Demographic Analysis Story Pack

Pack description

With the Demographic Analysis Story Pack, you can select any property from your dataset and analyze the profile of the workforce and compensation differences across demographic subgroups.  

Teams are flagged if team composition or average compensation differences exceed your specified thresholds.

Dataset requirements

To gain the expected insight, your dataset should include:

• The demographic property to be analysed
• A compensation cost property
• At least one functional, geographic, business unit or grade property.

Insight provided

With this pack you will understand: 

• The profile of the workforce:  the number of employees and the proportion of the workforce in each demographic sub-group:
  • The demographic profile of each leader’s full reporting line
  • The demographic profile of functional departments, geographic locations, business units and grade levels
  • The demographic profile of individual teams
• The average compensation per employee in each demographic sub-group
• Where in the organization are there compensation differences across demographic subgroups   

Illustrative content

Drill-down through the hierarchy to see rolled-up team composition and average compensation

Visualize a dashboard of key measures

Visualize the organization landscape split by your selected demographic categories

See which teams have demographic compensation differences beyond your specified thresholds

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

How to access and configure the pack

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

2. Select ‘New pack’ then ‘Next’.

3. Select ‘Analyze the size, cost, composition and structure of the organization’ under “What do you want to do?”.   Select the ‘Demographic Analysis Story Pack’.  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:
 

4. Map the properties in your dataset which correspond to the Template properties.  To gain the expected insight, you should select:

• The property from your dataset which contains the Demographic Group you want to analyse.
• A Compensation property (for reporting demographic compensation differences)
• 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.

5. Select ‘Open’

When the pack opens, you will be prompted to complete the Pack Configuration.

6. Select the Demographic property you want to analyse.

When a demographic property has been selected, you can specify the subgroups which will be reported.

1. Select the arrow icon.
2. Specify the subgroups which will be reported in the pack.  Your entry in the 'Analysis Categories' fields will be used to label subgroups.
3. Specify which dataset values will be included in each subgroup by dragging and dropping the value to the relevant field.

NOTE: 

• You can add more subgroups by selecting the ‘+’ icon to the right of the ‘Dataset Values’ field.
• Any values which are not dragged to a sub-group will be excluded from the analysis.

The two images below shows this page before and after actions 1, 2 and 3 have been taken:



 

7. Select the Optional tab to customise:

• ‘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.
• ‘Diversity Flag’:  The percentage point threshold below which teams will be flagged as under-representative.  For example, with the value set at 25, any team with less than 25% of team members in a demographic subgroup will be flagged.
• The ‘Currency Symbol’ applied to compensation data.
• ‘Compensation Gap Flag’:  The percentage point variation from average below which subgroups will be flagged.  For example, when set to 5, demographic subgroups will be flagged if the average compensation for the subgroup is 5 percentage points below the average.

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).  



 

8. 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)

Related articles:

• • Typical business questions
  • Example Key Measures
  • Best practices for organizational analysis
  • How to get from raw data to actionable insight
  • Organizational Analysis
  • Orgvue’s template packs for organizational analysis