This article explains how to access and use the Metrics tab in the Analytics area, which offers a visual overview of essential company data. Through widgets, it highlights key trends and KPIs, making it easier to track and analyze important business metrics.

Note:
Reports you manually create using a template won't automatically display a widget in the Metrics tab. These widgets are populated by reports that the system generates automatically.

Before you start

• Permissions: You need to have either an Administrator role or edit rights to Configuration > Reports (and to the relevant employee attribute data) to be able to access and use the Metrics tab.

Spot key trends in the AI summary section

Note:
The AI summary section provides AI-generated summaries based only on the chart data available in the Metrics tab. It does not access or analyze other customer data in Personio. Always review the summaries carefully, as they are automatically generated.

The AI summary section offers a quick overview of workforce metrics and trends, saving you the time of analyzing each widget and chart individually.

This section pulls data from the Metrics tab widgets, which in turn pull from both system-generated reports and any custom charts you’ve added. Ask follow-up questions about any chart or summary to open the Personio Assistant chat. The Assistant keeps track of a selected chart’s context, to help with deeper exploration of data and metrics without needing to re-enter information. 

Here’s how it might look with examples:

"The headcount has steadily increased over the past 12 months, showing that the team is expanding year-over-year". 

"The data highlights imbalances across departments, with IT having the largest team, while Sales and Customer Engagement remain smaller". 

"The full-time equivalent (FTE) has grown alongside headcount, indicating a more productive and efficient workforce over time".

Example questions

The following are examples of follow-up questions you can ask in the AI summary feature:

Headcount:

• "How has our total headcount and FTE (full-time equivalent) changed over the past year?"
• "How is our workforce distributed across different locations and departments?
  What is the current status breakdown of our employees (active, inactive, on leave)?"

Demographics:

• "What is the distribution of employee nationalities across the company and within each department?"
• "How does employee tenure vary across the organization, and how is it distributed by gender?"
• "What is the age distribution of employees, and how are different job grades represented by gender?"

Retention:

• "How has the overall employee turnover rate changed month by month over the past year?"
• "Which departments have experienced the highest turnover rates, and during which months?"
• "How does employee turnover rate vary across different workplace locations?"

Time off: 

• "How do time off rates vary by department, nationality, and time off type over time?"
• "What is the trend in overall organizational capacity available versus capacity on time off throughout the year?"
• "How do different types of time off (for example, sick days, home office, and paid holidays) impact organizational capacity and workforce availability?"

Compensation:

• "What proportion of employees fall into each compa-ratio category, and how does this break down by gender?"
• "Are there any employees with compa-ratios significantly above or below the target range?"

Customize the Metrics tab

You can customize each section to decide which widgets your employees see in the Metrics tab and the order they show up.

To customize a section, click Edit at the top. You can hide certain widgets or add your own custom widgets to each section. Choose between creating a widget from scratch or using a pre-built template as a starting point. You can set the default filters and date range for each widget. You can also drag and drop to reorder widgets.

Employees aren't able to customize the sections themselves, but they can change the filter, segmentation, and time range of the charts they see.

Give employees access to the Metrics tab and its widgets

For your employees to see the Analytics area and Metrics tab, you need to grant them edit access to Configuration > Reports.

However, granting them access to the tab is not enough. You also need to grant access to the relevant employee attribute data:
 

Understand the different widgets and what they show

The Metrics tab has five sections with various widgets.

The widgets:

• show data from reports that the system automatically generates and runs, so you'll see these widgets even before you've created any reports yourself.
• let you access the source report by clicking on the widgets (View underlying data).
• use various attributes to segment data, enabling you to quickly find the most relevant information. 

Headcount

This section contains several widgets that display data from both a Headcount report and an FTE report template that the system automatically generates and runs:

• Headcount Trend:

  Shows the number of employees per department in the company over time. It includes only internal employees with an Active status.

• Headcount by Department:

  Shows the number of employees per department over time, including those not assigned to a department. Only internal employees with an Active status are included.

• Headcount by Workplace:

  Shows the number of employees per workplace over time, including those not assigned to a workplace. Only internal employees with an Active status are included.

• Headcount by Status:

  Shows the number of employees over time, including all employees regardless of their status.

• FTE:

  Shows how employees' weekly hours compare to a full-time schedule over time.

Demographics

This section contains several widgets that display data from a Headcount report that the system automatically generates and runs:

• Gender Distribution: Shows the distribution of employees by gender.
• Gender Distribution by Department: Shows the gender distribution within each department.
• Tenure Distribution: Shows how employees' tenure is distributed across the organization.
• Age Distribution: Displays the age distribution of employees.
• Gender Distribution by Job Grade: Shows the gender distribution across job grades.
• Gender Distribution by Tenure: Displays the gender distribution based on employees' tenure.

Retention

This section contains several widgets that display data from an Employee turnover rate report that the system automatically generates and runs:

• Employee Turnover Rate: Shows how many employees leave the company over time.
• Employee Turnover Rate by Department: Displays turnover rates by department.
• Employee Turnover Rate by Workplace: Displays turnover rates by workplace.

Time Off

This section contains several widgets that display data from a Time off rate report that the system automatically generates and runs:

• Time Off Rate: Shows how frequently employees are absent from work over time.
• Time Off Rate by Department: Displays absence rates by department over time.
• Time Off Rate by Type: Shows absence rates by type over time.
• Organizational Capacity Available: Shows the percentage of the workforce present and ready to work.
• Organizational Capacity on Leave: Displays the percentage of the workforce currently absent.
• Pending Leave Impact on Organizational Capacity: Projects workforce availability changes due to pending leave requests.

Compensation

Unlike other sections, this section includes several widgets that are not sourced from a report template:

• Compa Ratio Distribution: Shows how employee salaries compare to the midpoint of their pay ranges.
• Compa Ratio by Department: Displays salary comparisons for employees within each department.
• Compa Ratio by Workplace: Displays salary comparisons for employees within each workplace.
• Compa Ratio by Job Family: Shows salary comparisons by job family.
• Compa Ratio by Job Level: Displays salary comparisons by job level.
• Compa Ratio by Gender: Shows salary comparisons by gender.

The average compa-ratio is calculated using the formula: (Fixed salary excluding bonus / Salary band midpoint). To see this data, you need to first set up salary bands in the job architecture settings. Note that hourly salaries are excluded because they don't have salary bands.