Using a Guided Flow & Preconfigured Dashboard (EX)

About Using a Guided Flow & Preconfigured Dashboard

When you use a guided flow to create an Employee Journey Analytics project, you will be walked through the steps to select an onboarding and engagement survey they can be combined into a single dataset. A data model and dashboard will be created automatically, which you can then use to analyze your dataset. Unlike with a custom project, you do not need to manually create a data model.

To create a project using a guided flow, select Analyze onboarding’s impact on engagement when creating your project.

Combining Data Sources

After you have created an Employee Journey Analytics project and selected Analyze onboarding’s impact on engagement, follow these steps to combine your data sources.

1. Select a survey from one of your engagement projects.
   
   Qtip: Only Employee Engagement projects will show up in this dropdown.
2. Select an onboarding survey.
   Qtip: Only Employee Lifecycle projects will show up in this dropdown.
3. Select the time frame for onboarding feedback you want to include. This date will adjust based on the date of the most recent response to the engagement survey you selected.
4. Select an identifying field from your engagement survey to join your datasets.
   Qtip: The guided workflow joins projects with an outer join.
5. Select an identifying field from your onboarding survey to join your datasets.
6. Click Next.
   Qtip: Click Continue later to return to the Projects page.

Identifying Key Metrics

After deciding how to combine your data sources, select key metrics you want to analyze in your dashboard.

1. Select the primary metric used for reporting engagement. This will either be a dashboard category or a survey question.
   
2. Select the primary metric used for reporting onboarding. This will either be a dashboard category or a survey question.
3. Select the onboarding questions that may drive engagement. The questions from your onboarding survey will be automatically selected.
4. Select demographic fields for filters and deeper analysis. You can select fields from both surveys here.
5. Click Next.

Generating Your Dataset

After combining data sources and selecting outcome metrics, follow these steps to generate your output dataset.

1. Review the information you selected in the previous steps.
   
2. If everything looks correct, click Finish.
3. When your dataset is generated you will automatically be taken to your new dashboard.

Viewing the Dashboard

When your dashboard is created it will contain four widgets. These widgets visualize the impact of onboarding on engagement, based on the outcome and key driver metrics you previously selected.

In addition to the prebuilt widgets, you can edit your dashboard and add additional widgets. For more information on editing the dashboard, see Dashboard Basic Overview (EX).

To return to your project, click Go to your project. Within your project you can refresh the data model to add new responses to your dashboard, or share the dashboard with other users. You can also edit your data model. For more information about editing the data model, see Creating A Data Model.

Key Performance Indicators

The first two widgets give a sense of the overall onboarding and employee experiences. They display the percentage of favorable responses to the items you selected as your onboarding and engagement Key Performance Indicators (KPIs).

Relationship Between Onboarding & Engagement

The third widget looks at which onboarding items are most closely linked to engagement. This widget displays the favorability of each onboarding item, as well as the correlation of each item with the engagement outcome metric. By default, the items are ranked by impact, and the top 5 most correlated items are shown.

Onboarding & Engagement Outcomes

The fourth widget looks at how onboarding perception compares to engagement across different segments. The widget displays onboarding and engagement outcomes and can be broken out by the key performance indicators.