START Saratoga Taking Action and Report Tool Help Document

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1 START Saratoga Taking Action and Report Tool Help Document

2 Table of contents Introduction...1 Dashboard... 2 Common report features... 3 Metrics... 5 Contact for Further Queries...15 PwC

3 Introduction PwC s START application is a reporting resource built for HR teams to make best use of their survey data. Organizations today are investing more and more time and resources in employee survey research programs, which necessitate tools and support for driving positive change once the data has been collected. START presents a userfriendly way to view their relevant survey data. PwC 1

4 Dashboard After logging in, one of the first views you will see is the Dashboard. The dashboard displays tiles or widgets that allow users to drill into reports. PwC 2

5 Common report features Filters You can apply filters on the report by clicking the Filter icon filters you want and click Apply. on the top right corner of the screen. Select The report displayed will show the data for specified filters only. To clear filter selection, click Filter icon Exporting then Clear All Filter(s) and Apply. You can export report views by clicking the Export Icon Please note that some reports will only export into Excel. and selecting to export in Excel, PPT, or PDF format. PwC 3

6 Demographic Break outs To view your results by a particular demographic, select one of the options from the drop-down list as shown below. The report displayed will refresh to show a break-out of your selected demographic. Drilldowns Drilldowns are applicable on bar graphs where user can drill-down to the next node (level). Bars that show a shade darker have nodes available for drilldown. Clicking that bar will display the next layer s results. You will see the node(s) you have selected displayed above the chart. To remove a drilldown, click the link for one of the parent nodes or click Total to return to the top of the structure. PwC 4

7 Metrics Click Metrics to view a list of available reports including: 1. My Reports 2. KPIs a. Response Rate b. Engagement Index c. Percent Favorable Score d. Intent to Stay 3. Analytics a. Employee Landscape b. Heat Map c. DD Table d. Driver Matrix 4. Themes varies according to projects 5. Comments My Reports You can create customized sets of reports and analyses to share or review later with the My Reports feature. You can view the list of all reports that you have created or have that have been shared with you by navigating to the Metrics page. To view the pages included in each report, click the icon for the saved report then click a report tile. PwC 5

8 Metrics KPIs Response Rate In this report you can analyze non-responders to see if they re in proportion to responders. Response Rate greater than 60% provides reliable and actionable data (i.e., representative of your company overall). Clicking on Response Rate tile displays the below graph. There are two views available Response Count and Response Rate. Response Count displays the count of total employees, total completed surveys and incomplete/not start surveys for each business segment/corporate group as shown below: Response Rate displays the percentage of responses as shown below: PwC 6

9 Engagement Index The Engagement Index is based on a subset of survey items that assesses the employees effort and enthusiasm at work which depends on advocacy, commitment, discretionary effort, pride, achievement, etc. The Engagement Index graphs display either the Mean Score or the % Favorable scores. You can see changes in engagement index score for each hierarchy unit or demographic break out with waves displayed in different colors. Percent Favorable The Percent Favorable is the average of all Strongly Agree and Agree scores for all questions. Percent Favorable looks at all questions in the survey and is evaluated with the engagement index as a measure of overall organizational health. Click the Percent Favorable tile to view a report showing the percent change in the percent favorable scores from various waves. PwC 7

10 Intent to Stay Intent to Stay is the average agreement score for the question, I expect to be working for the organization for at least 12 months. This measure is a leading indicator of turnover. Expectations for both voluntary and involuntary turnover are reflected in responses. Click the Intent to Stay tile to view a report showing the percent change from wave to wave of the survey for intent to stay in the organization. Analytics Employee Landscape Employee Landscape displays a graph showing the Level of Engagement versus Likelihood of Staying. Employees are bucketed into various profiles defined on the page for Champions, Captives, Tenants, and Disconnected. PwC 8

11 Heat Map A Heat Map is a graphical representation of percent favorable (Strongly Agree + Agree) where the individual values contained in a matrix are represented as colors. In the example shown below we see a zoomed out view showing groups in the bottom third of scores with yellow shading and groups in the bottom ninth with red shading. The questions along the left and demographics along the top are sorted from positive to negative according to the scores in the table. Systemic issues are located at the base of the data table (horizontal) and the isolated issues are located on the right side columns of the map (vertical). The next page describes selecting your demographic groups for analysis and the various sections of the Heat Map. PwC 9

12 To create a heat map for key demographics, select up to 5 demographic displays and click Submit (red box shown below). The report will be generated showing the data for all the selected criteria. Sections of a Heat Map: Questions (blue box shown below) employees were asked and the correlation of each question to the engagement index. Demographic groups (green box shown below) like Level, Tenure, Company, Business Unit, etc. Data (purple box shown below) the scores associated with the questions. The questions (box A) and demographics (box B) are sorted from positive to negative according to the scores in box C. Systemic issues are located at the base of box C (horizontal) and the isolated issues are located on the right side columns of the map (vertical). The scores in Box C are coloured so that "yellow" boxes are unfavourable and "red" boxes are vulnerable. PwC 10

13 DD Table (Demographic Distribution Table) DD Table is the Demographic Distribution Table, which displays a report much like a Heat Map, but with demographic groups side-by-side, rather than sorted by percent favorable scores. To create a DD Table for key demographics, select up to 5 demographic displays in the top bar and click Submit. The report will be generated showing the data for all the selected criteria. When you navigate to the DD Table, the below report will be displayed: PwC 11

14 Driver Matrix The Driver Matrix report organizes survey results in order to identify areas that are statically driving the engagement index. Short-term opportunities to increase the engagement index that have emerged as drivers are identified in the top right quadrant of the matrix. (Only completed responses are be considered in calculation.) The X-axis of the matrix represents moderate to strong Drivers of Engagement and the Y-axis represents Need for Improvement with low percent favorable items having a high need for improvement. Opportunities are grouped in 5 quadrants. Clicking on these quadrants will display the questions that fall under each group. Click the X in the corner of a grouping to return to the definitions. PwC 12

15 Themes Theme reports display the survey results according to categories of similar items. The number of reports in the Themes section depends on your survey. The Theme reports display the percent of respondents selecting each point of the agreement scale. Hover over an item to see the combined Strongly Agree and Agree scores and the combined Strongly Disagree and Disagree scores. You can navigate between themes by clicking the drop down. Features of all the theme level reports are similar to the one described above. PwC 13

16 Comments This report displays the comments for a specific open-ended question, organized by theme. Use the drop down menu to view comments under a specific category and use the search bar to find comments containing specific words. Click the X to clear a category filter or a search term. Toggle to the Graph view to review a pie chart analysis or your comments. This will display the percentage of comments within each category. PwC 14

17 Contact for Further Queries For any further queries or suggestions, send an to: PwC 15

18 2016 PricewaterhouseCoopers LLP. All rights reserved. PwC refers to the United States member firm, and may sometimes refer to the PwC network. Each member firm is a separate legal entity. Please see for further details. This proposal is protected under the copyright laws of the United States and other countries. This proposal contains information that is proprietary and confidential to PricewaterhouseCoopers LLP, and shall not be disclosed outside the recipient's company or duplicated, used or disclosed, in whole or in part, by the recipient for any purpose other than to evaluate this proposal. Any other use or disclosure, in whole or in part, of this information without the express written permission of PricewaterhouseCoopers LLP is prohibited.

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