HR dashboards — what each one shows
Eight screens, from the team overview to working-time utilisation. Four share one permission, and two require warehouse-report permission.
Step by step
Run an HR report for a selected period
- Sidebar → Dashboard → Reports → HR. Choose one of the eight reports.
- Six period reports have the same filter card at the top. Set Date range to Last 7 days, Last 14 days, Last 30 days, Last 60 days, Last 90 days, or Custom. The last option displays From and To fields.
- The default range depends on the report: Absences and leave and Overtime and compliance open on Last 90 days; the others use Last 30 days.
- Narrow the staff list with Department and Warehouse. Both are searchable selectors with an x button to clear them.
- Click Refresh to recalculate. HR reports are not cached, so a wide date range simply takes longer to load.
- Click Export Excel (the green button beside Refresh) to download the data. It is not available on the Working Time Utilisation screen; that is the only report without an export.
Check the team’s current status
- Open HR Overview or HR Analytics. Both show the current situation, not a period, and neither has the shared filter card.
- HR Analytics refreshes itself every 30 seconds. The screen displays Auto-refresh every 30s and a Extend by 60s button.
- Alerts — lateness, long breaks, and overtime — appear on the same screen below the metrics.
When a report shows only zeros
- Check the date range and Department / Warehouse filters. Filtering to a department with no staff produces an empty result, not an error.
- Check whether workdays exist for the period. Reports use workdays, not raw clock-ins, and workdays are not created automatically (HR module pitfalls).
- If only Employee productivity (HR) or Working time utilisation is empty, those two read warehouse data and require permission for picking reports, not HR reports (Report permissions — two layers and four mismatches).
| Dashboard (menu name) | Screen heading | Question it answers |
|---|---|---|
| HR Overview | — | What is happening now — the team, approval queue, who is at work |
| HR Analytics | — | Current situation: lateness, long breaks, overtime, alerts |
| Attendance Report | Attendance and punctuality | How many hours were worked and how punctual people were |
| Absences and leave | Absences and leave | Who was absent and for how long, and how much leave remains |
| Overtime and compliance | Overtime and compliance | How much overtime there was and whether limits were met |
| Schedule adherence | Schedule adherence (Plan vs Actual) | Plan versus actual |
| Employee productivity (HR) | Employee performance | Items per hour — warehouse data |
| Working time utilisation | Working time utilisation | How much of the paid time was productive |
Four period reports have different names in the menu and on the screen. When discussing one, give both names.
Which ones to check every day
HR Overview and HR Analytics both show the current state. HR Analytics refreshes itself every 30 seconds and has an alerts section.
The rest are period reports, usually reviewed weekly or monthly.
Three metrics worth explaining
Bradford Factor (the section is labelled this way in the Absences and leave report) weighs long absences less heavily than frequent short ones. The on-screen hint gives the formula: (number of episodes)² × total days. Several one-day absences raise it more than one longer leave because they disrupt work more.
Schedule adherence compares planned and actual hours and shows Coverage shortage and Work outside schedule. The latter is often more interesting: unplanned work may be invisible in costs.
Working time utilisation is the only report that combines HR and warehouse data: productive time from the warehouse system versus paid time from HR.
This report labels itself an estimate. A blue box above the metrics says: “Productive hours calculated using the WMS work ‘active span’ heuristic (estimate, not exact task time). WMS↔HR bridge — validate at a company with real data.” The last sentence is an implementation note that was left on the production screen. Treat the result as a directional indicator, not as a basis for payroll or settlements.
Permissions can be surprising
- Four reports share one permission — attendance, absences, overtime, and schedule adherence. Granting it opens all four.
- Employee productivity (HR) and Working time utilisation require permission for warehouse picking reports, not HR reports.
- All reports also require permission for the Attendance module for their data to load.
A strictly HR role will therefore see a group with two fewer entries, while a role with report permissions alone will see empty screens (Report permissions — two layers and four mismatches).
Data is calculated live
HR reports are not cached. The numbers are current, but a broad date range takes longer to load than logistics reports.
Where the numbers come from
They are based on workdays, not raw clock-ins. Because workdays are not created automatically, reports may be empty even when clock-ins are being recorded correctly (HR module pitfalls).
That is the first thing to check when a report shows zeros.
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