Project Goal: Transform raw HR data into actionable intelligence to reduce costly employee turnover by 15% within 12 months.
- 1. Project Overview
- 2. Business Objectives
- 3. Target Audience & Stakeholders
- 4. Key Performance Indicators (KPIs)
- 5. Data Sources & Integration Requirements
- 6. Functional Requirements
- 7. Non-Functional Requirements
- 8. Success Criteria & Measurement
- 9. Implementation Constraints & Assumptions
The dashboard is an interactive Tableau visualisation platform designed to provide data-driven insights into employee attrition patterns, workforce demographics and retention risk factors across the organisation.
- Reduce voluntary attrition by 15% within 12 months through early identification of at-risk employee segments
- Improve retention strategies by understanding key drivers of employee departure (work-life balance, overtime patterns, job satisfaction)
- Optimise recruitment planning by forecasting potential attrition in critical departments and roles
- Enhance employee experience by identifying departments/teams with concerning attrition patterns requiring intervention
- Support data-driven HR decision-making with real-time visibility into workforce stability metrics
| Role | Primary Needs | Access Level |
|---|---|---|
| HR Directors | Strategic attrition trends, department comparisons, ROI of retention programs | Full dashboard access |
| Department Heads | Team-specific attrition risks, comparison to organisation averages | Department-filtered views |
| HR Business Partners | Individual risk factors, intervention recommendations | Employee-level detail (anonymised) |
| Executives | High-level attrition metrics, financial impact, trend forecasting | Executive summary view |
| Talent Acquisition | Forward-looking attrition forecasts to plan recruitment pipelines | Forecasting module |
- Attrition Rate: % of employees leaving voluntarily within rolling 12-month period
- Retention Rate: % of employees remaining after 12/24/36 months of employment
- Cost of Attrition: Estimated financial impact including recruitment, onboarding and productivity loss
- Time-to-Fill Vacancies: Average days to replace departed employees by role criticality
- Attrition by Department: Comparative analysis across R&D, Sales, HR divisions
- Attrition by Job Role: Identification of high-risk positions (Sales Executives, Laboratory Technicians)
- Demographic Risk Factors: Age bands, gender patterns, marital status correlations
- Work Pattern Indicators: Overtime frequency, business travel impact, work-life balance scores
- Tenure Analysis: "Flight risk" periods (e.g., 3-5 years tenure showing highest departure rates)
- Satisfaction Correlations: Relationship between environment satisfaction, job involvement and attrition
| Source | Frequency | Key Fields | Transformation Requirements |
|---|---|---|---|
| HRIS System | Daily | Employee demographics, tenure, department, job role | Age band categorisation (Under 25, 25-34, etc.) |
| Performance Management | Monthly | Job satisfaction scores, performance ratings | Standardisation of rating scales |
| Time & Attendance | Weekly | Overtime hours, business travel frequency | Travel pattern classification (Rarely/Frequently/Non-Travel) |
| Exit Interviews | Ad-hoc | Departure reasons, manager feedback | Sentiment analysis categorisation |
| Compensation Data | Quarterly | Salary bands, promotion history | Normalisation for role/tenure comparisons |
-
Executive Summary View
- High-level attrition metrics with YoY comparison
- Financial impact visualisation (cost of turnover)
- Top 3 risk factors driving attrition
-
Department Risk Analysis
- Attrition heat map by department and job role
- Comparative analysis of departmental retention rates
- Drill-down capability to team level
-
Employee Profile Analysis
- Demographic segmentation of attrition patterns
- Work pattern correlations (overtime, travel, satisfaction scores)
- Tenure-based risk profiling
-
Predictive Risk Module
- "At-risk" employee scoring (high/medium/low risk)
- Intervention recommendation engine
- Retention probability forecasting
-
Action Planning Workspace
- Intervention tracking (what actions taken for at-risk employees)
- ROI calculator for retention initiatives
- Success metric tracking for retention programs
- Dynamic filtering by department, job role, tenure band, age group
- Comparative analysis mode (select two employee segments for side-by-side comparison)
- "What-if" scenario modeling for retention initiatives
- Export capabilities for detailed analysis (CSV, PDF)
- Mobile-responsive design for manager access on-the-go
- Performance: Dashboard must load in <3 seconds with full dataset (1,498+ employee records)
- Security: Level security ensuring managers only see their direct reports; HR leadership sees organisation-wide data
- Data Freshness: Near real-time updates (within 24 hours of source system changes)
- Accessibility: WCAG 2.1 AA compliance for color contrast and screen reader compatibility
- Audit Trail: All data exports and sensitive views must be logged for compliance
| Metric | Target | Measurement Method |
|---|---|---|
| Reduction in voluntary attrition | 15% decrease YoY | HRIS attrition reports |
| Time to identify at-risk employees | <7 days from risk indicator emergence | Dashboard usage logs |
| Manager adoption rate | >80% of department heads using weekly | Tableau Server analytics |
| HR intervention effectiveness | 40% reduction in departure of flagged employees | Pre/post intervention comparison |
| Recruitment planning accuracy | 25% improvement in vacancy forecasting | Talent acquisition feedback survey |
- Initial implementation focuses on voluntary attrition; involuntary terminations excluded from analysis
- Data quality limitations acknowledged (e.g., self-reported satisfaction scores may have bias)
- Dashboard will not identify individual employees by name in shared views (anonymised for department heads)
- Requires integration with existing HRIS system via secure API connection
- Change management program required to drive adoption among department heads
Document Version: 2.0