Workforce Monitor FAQ

What is Workforce Monitor?
How do I access Workforce Monitor?
Does HR data have to be formatted in a specific way for use with Workforce Monitor?
Where can I access Help within Workforce Monitor?
What are Libraries, Worksheets and Reports?
What are Measures, Dimensions and Filters?
Where can I find a list of all Measures, Dimensions and Filters?
How can I create a Report?
Can I print a Report?
Can I export a Report?
Can I customize an existing Worksheet or Report?
What is an Alert?
How do I set up an Alert?
Can I designate a Worksheet to be the first one that is seen when accessing Workforce Monitor?

What is Workforce Monitor?

The Workforce Monitor module is an analytical reporting dashboard that allows you to run and create reports based on the organizational data in OrgPlus Enterprise. In addition to the ability to create your own custom reports, Workforce Monitor comes complete with over 60 pre-defined reports, including reports on Headcount, Span of Control, Financial Information, and Diversity.

How do I access Workforce Monitor?

Workforce Monitor can be accessed only after logging into OrgPlus Enterprise. After logging into OrgPlus Enterprise, go to any available module from the landing page. Workforce Monitor can then be accessed by clicking on the "Analytics" tab at the top of the application interface.

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Does HR data have to be formatted in a specific manner for use with Workforce Monitor?

Yes, the format of the data utilized by Workforce Monitor is very specific. During implementation, your Professional Services consultant will work with your team to verify that all data is in the correct format.

Where can I access Help within Workforce Monitor?

Internal Workforce Monitor Help is accessible by clicking on the icon located throughout the Workforce Monitor interface. Content-specific Help is available for most functions within Workforce Monitor.

What are Libraries, Worksheets and Reports?

The basic information structure in the Workforce Monitor interface is similar to a hierarchy. The Library is the top level and is a repository for collecting related information about a specific business objective or project. It is similar to a Microsoft folder and contains a group of Worksheets. Worksheets group and display up to six Reports, or charts, that represent specific system or user formatted Measures, Dimensions and Filters. Worksheets usually group related Reports.

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Clicking on a Library displays a tabular list of Worksheets and Reports that are associated with that Library. Clicking on a Worksheet displays the chart component for each Report that is associated with the Worksheet. Clicking on a specific Report displays a larger view of the chart that details supporting data, Report configuration, Alerts and Insights.

What are Measures, Dimensions and Filters?

A Measure is a value that is counted or calculated (e.g. number of employees or average salary).
A Dimension is a category that is used to view the data, or Measure, "by" (e.g. Ethnicity).
Filters are the actual values for a specific dimension (e.g. White, Black, Hispanic, etc)

Collectively: Measures + Dimensions + Filters = Report

Where can I find a list of all Measures, Dimensions and Filters?

A list of all possible Measures, Dimensions and Filters, including their definitions, can be found within the Workforce Monitor internal Help section.

How can I create a Report?

A new Report can be created from the Viewer Ribbon located above the viewing frame.

Click on the "New Report" icon and then select the Library and Worksheet to which you would add the report. Type in a title and a description for your report in the appropriate fields Select a Category from the drop-down list and then click "Save".

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Your new Report will be located in the Library and Worksheet that you selected. New Libraries and Worksheets can be created in the same fashion. Additionally, you can create up to six Reports in the Worksheet view by clicking on the link labeled "Add New Report."

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Can I print a Report?

Yes, you can print reports using the "Print Chart..." icon in the Chart Toolbar located directly above a Report while in the Report view.

Additionally, you can preview any Report before printing using the "Print Preview Chart..." icon.

Can I export a Report?

Reports can be exported from the Chart or Grid component from within the Report view to Excel 2000 (.csv) or Excel 2003 format from the Chart Toolbar.

Note: The resulting report will be in grid format when exported from either the Chart component or the Grid component in the Report view.

Can I customize an existing Worksheet or Report?

Worksheets can be customized to add up to six Reports. If a Worksheet contains six Reports, specific Reports can be deleted through the Report view, which then allows for the addition of a different Report.

Reports are highly customizable. In the Report view, you can use the Chart Toolbar to select themes, pivot chart data, sort or filter chart data based on criteria, change the chart type, modify legends, and more. Reports can be reconfigured to represent different Measures, Dimensions and Filters by clicking on the "Configure" button in the Report view. You can display a short functional description of all of the Chart Toolbar icons by hovering over them with your mouse pointer.

Worksheets and Reports can also be moved or copied using the "Move/Copy" icon located in the Viewer Ribbon located above the viewing frame. Copying Worksheets or Reports allows for their customization without modification of the original. The ribbon functions are context sensitive based on the current view, i.e., while viewing a Worksheet, this icon allows moving or copying of the Worksheet that is selected in the navigation panel.

The "Save As" icon is available in the Viewer Ribbon when viewing Reports. This can be used to save a copy of the selected Report for customization.

What is an Alert?

An Alert can be created to automatically send an email based on user-defined thresholds on measures. The Alert is triggered once a specific user-defined variance above or below the threshold value is reached. An Alert indicator is also displayed in the upper right hand corner of the Workforce Monitor Viewer when one has been triggered.

How do I set up an Alert?

An Alert can either be created from within the Report view using the Viewer Ribbon

or by clicking on the "Add Alert" link located beneath a chart. Alerts can also be customized by clicking on the "Edit Alert" link.

Can I designate a Worksheet to be displayed first when accessing Workforce Monitor?

A default Worksheet can be specified so that it is the first Worksheet displayed upon entering the Workforce Monitor interface. This can be accomplished by clicking on the "Edit Properties" icon in the Viewer Ribbon when viewing the Worksheet you want displayed.