15Five's HR Outcomes Dashboard is your command center for strategic HR. It's a one-stop shop for measuring outcomes, gathering insights, and taking actions that connect your performance management programs to your business's bottom line. This article walks through how to use 15Five's HR Outcomes Dashboard to measure, analyze, and compare outcomes within your organization.
In this article, you will learn...
- How to access the HR Outcomes Dashboard
- How to holistically use the dashboard
- The anatomy of dashboard tabs
Access and availability
⛔️ Required access to HR Outcomes Dashboard.
👥 This article is relevant to roles and individuals assigned access to the HR Outcomes Dashboard.
📦 This feature is available in the Total Platform pricing package.
Access the HR Outcomes Dashboard
- Click Outcomes Dashboard in 15Five's main, left-hand navigation.
- You're now on the Outcomes Dashboard, which contains three tabs.
- The Dashboard tab (in-app link) allows you to view, analyze, and compare outcome scores in your organization and receive catered recommendations for actions to take to improve outcomes.
- The Action Plans tab (in-app link) is your hub for creating strategies that drive tangible improvements in performance, engagement, and retention.
- ⭐️ COMING SOON: The Impact tab (in-app link) lets you review and report on metrics associated with Action Plans.
Use the HR Outcomes Dashboard
Each part of the HR Outcomes Dashboard works together to tie the things your HR Team is doing to tangible results that impact your business's bottom line— at scale, through managers.
Follow these steps to use the dashboard effectively:
Configure the HR Outcomes Dashboard to measure outcomes incorporating data signals from performance reviews, OKRs, engagement surveys, Check-ins & 1-on-1s, and your connected HRIS.
Check the HR Outcomes Dashboard regularly to review key metrics. Using filters, you can view outcome data for specific subsets of employees, allowing you to pinpoint areas for improvement. Focus on identifying any concerning trends or significant changes, especially in critical segments like top performers.
Note
If your organization doesn't yet have data for outcome scores, the scorecards will display in a default empty state. As you collect relevant data in 15Five, the scores will become more accurate and actionable.
Dive deeper into outcomes data using detailed reporting. Reports are available 1) from within Outcome Scorecards by clicking Explore this data and 2) in the "Data Insights" section at the bottom of the dashboard.
The HR Outcomes Dashboard uses responsive AI to surface tailored recommendations for action based on your unique situation and data mix.
Strategic HR Action Plans empower HR leaders with a way to more effectively design, execute, and measure strategies that drive tangible improvements in performance, engagement, and retention.
Craft campaigns that target key areas for improvement and assign actions— like targeted 1-on-1 talking points and manager enablement courses— directly to relevant managers, incorporating recommended actions. As you create an Action Plan, define specific metrics to track the effectiveness of the plan, such as engagement scores, eNPS, and turnover rates.
Track the progress and impact of assigned actions to hold managers accountable and demonstrate the impact of HR initiatives to your C-Suite. Use the Impact tab of the dashboard (COMING SOON!) to review improvements in metrics and prepare to present these results to the executive team, highlighting significant achievements and areas for further improvement.
Here's a walkthrough of how to holistically use the dashboard:
Anatomy of Dashboard Tabs
Now that you understand how to holistically use the HR Outcomes Dashboard, let's dive into the nitty-gritty of what components are included in each tab.
The Dashboard tab (in-app link) allows you to view, analyze, and compare outcome scores in your organization and receive catered recommendations for actions to take to improve outcomes. The following components are available in this tab:
Filter
By default, the HR Outcomes Dashboard contains information for your entire company. The filter at the top of the page allows you to see results for specific subsets of your organization.
The following filters are available:
Use the "Groups" filter to filter the HR Outcomes Dashboard to show only information for specific manager hierarchies or groups. In the filter list, groups are organized by Group Type.
Note
When filtering by Hierarchy, outcomes calculations will include the data of the top-level manager. For instance, if you filter by "Victoria Noss's Hierarchy," the data for each outcome metric will incorporate Victoria's data.
The "Demographic data" filter allows you to filter the HR Outcomes Dashboard by cohorts of individuals who share specific characteristics.
You can filter by the following demographic data:
- Tenure
- Age
- Salary
- Gender
- Race
- Ethnicity
Tip
To enable and populate demographic attributes for your team, see this article.
The "Outcomes data" filter allows you to filter the HR Outcomes Dashboard based on performance data or engagement level.
Performance (sourced from Best-Self Review®)
- Top performers
- Mid performers
- Bottom performers
- Unmeasured
Note
Users are placed in performance designations (top, mid, or bottom) based on one of two options: 1) their performance ratings or 2) their response to a performance-based review cycle question, which you can select in the "Performance" section of your HR Outcomes Dashboard configuration. In either case, we'll pull the latest data from every review cycle selected in your configuration. Learn how to configure the HR Outcomes Dashboard.
Engagement (sourced from Engagement)
- Extremely engaged
- Highly engaged
- Moderately engaged
- Disengaged engaged
- Highly disengaged
- Unmeasured
Note
Engagement level is determined using the engagement score of active users who participated in an engagement survey in the applied date range, using their most recent engagement score. To protect confidentiality standards, you will not be able to see individual engagement score data, even when filtering the dashboard by engagement level.
Outcome Scorecards
Below the filter, you'll see the Outcome Scorecards, which contain the latest scores for Manager Effectiveness, Engagement, Performance, and Turnover.
The following metrics are used to measure outcomes:
On the HR Outcomes Dashboard, manager effectiveness is measured using the Manager Effectiveness Indicator— a powerful measurement that provides a holistic view of how effective your managers are by incorporating objective behaviors in 15Five and subjective data from assessments.
The magic of this metric is in the configuration, which you can customize based on your organization's philosophy of what makes an effective manager.
On the HR Outcomes Dashboard, Engagement is measured in one of two ways:
- ⭐️ Engagement Score (Recommended): The average engagement score of all active users who participated in an engagement survey in the applied date range, using their most recent engagement score.
- Average Pulse in Check-ins: The average Pulse score given in Check-ins by all active users, using the most recent Pulse score given in the past 31 days.
If your organization has run an engagement campaign, the Engagement Scorecard will default to the engagement score. Otherwise, it will show Pulse.
On the HR Outcomes Dashboard, Performance is measured in one of three ways:
- ⭐️ Performance Rating (Recommended): The % of active users whose most recent performance rating was in the top, middle, or bottom based on the selected Performance Ratings+ rubric. This metric will pull the latest data from every review cycle you select in the Performance section of your HR Outcomes Dashboard configuration.
- Specific review cycle question: The % of active users whose most recent performance designation was in the top, middle, or bottom based on a performance-based question you select in the Performance section of your HR Outcomes Dashboard configuration. This metric will pull the latest data from every review cycle selected in your configuration.
-
Objectives: The % of active objectives (excluding self-development objectives) that were marked “on track” at their last update out of the total number of active objectives. You can see this metric by clicking the Settings gear in the top, right-hand corner of the Performance Scorecard and selecting "Switch to Objectives" from the dropdown menu.
Turnover is measured by the number of employees with a termination date in the past 30 days out of the average number of active users during the selected date range x 100 (expressed as a percentage). Learn how to add turnover data to 15Five.
Note
Managers are the #1 driver of employee performance, engagement, and retention. Because of this, we show your organization's Manager Effectiveness Indicator on the HR Outcomes Dashboard alongside Engagement, Performance, and Turnover.
Explore this data
At the bottom of each Outcome Scorecard, you'll see an "Explore this data" option. Clicking this link will take you to a dashboard containing more information about the outcome.
The following data insights are available from Scorecards:
Clicking Explore this data at the bottom of this Scorecard will take you to the Manager Effectiveness Indicator dashboard: a tool that provides a comprehensive view of managerial effectiveness, managers' impact on key metrics, and strategies for improvement. Learn how to use the Manager Effectiveness Indicator.
Clicking Explore this data at the bottom of this Scorecard will take you to the "Engagement" data insight details page. Here you can see how subsets of your organization scored in engagement drivers. Colors in the "Score Avg" column depict how positive or negative a driver score is compared to 15Five's global database average. The closer to red, the more negative, and the closer to dark blue, the more positive. Gray is average.
💡How are driver scores calculated?
When filling out engagement surveys, employees rate their agreement with the 2-3 statements related to each driver on a 5-point scale (from "strongly agree" to "strongly disagree"). We then average these responses and convert them to a 10-point scale for comparison against an Engagement Index. Each driver has a static index value based on thousands of inputs from the EngageSurvey, providing a consistent benchmark for your scores. The score shown in the "Score Avg" column indicates how many points above or below that of 15Five's global database average your result is.
When viewing performance designation data in the Performance Scorecard, clicking Explore this data will take you to the "Performance" data insight details page, which allows you to explore the distribution of performance designation across employees.
When viewing objective status data in the Performance Scorecard, clicking Explore this data will take you to the "Objectives status" data insight details page, which allows you to explore the distribution of objective statuses.
Clicking Explore this data at the bottom of this Scorecard will take you to the "Performance and turnover" data insight details page, which allows you to see the distribution of turnover compared to performance designation.
Data insights
At the bottom of the HR Outcomes Dashboard, you can access data visualizations that enable you to dive deeper into outcomes data.
The following data insights are available:
Shows changes in the distribution of objective status over time.
This visualization shows the current state of objective statuses. Objective owners update the status of their objectives from within their Check-ins or from the Objectives Dashboard. The options are No Status, At Risk, Behind, and On track.
- Y-axis (vertical): Total % of company-wide, group, and individual objectives. This does not include self-development objectives.
