What is Organization Insight?

Organization Insight shows the following metrics related to your organization:

• Onboarding Status
• Users and Roles
• Pending Tasks
• Content Metrics
• Attributes

Who can access Organization Insight?

System Administrators are the only users who have access to Organization Insight.

How do you access Organization Insight?

Click the Menu icon and then scroll down to Reports/Dashboards. Click the Organization Insight.

What does Organization Insight consists of?

Organization Insight consists of the following segments.

Graphs

Clicking on a segment presents a popup with the details related to that segment.

Click on a Candidate ID.

Clicking on a Candidate ID presents the Candidate Summary page for the associated New Hire.

Clicking on Candidate ID again directs you to the invitation.

Information on the invitation can be changed if the invitation status allows.

Hovering and clicking are available on any of the segments of any of the graphs.

Content Metrics Chart

The Content Metrics chart shows counts for each type of content in the system.

Click on any of the type to see the list of all content related to that type. For instance, clicking on the Notification Templates displays a popup with the list of all Notification templates present in the system.

If you click on a specific content, it presents the details of that content in view only mode. For example, click on the 'Onboarding Awaiting HR Complete' Notification Template.

Details of the Notification Template is displayed as below.

Attributes Chart

The Attributes chart shows counts for each attribute in the system.

Clicking on an attribute presents a popup with the details related to that attribute.  Clicking Business Unit presents all Business Units in the system.

Clicking on a Business Unit presents the details of that Business Unit in view only mode. For instance, clicking on the 'Food Business Unit' presents the details as follows.