For consolidated reporting of HR data and dashboard presentation
to management you must have an integrated
HRIS environment and a unified database. The best example is the HCM Mashup Builder (HR Cloud Solutions) built on the Force.com platform. Their well designed platform enables mobile delivery, access to social enterprise, and custom application development - as seen in the diagram below.
The integrated solution also recognizes the importance of HR metrics
to support the growing popularity of gamification to improve employee
engagement and the need for accurate measurement of business
improvement.
The following are suggested steps to set up the HR Metrics component of the HCM Mashup Builder.
Step 1 – Decide Metrics
Decide what metrics
are important for your business and design a dashboard
The diagram above illustrates the type of dashboards available in the
native Force.com application. Clients will need to decide the best type of
graph or chart to demonstrate the trend managers need to be aware of and decide
the timeframe to be used to best highlight trends.
In order to build the formulas the client must decide where the data
will come from and build the necessary integration bridge.
An example
of a metric is shown below and contains details for a formula to calculate the
absence rate.
A list
of sample HR metrics follows, but there is more detail in the Sample HR Metrics
document (including a formula for each metric) available from the HR Cloud Solutions
website (www.hrcloudsolutions.com).
Step 2 – Determine Data
Determine what data is
needed to “feed” the dashboard
CET offers a standardised database platform (HCM Mashup Builder) as a
unified data source for information reporting. It is also used for custom
application development and application integration. The HCM Mashup Builder
database contains over 100 objects built on the Force.com platform with over
2,500 fields for data collection and processing.
The HCM Mashup Builder data structure is based on the HR CSAS which is
regularly updated to reflect common user requirements.
Clients may add data elements to their downloaded version of the HCM
Mashup Builder to reflect their own specific needs.
Clients may go to the HR Cloud Solutions Wiki and post a comment to
include the data item in the next update, if they feel it is a common
requirement.
The HR-CSAS contains a standardised database schema: You can download a
copy of the latest version of the HR-CSAS that also contains details on how to
build custom applications on the Force.com platform. The following diagram
illustrates the structure of the HR-CSAS data model.
Legacy systems, including systems of record and specialty products, will
most likely contain much of the data needed to produce your HR Metrics. It is
suggested that placeholders be set up in the HCM Mashup Builder database to
accommodate incoming data that may be used for your library of HR Metrics.
Step 3 – Identify Data Source
Identify data sources and build extract
programs to import data into the HCM
Mashup Builder.
Once you know what data is required for your HR metrics the next step is
locate where it is coming from: That is, what application currently collects
the data and where is it stored.
The placeholders that you have set up in your HCM Mashup Builder will be
the destination for imported data.
The following diagram illustrates a Force.com database platform that
accommodates incoming data from third party systems.
To
import data arrange for a CSV file (Excel spreadsheet) to be produced to
extract the data from the current host system.
Step 4 – Map Incoming Data
Map the incoming data
to the HCM Mashup Builder fields
The next
step is to map the incoming data to the HCM Mashup Builder fields. If you use
the same field label in the CSV file the Force.com Data Loader, or custom
object import facility, will map your data automatically to the right field. If
the labels are different you may have to manually map the fields. To download a
PDF file to use as a template click here
Decide where the
formula will be processed (at source or after import)
As shown earlier there are formulas pre-defined for you. Formulas can be
written and data prepared in the current host system ready for reporting or
formula fields can be used within the HCM Mashup Builder to prepare the data.
Step 6 – Building Formulas
For formula processing
within the HCM Mashup Builder copy and paste formulas from Wiki
To assist clients build formulas fields HR Cloud Solutions provide a Wiki
aligned to the HR CSAS structure with formula syntax already listed for some
fields. Clients may copy and paste text to the HCM Mashup Builder field to save
time and effort.
Visitors to the Wiki are invited to paste reusable code in the fields to
help others who have a common interest.
The diagram below shows other features available in the Wiki, including
the Component Registry where developers may list component products fro sale.
The
Commercial Component Registry is set up to catalogue components and provides
details that may be copied and pasted to Force.com formula fields. The diagram
below illustrates the area into which formula code can be pasted.
The
diagram below illustrates the information (formula syntax) for a component in
the Commercial Component Registry that can be copied to the Force.com formula
field.
Step 7 – Create
New Objects
Create new objects and
fields if necessary to accommodate incoming data and process formulas
Step 8 – Construct Dashboard
Construct dashboard
report and publish
The native Force.com application comes with a report writer and
dashboard builder. Clients can design and build their own library of reports
and dashboards. The dashboard will access objects in the HCM Mashup Builder.
As data
changes the dashboard can be refreshed to reflect the latest information
automatically
