People Resources

Advanced People Analytics

• Overview
• Zoho Analytics Database
• Dashboards
• Zoho People Data
• Other Reports
• Permissions
• Attendance Reports & Data Sync

Overview

Advanced People Analytics creates highly customized reports, going beyond simple pivot tables and charts.This customization gives you access to valuable statistics and data that help you analyze trends in your organization. The key advantages of Advanced People Analytics include the following:

• Pre-defined and readily available reports for system modules. These reports include the Employee Hiring and Attrition Report, Employee Growth Rate Report based on Employee, and the Estimated vs Logged Hours Report based on Time Logs
• Pre-defined dashboards with widgets that give you data in a single view and help you better understand organizational trends
• Tabular sections and multi-select data while generating reports
• Advanced options for writing custom queries on the tables during report creation

To configure Advanced People Analytics:

1. Go to Integrations > Advanced People Analytics
2. Click Configure
3. Select the custom forms and fields you want reports generated for. System fields are selected by default and cannot be unselected
4. Select the Sync Schedule as None, Daily, or Periodic
5. If Daily is chosen, then you need to set the time for it. If Periodic is chosen, select the Sync Frequency as either Every 3 hours, Every 6 hours, or Every 12 hours. If None is chosen, then a manual sync needs to be performed in Zoho Analytics
6. Click Save and Sync Now

Once the configuration is complete, you will be able to see all the configuration details.

If the configuration needs to be edited, it must be done by the Database Owner by clicking Edit Configuration. Admins cannot edit the configuration. They can only view the configuration summary.

Once you have integrated with Advanced Analytics, you can access it under Reports > Advanced Analytics tab.

Frequently used dashboards can be pinned by the Advanced Analytics configuration owner under Admin Pins or under Favorites. Other Admins can pin only under Favourites. The Dashboards can be selected by clicking the + icon besides Admin Pins and Favorites and they will be listed for quick access.

Zoho Analytics Database

To access the Zoho Analytics database, click the Access Zoho Analytics Database link in the upper right-hand corner of the screen. You will be redirected to your Zoho Analytics account.

Dashboards

Under Dashboards, you will find various types of dashboards.

• Employee Dashboard: This dashboard gives statistics and reports based on employee data

• Employee Hiring and Attrition Dashboard: This dashboard gives hiring and attrition analytics

• Tasks Dashboard: This dashboard generates analytics based on task data

• Time Tracking Dashboard: This dashboard generates reports from Time Tracker data

Zoho People Data

All the data synced from your Zoho People account is reflected under Zoho People Data

To create reports using data from Zoho People:

1. Go to Zoho Analytics > Zoho People Data
2. Click the Create tab in Zoho Analytics
3. Select the type of report you want to generate
4. Drag and drop the fields you want listed in the report

Other Reports

You have quick access to many auto-generated reports. These can be useful for various analytical purposes. They include the: Employee Report, Time Log Report, Employee Hiring, Attrition and Retention Report, Task Report, and Job Reports.

Permissions 

Permissions configured in Zoho People are not applicable in Zoho Analytics. The Database Owner (Workspace Administrator) can give view permissions by clicking Share and then Share Views. If you want to share your entire database with admin rights, click Manage Workspace Admins. The added Workspace Administrators can create reports, but cannot edit the pre-selected configurations.

Attendance Reports

The following reports are available in Advanced Analytics integration for Zoho People

Attendance summary report
The attendance summary report gives detailed information about the total number of payable days, worked days, expected working days, weekend days, and much more in detail for all users. This report is handy for HR and management staff to calculate payable days for salary.

Attendance user report
The attendance user report represents an hour-by-hour break-up of an employee's time spent during working hours. You can see the hours they have worked, payable hours, deviation, permission time, paid break time, and more.

Important points to note regarding data sync

Attendance Summary Report data sync:

• For employees with a set pay period

Initial Sync:
For employees with matched pay periods, data sync takes place for the last pay period. 
For employees with unmatched pay periods, data sync will occur from the current month's first day to one day before the present date.

Regular Sync:
For employees with matched pay periods, data sync takes place at the end of each pay period. 
For employees with unmatched pay periods, data sync will occur daily from the first day of the current month to one day before the present date.

• For employees without a set pay period

Initial Sync & Regular Sync:
For employees with unmatched pay periods, data sync will occur daily from the first day of the current month to one day before the present date.

Attendance User Report data sync:

Initial Sync: 
Data from the previous six months up to one day before the present date will be synced regardless of pay period configuration. 

Regular Sync:
For employees with a set pay period: Data is synced at the end of each pay period. For employees without a set pay period: Data will sync on the start of the month (1st) for the previous month.