To provide a user access to the People Analytics functionality and data, you can customize the level of access using either:
Menu options: Grant access to People Analytics screens.
User access: Grant access to the separate tabs within People Analytics.
User groups: Determine what is available to the user within the solution.
Data access: Determine what data is available to the user within the solution.
Menu option
To access to the People Analytics functionality, you need to have access to the following menu options. This needs to be enabled for the relevant users or the menu profile will need to be imported to an existing profile.
From the dashboard menu, select Security Dashboard.
Click Menu Profiles.
In the search field, search for the menu profile assigned to the user applying filter e.g COREPORTAL_EMPLOYEE
Click the three-dot icon then select Manage Menu Options.
To filter the systems, click the filter icon.
From the Filter By System dropdown menu, select CorePortal.
Click Apply.
In the search field, search for the following menu options:
MAIN_MENU.PEOPLEANALYTICS
MAIN_MENU.PEOPLEANALYTICSCONFIG
Enable the toggle for the menu options above.
User access
To grant a user access to the separate tabs within People Analytics, follow the steps below.
From the dashboard menu, select People Management.
Click Data Centre.
Beside the People Analytics, click Open.
Click the User Management tab.
In the Search User field, search for the relevant user or filter by Org Role.
Beside the relevant user, select the checkbox.
To move the user to the Selected Users column, click the right arrow icon.
Click Save.
User Groups
After a user has been given user management access, you can assign the relevant People Analytics access via user groups. Here's a list of what is available within the solution.
Category | Feature | Standard User Group | Premium aggregated user group | Premium detailed user group |
Insights | Predefined Standard KPIs Dashboards | √ | √ | √ |
Out of the Deep Dives - (in-app & via email) |
|
| √ |
|
Out of the Box Dashboards/Guidebooks (in-app & via email) |
| √ | √ |
|
Explore data | Filters and Time Sliders | √ | √ | √ |
Ad-Hoc Analysis (Explore Area) |
| √ | √ |
|
Compare Individuals and Groups (Compare Area) |
|
| √ |
|
Data Exports |
|
| √ |
|
Share & present | In-App Presentation Mode | √ | √ | √ |
Share & Schedule Analysis |
| √ | √ |
|
Data & Analysis Exports (PPT, PDF) | √ | √ | √ |
|
Capture Visuals you create (Capture Area) |
| √ | √ |
|
User Create / Edit Analysis |
| √ | √ |
|
Data Monitoring – People Analytics AI and Metric Trigger Email Analyses |
| √ | √ |
|
Interactive what-if models and pipeline forecasting |
| √ | √ |
|
Interactive Career Path and Source Path Tools |
| √ | √ |
|
Data view and access | Aggregated View of Data | √ |
|
|
Full View of Data Source – Employee Information |
|
| √ |
|
Analytical Data Driven by XD Security |
| √ | √ |
|
Review the specific permissions assigned to each user group and learn how to assign user groups.
Data access
To grant data access to users, you need to create criteria groups.