Overview: The Engagement has integrated a dashboard into its interface, allowing users to easily track progress in critical areas. In this article, we will show you how to navigate through the elements of this dashboard.
Start from: The Engagement module.
When opening Engagement, you will automatically see the Dashboard. If you are navigating Engagement, you can return to the dashboard by selecting Home from the main menu.
The Dashboard is made up of 4 tiles:
Recognitions: This tile displays a summary of all recognitions awarded during the timeframe chosen in the date selector. This is then compared as a percentage to the preceding period. For a more detailed analysis, users have the option to choose specific reasons for recognition.
Engagement Score: The Engagement Score is computed by combining the response rate from surveys and the level of interaction on news posts. In the future, we plan to incorporate more factors into this calculation, such as the number of recognitions, among others. his is also compared as a percentage to the preceding period. The Engagement Score now uses an improved formula for greater accuracy. This weighted formula is based on the survey response rate, news read rate, and recognition rate.
Push Surveys: This tile gives an overview of any active surveys on the users platform, including details of the start/end date and the percentage/number of survey completions.
Communications: This shows the number of active posts across the platform including the average number of views as a percentage and a comparison with the preceding period.
Comparison with the previous period
The comparison with the previous period has three ways of showing the information:
- Green colour: The best one, the positive result. This indicates that the current period has been better than the previous one, so there has been an improvement.
- Red colour: The negative result. Indicates that this period has been worse than the previous one.
- Grey colour: This happens when there is no data to make the comparison.
Visualization scenarios
The dashboard will only show data corresponding to the access levels set up for your user profile or company. There are two possible scenarios in which your data view could be limited:
- When the company doesn't have these features
- When the user doesn't have access to these features
When the company doesn't have these features
In the first scenario, the user will find those tiles that are not included in the company's plan like this:
The icons look disabled, and the content is replaced with marketing text. Next to it, the user can find a button that brings access to upgrade their plan.
The Engagement score tile will always appear, as it's info available to everyone.
When the user doesn't have access to these features
In the second scenario, those sections without access are marked as forbidden, but the user still sees the tiles active. The content has been replaced with the copy: No access. You don't have permission to access this feature.
Also, tiles such as Push Surveys and other forbidden ones are smaller. There is no need to maintain the height in these cases, so the size is reduced.
In this case, the Engagement score also appears, as it is info available to everyone.
Notes: The user will always see these 4 tiles (recognitions, engagement score, push surveys, and communications) even if the section is not allowed for him/her, or even if the company hasn't hired this feature.
Filter
Users can Filter the data they see in the Engagement dashboard.
The available filters are Dates (shown at the top left corner) and Employee by level (selecting the filter icon at the top right corner).
Notes: In the case of the Employee by level filter, the first field filters the second field, and the second field filters the third field. This is the way this filter works.
Mobile version
In the mobile version, the Push surveys tile has to be different in comparison to the other ones, as it has a table inside that can't easily fit the type of screen.
The way to access this section is to select the tile, and a list of cards will be deployed with the metrics of each survey, as we can see in the following image:
Switching between multiple operators
- Find the pop-up operators list to view the operators available (this is usually towards the bottom right of the screen).
- Select the operator you want to switch to.