Implementing Preceda Analytics

www.ngahr.com
IMPLEMENTING PRECEDA ANALYTICS
As at 08/03/2016

Implementing Preceda Analytics as at 08/03/2016
Proprietary and Confidential to NGA Human Resources Page 2

Table of Contents
ESTABLISH MAPPING FOR ANALYTICS..............................................................................................................5
PRECEDA METRICS...................................................................................................................................................5
ASSUMPTIONS ........................................................................................................................................................8
ACCESS PROFILES.....................................................................................................................................................9
USER PROFILES......................................................................................................................................................12
SECURITY PROFILES OVER ANALYTICS ........................................................................................................................12
Setting up a Dashboard on your Welcome Screen........................................................................................13
PRE-DEFINED VIEWS ......................................................................................................................................14
AGE PROFILE ........................................................................................................................................................14
ANNUAL LEAVE BALANCES > NOMINATED WEEKS........................................................................................................15
AVERAGE HOURLY RATE .........................................................................................................................................16
CLASSIFICATION.....................................................................................................................................................17
EXITS BY REASON...................................................................................................................................................18
FTE TOTAL...........................................................................................................................................................19
FTE PAID – 12 MONTHS ........................................................................................................................................20
GENDER PROFILE...................................................................................................................................................21
INJURIES BY LOCATION............................................................................................................................................22
JOB FAMILY ..........................................................................................................................................................23
LEAVE BALANCES AND VALUE...................................................................................................................................24
LEAVE ENTITLEMENTS.............................................................................................................................................25
LOST TIME INJURY FREQUENCY.................................................................................................................................26
MANAGER RATIO ..................................................................................................................................................27
MOST FREQUENT INCIDENTS....................................................................................................................................28
MOST FREQUENT INJURIES......................................................................................................................................29
NATIONALITY ........................................................................................................................................................30
OVERTIME COST....................................................................................................................................................31
SALARY GRADE......................................................................................................................................................32
SENIORITY ............................................................................................................................................................33
SEPARATION RATES................................................................................................................................................34
STARTERS AND LEAVERS..........................................................................................................................................35
TOTAL SALARY PACKAGE .........................................................................................................................................37
WORKFORCE TENURE.............................................................................................................................................39
APPENDIX A – V12 DASHBOARDS ..................................................................................................................40
AVAILABLE VIEWS..................................................................................................................................................40
Configuration Settings ..................................................................................................................................40
PRECEDA METRICS.................................................................................................................................................41

Document Version Control
VERSION DATE CREATED BY ACTION
1.0 08/02/16 Product Team Create document for Preceda Version 14.3
1.1 18/02/16 Product Team Update images
1.2 26/02/16 Product Team Corrections
1..3 08/03/16 Product Team Update Access Profiles

ESTABLISH MAPPING FOR ANALYTICS
PRECEDA METRICS
In order for the pre-defined Analytic Views to display correctly, it is important to establish some rules
within your database beforehand. These simple rules will enable the data to be grouped and
displayed in a format that is easy to understand, and compare over time.
These Preceda Metrics rules are located within Talent > Reference > Workforce.
The Employment Type Mapping (as displayed below) ensures that all of your existing Employment
Type codes are mapped to a pre-defined Preceda Metrics Code. This will enable standard reporting
of data into Analytic Views in a standard format across your data.
Remember to maintain this file if you create or amend any new Employment Type codes in Preceda.

The Leave Types Mapping (as displayed below) ensures that all of your existing Unscheduled
Absence Hours Codes for Leave are mapped to a pre-defined Preceda Metrics Code. This will
enable standard reporting of data into Analytic Views in a standard format across your data.
Remember to maintain this file if you create or amend any new Hours Codes for unplanned leave in
Preceda.

The Termination Reasons Mapping (as displayed below) ensures that all of your existing
Termination Reason Codes are mapped to a pre-defined Preceda Metrics Code. This will enable
standard reporting of data into Analytic Views in a standard format across your data.
Remember to maintain this file if you create or amend any new Termination Reason codes in
Preceda.

ASSUMPTIONS
Position Definitions are in use, and the following fields are populated:
 Location – should be populated
 Classification - mandatory, defaults to 9999
 Seniority Level – mandatory from prompt list
 Salary Grade – mandatory, defaults to 9999
 Manager Position – Yes or No,
 FTE Hours Per Week – should be same value for all positions, ie. 38.00

ACCESS PROFILES
Access to Analytics within the Preceda framework can be given to various Users, depending on what
access is required.
As well, each pre-defined Analytics View needs to be activated on the respective Access Profiles –
within the Dashboard Access window from within the System Security module. Once activated, this
will make the individual Views available from the Main Page in Preceda.
Ctrl+Q to locate Dashboard Access, and then locate required existing Access Profiles. Activate the
Dashboard functionality for each profile, as required.
Enter the Activity ID for each View, as required:
Dashboard ID Description Module
D000002 Headcount by Employee Status V12 Dashboards
D000003 Headcount by Gender V12 Dashboards
D000004 Turnover Percentage (last month) V12 Dashboards
D000011 Current Headcount V12 Dashboards
D000015 Labour Stability V12 Dashboards
D000016 Generation Ratio V12 Dashboards
D000017 Wages Spent on Training per Emp. V12 Dashboards
D000018 Total Separation Rate V12 Dashboards
D000019 Staffing Rate Approaching Retirement V12 Dashboards
D000020 Training Hours per Employee V12 Dashboards
D000021 Unplanned Absences V12 Dashboards
Definitions for the original Preceda Dashboards are contained within V12 documentation (see
Appendix A within this document) and the Preceda Knowledge Base (on-line).
D000024 Age Profile V14.1 Analytics
D000025 Annual Leave Entitlements V14.1 Analytics
D000026 Gender Profile V14.1 Analytics
D000027 Job Family V14.1 Analytics
D000028 FTE Total V14.1 Analytics
D000030 Total FTE Paid – 12 Months V14.1 Analytics
D000031 Overtime Cost V14.1 Analytics
D000032 Annual Leave > Weeks V14.2 Analytics
D000033 Salary Grade V14.2 Analytics
D000034 Average Hourly Rate V14.2 Analytics
D000035 Classification V14.2 Analytics
D000036 Nationality V14.2 Analytics
D000037 Seniority V14.2 Analytics
D000039 Workforce Tenure V14.2 Analytics
D000040 Manager Ratio V14.2 Analytics
D000044 Separation Rates V14.2 Analytics
D000045 Total Salary Package V14.3 Analytics
D000046 Exit by Reason V14.3 Analytics
D000047 Starters and Leavers V14.3 Analytics
D000048 Leave Balances and Value V14.3 Analytics
D000049 Most Frequent Injuries V14.3 Analytics
D000050 Injuries by Location V14.3 Analytics
D000051 Lost Time Injury Frequency V14.3 Analytics
D000052 Most Frequent Incidents V14.3 Analytics
Flag Y if to be available, and then click Save.

They can then be added by the individual User onto their Welcome Page as a Widget within a folder:
The Analytic Views are all within the Analytics group of Widgets, the others displayed here are the
original Preceda Dashboards.
Analytic Views will be also displayed from the Analytics menu on the Level 1 Navigator for any user
where the following Activities have been added to their Access Profile; ie. Suitable for any user who
has access to everything in Preceda.
User Access can be made available by filtering the individual Access Profiles over these windows:
Dashboard Access (M001442) is the window where the Administrator can allocate which Views are
available from the Main Page, and should only be assigned to Preceda Administrators
Dashboard Options (M001632) is the window which allows Users can select to process their
Dashboards either over Costing Levels or Organisation Units – this is NOT applicable to Analytics
Views.
Dashboards (M001651) is the window which enables the display of all pre-defined Dashboards and
Analytics Views from the Main Page in Preceda – this should to be activated in all Access Profiles
attached to Users authorised to look at the pre-defined Views from their Welcome Page.

When Analytics is activated in your database, all users assigned the Default Access Profile will
potentially have access via the Level 1 Navigator within the Analytics Module. The easiest way to
locate and maintain these is to filter by “Module is exactly Analytics”:
These can be activated as Use Access for individual Access Profiles, and then will also be visible
from the Level 1 Navigator:

USER PROFILES
You should also activate the Preceda Dashboards on every User Profiles that
require access to Analytics:
SECURITY PROFILES OVER ANALYTICS
Existing Security Profiles will filter employee data over the various Views. Whether
the Security Profile is based on a Security Group and/or the Organisation Structure,
the same security will be applied to the individual User when processing an Analytic
View.

SETTING UP A DASHBOARD ON YOUR WELCOME SCREEN
When a user logs in to Preceda after Dashboards have been enabled within the appropriate Access
Profile AND on the User Profile, they will see a blank dashboard titled System Dashboard. If the user
clicks on the icon, they will be able to customise their own Dashboard(s). The user can then
select their preferred layout and change the name of the Dashboard by overriding the Dashboard
Name:
The Dashboard can also be linked to an existing Preceda module by selecting the module from the
prompt list within Link to Module.
To add widgets to the dashboard, there is a small icon next to the New Dashboard tab that once
clicked shows the different categories and widgets available for each one of those. All of the Views
being processed via Jaspersoft (Analytics Subscription) are available from within the Analytics folder:
Multiple widgets can be added in each dashboard and multiple dashboards can be created for the
user to classify the information according to their personal preferences or needs.
Within each widget there are several options:
Expand to full screen
Send to printer
Refresh data
Change the parameters
Export Select to export the data into different formats
Refresh To refresh the data
Parameters Change the parameters (when in full screen view)
Save

PRE-DEFINED VIEWS
Sorted alphabetically
AGE PROFILE
Required Modules
(selected windows)
Administration
PreReqs Age calculated form mandatory date of birth field
Definition The active headcount by gender as a bar chart,
displaying various age bands, and also the average
age for the entire organisation
Reporting Timeframe Current, real time
Additional Information Displays by gender code from employee record
Parameters and Filters Filtering defaults to User Security Profile
This View is useful for review the age bands within the workforce, particularly when planning for
changes within the organisation. Organisations with a younger workforce might focus development on
basic professional skills or basic managerial development, while those with more experienced
workforces may focus development energies on emerging technologies, high-level managerial skills
or other areas.
Hover over each Age Band bar for more information to be displayed.
Note: The “Average Age” infographic is for all employees, and does not recalculate when report is
filtered.

ANNUAL LEAVE BALANCES > NOMINATED WEEKS
Required Modules
(selected windows)
Administration including Leave Entitlements
PreReqs Annual leave balances maintained in Preceda
Definition The number of employees who have more than the
nominated number of weeks annual leave owing, and
the dollar value of that leave
Additional Information Drill down for headcount by costing level
Parameters and Filters First Parameter allows user to enter number of weeks
to display, the results filtered for User Security Profile,
then select Parameter for Costing Level
This Infographic displays the number of employees who have in excess of the nominated weeks of
annual leave outstanding, as well as the dollar value of that leave.
Select the Parameters drop-down menu to enter
the number of weeks (defaults to 4) to apply to
this view.
Drill down on the Infographic to display the
number of employees by Cost Level – defaults to
Costing Level 2 (generally state).
Select the Parameters drop-down menu within
the Drill-down to select the costing level (defaults
to Costing Level 2)) to apply to this view.

AVERAGE HOURLY RATE
Required Modules
(selected windows)
Administration including Salaries
PreReqs None
Definition The average hourly rate, displayed by gender
Additional Information Drill down for headcount by costing level
Parameters and Filters Filters on User Security Profile, then select Parameter
for Costing Level after Drilldown
This View is useful for comparing the difference between pay rates by gender. As different employees
get paid for different hours, this View displays the hourly rate.
Drill-down for more details:
Select the Parameters drop-down menu within the Drill-down to select the costing level or positon
definition characteristic (defaults to Job Family) to apply to this View.

CLASSIFICATION
Required Modules
(selected windows)
Administration and Organisation Structures
PreReqs None
Definition The percentage of organisation workforce, displayed
by positon classification
Additional Information Hover for percentage values, drill down for employee
details
Parameters and Filters Filters on User Security Profile
This View displays the number of employees attached to various position definitions, and the
Classification within that position. Positions can maintain the Classification to enable compa-ratio
reporting which is valuable for salary reviews.
Hover over each section for more details. Drill-down for more details:

EXITS BY REASON
Required Modules
(selected windows)
Administration, including Separation Details
PreReqs Valid termination reasons entered when an employee
is terminated
Definition The termination reasons, as entered into Preceda for
each exiting employee
Reporting Timeframe Enter date range parameter
Additional Information Hover for percentage values, drill down for employee
details
Parameters and Filters Defaults to User Security Profile
This View displays the reason recorded against each terminated employee, and is useful for
identifying termination causes so that action can be taken to better manager employee exits.
Hover over each slice to display details. Drill-down on each slice to see more details:

FTE TOTAL
Required Modules
(selected windows)
Administration and Organisation
PreReqs FTE value field populated on all position definitions,
AND Employment Types mapped Talent > Reference
> Workforce > Establish Employment Type Mapping
Definition A comparison of the number of full-time equivalents
(FTEs) against actual headcount
Reporting Timeframe Previous month, with completed payroll data
Additional Information Drill-down for pie chart displaying employment types
This View is useful for reviewing labour statistics as they occur, to enable decision making on
recruiting or allocation of overtime. FTE value is displayed next to red image, Headcount value is
displayed next to yellow image.
Then drill-down on FTE value (in this example 202.8):
Hover for employment type count and percentage values.

FTE PAID – 12 MONTHS
Required Modules
(selected windows)
PreReqs FTE value field populated on all position definitions,
AND Employment Types mapped Talent > Reference
> Workforce > Establish Employment Type Mapping
Definition The number of full time equivalents (FTEs) paid each
month and the actual headcount, compared for the
previous 12 months
Reporting Timeframe Previous full twelve months
Additional Information Hover for monthly statistics, drill-down on FTE for
employment type
This View is useful for measuring the overall FTE value versus the Headcount, being able to monitor
the variances and make informed labour-hire decisions.
Hover over each bar for more information. Drill-down on each bar to display percentage of FTE by
employment type (mapped via Talent > Reference > Workforce > Establish Employment Type
Mapping):

GENDER PROFILE
Required Modules
(selected windows)
Administration
PreReqs None
Definition Headcount by gender, grouped by nominated
parameters
Reporting Timeframe Current
Additional Information Hover for count and percentage for each cost centre,
drill-down for employee details
Parameters and Filters Defaults to User Security Profile, user can nominate
costing level to display
This view displays comparative data within the nominated costing levels of headcount by gender.
Hover for count and percentage for each cost centre, drill-down for employee details:

INJURIES BY LOCATION
Required Modules
(selected windows)
Administration and Safety
PreReqs Recorded Incidents and Injuries in Preceda
Definition Bar chart displaying number or reported injuries by
location (initial view is by costing level 2)
Reporting Timeframe Previous full month
Additional Information Hover for count and percentage of total, drill down for
count by locations as recorded in Preceda
Parameters and Filters Displays organisation-wide data
Displays recorded injuries by the incident location; first view by costing level 2 (state), and then drill-
down to view by location as recorded on incident form.
Hover for injury count, drill-down for physical location:
Hover for count of injuries per location, drill down for more information:
The Safety Views are not filtered by Security Profiles,
and will display organisation wide data.

JOB FAMILY
Required Modules
(selected windows)
PreReqs Accurate recording of job family on each position
definition
Definition Pie chart displaying number of employees in positons
assigned to various job families
Additional Information Hover for count and percentage of total, drill down for
employee details
This View is useful for reviewing the segmentation of employees based on the definitions of the work
they are undertaking. The job family assigned to each Position Definition groups positions together
based on related job families.
Hover over each section for headcount totals and percentage values. Drill-down on
any segment to display more details, including gender. All Analytics pivot tables can
be sorted and exported by the user.

LEAVE BALANCES AND VALUE
Required Modules
(selected windows)
Administration and Leave Entitlements
PreReqs Leave entitlements maintained in Preceda
Definition Bar chart displaying all leave entitlements available to
employees, less any approved leave from ESS, as well
as the calculated value, based on the hourly rate for
each employee
Additional Information Hover for dollar values for each leave type, drill down
for employee details
Parameters and Filters Filtered on user Security Profile
This View is useful for managing areas of the organisation with high amounts of accrued leave,
particularly where costs are being managed. The Infographic displays the total leave value for the
entire organisation, and the total number of accrued hours.
Drill down for employee details:

LEAVE ENTITLEMENTS
Required Modules
(selected windows)
Administration and Leave Entitlements
PreReqs Leave entitlements maintained in Preceda
Definition Horizontal bar chart displaying number of annual leave
hours are available as entitlements to employees
Additional Information Hover for summary of leave hours, drill down for
employee details, sorted graphically from highest to
lowest
Parameters and Filters By costing level, defaults to costing level 1, displays on
User Security Profile
This View is useful for managing areas of the organisation with high amounts of accrued annual
leave.
Hover over each bar for number of hours for that cost centre. Drill-down for actual annual leave
balances by employee, also displayed on a highest to lowest chart:
Hover each bar for name and annual leave balance in hours.

LOST TIME INJURY FREQUENCY
Required Modules
(selected windows)
PreReqs Recorded Incidents and Injuries in Preceda, and paid
hours with an hours classification of W. All time paid
for workers compensation must be assigned to an
existing incident number. In “Entry via Single Screen,
any workers compensation hours should include
Incident Number recorded in the “Session ID’ Column,
or after payrun is closed via Link Payments to
Incidents
Definition Bar chart displaying the LTI Frequency* by month for
the past twenty four months
Reporting Timeframe 24 months
Additional Information LTI Frequency is the number of Lost Time Injuries
each month, divided by the total number of worked
hours, then multiplied by one million.
Parameters and Filters Displays organisation-wide data
Displays recorded LTIs for each month as a frequency of worked hours. This makes monthly
comparisons easy to identify:
Hover for frequency rate each month, drill down for incident number for reference:

MANAGER RATIO
Required Modules
(selected windows)
PreReqs Manager flag on each position definition must be
populated, and employees assigned to such positions
are counted as such, either manager or non-manager
(employee)
Definition Pie chart displaying the LTI Frequency* by month for
the past twenty four months
Additional Information Hover pie sections for count and percentages, drill-
down for employee details.
This Infographic (Employee vs Manager) displays the number of employees for each manager, and
displays as a benchmark for the entire organisation. The pie chart two sections; the inner circle the
overall number of employees to managers – hover over section for statistics. The outer circle displays
the overall values, for ease of comparison.
Drill-down on any section for a pivot table of the details that make up the summarised data, including
the manager’s name:

MOST FREQUENT INCIDENTS
Required Modules
(selected windows)
Definition A list of the most frequent incidents within a given
timeframe, based on the nominated entered number
Reporting Timeframe Enter date range, defaults to previous month
Additional Information Drill down on each “frequent incident” to display the
details. The Infographic displays the variance of total
incidents for the timeframe compared to same time last
year.
Parameters and Filters Enter the number to represent top N value. Displays
organisation-wide data
Upwards RED arrow indicates an increase in the total number of injuries for the same period last year;
downwards GREEN arrow indicates a decrease, and a BLUE equals symbol represents the statistics
are the same.

MOST FREQUENT INJURIES
Required Modules
(selected windows)
Definition A list of the most frequent injuries within a given
timeframe, based on the nominated entered number
Reporting Timeframe Enter date range, defaults to previous month
Additional Information Drill down on each “frequent injury” to display the
details. The Infographic displays the variance of total
injuries for the timeframe compared to same time last
year.
Parameters and Filters Enter the number to represent top N value. Displays
organisation-wide data
Displays recorded injuries by the incident location; first view by costing level 2 (state), and then drill-
down to view by location as recorded on incident form.
are the same.

NATIONALITY
Required Modules
(selected windows)
Administration
PreReqs Nationality to be recorded within Other Contacts
Definition A chart displaying workforce nationalities, and
Infographic for all organisation displaying the
percentage of workforce identifying as Aboriginal &
Torres Strait Islanders
Additional Information Hover for headcount and percentage, drill-down for
employee details, including languages spoken, if
recorded in Preceda
This is an easy view of the current workforce nationality make-up, including a percentage value
displaying ABS reporting requirements:
Drill-down for employee details, including languages spoken, if recorded in Preceda:

OVERTIME COST
Required Modules
(selected windows)
Administration including Earnings History
PreReqs None
Definition Displays the cost of overtime – any hours code with a
O/T Classification – by month
Reporting Timeframe Previous 13 months, although Infographic is only for
previous 12 months
Additional Information Hover for dollar value of overtime paid, drill-down for
Infographic displaying monthly headcount and number
of overtime hours for the selected month
Parameters and Filters Filtered on user Security Profile, and on drill-down,
date range can be changed
This View is useful for managing overtime to a budget, and also for early identification of potential
cost overruns, as well as determining if an increase in headcount might reduce overtime costs. The
data displays for the past twelve months to identify any trends.
Hover over each bar for more dollar value for that month. Drill-down on each bar to display total
headcount for the month and the amount of overtime hours worked during that month.

SALARY GRADE
Required Modules
(selected windows)
PreReqs Reported position definitions must contain a salary
grade, which can also be used for compa-ratio
reporting
Definition Pie chart displays the percentage of salary grades for
positions with employees attached
Additional Information Hover for count and percentage, drill-down for
employee details
This View displays the percentage of employees covered by a Salary Grade within their Position
Definition – this is not what the employee is being paid, but the salary grading of the position each
employee is assigned.
Hover over each section for headcount and percentage of overall total. Drill-down for employee
details:

SENIORITY
Required Modules
(selected windows)
PreReqs Reported position definitions must contain value within
the seniority field
Definition Pie chart displays the percentage of seniority for
positions with employees attached
employee details
This View displays the seniority groupings within each Position Definition assigned to active
employees.
Hover over each section for headcount and percentage of overall total. Drill-down for employee
details:

SEPARATION RATES
Required Modules
(selected windows)
Administration and Separation details
PreReqs Recorded termination reasons against each terminated
employee, mapped via Talent > Reference >
Workforce > Termination Reasons Mapping
Definition Bar chart displays terminated headcount results as
either voluntary, involuntary, transfer, or other
Reporting Timeframe Previous four calendar quarters
employee details
This View displays the number of people who have left the organisation in the past twelve months,
grouped as Voluntary, Involuntary, and Other – based on the mapping of the Termination Reasons
established with the Talent – Workforce module. The data is presented for each calendar quarter.
Hover over each bar to display leavers for that type and quarter. Drill-down for employee details:

STARTERS AND LEAVERS
Required Modules
(selected windows)
Administration
PreReqs None
Definition Infographic displays count of starters (green stick
figure on left) and leavers (red stick figure on right
Reporting Timeframe Previous twenty four months
Additional Information Drill-down on starters for starter data, or leavers for
leaver data. Then hover for results by month, or drill
down for employee details
This Infographic displays the employees entering and departing from the organisation, during the past
full twelve months.
Drill-down on the green person (image on left) to display the number of starters each month for the
past 24 months. Drill-down on the red person (image on right) to display the number of leavers each
month for the past 24 months.

Hover over each bar for more details. Drill-down on each bar for the specific data that provides the
results.
Starter Logic –
 Considers all employee records with a Status of either Terminated (T), Reinstated (R) or
Active (A)
 If the record has a Transfer Effective Date (Significant Dates) in the reporting period then it
is used as the Start Date.
 If the Transfer Effective Date is blank then the Adjusted Service Date in the reporting
period is used as the Start Date.
 A Starter in the reporting period is any transaction that has a Start Date calculated by this
logic in the same reporting period.
Leaver Logic
 Considers all employee records with a Status of either Terminated (T), or Reinstated (R)
 Uses the Termination Date in the reporting period, as the Leaver Date
 A Leaver in the reporting period is any transaction that has a Leaver Date in the same
reporting period.
This does not include logic that prevents an employee can be counted twice if they are reinstated and
terminated more than once in a report.

