Assess Engagement

Analysis Settings

The first step in the assessment process is to configure the scope of the analysis:

• Set the Team Member scope by choosing the Locations, Jobs, and Roles to include.

• Click the "Timeframe" dropdown to choose the start and end date of the analysis. Available choices include:

  • Month to date

  • Quarter to date

  • Year to date

  • Last Month

  • Last Quarter

  • Last Year

  • Last 3 Months

  • Last 12 Months

• Click the "Analyze Engagement" button to start the analysis process.

Review and Refine Results

Once the analysis process is complete, the results will be displayed in a tabular format sorted by team member's last name. Summary Engagement statistics are displayed at the top of the table.

Click any row in the table to toggle the team member's engagement opportunities during the analysis timeframe and the response to each.

Click any column heading to sort by that data element.

Filter Results

To set a custom filter, click the "Add Criteria" button. A dropdown will appear that allows you to select a criteria. The available criteria include:

• Attend Engagement

• Content Engagement

• Job

• Last Name

• Location

• Role

• Training Engagement

Once you select the criteria, two additional dropdowns will appear. The first is an "operator" dropdown (e.g., equals, does not equal), and the second is a dropdown or input field that sets the specific value. Click the "Apply" button to filter the analysis results.

After deleting or updating a filter, click the "Apply" button to update the results. Clicking the "Reset" button will revert to the initial analysis results.

In addition to filtering the results using custom criteria, engagement columns can be toggled on or off by clicking the checkbox beside the desired column name.

Download Results

To share the analysis results or conduct further analysis, click the icon to download the analysis results as a CSV file.