Activity Analysis: Required and generated datasets – Orgvue Knowledge Base

This article explains the datasets required for an Activity Analysis survey, and the datasets which are generated when a survey is configured. A separate article provides a step-by-step guide to configure, distribute and manage a survey.

Required Datasets

Two datasets are required to launch an Activity Analysis survey:

A People Dataset: The employees who are to receive and complete the survey; and,
An Activities Dataset: The taxonomy of work activities which employees can select and record time against.

People Dataset: Required and recommended properties

The following properties must be included in the People dataset:

Email address for online IAA surveys to be distributed. (The case sensitive property key must be ‘Email)’;
Employee ID and Manager ID for the organization hierarchy to be visualized and analyzed.

In addition, the following properties are recommended:

Employee Name to label people in the organization structure;
FTE to ensure total time is apportioned correctly
Cost to calculate the cost of time associated with activities;
Position Title to identify which positions are conducting which activities;
Role Title to reveal whether work being performed is aligned with role responsibilities;
Employee Grade/ Level, to analyse whether employees are conducting the appropriate level of work (grades are often used to categorize employees into Executive/ Managers/ Non-managers);
Key Organization Dimensions, e.g., the functional departments, geographic locations, and business units used for subgroup analysis.

Activities Dataset: Required and recommended properties

The following properties must be included in the Activities dataset. The required, case sensitive property keys are also noted:

Activity Name; the label of the activity (Key: ‘label’)
Activity ID (Key: ‘id’), and Parent ID (Key:‘parentid’) to identify activities in the taxonomy

In addition, the following properties are recommended to categorize activities:

Level, e.g., Strategic, Operational, or Transactional; to analyse whether work is being conducted by employees at the appropriate level);
Activity Description to explain the work associated with the activity (Key: ‘description’)
Type. e.g., Decision, Output, or Task; to analyse the type of work being conducted;

Further categorization properties should be included to test hypotheses and meet the business need for insight. Common examples include:

AI/ Automation potential: the activity could be automated or supplemented through the application of AI.
Customer facing: the activity involves direct contact with external customers.

An illustrative extract is provided below:
A screenshot of a computer Description automatically generated

Generated Datasets

Three datasets are created when the survey is configured via the Survey Admin application:

People Results dataset: Enables analysis structured by the people hierarchy with data for employees rolled-up into teams and reporting lines.
Activities Results dataset: Enables analysis structured by the activities taxonomy with data for activities rolled-up into processes and value chains.
Links dataset: Connects each employee in the people dataset to each activity they conduct via their time allocation.

These datasets are populated as employees complete the survey.

Example Analysis – Activities Dataset

Example Analysis – People Dataset