- X-axis (horizontal): Timeframe by week.
- Color key: Objective status category.
Shows the distribution of people who left your organization and their performance designation over time.
This visualization shows the comparison of Performance Ratings and Turnover, and is intended to display the relationship between performance and turnover.
- Y-axis (vertical): # of employees.
- X-axis (horizontal): Timeframe by month.
- Color key: Performance designation (based on Performance Rating or answers given to a specific performance-related question provided in Best-Self Review® cycles).
Shows the engagement of current top performers over time.
This visualization shows the comparison of Performance Ratings and Engagement and is intended to display how engaged your top performers are.
- Y-axis (vertical): # of employees.
- X-axis (horizontal): Timeframe by quarter.
- Color key: Engagement level (based on results from engagement surveys).
Shows the flow of active users' engagement statuses over time.
This visualization shows the engagement level of employees within your organization.
- Y-axis (vertical): # of employees.
- X-axis (horizontal): Timeframe by quarter.
- Color key: Engagement level (based on results from engagement surveys).
Shows the Pulse score of top performers over time.
Note
This report is only available if your organization has run an engagement campaign. The reason being that organizations that have not run engagement campaigns will see Pulse data as the primary metric in the Engagement Scorecard and can apply filters to see this information.
This visualization shows how engaged your top performers are based on answers given to the Pulse question ("How did you feel at work this week?") in Check-ins.
- Y-axis (vertical): # of employees with a "top performer" designation, based on Performance Rating or answers given to a specific performance-related question provided in Best-Self Review® cycles.
- X-axis (horizontal): Timeframe by quarter.
- Color key: Pulse score given by top performers in the most recent Check-in.
Shows the Pulse score of active users over time.
Note
This report is only available if your organization has run an engagement campaign. The reason being that organizations that have not run engagement campaigns will see Pulse data as the primary metric in the Engagement Scorecard and can apply filters to see this information.
This visualization shows the comparison of performance designation and Pulse score, and is intended to display how engaged your top performers are based on answers given to the Pulse question ("How did you feel at work this week?") in Check-ins.
- Y-axis (vertical): # of active employees.
- X-axis (horizontal): Timeframe by quarter.
- Color key: Pulse score given in the most recent Check-in.
How to interact with data insights:
Use the filters at the top of the HR Outcomes Dashboard to filter data visualizations by a specific subset of individuals.
Or, use the timeframe filter in the top, right-hand corner of a visualization to see data for a different time period.
Use the Y-axis to see how data trends over time. This can be an indicator of how Strategic HR Action Plans are impacting outcomes, or a warning sign that certain outcomes may need attention.
Additionally, you can hover over bars in each visualization to see how users are moving through different levels within the color key.
Click the 🔍 Explore option at the bottom of a data visualization to open detailed reporting.
You can also create an Action Plan from within a data visualization. Action Plans in 15Five are strategic plans that HR teams use to organize and measure the work you're doing to improve HR outcomes (employee performance, engagement, and/or retention) in your organization. Each Action Plan comprises a set of actions— that is, manager tasks that contribute to the plan's progress and success over time.
- Clicking Take Action at the bottom of a data visualization allows you to create a custom plan.
- Clicking Draft Action Plan in a Spark AI recommendation allows you to create an Action Plan using 15Five's recommended actions and based on your organization's data.
The information you see in data visualizations will sometimes warrant further discussion with a manager, teammate, or member of the executive team. With that in mind, we've made it easy to loop in the right people to discuss this information using the Discuss with someone option.
Clicking Discuss with someone at the bottom of a data visualization will open the bulk actions form, which you can use to assign a discussion item to appear between you and
The Action Plans tab (in-app link) is your hub for creating strategies that drive tangible improvements in performance, engagement, and retention. The following components are available in this tab:
Filters
By default, the Action Plans tab all Action Plans created for your organization. The filter at the top of the page allows you to see Action Plans that target specific outcomes or that are tied to specific metrics.
The following filters are available:
Use the "Outcomes" filter to see Action Plans that target specific outcomes: either Engagement, Performance, or Turnover.
The "Metrics" filter allows you to see Action Plans that are tied to specific metrics. Metrics are assigned during the process of creating an Action Plan.
Check out our "What metrics can I use to measure success in Action Plans?" article for a full list of metrics you can use to filter the Action Plans tab.
"Draft Action Plan" button
Click Draft Action Plan in the upper, right-hand corner of the page to create an Action Plan. Check out our "Create and launch an Action Plan" article for additional information.
Action Plans list
From the Action Plans tab, you can easily access all in-progress, drafted, and archived plans created for your organization.
- 🚀 In progress plans are plans that have been launched.
- 📝 Drafted plans are plans that have been created, but not yet launched.
- 📦 Archived plans are plans that were created and manually archived.
⭐️ COMING SOON: The Impact tab (in-app link) will let you review and report on metrics associated with Action Plans.