In this article you will learn about:
The Bizimply HR Insights Dashboard is designed to provide you with key insights into your workforce's data. This help guide explains each section of the dashboard, including the widgets it contains.
NB: This feature is still in BETA so we recommend verifying any critical data with another source. We appreciate your feedback as we continue to enhance your experience!
Who Can Access Bizimply Insights?
Admins have immediate access to the Insights Dashboard and can grant access permissions to other specific roles. Any roles granted access to Insights will see all widgets but only the data for their relevant locations that they have permission to view.
Customisation and Export Options
At the top of the dashboard, you can apply General Filters to refine the data shown across all sections. These filters include:
Main Location: Allows you to display data for specific Main locations.
Main Position: Lets you focus on data relevant to certain Main Positions.
Payroll Department: Filters the data by payroll department.
Currently, the dashboard does not support filtering by schedule due to technical limitations. This update is planned for the future, but due to the complex nature of the work required, we cannot provide a specific timeline at this stage.
You also have the option to export data in several ways:
Download as Image: Export any widget as an image for sharing or presentations
Download Data: Export data from tables for further analysis and filtering
Export as PDF: Download the entire dashboard as a PDF for easy reporting
Tables have a sorting function that allows for multi-level sorting. This means that if you sort one column and, without resetting, sort another column, it will create a secondary sort within the initial sort.
To sort by only one column, ensure you reset the sorting on other columns by clicking on the sorting arrows until they return to their default state (showing two arrows), or refresh the page.
Key Workforce Indicators
This section focuses on key employee metrics related to headcount, turnover, tenure, age, and compliance (visa and passport expiration).
Widgets in this section:
Active Headcount: Shows the total number of currently employed individuals within your company.
Joiners: Displays the number of new hires for the selected period. By default, it shows month-to-date data, but you can adjust the time period using the widget's filter.
Leavers: Tracks the number of employees who have left your company during the selected period. By default, it shows month-to-date data, but you can adjust the time period using the widget's filter.
Employee Turnover: Displays the employee turnover rate as a percentage, based on all leavers within the last 365 days, whether they were replaced or not. We calculate employee turnover rate by comparing the number of employees who left over the past 365 days with the average number of employees active during that period.
Average Tenure: Indicates the average length of time, in months, that currently active employees have been with the company.
Average Age: Shows the average age of currently active employees.
Visa Expired & Passport Expired: Displays the count of employees with a visa or passport expiry date in their profile that has already passed.
Workforce Breakdown
This section provides an overview of your workforce’s distribution by various demographics such as Main Location, Main Position, Nationality, Gender, Age Group. Use this section to understand how evenly (or unevenly) your workforce is spread based on various parameters. This data can be useful for diversity reporting or understanding workforce composition in detail.
Widgets in this section:
Employee Count by Category (Employee count): Visualises the number of employees by key categories like Gender, Main Position, Nationality, Gender, Age Group, Tenure Groups. Additionally, you can apply the General filters at the top of the Dashboard to refine the data further.
Employee Distribution by Category (%): A pie chart that shows the distribution of employees across different Categories. You can use the Parameter option at the top right of the chart to change the grouping (e.g., Main Position, Nationality, Gender, Age Group, Tenure Groups).
Workforce Breakdown Table: Displays the employee count by Main Position across different Main Locations.
Tenure Insights
The tenure section provides a breakdown of how long employees have been with your company. Identify patterns in employee longevity across different locations and demographics. By analysing tenure by location or age group, you can design targeted retention strategies and understand which groups or locations may need additional focus for employee retention.
Widgets in this section:
Average Tenure: Shows the average tenure in months across different categories like Gender, Main Position, Nationality, Gender, Age Group, Main Location. Use the parameter icon on the upper right hand side of the table to change categories.
Age
This section displays the demographic makeup of your workforce, focusing on average age. Analysing age group distribution helps assess whether your workforce skews older or younger.
Widgets in this section:
Average Age: Bar chart displaying Average age across Main Locations, Main Positions, Nationality and Gender. Use the available Parameters and filters to refine the data.
Upcoming Age-Based Eligibility: This widget tracks employees approaching key age milestones (18, 19, 20, 21, 23), helping ensure compliance with labour laws and regulations. It also enables planning for role or work status adjustments based on age-related eligibility.
NB: For a detailed overview of the employees export Active Employee List at the bottom of the Dashboard to filter employees turning 18, 21, 23.Under 18 Employee Breakdown: Gives an overview how many employees are under the age of 18 with a breakdown by age. For a detailed overview of the employees export Active Employee List at the bottom of the Dashboard to filter employees under 18 years of age.
Visa & Passport Information
This section provides an overview of the Visa and Passport Expirations tables that is critical for HR teams to ensure that work authorisations and travel documents are up-to-date, preventing any compliance issues. Visa holders are employees that have a visa expiry date saved on their profile.
Widgets in this section:
Visa Holders (%): Highlights the percentage of employees who require a visa to work. Visa holders are employees that have a visa expiry date saved on their profile.
Visa Holders by Nationality: Tracks nationality by Employee count with additional breakdown by visa requirement.Employee Visa & Passport Expirations: Tables showing Employees with expired or upcoming expirations.
Leavers
This section provides detailed insights into employees who have left or are scheduled to leave. Pinpoint where most departures occur, potentially highlighting areas where retention efforts should be focused.
Widgets in this section:
Upcoming Leavers: Count of employees scheduled to leave your organisation in the coming 6 weeks.
Past Leavers: Count of employees who have left the company with ability to filter by time frame.
All Leavers: Table displays all leavers with option to filter by time frame.
Employee Turnover: Displays the employee turnover rate as a percentage across different categories, based on all leavers within the last 365 days, whether they were replaced or not.
Active Employees List
This section provides a real-time list of all active employees in the system.
Widgets in this section:
Active Employees Table: Displays key information about all current employees. You can view and export the table for a comprehensive overview. Use the filter in the top right corner to easily manage specific employee groups. Some custom metrics may not be available for filtering. You can, however, export the data and filter it externally.