This article walks through how to use the Insights Dashboard as a manager, including:
- Viewing Dynamic Feedback as a Limited Access User
- Organization Results for Limited Access Leaders
- Group Heatmap
- Creating an Action Plan
Viewing Dynamic Feedback as a Limited Access User
The comments collected from employees in the Dynamic Feedback section of the engagement assessment are available to users with limited access to results. Limited access users can see these comments from the following sections in the Insights Dashboard:
Viewing all Dynamic Feedback comments
Limited access users can view a list of comments from all the employees they have access to by navigating to Feedback > Dynamic. All comments will be listed with the ability to search for keywords and filter by sentiment.
Limited access users can only view comments from the employees they have been given access to through group permissions, but they DO NOT have any ability to filter or segment those results.
Organization Results for Limited Access Leaders
Results for the entire organization from the most recent engagement survey are available to users with limited access. They are able to review the following data, but cannot apply filters when viewing results for the entire organization:
Engagement Score and Response Rate
The first section on Org. Overview displays the most recent Engagement Score for the entire organization along with the associated engagement level (Highly Disengaged, Disengaged, Moderately Engaged, Highly Engaged, Extremely Engaged).
Click the "i" icon in the upper right corner to view the Engagement Score Guide. This compares the organization's Engagement Score to the average Engagement score in our database.
Next to the Engagement Score is the Engagement Score Trend. This displays the scores from previous engagement surveys to monitor the increase or decrease over time. The dotted gray line on the graph represents the average score in 15Five's database for easy comparison. Hover over the graph to see the previous Engagement Scores.
The response rate for the most recent engagement survey is shown along with the count of participants and total employees. Below the current response rate, is a graph with the response rates from the last four surveys. This graph can be used to track how the response rate has trended over time. Hovering on any point on the graph will display the survey date and response rate.
The Engagement Flow chart represents how many employees were in each engagement level (Highly Disengaged, Disengaged, Moderately Engaged, Highly Engaged, Extremely Engaged) from the last four engagement surveys. The chart can be toggled in the upper right corner to display this data by employee count or percent.
When the Engagement Flow is on the count view, you can hover over any bracket to reveal the flow of employees into and/or out of that bracket. This allows you to understand if employees are improving or declining in engagement.
The Drivers tab lists the organization's results for all the drivers 15Five measures. The following data is available in the Engagement Drivers table:
- Name - Each engagement driver, including Strengths and Struggles, is included in this list. Hover on the name to read the definition and survey statements for that driver.
- Score - The Score column lists the organization's driver scores from the survey.
- Influence - The Influence bubble shows how a driver is related to the overall engagement of the organization.
- Change - The Change column helps you quickly identify which drivers in your organization are improving or declining from the previous survey to the current survey.
- Trend - The Trend column displays the change in driver scores over the past four surveys. You can quickly identify which areas are trending up or down and see how the score compares to the average.
Each column in the Engagement Drivers can be sorted to adjust and analyze the data.
The Heatmap tab in Results presents the driver scores for a group compared to the organization. The heatmap allows you to quickly identify areas that are doing well and areas that need attention. The following features are available on this view:
The heatmap displays the 17 driver scores for the most recent engagement survey with two colors, orange and blue.
The scores are compared to the average score from employees in our database for each driver. This average score is the Engagement Index. The typical range for driver scores is -4 to +4.
- Scores that are above the index (0 to +4) are displayed in blue and show that those drivers are strong in the work environment.
- Scores that are below the index (-4 to 0) are displayed in orange and show that those drivers could be improved.
To see the actual scores for each driver, you can hover over any box on the heatmap.
This will display the score along with more details, including the percent change since last survey and trend line showing how that score has changed over time.
To see all the scores displayed on the heatmap, toggle the option to Show numerical values on.
Influence shows how important a driver is to your organization's Engagement Score.
As you look at the driver results on the heatmap, use the Influence bubbles at the top to understand which drivers are most important to engagement for your employees. The larger the Influence bubble, the more likely that driver will have an impact on your Engagement Score.
Driver Definitions and Statements
To read the definition and survey statements associated with each driver, hover on the name.
The row with driver data for your group is labeled with the group name.
Click on the group name to view additional data on the group's survey results.
Engagement Score and Response Count
Below each group name is the Engagement Score for the group and the response count.
The response count compares the number of survey respondents to the number of employees in that group.
To protect employee confidentiality, 15FIve has a Rule of 5 policy. We will not reveal data for groups with less than five employees or fewer than five responses to the survey. Groups that do not meet the rule of 5 are hidden from the heatmap. To view which groups have been hidden, toggle the option to Show hidden groups on.
Note: This will not show any score information for these groups. It will only display the group name and response count.
Creating an Action Plan
The Leader Action Plan helps you identify an engagement driver to focus on improving for your team with recommended action ideas to get started. The action plan can be accessed from the following area in the People Insights:
Action Dashboard - When viewing the Action Dashboard, go to My Actions and you can choose to Create New Action.
How to create an Action Plan
- Select which group the action is for. This represents the team or group of employees that will benefit from the action.
- Choose which Engagement Driver to focus the action on. We will recommend three potential drivers that could use action. Information about each driver is available to help guide the decision. You can access the full list of Engagement Drivers by expanding the list to View All Drivers.
- Select the action you will take. 15Five provides recommended actions that we've seen yield results. You also have the option to add a custom action if you have your own action you would like to implement.
- Review and submit your action plan. You can confirm your action plan before it is submitted.
You will also receive a follow-up email with confirmation of the action you committed to.
You can review your plan at any time from the Action Dashboard.