How do I create and manage Analytics dashboards in Simployer One? 

Analytics dashboards help you visualize workforce data using charts and key metrics. In addition to the predefined Overview dashboard, you can create your own dashboards with customized insight widgets that display the information most relevant to your role. 

Custom dashboards are private, allowing you to organize and monitor the metrics you need without affecting other users. 

Before you begin 

You must be an Owner or Admin to access Analytics.  

The key figures at the top of the Overview dashboard are fixed, but you can add, edit and delete charts below them. To create your own analytics views, create a Private dashboard. 

How do I open Analytics? 

Navigate to Insights → Analytics.  

The Overview dashboard opens automatically.  

The Overview dashboard contains the standard Analytics widgets provided by Simployer One. 

(Total headcount, Full time equivalents (FTE), Joiners and leavers (YTD), Average employee age and Company average tenure).

How do I create a custom insight? 

You can create your own charts by adding a custom insight. 

1. Open Insights → Analytics.  
   
2. Select Edit insights. 
3. Select Add new insight, by clicking the + icon on the page where these icons are available
   
4. A popup window called Customize chart will show up where you select an insight under Select insight. 
   
5. Enter a Name for the chart.  
   
6. Configure the chart settings.  
   
7. Select Save.  
8. Select Stop editing when you are done. 

The new insight is added to your dashboard. 

Which insight categories are available? 

When creating a custom insight, you can choose from the following categories: 

• Headcount  
  
• Full-time equivalents (FTE)  
  
• Turnover %  
  
• Absence %  
  
• Absence hours  
  
• Absence days  
  
• Joiners / Leavers  
  
• Compensation cost  

Choose the category that best represents the workforce metric you want to monitor. When you select a category, a short explanation of how it is calculated is shown. 

How do I configure an Analytics insight? 

Each insight can be customized to display the information you need. 

You can configure: 

• Name  (required)
  
• Date range  
  
• Group by  
  
• Filter
  
• Additional filters  (on the insights where it is applicable)
  
• Chart type  

After configuring the settings, select Save. 

How do I choose a date range? 

The Date range determines which period is included in the chart. 

You can choose:

• Today
• Last 3 months
• Last 6 months (default)
• Last 12 months
• Defined date
• Period

Changing the date range updates the chart automatically. 

How does Group by work? 

The Group by setting determines how data is organized within the chart. 

Depending on the selected insight, data can be grouped by employees or other available dimensions. The default is All employees.

Grouping makes it easier to compare values across your workforce. 

How do filters work? 

Filters allow you to focus on a specific part of your organization. 

Available filters include: 

• Departments  
  
• Offices  
  
• Teams  
  
• Employment types  
  
• Organizations  
  
• Gender  
  
• Age  

You can combine multiple filters to narrow the displayed data. 

For example, you could display: 

• Employees in one department  
  
• One office  
  
• One employment type  
  
• Employees within a specific age group  

What are Additional filters? 

Some insight categories provide an Additional filter. 

These filters allow you to further refine the displayed data depending on the selected insight. For example, Absence days has the additional filter Type of leave.  

The available options vary according to the type of insight you are creating. 

How do I choose a chart type? 

Analytics supports two chart types: 

• Bar chart  
  
• Line chart  

Choose the chart that best represents your data. 

A Bar chart is useful for comparing categories. 

A Line chart is useful for showing changes over time. 

You can change the chart type later if needed. 

How do I edit an Analytics insight? 

You can update an existing insight whenever your reporting needs change. 

Select Edit insights, then on the edit icon on the chart (cog wheel in the charts top left corner) and change any of the following: 

• Insight name  
  
• Date range  
  
• Filters  
  
• Additional filters  
  
• Chart type  

After making your changes, select Save. 

How do I rename an Analytics insight? 

To rename an insight: 

1. Select Edit insights, then the edit icon (cog wheel icon in the charts top left corner).
   
2. Update the Name field.  
   
3. Save the changes.  

The new name is displayed on the dashboard immediately. 

How do I delete an Analytics insight? 

If an insight is no longer needed: 

1. Select Edit insights. 
   
2. Select Delete (X icon on in the top right corner of the chart)
   
3. Confirm the deletion.  

The insight is permanently removed from your dashboard. 

Important 

Deleting an insight cannot be undone. 

How do I create a Private Dashboard? 

Private Dashboards allow you to organize related insights into separate tabs. 

To create a Private Dashboard: 

1. Open Insights → Analytics.  
   
2. Select Edit insights.  
   
3. Select + Add a new Tab next to the Overview tab.  
   
4. Enter a name for your dashboard.  
   
5. Add the insight widgets you want to display.  

The new dashboard is only visible to you. 

Can I create multiple Private Dashboards? 

Yes. 

You can create multiple Private Dashboards, allowing you to organize different types of analytics into separate tabs. 

For example, you could create dashboards for: 

• HR metrics  
  
• Compensation  
  
• Absence  
  
• Workforce planning  

This makes it easier to focus on different business areas without overcrowding a single dashboard. 

Can I change the Overview dashboard? 

Partly. 

The key figures at the top are fixed, but in Edit insights you can add charts to the Overview tab and edit or delete them. 

You cannot: 

• Move widgets  
  
• Hide widgets  
  
• Remove widgets  

If you need a customized layout, create one or more Private Dashboards instead. 

How do I download an Analytics dashboard? 

Analytics charts can be downloaded as an image. 

To download a chart: 

1. Open the dashboard where the chart is found. 
   
2. Select the download icon on the chart (bottom right corner of the chart).  
   
3. Save the chart as a PNG image.  

PNG exports are useful when sharing dashboard snapshots in presentations or documentation. 

Best practices 

Tip 

Create separate Private Dashboards for different reporting needs, such as workforce planning, absence, or compensation. 

Tip 

Give each insight a descriptive name so it is easy to identify when multiple widgets are displayed. 

Tip 

Use filters to focus on specific departments, offices, or teams instead of creating duplicate dashboards. 

Important 

Review your dashboard regularly to ensure the displayed insights continue to support your reporting needs. 

FAQs 

Who can access Analytics dashboards? 

Only Owners and Admins can access Analytics. 

Can I edit the Overview dashboard? 

Partly. The key figures are fixed, but you can add, edit and delete charts on the Overview tab. 

Can I change a Bar chart to a Line chart? 

Yes. You can change the chart type at any time. 

Can I edit filters after creating an insight? 

Yes. Filters, date ranges, and chart types can all be updated later. 

Can I rename a custom insight? 

Yes. 

Can I delete a custom insight? 

Yes. 

Can I create multiple Private Dashboards? 

Yes. You can create as many Private Dashboards as needed. 

What format can Analytics dashboards be downloaded in? 

Analytics charts can be downloaded as PNG images, one chart at a time. 

Video guide: Insights (Analytics & Reports)

Insights (Analytics & Reports)