TOTAL SALARY PACKAGE
Required Modules
(selected windows)
Administration and Remuneration
PreReqs Salary packages must be maintained for employees
Definition Displays the four different components that make up a
salary package (TEC), and the change in the value
since the same day last year
Additional Information Hover for dollar value of component, drill-down on any
cost centre to display employee details, and changes
to each of the components since same day last year.
Infographic displays overall change in 12 months as a
percentage, red upward arrow for a $ increase,
downwards green arrow for a $ decrease, and blue
equals symbol for no change. Hover icons for
descriptions
Parameters and Filters Filtered on user Security Profile, select by costing level
This View displays the breakdown of salary package components, as well as any change since the
same time last year.
Hover on each bar to display values for the displayed components, including:
Base Salary Annualised salary
Pension Annualised employer contributions
to superannuation, KiwiSaver or
local pension scheme
Allowances Annualised allowances that are
included in the overall salary
package value
Potential
Extras
Annualised items that are
potentially paid, but are included in
the total salary package value, such
as potential bonuses etc.

Drill-down for actual numbers for employees within each group:
The Infographic to the right of this View displays the changes to these values since the same time
twelve months ago, and is represented by these images:
Base Salary
$
Pension
Allowances
Potential
Extras
are the same.

WORKFORCE TENURE
Required Modules
(selected windows)
Administration
PreReqs None
Definition Displays the employment tenure by gender, in defined
year bands. Infographic displays average tenure
across entire organisation
Additional Information Hover for count by gender, drill-down for employee
details
Parameters and Filters Filtered on user Security Profile, select by costing level
This View displays a headcount of active employees within defined tenure bands, by gender. An
Infographic is also displayed that show the overall Average Tenure in years, regardless of what
security has been applied to this View.
Hover over each bar section for more details. Drill-down on each bar to display the employee details
within the selected band:

APPENDIX A – V12 DASHBOARDS
AVAILABLE VIEWS
This functionality was introduced in Preceda 12, and some of the features are reflected within managing Preceda
Analytics. It should be noted that this functionality is not processed in Jaspersoft, and as such the results may vary.
Each of these Views (known as dashboards in V12) will be replaced in time with Analytic Views, developed in the
same format as described on the previous pages of this document.
Dashboard ID Description
D000002 Headcount by Employee Status
D000003 Headcount by Gender
D000004 Turnover Percentage (last month)
D000011 Current Headcount
D000015 Labour Stability
D000016 Generation Ratio
D000017 Wages Spent on Training per Emp.
D000018 Total Separation Rate
D000019 Staffing Rate Approaching Retirement
D000020 Training Hours per Employee
D000021 Unplanned Absences
CONFIGURATION SETTINGS
To finalise the widget configuration, it is required to set up how the information will be extracted and
grouped.
From Administration > Reference > Dashboards select Dashboard Options
DASHBOARD OPTIONS
Data on your V12 dashboard can be displayed using current date or based on a snapshot, it can also
be displayed based on your costing levels or organisational structure.
Dashboard Data:
 C = data displayed will be as of today’s day (i.e. data in the system at the time you view the
dashboard)
 H = data displayed will be a snapshot of data at the end of the prior month
Dashboard Structure
 C = base structure on Costing Levels
 O = base structure on Organisational Units

PRECEDA METRICS
In order for the pre-defined V12 Views to display correctly, it is important to establish some rules within
your database beforehand. These simple rules will enable the data to be grouped and displayed in a
format that is easy to understand, and compare over time.
From Administration > Reference > Dashboards select Worked Hours Mapping
WORKED HOURS MAPPING
To use the Unplanned Absences widget there are some additional configurations to be set up. The
Work Hours Mapping screen allows the user to select the hours codes, or additions/deduction codes
to be defined as worked hours or unplanned leave. These codes are then used to generate the chart
displayed in the Unplanned Absences widget.
Once the general set up for the dashboards is finished, the user can start setting up its own
dashboards.

Implementing Preceda Analytics

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