What is covered in this article? | Publish an internal benchmark report to managers & employees so they can compare their team/individual scores to the organisation averages. |
Who is this article for? | Admins, Execs |
Publishing an internal benchmark report to your manager & employee homepages allows users to compare their assigned team scores, and/or individual scores, to the organisation's average scores.
This is useful in understanding whether results are in line with the rest of the organisation.
Create your internal benchmarking report
Hover over Surveys in the main menu > select Custom reports from the drop down.
Click Build a report.
Click Select under the Internal benchmarking icon.
Select one of the Survey types and using the Add surveys box, add ONE survey.
Click Create chart.
Your heatmap will display the 'Organisation benchmark' which is the overall average set of scores from the survey.
The next column displays your assigned team's scores
The final column is the 'Variance' column which displays the difference between your scores and the organisation scores.
Compare a smaller segment of your team against the internal benchmark
If your team is made up of multiple segments of people e.g. in different locations, or with different line managers, genders, generations etc, you can filter your team scores to compare a smaller group against the organisation scores.
To view a smaller segment of your team against the org benchmark:
Expand the Filters section above your graph using the arrow icon.
Select the group you want to view from the relevant filter option.
Click Apply filters.
If there are smaller segments within that group of employees that you may be able to view on your heatmap as separate columns. To view just one group against your benchmark...
Ensure the drop down labelled View by is set to the same filter as the one you've selected from e.g. if you filtered to a 'Team', make sure View by is set to 'Team' as well.
Note: you will only be able to filter your team scores if you look after multiple segments of people with at least 4 completions in each e.g. 4 completions in the 'London' location.
Publish the internal benchmark to manager & employee user homepages
When you publish an internal benchmarking report to other users, they receive their own version of the report and the scores displayed will change for each manager and employee. More on the scores they can view below.
Go to your Surveys > Custom Reports page.
Find your internal benchmarking report and click Publish.
A pop up will appear asking you who to publish to. Tick both 'Individuals' and 'Managers' to publish to both employees and the managers.
The report will now appear on the 'Me' and 'My Team' homepages in the Trend Analysis section.
What results can the different users see once the report is published?
Once published, your report will automatically be filtered for your users based on their permissions, and displayed in the 'Trend Analysis' section of the 'Me' and My team' homepage tabs.
Me homepage - Employee users can see their own scores against the organisation benchmark.
Managers, Admins & Executive users have access to this homepage too.
My team homepage - Managers can see their team's overall scores against the organisation benchmark, plus they can filter to view a smaller segment of their staff against the organisation benchmark. Admins and Executive users have access to this
Admins and Executive users have access to this homepage so can also compare their assigned team (if they have one) to the org benchmark.