Auditor Dashboard

Large and complex workforces present considerable challenges for an organization seeking standardized behavior in compliance with laws or best practices. The Auditor Dashboard presents collected data in compelling visualizations and provides tools that enable users to quickly identify risk, and view locations which show the specific risks and trends. Users can view rate data by locations associated with the identified risk.

Data presented on the Auditor Dashboard is based on the Auditor run, which is a scheduled batch process that occurs on the first day of every month and covers the number of months configured in the Auditor setup. Information collected during the Auditor run is then analyzed and presented in several different easy-to-read graphs and tables. The graphs and tables allow users to refine and filter data to draw conclusions and address potential issues at work sites.

The Auditor Dashboard provides several visuals to help with identifying and addressing potential risks at your organization. The Auditor dashboard provides an in-depth analysis of

Compliance-related potential risks, such as a high number of punch time edits in an organization’s shipping department.
High risk locations in which the potential risks are occurring.
Employees whose actions have been detected and reported as high-risk.

The Dashboard enables users to select

One of the risk cards to view related data in the trend chart and location list. The trend chart shows the trend in count data over several months. It also offers a visual comparison between the count data at high risk locations versus all locations in an organization. The location list is the list of locations that the Auditor detected as having a high number of risks occurring in them.
A location to see which employees are associated with that specific risk. Users can view the count data by employee and by month.
Employees and go to their timecard or schedule planner to view audit details related to the identified risk.
A specific employee and go to a Dataview that shows the edit data by date and contains other information, such as the name of the employee who made the edit.

The default setting for the duration of months in which the Auditor run covers is four. If the duration is four and the Auditor is running on January, 1, 2022, the months covered in the run will be September, October, November and December of 2021.

Use the Auditor Dashboard

Header information

The header displays the primary location type, for example, a store or department in an organization, and the months that are included in the Auditor run.

The primary location type is configured in the Primary Location Type setting in Auditor Setup.
The duration is also configured in the Duration setting in Auditor Setup.

The header also includes a time date stamp for when the Auditor was last updated. Regardless of when the Auditor was last updated, the duration will still cover the months displayed in the header.

Card data

Risk cards offer a high-level glimpse into the potential risks at an organization across several months. By looking at the sparkline on the risk card, it is quickly apparent whether the number of locations with potential risks are trending up or down. Depending on the number of locations that the Auditor run has detected as having a high occurrence of a specific risk, managers or analysts can make determinations about how to address the risk. For example, if the first card shows that 19 locations had significantly higher rates of punch time edits, there may be a potential risk of time shaving and wages theft occurring across those 19 locations.

Risk card information

Each card displays the potential risk, and for each risk provides the number of locations that show a potential risk. These locations have been identified as having statistically higher rates than other locations in the organization. The cards are sorted, left to right, in descending order depending upon the number of reported high risk locations.

Sparkline information - The sparkline on the card shows the trend for the number of high risk locations across the configured duration of months.
+1 - When a card includes more than one rate, it displays +1 to indicate the additional rate. Names of the additional risks appear in the trend chart.

Select a risk card

Select a card to view data related to each risk card. A dark border indicates which card is selected.
Click Tap Show next to advance to the next set of cards.
Hover and move your cursor over the sparkline to view the count at different points along the sparkline.

Data that appears in the remaining sections of the Dashboard depend upon which potential risk card you select and refresh each time you select a different potential risk card.

Trend chart

The trend chart shows the trend for each rate associated with the selected risk card. By looking at how the trend line for a specific rate flows across the months, managers can determine which months had a higher number of high risk locations in relation to other months. Managers can then isolate a month and narrow down the timeframe in which they examine a specific high risk location. You can also see how one rate trends in comparison to another rate defined in the risk.

Trend chart information

Each rate appears as two lines in the same color family:
- High Risk Locations are represented by the thicker of the two lines in the color family.
- All Locations are represented by a thin (in relation to the High Risk locations) line.
If there is more than one potential high rate, each rate appears in a different color family.

Manage the view of the trend chart

For each rate, you can show or hide the All Locations or High Risk Locations trend lines to generate different comparisons between trends. Click Tap the corresponding trend in the legend to either hide or show that trend line. The default view shows all trends.
To view the average number of rate events in a specific month, hover and move your cursor along the appropriate trend line.

Rates and location list

The rates and location table shows rate data for each of the high risk locations in the selected risk card. The number of locations in the list corresponds to the number of high risk locations that appear on the selected risk card. Sorting allows you to view the specific location with the greatest number of high risk behaviors, for example, punch time edits. You can also view the locations with the highest or lowest number of months for a rate. The table allows you to view the locations that have the highest rate and for the longest period, across a duration of months. After you sort the locations according to your preferences, click a location to access the employee page. The employee page offers detailed information about each employee in the selected location.

Locations data

The locations in the table are sorted by the number of months that the risk occurred in that location and shows the total counts by employee and month. Locations can also be sorted by rate amount.

Manage the list of locations

By default, the system sorts the locations with the highest rates to the top of the list.

To sort locations by rate in either ascending or descending order, click the rate column header.
To sort locations in either ascending or descending order according to the number of months a potential risk has been reported, click tap Number of Months.

To view specific employee related details about each location, click the location name in the first column to go to the Auditor Employee Data page.

Additional information

To read a description of the selected risk, click tap the information icon next to the risk name.
High Risk Locations - Total count of locations showing the selected high risk.
Locations with Patterns Occurring for more than 1 month - Total count of high risk locations that have risks occurring for longer than one month.
Understand this risk - To view a scatter plot breakdown of the risk, click tap Understand this risk .

Understand this risk

The Understand This Risk pop-up displays a scatter plot breakdown of high risk locations, low risk locations and the all locations average, all related to the selected risk card. The Auditor detects a high risk location when the rate associated with a risk is statistically higher than other locations in an organization. The scatter plot allows you to compare high risk locations groups with low risk location groups and isolate which groups are showing higher averages of a risk. The scatter plot also includes a symbol that represents the average across all location groups included in the risk.

Scatter plot information

The names of the rates appear at the top of the pop-up. If there is more than one rate associated with a risk, each rate’s averages will appear under the scatter plot.

Each symbol in the scatter plot represents the different types of location groups associated with the selected risk.

X- and Y-axes

X-axis - The X axis has points to indicate the average for a location group.
Y-axis - The Y axis has points to identify each location group, however, if a risk has more than one rate, the x-axis will instead display a line for the second rate’s averages.

Actions

To show or hide information for a specific symbol in the graph, click tap the symbol in the legend. This enables you to see just the symbols for a specific location group.
To view a rate average and location group ID, hover over each symbol in the graph. If there is more than one rate for the selected risk, two rate averages appear in the fly-over text.

Chart accessibility

You can use the keyboard to navigate charts that display on the Auditor Dashboard.

When focus is on a chart element, screen readers will announce the chart type, chart title, x-axis, and y-axis.

Keyboard navigation for interacting with charts:

Press Tab to focus on the chart.
Press Tab again to move focus to the first data point.
Use the left and right arrow keys to navigate through data points of the same series.
Use the up and down arrow keys to navigate to data points of adjacent series.
Press Tab again to move focus to the first legend item (if a legend is included), and use the arrow keys to navigate through legend items. When the focus is on a legend item, press Space to hide or unhide the series corresponding to the legend item.