Purpose

This document covers a general overview of the TM Skills Dashboard, details on its various features and tabs (Skill Overview, and Skill Assessment and Role Gap), how to access and provision the dashboard, use its controls, interpret the displayed data, and understand the benefits it offers for monitoring organizational skill health.

Audience

This document is primarily intended for Human Resources Business Partners (HRBPs) and HR Leaders who are responsible for monitoring, analyzing, and making strategic decisions based on the skills landscape within their organization.

Users who can access this feature

To access the TM Skills Dashboard, users must have the following permissions mapped to their role within the Eightfold platform:

• perm_manage_tmskills_dashboard
  
• perm_manage_talent_reports

First-time users will also need to provision the dashboard.

Introduction

The Eightfold Talent Management (TM) Skills Dashboard is a powerful tool designed to provide HRBPs and HR Leaders with clear visibility into the skills landscape of their organization. It presents key performance indicators (KPIs) and visual charts that help assess the current state of skills, track upskilling activities, understand employee skill assessments, and identify potential skill gaps. Utilizing this dashboard allows for data-driven decisions to enhance talent development, strategic workforce planning, and overall organizational capabilities.

Feature details

Accessing the Dashboard

Follow these steps to access the TM Skills Dashboard:

1. Open a supported browser and go to https://app.eightfold.ai.
   
2. Enter the email address and password associated with your EF account.
   
3. Click Sign In.
   
4. Navigate to the Insights tab.
   
5. Select TM Skills Dashboard from the list.

For First-Time Users: Provisioning the Dashboard

If you are accessing the TM Skills Dashboard for the first time, you will need to provision it to make it visible in your 'Insights' tab.

1. After signing in, go to More -> Admin Console.
   
2. Select Analytics -> Provision Dashboards.
   
3. Locate the TM Skills dashboard row in the list.
   
4. Click the Actions icon (three dots or similar) in that row.
   
5. Select Create and then Submit. Once provisioned, the dashboard will appear as an option in the Insights tab.

Dashboard Navigation and Structure

The TM Skills Dashboard is organized into a Controls section at the top, followed by distinct tabs that provide different views of skill-related data. The primary tabs are:

• Skill Overview
  
• Skill Assessment And Role Gap

Within each tab, data is presented in various tiles containing graphs and tables.

• Expand Tiles: You can expand each tile for a larger view by clicking the expand icon (usually at the top-right corner of the tile).

• Export Data: Most tiles allow you to export their data into CSV or Excel format by selecting the menu icon (often three dots) at the top-right of the tile.

Controls Section

The Controls section appears at the top of each tab within the TM Skills Dashboard. These controls act as filters, allowing you to customize the data displayed in the charts and tables below.

To use the Controls:

1. Click anywhere in the Controls section to expand it and view the available filter fields.
   
2. Select the desired values for each field to refine the dashboard's data according to your requirements. The specific filters available may vary slightly depending on the active tab.

Common filters include:

• For Skill Overview Tab: From Date, To Date, Job Function, Business Unit, Employee Level, Location Country, Manager Name, Table Breakdown By.
  
• For Skill Assessment And Role Gap Tab: Job Function, Business Unit, Employee Level, Location Country, Manager Name, Employee role.

Skill Overview Tab

This tab provides a high-level summary of employee skills and upskilling activities within the organization.

Key Metrics

This section at the top of the tab displays several key performance indicators (KPIs):

• Total Current Employees: The total number of in-service employees who are active as of today.
  
• Total unique profile skills: The total number of skills present on employee profiles, including both role-specific and other skills.
  
• Total unique role skills: The total number of skills required by employees' roles.
  
• Courses, Projects and Development plans completed: The total number of upskilling activities undertaken (courses, projects, or development plans) within the selected timeframe.
  
• Skills added by upskilling: The total number of skills acquired from completed upskilling activities within the selected timeframe.
  
• Employees who completed Courses, Projects and Development plans: The total number of employees undertaking and completing upskilling activities within the selected timeframe.

Employee Trends

This section visualizes trends related to the employee population:

• Total current employees: A numerical display (often matching the KPI above).
  
• Cumulative employees: A line graph showing the trend of cumulative employees over time.
  
• Current employees by [Breakdown]: A bar chart showing the distribution of current employees, typically broken down by Business Unit (or selectable via the "Table Breakdown By" control).

Employee Profile Skill Trends

This section focuses on trends in skills recorded on employee profiles:

• Total unique profile skills: A numerical display (often matching the KPI above).
  
• Cumulative unique skill trend by month: A line graph showing the growth of unique skills over time.
  
