion: Racial and Ethnic Diversity

The Racial and Ethnic Diversity Prebuilt Liveboard provides a company-wide overview of how racial and ethnic diversity is represented within an organization. By leveraging the Racial and Ethnic Diversity Liveboard, the client can gain valuable insights into their organization's diversity landscape, take targeted actions to address any gaps, and foster an inclusive and diverse workplace culture that embraces individuals from all racial and ethnic backgrounds.

The Racial and Ethnic Diversity Prebuilt Liveboard would be helpful when answering:

• What is the racial and ethnic composition of the organization?
• Are there any underrepresented racial or ethnic groups within the workforce?
• How does racial and ethnic diversity vary across different job levels, departments, or teams?

Data Points Included
Employee Name	Role	Office	Department	Supervisor
Gender	Race and Ethnicity	Age	Employee Status	Company Tenure (Years)

Diversity, Equity, and Inclusion: Retention by Gender

The Retention by Gender Prebuilt Liveboard provides insights into the retention and turnover rates within an organization, specifically focusing on gender. By leveraging the Retention by Gender Liveboard, you can gain valuable insights into retention patterns and trends among different gender groups. 

The Retention by Gender Prebuilt Liveboard would be helpful when answering:

• Identify where and how retention is skewed by gender?

Data Points Included
Employee Name	Office	Role	Gender	Hire Date
Race and Ethnicity	Supervisor	Tenure Bucket	Department	Age
Employee Status	Termination Date

Diversity, Equity, and Inclusion: Retention by Race & Ethnicity

The Retention by Race and Ethnicity Prebuilt Liveboard provides insights into the retention and turnover rates within an organization, specifically focusing on race and ethnicity. By leveraging the Retention by Race and Ethnicity Report, you can gain valuable insights into retention patterns and trends among different racial and ethnic groups. 

The Retention by Race and Ethnicity Prebuilt Liveboard will help answer:

• Show me who is staying with the company the longest in regard to their reported race and ethnicity?

Data Points Included
Employee Name	Office	Role	Race and Ethnicity	Hire Date
Gender	Supervisor	Tenure Bucket	Department	Age
Employee Status

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Grow, Flow, Turnover: Promotions by Role

The Promotions by Role Prebuilt Liveboard provides information on role promotions within an organization, specifically highlighting the positions to which employees are being promoted. By leveraging the Promotions by Role Report, you can gain valuable insights into career progression, talent pipeline, succession planning, and organizational performance. 

Promotions by Role Prebuilt Liveboard will help answer:

• Which roles are employees being promoted to or from, most frequently?

Data Points Included
First Name	Last Name	Role	Department	Office
ClearCompany User ID	Supervisor	Employee Status

Grow, Flow, Turnover: Turnover by Department

The Turnover by Department Prebuilt Liveboard provides information on employee turnover within each department of an organization. By leveraging the Turnover by Department Report, you can gain valuable insights into employee turnover trends, identify areas for improvement, and develop targeted strategies to enhance retention, engagement, and organizational performance within each department.

Turnover by Department Prebuilt Liveboard will help answer:

• How much turnover do we have in a specific department?

Data Points Included
Employee Name	Supervisor	Department	Office	Role Prior To Termination
Days In Role	Gender	Race and Ethnicity	Age

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Headcount: Active Employees

The Active Employees Prebuilt Liveboard provides information on the current status and distribution of employees within a company. By leveraging the Active Employees Report, you can gain valuable insights into the size, distribution, and status of your workforce. This information supports various aspects of workforce management, organizational planning, compliance, and employee engagement.

The Active Employees Prebuilt Liveboard will help answer:

• How is the workforce distributed across roles and departments?

Data Points Included
First Name	Last Name	Supervisor	Office	Role
Role Tenure (Years)	Hire Date	Company Tenure	Role Start Date	Gender
Employee Status	Race and Ethnicity	Department	Age Group

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Presentation and Pay Disparity by Gender, Race or Ethnicity

American Indian or Alaska Native | Asian | Black or African-American | Native Hawaiian or Other Pacific Islander
Two or More Races | White | Hispanic or Latino | Female | Male

The Presentation and Pay Disparity by Gender, Race, or Ethnicity Prebuilt Liveboards provides information on the current number of employees in the organization, focused on representation and pay analysis based on various demographic factors such as race, gender, or ethnicity within different roles in the organization. By leveraging these reports, you can gain valuable insights into your workforce's composition, changes in headcount, representation, and pay equity.

The Presentation and Pay Disparity by Gender, Race, or Ethnicity Prebuilt liveboards will help answer:

• How is pay and representation across different demographics?

Data Points Included
Employee Name	Department	Office	Role	Gender
Race and Ethnicity	Role Tenure	Department Pay Percentile	Role Pay Percentile	Annualized Pay

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Additional Resources

ClearInsights: Talent Acquisition Data & Attributes
ClearInsights: Talent Development Data & Attributes