- Advanced Analytics Setup
- KPI Definition
Advanced Analytics offers a set of dashboards for you to visualize and analyze your WFM-related data to see trends across your business. The dashboards are found under the Analytics tab within Quinyx:
To be able to access Advanced Analytics, you must have the Advanced Analytics module activated for your organization. If you are unable to see these dashboards, please contact your account representative.
The dashboards are broken down into three main categories:
Optimization: These dashboards are focused on core WFM metrics such as scheduling, absences, and costs.
Compliance: These dashboards will be focused on helping businesses check their compliance adherence.
Engagement: (Coming soon!) These dashboards will be focused on helping businesses understand the engagement level of their workforce.
Before anyone can see any of the dashboards, you first need to enable the permission for specific roles. See below.
Advanced Analytics Setup
By default, the dashboards will be turned off. You can decide who can access the dashboards by enabling the permission for Advanced Analytics under each Role, found under Account Settings > Role Management > Edit Role.
Note that currently, there is no difference between read and write permissions, as all data presented in Advanced Analytics is read-only.
- Go to Account settings.
- Select Role management.
- For the selected role, click Edit role.
- This will open permissions, where you’ll be able to see Advanced Analytics modules: Optimization, Compliance & Engagement (Coming Soon!).
- Select the relevant module.
Once you’ve set permissions, go to the Analytics tab, and you should have the relevant module live:
Scheduled vs. Worked hours
Scheduled hours are calculated as the difference in hours between the start of the shift and the end of the shift. Breaks are deducted from total scheduled hours if they do not count as working hours based on the agreement and settings.
Further criteria for Scheduled hours calculation:
- Based on customer agreements and schedule settings breaks are either counted or not counted.
- Notice of Interest (NOI) is not included.
- Only include productive hours.
Worked hours are calculated as the difference in hours between the start of the punch and the end of the punch. They only include hours that count as worked hours according to the settings on the connected shift.
Deviation hours are calculated as a difference in hours between Scheduled hours & Worked hours.
Absence hours are calculated as the total number of absence hours from scheduled hours.
Shifts Type Hours
Total number of scheduled hours per shift type varied by customer business. For example, Store, Back Office, etc.
Total labor costs from worked hours of employees, such as Monthly Salary, Overtime, Vacation, social costs, etc.
Number of violations: This will be a total count of violations that have been flagged
Types of violations: This is a count of the different violations types that have occurred
Using the dashboard
On the left side of the application, you can navigate between the various dashboards under each category by clicking on the blue links under the heading:
By default, the page will be loaded for the whole business, showing a visual summary of all districts and units in the widgets at the top of the page and a District and Unit overview further down the page. The data set is refreshed overnight to match what has occurred within Quinyx.
You will also find a set of contextual filters at the top of the page that will affect the entire dashboard, such as the ones below:
You can add a filter by clicking into the applicable filter box, typing to search or scrolling through the list of available options, and then ticking the checkbox beside the option you want to select. Once you add a filter, you will see a '"link" icon to highlight the fact that the selectable options in this filter option are restricted by the previous filter you have added.
You need to click the refresh icon on the far right to reload the dashboard with the selected filters:
To remove filters, click on the ellipsis icon on the right right and select Reset filters:
Inside each widget, you will see an information icon. Hovering over this icon will display a definition of the selected metric to help you understand what the data represents:
Hovering your mouse over the data inside the widget will also display a tooltip showing the details of that specific data point:
You can also click on particular data points inside relevant widgets to instantly apply a filter to the dashboard and add/remove that data point from the visualizations:
You can also drag and drop over a specific date range to update the dashboard to focus on the data in this specific timeframe:
Data is also displayed in tables, and clicking on a table heading will change the sorting order inside the table: