The Staffing Hygiene Dashboard has been created and configured for you right out of the box, so your Operations Team has a built-in dashboard based on best practices, utilizing your data.

About the Staffing Hygiene Dashboard

What data is included? Job Order / Placement

Who should use it? Operations and InsightSquared Support

When to use it? During Implementation, then Quarterly

Why use it?

To understand the profile of the data you have and spot-check critical hygiene points that would impact your platform deployment. Identify areas of concern for data quality that would impact dashboards and reporting.

Usage by Persona

For Sales Operations

When: During Deployment, and Quarterly afterward

How: During deployment, identify key areas of hygiene that would impact the quality of the deployment.

Outcomes:

• Potentially identify data cleanup projects

• Potentially backfill missing data

• Review InsightSquared configuration to validate that all picklist values are appropriately categorized (ex. all employment types)

• Alter InsightSquared default value calculations if needed

Pre-req Training

Copying and Editing Cards

You may decide you want additional cards similar to what's provided, check out this article on copying and editing cards to learn how you can copy and adjust a current card instead of starting from scratch!

The Staffing Hygiene Dashboard

The following rows and cards make up the template of reports we consider best practice for a Staffing Hygiene Dashboard. Each card can be opened with one click to further inspect data with a more focused view on a particular report.

We recommend having your Staffing Hygiene Dashboard open in another window as you walk through this guide.

Rows 1 & 2: Are fields being populated correctly for contract job orders/placements? Are there any value units we are not capturing?

Row 1

• Contract Jobes with 0 or Missing Pay Rate (Headline)

   

• Contract Jobs with 0 or Missing Bill Rate (Headline)

   

• Contract Placements with 0 or Missing Pay Rate (Headline)

   

• Contract Placements with 0 or Missing Bill Rate (Headline)

Row 2

• Contract Jobs With Negative Gross Margin (Headline)

   

• Contract Placements With Negative Gross Margin (Headline)

   

• Contract Job Salary Unit Split (Pie Chart)

   

• Contract Placements Salary Unit Split (Pie Chart)

   

Row 3: Are the appropriate value fields populated for permanent job orders and placements?

• Permanent Jobs With 0 Or Missing Fee (Headline)

   

• Permanent Jobs With 0 Or Missing Salary (Headline)

   

• Permanent Placements With 0 Or Missing Fee (Headline)

   

• Permanent Placements With 0 Or Missing Salary (Headline)

Row 4: Do any contract job orders/placements have extremely high or low durations?

• Contract Jobs Duration (Bar Chart)

   

• Contract Placements Duration (Bar Chart)

Row 5: Are any contract job orders/placements missing start and end dates?

• Contract Jobs With No Start Date (Headline)

   

• Contract Jobs With No End Date (Headline)

   

• Contract Placements With No Start Date (Headline)

   

• Contract Placements With No End Date (Headline)

Row 6: Are our employment types being captured correctly?

• Job Employment Type Split (Pie Chart)

   

• Placement Employment Type Split (Pie Chart)

   

• Jobs By Contract Or Permanent (Pie Chart)

   

• Placements By Contract Or Permanent (Pie Chart)

Rows 7: Do any records have percentages 100%+?

• Jobs By Fill Rate Where Fill Rate > 100% (Bar Chart)

   

• Perm Placements By Fee Percent Where Fee Percent 100%+ (Bar Chart)

How did we build this dashboard template for you?

The Staffing Hygiene Dashboard has been created for you out of the box using the configurations listed below. We love being able to provide this Dashboard out of the box and ready to use, but it's always good to know what data you're working with when you hit the ground running.

Dashboard Configuration

• Base Template - Generic Job Order

• Content-Type - Job Order, Placement

• Filters - Job Order fields, Hierarchy

Filters on Report Drills

Clicking on a card will produce an inspection report so you can drill down on a card's specific data. Each report comes with our recommended best practice filter sets (report columns) that can be customized to best fit your process. Read Interactive Filters to learn more!

If you run into any issues, please contact support.