Dynamic visions - Career and Succession
As visões dinâmicas são recursos da senior X Platform que permitem consultar e exportar dados em forma de relatórios.
Estes dados podem ser usados também para construir uma visão gerencial personalizada, usando o Analytics Studio.
Usar as visões dinâmicas para emitir relatórios
Os dados são agrupados por visões (views), sendo que cada visão serve para buscar tipos diferentes de informações.
As visões podem ser selecionadas na tela de cadastro das visões dinâmicas, em:
- Tecnologia > Customização > Relatórios > Visões dinâmicas
Depois de selecioná-las,
Também é possível automatizar a execução desses relatórios, clicando em Agendar Execução. O agendamento permite selecionar o formato desejado (PDF, XLS, entre outros) e a forma de entrega (via notificação da plataforma ou por e-mail).
Para saber tudo o que você pode fazer com as visões, acesse a documentação de Visões Dinâmicas no manual da plataforma senior X.
Usar os dados das visões com o Analytics Studio
O Analytics Studio permite cruzar as informações contidas nas tabelas das visões, com a finalidade de criar gráficos e visões gerenciais dessas informações. Esta ferramenta auxilia na análise dos dados e na tomada de decisão.
Para saber como cruzar essas informações e montar os gráficos, acesse a documentação do Analytics Studio no manual da plataforma senior X.
views available for Career and Succession
Note
When the module provides a new view, so that it can be selected when creating a dynamic view, it is necessary to access the senior X platform with a useradministrator and update thereporting database.
Using the reporting database is optional. For more information about it, see the documentation forDynamic Views in the platform manual.
Service:hcm-reports (hcm-report)
Succession plan, risks and impacts of loss (v_succession_plan)
Information on the succession plan for the company's employees. It includes data on risk of loss, impacts of loss and people with key positions.
Fields that can be displayed
| Translated name (Visual editor) | Base name (SQL Editor) | key field key fields are those that can be used to make the link between the tables of the dynamic view |
|---|---|---|
| station identifier | workstation_id | |
| Identifier of the hierarchical level of the post | hierarchylevel_id | |
| Description of the hierarchical level of the post | hierarchylevel_description | |
| Identifier of the current employee at the position | employee_id | |
| Enrollment of the current employee in the position | employee_registernumber | |
| Identifier of the person of the current employee at the position | person_id | |
| Name of the current employee at the position | person_name | |
| Workstation group identifier | workstationgroup_id | |
| Workstation group code | workstationgroup_code | |
| Workstation group name | workstationgroup_name | |
| Identifier of the current employee's department at the position | department_id | |
| Current employee's department code at the position | department_code | |
| Department name of the current employee in the position | department_name | |
| Identifier of the cost center of the current employee at the position | costcenter_id | |
| Cost center name of the current employee at the position | costcenter_name | |
| Current employee's cost center code at the position | costcenter_code | |
| Company identifier of the current employee at the position | company_headquarter_id | |
| Company name of the current employee in the position | company_headquarter_name | |
| Trade name of the company of the current employee in the position | company_headquarter_tradingname | |
| Identifier of the branch of the current employee at the position | company_branch_id | |
| Branch name of the current employee at the post | company_branch_name | |
| Trade name of the branch of the current employee in the position | company_branch_tradingname | |
| Risk of loss (enumeration) | loss_risk_enum | |
| Risk of loss (description) | loss_risk_description | |
| Impact of loss (enumeration) | loss_impact_enum | |
| Impact of loss (description) | loss_impact_description | |
| Key position (boolean) | is_key_position | |
| Key position (description) | is_key_position_description | |
| Succession (boolean) | is_successor | |
| Succession (description) | is_successor_description | |
| Rank custom fields | workstation_ext |
Candidates who are registered in the succession plan and readiness level (v_succession_candidate)
Information on people who are part of the company's succession plan and are candidates for a new position. It is also possible to list the level of readiness of these people, in addition to the risk and impacts of the loss.
Fields that can be displayed
| Translated name (Visual editor) | Base name (SQL Editor) | key field key fields are those that can be used to make the link between the tables of the dynamic view |
|---|---|---|
| Workplace identifier | workstation_id | |
| Workstation group identifier | workstationgroup_id | |
| Workstation group code | workstationgroup_code | |
| Workstation group name | workstationgroup_name | |
| Identifier of the hierarchical level of the post | hierarchylevel_id | |
| Description of the hierarchical level of the post | hierarchylevel_description | |
| Collaborator identifier to be succeeded | predecessor_employee_id | |
| Enrollment of the employee to be succeeded | predecessor_employee_registernumber | |
| Identifier of the person to be succeeded | predecessor_person_id | |
| Name of employee to be succeeded | predecessor_person_name | |
| Employee company identifier to be succeeded | predecessor_headquarter_id | |
| Company name of the employee to be succeeded | predecessor_headquarter_companyname | |
| Business name of the employee to be succeeded | predecessor_headquarter_tradingname | |
| Identifier of the affiliate branch to be succeeded | predecessor_company_branch_id | |
| Branch name of the employee to be succeeded | predecessor_company_branch_name | |
| Trade name of the branch of the employee to be succeeded | predecessor_company_branch_tradingname | |
| Identifier of the position of the employee to be succeeded | predecessor_jobposition_id | |
| Name of the employee to be succeeded | predecessor_jobposition_name | |
| Identifier of the department to be succeeded | predecessor_department_id | |
| Employee department code to be succeeded | predecessor_department_code | |
| Department name of the employee to be succeeded | predecessor_department_name | |
| Identifier of the cost center of the employee to be succeeded | predecessor_cost_center_id | |
| Cost center name of the employee to be succeeded | predecessor_cost_center_name | |
| Cost center code of the employee to be succeeded | predecessor_cost_center_code | |
| Successor employee identifier | successor_employee_id | |
| Successor registration | successor_employee_registernumber | |
| Successor person identifier | successor_person_id | |
| successor name | successor_person_name | |
| Successor company identifier | successor_headquarter_id | |
| Successor company name | successor_headquarter_companyname | |
| Successor company name | successor_headquarter_tradingname | |
| Successor branch identifier | successor_company_branch_id | |
| Successor branch name | successor_company_branch_name | |
| Successor branch trade name | successor_company_branch_tradingname | |
| Successor job identifier | successor_jobposition_id | |
| Successor's job name | successor_jobposition_name | |
| Successor department identifier | successor_department_id | |
| Successor department code | successor_department_code | |
| Successor department name | successor_department_name | |
| Successor cost center identifier | successor_cost_center_id | |
| Successor cost center name | successor_cost_center_name | |
| Successor cost center code | successor_cost_center_code | |
| Risk of loss (enumeration) | successor_loss_risk_enum | |
| Risk of loss (description) | successor_loss_risk_description | |
| Impact of loss (enumeration) | successor_loss_impact_enum | |
| Impact of loss (description) | successor_loss_impact_description | |
| readiness level | successor_readiness_level | |
| Ready for succession (boolean) | is_ready_to_succession | |
| Ready for succession (description) | is_ready_to_succession_description | |
| Successor inclusion date | successor_inclusion_date | |
| Identifier of the employee who included the successor | successor_inclusion_author_id | |
| Name of the employee who added the successor | successor_inclusion_author_name | |
| Rank custom fields | workstation_ext |
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