• Unique skills by [Breakdown]: A bar chart showing the distribution of unique skills, typically broken down by Business Unit (or selectable via the "Table Breakdown By" control).

Top Skills and Rising Skills

These charts highlight prominent and emerging skills:

• Top Skills: A bar chart displaying the most common skills present across employee profiles, showing top N skill names.
  
• Rising Skills: A chart indicating skills that are growing in prevalence among employees within the selected timeframe. (Note: Data may not always be present if criteria are not met).

Upskilling Activities

This section provides detailed metrics on various upskilling efforts:

• Employees taking courses / Employees taking courses by month / Employees taking courses by [Breakdown]
  
• Employees who have completed courses / Employees who have completed courses by month / Employees who have completed courses by [Breakdown]
  
• Employees doing projects / Employees doing projects by month / Employees doing projects by [Breakdown]
  
• Employees who have completed projects / Employees who have completed projects by month / Employees who have completed projects by [Breakdown]
  
• Employees with development plan / Employees with development plan by month / Employees with development plan by [Breakdown]
  
• Employees who have completed development plan / Employees who have completed development plan by month / Employees who have completed development plan by [Breakdown] (Each of these is typically a set of three tiles: a total count, a trend by month, and a breakdown by an attribute like Business Unit).

Raw Data

• Employee profile skill raw data: A table providing detailed, row-level data about employee skills. Columns typically include employee_id, employee_email, employee_name, manager_email, manager_name, skill_name, is_role_skill, etc.

Glossary

At the bottom of the Skill Overview tab, a glossary defines the terms and KPIs used within this specific tab.

Skill Assessment And Role Gap Tab

This tab focuses on employee skill assessments (self and manager) and identifies gaps between employee skills and role requirements. The controls for this tab include filters like Job Function, Business Unit, Employee Level, Location Country, Manager Name, and Employee role.

Overview Metrics

This section provides key metrics related to role assignments and skill assessments:

• Total current employees: Total active employees.
  
• Employees with roles: Total number of current employees mapped to an initiated role.
  
• Employees with approved roles: Total number of current employees who are mapped to approved initiated roles.
  
• Employees with role skill benchmarks: Total number of current employees having role skills with set (greater than 0) value as benchmark.
  
• Employees with at least one role skill assessed (self-assessment): Number of employees who have self-assessed at least one skill relevant to their role.
  
• Employees with at least one role skill assessed (manager-assessment): Number of employees whose managers have assessed at least one of their role skills.

Employee Role Assessment

This section delves into the details of self-assessments and manager assessments. It includes timeframe filters (e.g., "Between 6-12 months," "More than 12 months," "Within 6 months") for both self and manager assessments.

• Employees with at least one role skill assessed (self-assessment): Count of employees.
  
• Self assessment distribution: A chart showing the percentage of role skills self-assessed (X-axis) and the number of employees (Y-axis).
  
• Employees with at least one role skill assessed (manager): Count of employees.
  
• Manager assessment distribution: A chart showing the percentage of role skills manager-assessed (X-axis) and the number of employees (Y-axis).

Employee Role Skill Assessment

This section provides insights into skill alignment and gaps:

• Employees with roles: Count of employees.
  
• Role skill distribution: Chart showing the percentage of profile skills matching role skills (X-axis) and the number of employees (Y-axis).
  
• Top skills identified in role gap: Lists skills where a significant gap exists.
  
• Employees with role skill benchmarks: Count of employees.
  
• Skill gap distribution (self-assessment): Chart showing the percentage of self-assessed role skills above benchmark (X-axis) and the number of employees (Y-axis).
  
• Top skill gaps in self assessed skills: Lists skills with the largest gaps based on self-assessment.
  
• Skill gap distribution (manager-assessment): Chart showing the percentage of manager-assessed role skills above benchmark (X-axis) and the number of employees (Y-axis).
  
• Top skill gaps in manager assessed skills: Lists skills with the largest gaps based on manager assessment.

Raw Data

This tab also includes raw data tables:

• Raw Data - employee role skill assessment: Detailed table with columns like employee_id, employee_name, manager_name, skill_name, skill_benchmark, self_rating, manager_rating, etc.
  
• Raw Data - employee assessment progress: Detailed table tracking assessment progress with columns like employee_id, employee_name, manager_name, % self-assessed skills above benchmark, % manager-assessed skills above benchmark, etc.

Glossary

Similar to the Skill Overview tab, this tab has its own glossary at the bottom, defining terms specific to skill assessments and role gaps.