We recommend that you start by looking at insights using our team-based approach.
Step 1: Navigate to your individual Team dashboard and click on the square ‘Filter Menu’ button (ie. grey funnel) found underneath the Team’s Headline stats.
Step 2: On the right-hand Filter Panel click inside the ‘Filter types’ box to select where you want to filter for Tags or filter text - at the team, role, activity or people level.
You can select all four, or just one, depending on the insights you’re looking for.
Step 3: Click inside the ‘Filter by tags’ box to select the Tags you want to locate.
For example, selecting ‘Energising’ will filter for all those teams, roles and/or activities that have been classified as energising using the tagging system.
The Team Headline stats will update to reflect the percentage of time spent on ‘energising’ work.
You can then compare between individuals within the team - any outliers? Or are there any stats that are red flags (see below for more context)?
Red flags to look out for:
Some red flags to look out for include, individuals who:
seem to be doing long hours - i.e. they are at risk of burnout
appear highly de-energised by the work they are doing and have a higher proportion of work that they’ve classified this way - i.e. they are risk of leaving
have specialist capability that no one else in the team has - i.e. this is a risk of a skill gap should this person leave.