Utilizing Analytics within Crosschq
Analytics is a Crosschq module that lets organizations analyze and report on how successful their talent organization is at hiring and retaining top-performing employees. You can find the report reference guide here.
Crosschq Analytics is able to generate a wide range of reports on employee turnover, diversity, Quality of Hire, and Crosschq 360 reference checks. In order to get the most out of this module, several data sets must either be uploaded manually or integrated via APIs (recommended) with New Hire Analytics. These data sources include:
- Your employee database
- New hire performance information
- Your Applicant Tracking System
- Your Crosschq 360 reports
Read the following sections to learn how to navigate Crosschq Analytics:
- Navigating Dashboards
- Cohorts Manager
- Employee profiles and data import
You will find two dashboard tabs on the left side of the screen: My Dashboards and Default Dashboards.
You can find dashboards that you have built or have been shared with you in the My Dashboards tab. Read the Dashboard Manager section to learn how to create your own dashboards, the Chart Library section to learn how to customize your dashboards, and the Navigating Dashboards section to learn how to edit and share dashboards.
Crosschq offers a variety of predefined dashboards that you can use, you will find them within the Default Dashboards tab. You will be able to apply filters, define time ranges and create cohorts for these dashboards. Read the Navigating Dashboards section to learn how to apply filters to dashboards.
How to create a dashboard: Dashboard Manager
You will find all your customized dashboards within this section.
To create a new dashboard access the Dashboard Manager section, select Create New Dashboard, add a name to your dashboard, and click Create.
You can also click the three dots to rename or delete your dashboards.
How to add charts to your dashboard: Chart Library
The Chart Library contains all charts that are available within our platform. Use the tooltip in the question mark icon (?) to get more information about each chart.
You will be able to add charts to your Dashboards from the Chart Library. Locate the chart you want to add to your dashboard by navigating within the chart categories, click the Send Chart to Dashboard icon you will find in the top right corner of each chart, and select the dashboard in question (see the image below).
You will also be able to add charts to your dashboard when editing your dashboard from the My Dashboards section. Read the Custom Dashboards section below to learn how to edit a dashboard.
You can select the Copy to Clipboard icon to copy the chart so you can paste it into an email or Slack.
You will also be able to apply filters in this section so that you can have a preview of all charts based on specific data before adding them to your dashboards.
You can customize a dashboard by accessing the dashboard in question and selecting the Edit Dashboard button at the top right corner. Here you will be able to change the order of your charts, apply filters and remove charts.
*note that the custom dashboard is called My Dashboard.
Reordering a Dashboard
You can grab and drop charts to place them in different spots and change their size by grabbing them from the lower right corner:
Select the add filter option or click the pencil icon within the chart to which you want to apply filters. This will take you to the chart editing section.
There you will be able to apply filters, as well as modify the chart name or delete it.
Select the add chart button and browse the chart you want to add to your dashboard. You can browse charts by name or by chart categories.
Click Next, set up the filters, and select Add to Dashboard.
To delete charts, check the box to select the chart you want to delete and click the Remove Selected Charts button:
Sending custom dashboards
This option allows you to generate collaborative dashboards. Users are able to view and edit dashboards simultaneously. Changes to the filters applied, widgets added and modifications to the size and location of the charts will be seen by all who are collaborating on a dashboard.
To share a dashboard, select the share button at the top-right corner.
Next, add new collaborators and select their permissions. You can choose between Viewer permissions (these users will not be able to edit the dashboard) or Editor permissions.
All collaborators will receive the following email:
You can view the dashboards that have been shared with you in the Shared Dashboards section:
Making a Copy
You can make a copy of your dashboards for your account, and also send the copy to other users. Select the Make a Copy button at the top-right corner, add a name to the copy, and select the users.
Copied dashboards will show up in the My Dashboards section. Users with whom you share the copied dashboard will receive an email and will be able to edit the dashboard.
Note that, unlike the Share option, changes made to copied dashboards will only apply to the user who made the changes. Copied dashboards are not collaborative.
Crosschq offers a variety of pre-built dashboards that you can find within the Default Dashboards section.
Within each dashboard, you will be able to set up filters, modify time ranges, and set up different cohorts.
Use the drop-down menus at the top to apply filters:
If there are drop-down menus that you would like to remove from the filter section, you can click the more button and check/uncheck the boxes to select which filters you want to show up in the dashboard:
Saving a Cohort
After filters are applied and the time range is selected, click the save as button to create a new cohort. Cohorts are pre-defined groups of new hires that can be used to segment Analytics dashboards and visualizations. Read the following section to learn how to create, delete and modify cohorts.
After clicking Save, your new cohort will show up in the upper drop-down menu. Use this drop-down to navigate between all your different cohorts:
Cohorts are pre-defined groups of new hires that can be used to segment Analytics dashboards and visualizations.
Within the Cohorts Manager section, you will be able to create, delete and modify Cohorts.
Here you can search by cohort name and filter by all the cohorts or the cohorts that you have created.
Select the three dots to edit, duplicate, rename, or delete a cohort. If you click the edit option, you will be redirected to a default dashboard where you can edit the cohort parameters.
Employee profiles and data import
Read the following articles to learn about: