People Insights FAQs v1 5

People InsightsFrequently Asked QuestionsApril 2017These questions have been prepared in order to support HR Career Suite Go live 10th April 2017 ExCo cascade keymessages about the HR Transformation Programme.Why are we implementing a new Management Information platform?The new tool is designed to provide a consolidated environment which is easily accessible and supports operationaldata needs in a more sophisticated efficient way.What is People Insights?The new People Insights platform supports a mature approach to delivery of Reporting and Analytics products acrossthe organisation. The platform provides: • Consolidated Operational data environment for HR data • Pre-built Self Service reports designed to support key process requirements. Agreed data attributes, standard metrics and output quality. • Action boards – on screen views of relevant information used for specific operational activity • Query Tool – a query tool for HR Analysts and HR Ops to run ad hoc requests • Insight – visually compelling data presentation • Security Model – consistent data security model in line with Success FactorsWhat are the benefits of the new tool?The platform provides a streamlined, standardised approach to accessing ‘nearly real time’ reporting and analyticsgiving the business direct access to data in a format ready for consumption to support operational people decision-making decisions.How People Insights can be accessed?A link to the People Insights platform will be added to the HR Tools section within HRDirect under HR Information.Existing GHA users will be familiar with this navigation as the People Insights link can be found within the same sectionWhat are my log in credentials?Please use your Employee ID and your Common Windows Desktop password to log in to People Insights.Who has access to the People Insights tool?There is a phased approach to the rollout of the new platform, currently the HR Analytics function, and selected TalentSpecialist and HR Generalist users.My access does not work?Not all staff members can access the tool at this stage. Please see Who has access to the People Insights tool? Ifyou believe you should have access and raise a request via the support [email protected] can I contact if I have problems with access or have questions on how to run areport?Please raise a query to the support mailbox and a member of the team will support you through to [email protected] INTERNAL - 1

How do I access Talent and Success Planning Reports?The banner displayed in your browser looks like the following:The Text “People Insights Home” will change according to the subject area chosen.Talent management and Succession planning reports can be found by accessing the subject areas, indicated by Iconson the People Insights Home page:Succession Planning:How can I identify and report on successors for regulated roles?There are a number of tabs in the Succession Planning subject area which allow you to view information aroundsuccession planning metrics, details around successors and organisational chart views of specific plans. Within eachof these tabs, you can apply filters for both plans and successors. These can be against Business Framework,locations, GCB, Group succession, Restricted for succession and Key position flags for plans as well as readinesslevels for successors. (NB: “Regulated for succession” is now known as “Group succession”)Can I tailor / change report format?Reports and drill downs can be tailored based on how you want to view the data. You will often see a drop down boxnext to a chart which will allow you to view the number or percentage. You can also change the view in the drill downreports. You can exclude columns from the drill report view and also drag columns up to the top of the table and usethese as filters to further refine your report.If you think information is missing, you can flag this with your GSO (Kathy Lents) who will review and request for thisto be added to the standard reports for all usersWhat reports are available for Succession Planning?As well as a summary home page which will provide “at a glance” metrics which you can filter to specific populations,4 new reports will be available to support you for Succession Planning:1. Plan: INTERNAL - 2

The Plan tab is designed to respond to Succession metrics. The tab details table and chart views of the metricswhich can be filtered by date and to specific populations or demographics, as well as providing overviews ofreadiness levels. Data can be toggled between numbers and percentages to provide additional context. You cansee how many active plans exist, readiness levels of successors against them and understand which ones wereupdated in the last month. All numbers can be drilled to line by line reports to provide clarity on the detail.2. Successors:Successors provides all of the information you need for all successors across all plans you have access to view.In most cases, you will see charts and visuals for unique successor counts across the organisation with detailaround their readiness levels. There are a number of additional views on this tab that will enable you to viewunique successors by gender, age banding, employee type, potential rating and GCB to help drive qualityconversations around the successor pipeline. As with the Plan, all numbers can be drilled to line by line reports.The line by line reports will have 2 options available to see the line by line information. The Sensitive Detail optionwill only display the successors based on your security profile with all the relevant details.For the successors outside your security profile you will be able to see the Successor ID, Name, Job, andReadiness Level and Rank using the Non-sensitive Detail option. INTERNAL - 3

3. Org Chart The Org Chart is designed to support the existing successor organisation chart view that is available to you in Career Suite. You have the ability to enter an employee ID, employee name, Position ID or Position Name of an existing plan (Note: you do not need to enter a value for all.). The visual shows the current reporting hierarchy for the employee or position you have selected along with plan details for their direct reports and readiness levels. The org chart is designed to be used in conjunction with Career Suite succession planning charts and simply drives additional information that is not available directly in Career Suite, such as position. You can toggle between functional and entity reporting lines for a complete view. 4. Org Chart Comparison The Org Chart comparison view replicates the Org Chart view you have already seen, but allows you to look at changes that may have occurred since a certain date. For example, if you know there have been a number of changes to a certain plan, you can enter in the current incumbent employee ID, name, position ID or position name along with the date you want to see and you will get a side by side view of the previous hierarchy as at the selected date along with the current hierarchy view. This a good tool to understand how the direct reports have changed for the selected incumbent as well as their successors. This view is designed to complement the view available for you in Career Suite – where you can select a plan and review all of the changes that have happened to it. This simply provides you a visual of those changes. As with the Org Chart, you can toggle between both entity and functional reporting lines.Can I export the onscreen visuals or line by line details?All of the Succession Planning reports are exportable into .PDF or Excel and can also be exported into Power Point tohelp you in your conversations with the Business. INTERNAL - 4