Admin – Insight Page (People Section)

Summary

In this article

• Before you begin
• Step 1: Navigate to the "People" Section
• Step 2: Use Filters and Date Range
• Step 3: Download Reports
• Step 4: View Insight Sections
•  Frequently Asked Questions (FAQ)

Before you begin

• You must be logged in with admin permissions to access and view the People Section.
• Ensure you are familiar with the data categories available in the People Section, as they provide insights into employee productivity and engagement.

Step 1. Navigate to the "People" Section

1. Log in to your Plumm account.
2. Go to the Insight Page from the dashboard.
3. On this page, locate the "People" section.
4. On the right-hand side of the People section, there is a three-dot icon.
   • Click on this icon, and select the "View" option to open the People Overview page.

Step 2. Use Filters and Date Range

1. At the top of the People Overview page, you will find a date range filter that allows you to filter the data by the following time ranges:
   • Last Month
   • Last 3 Months
   • Last 6 Months
   • Last 9 Months
   • Last 12 Months
   • Custom Range: This option lets you select a specific start and end date.
2. Select the desired time range to update the data accordingly.

Step 3. Download Reports

1. In the top-right corner of the People Overview page, there is a "Download" button.
2. Click on Download to export the displayed data in PDF format for reporting, sharing, or analysis.

Step 4. View Insight Sections

1. The People Section provides several insightful widgets that track employee and team performance:
   1. Team Goal Status:
      • Displays the current status of team goals (completed, in progress, delayed, or not started). This helps assess goal completion across the company.
   2. Team Goal by Department:
      • Provides a breakdown of team goals by department. This allows you to see which departments are meeting their goals effectively.
   3. Team Goal Month Wise:
      • Shows the monthly distribution of goals, including how many goals were set, completed, or pending, on a month-by-month basis.
   4. Team Task Status:
      • Displays the overall status of tasks across the organization, categorizing them as completed, in progress, or overdue. This provides a snapshot of team productivity.
   5. Team Task Status Department Wise:
      • Breaks down task completion by department, allowing you to analyze performance and identify areas needing support.
   6. Team Task Status Month Wise:
      • Shows task performance trends month by month, indicating how many tasks were started, completed, or left pending in each month.
   7. 1-On-1s:
      • Summarizes 1-on-1 meetings between employees and managers. If no data is available, it means no 1-on-1 meetings have been logged.
   8. 1-On-1s Department Wise:
      • Displays the count and status of 1-on-1 meetings by department. This helps monitor engagement and feedback across departments.
   9. 1-On-1s Month Wise:
      • Shows the trend of 1-on-1 meetings over time, with data available for each month.
   10. Review by Status:
   • Tracks employee performance review statuses, such as pending, in progress, or completed. This helps ensure performance reviews are conducted regularly.
   1. Survey by Status:
   • Displays the current status of surveys conducted across the organization. It shows how many surveys were sent, responded to, completed, or are still open.

Frequently Asked Questions (FAQ)

1.What is the "Team Goal Status" widget?

Yes, the Custom Range filter allows you to choose a specific start and end date for the data you want to view.

3.How do I download the data for reporting?