HR Metrics Dashboard Reporting

2 Our Situation A wide variety of data sources and formats Mainly just list-style reporting Inability to report on multiple levels or to slice the data into different views. Inconsistent tracking and data management Reporting of any data was largely reactive

3 What We Needed A common and consistent reporting tool that could draw from existing data sources More dynamic, up to date reporting Ability to report on multiple levels and with multiple views (slice and dice) Ability to report proactively and to do trending

4 What We Did Established a planning function within HR as part of a new service delivery model Hired a planner with a data oriented skill-set Extracted all data to common reporting tool (Excelsius) Shifted to a dashboard concept

5 The Consultant Team No one person or function in HR can deliver this new model alone The “Now What” Builds relationships Knows the client’s business Generalist Planner Specialist The “What” Analyzes source data Coordinates Corp HR Projects The “So What” Subject expertise Source of raw data Client

6 The three legged stool Our Client Planner SpecialistGeneralist These three functions are equal They depend on each other to survive They each bring something to the client table They draw on the strength of each other to enhance their own role

7 How does our new metrics model work? Built on a core set of ‘executive’ metrics Executive metrics can be mined by organization and by demographic Each metric has a detailed view with data and graphics Data is refreshed regularly Many variables can be viewed with just a few clicks

8 Dashboard Tour A few sample views of the reporting tool

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28 So What Does This Mean? HR staff now have fast access to consistent data through a desktop icon Specialists can mine data and see trends in their areas of expertise Generalists can look up program specific metrics for their clients Corporate reporting (HRBN, OMBI) now takes minimal effort

29 Next Steps Check data integrity in 2011 Move to the “So What” phase HR Generalists/Specialists start using data for their programs and stakeholders Move to proactive instead of reactive reporting Generate an annual Senior Management Report