Workforce Size and Cost Story Pack – Orgvue Knowledge Base

Pack description

With this pack you can analyse the size of the workforce and associated compensation costs.

You can drill-down through the organization structure to see the size and cost of:

The organization as a whole
Each leader’s reporting line
Each individual team

And compare the size and cost of the workforce across:

Functional departments
Geographic locations
Business units
Grade levels
Employee types, e.g., part-time and full-time; direct and indirect

Dataset requirements

To gain the expected insight, your dataset should include

An FTE property
A compensation cost property
An Employee Type property (to compare - for example - part-time and full-time employees; or direct and indirect employees)
At least one functional, geographic, business unit or grade property

Insight provided

With this pack you can address questions such as:

What is the total size and cost of the workforce?
Are we allocating resources where they are needed to deliver our strategic objectives?
- What is the size and cost breakdown across
  - functional departments
  - geographic locations
  - business units
  - individual teams
How many employees are there in each grade category?
Are reward frameworks being applied consistently across the organization?
- Is average reward for people of the same grade comparable across different functions, geographies and business units?
- Where are there anomalies or inconsistencies?

Template packs are provided to get your analysis started: you can change existing slides and create additional slides to customize your analysis.

Illustrative content

Drill-down through the hierarchy to see key measures

Visualize a dashboard of key measures

Understand the individual-level detail

How to access and configure the pack

In Workspace, select the dataset you want to use (if necessary, see Accessing Datasets and Packs).

Select ‘New pack’ then ‘Next’.

Select ‘Analyze the size, cost, composition and structure of the organization’ under “What do you want to do?”. Select the ‘Workforce Size and Cost Story Pack’ icon. Select 'Next'.

If dataset property mapping is complete you will have the option to select ‘Open’.
If dataset property mapping is not complete, and if you have dataset edit rights, you will have the option to select ‘Next’.

If necessary, you can change previously mapped properties. For more information, see Property Mapping in Template Packs.

When 'Next' has been selected:

Map the properties in your dataset which correspond to the Template properties. To get the intended insight, you should map:

An FTE property
A Compensation property
An Employee Type property (for example, to compare part-time and full-time employees; or direct and indirect employees)
The functional, geographic, business unit and grade properties used for subgroup reporting. You do not need to map all four of these 'dimensions'. The recommended actions for unmapped properties are outlined at the end of this guide.

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Select ‘Open’

When the pack opens you will be prompted to configure two properties used in the pack. Customizing these properties is optional. You can skip this step and open the pack with default categories by selecting ‘OK’. You also have the option of completing or changing the Pack Configuration after you have opened the pack (see Configure template pack content).

‘Layers below Managers for Aggregated reporting.’ The number of organizational layers required below a manager for rolled-up size and cost values to be calculated.
The ‘Currency Symbol’ used for reporting compensation values.

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Select ‘OK’ to open the pack.

If there are properties which have not been mapped, we recommend the following actions which can be taken when the pack is open:

Removing the standard slides relating to these properties (see Remove slides you don’t need).
Removing these properties from cards (see Remove properties from cards).
Removing the unmapped properties from slide paging options (see Specify which properties are used for Paging).