Description
The Workforce Composition Summary Pack summarizes the content provided in the Gender Diversity Story Pack and the Age and Tenure Story Pack. This summary pack excludes gender pay differences, so does not require a compensation cost property to be included in your dataset.
Template packs are provided to get your analysis started: you can change existing slides and create additional slides to customize your analysis.
Dataset requirements
To gain the expected insight, your dataset should include:
- An age property
- A tenure property
- A date of birth property
- A gender property
- At least one functional, geographic, business unit or grade property.
Insight provided
The pack provides insight to address questions such as:
What is the age and tenure profile of the workforce?
- Is the age and generational profile of the workforce in line with our target customers?
- What is the average age of the workforce?
- What is the average tenure of the workforce?
- What is the profile of the workforce across tenure categories?
- Do we have an appropriate mix of experienced employees and recent recruits to balance knowledge of the organization with new perspectives
- What proportion of employees are anticipated to retire in the next 5 years?
- Where in the organization are there teams facing retirement risks
- Which teams face retirement-related risk exposure?
- Where will we need to focus our talent development activities?
What is the gender profile of the workforce?
- Where in the organization are female or non-binary employees under-represented?
- What is the gender composition
- At each organizational layer?
- Within each leader’s full reporting line?
- Across functional departments, geographic locations, business units and grade levels?
- Of each individual team?
How to access and configure the pack
- In Workspace, select the dataset you want to use (if necessary, refer to 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 Composition Summary 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 Age property
- A Date of Birth property
- A Tenure property
- A Gender property
- 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 unmapped properties are outlined at the end of this guide.
- Select ‘Open’.
When the pack opens, you will be prompted to complete the Pack Configuration.
- Specify the dataset values which correspond to Male, Female and Non-Binary. With your dataset Gender property specified,
- Select the arrow shown below.
- Drag and drop your dataset properties to the appropriate Pack Gender Category. Any values which are not dragged to a category will be excluded from the analysis.
The two images below shows this page before and after actions a and b have been completed:
- At the Pack Configuration page you can also configure the 'Age Groups' and 'Tenure Groups' which will be reported in the pack. 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).
- Your entry in the 'Age Group' and 'Tenure Group' fields will be used to label the categories reported in the pack.
- For each of your specified Groups, enter the corresponding ‘Max' value.
- Select the 'Optional tab' to customise the Retirement Risk analysis:
- ‘Number of Years to Retirement.’ The number of years to retirement which will be used to calculate and report retirement risks.
- ‘Years to Retirement Flag: The threshold which triggers the retirement risk flag. Teams will be flagged when the percentage of team members reaching retirement age in the specified number of years exceeds this threshold.
- The ‘Retirement Age’ The standard age used to calculate employees’ number of years to retirement.
- Select 'OK' to open the pack.
If there are properties which have not been mapped, the following actions 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)
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