Platform Insights - Recognition Dashboard: Explanation of Terms and Charts

Introduction

This article lists the common terminology used in the recognition dashboard. Recognition specific terms are listed along with a few general terms used in the charts. This article also gives information on some of the more advanced charts available as part of the Platform Insights. 

Interaction with Charts

Many charts are interactive and give you the ability to hover your cursor over an element within the chart for further details. For example, in the People and Recognition chart, hover your cursor over the blue line to see more details on a specific date.

The legend on each chart is also interactive. You can click once to hide that item from the chart or double-click to isolate that item in the chart. 

Advanced Charts

Recognition Moments Flow

This chart shows the flow of recognition from one department to another. For example, we can see below that most of the recognition sent by Sales is also received by Sales.

Hover your cursor over any of the flow lines to see more details about that flow. 

Recognition Sent vs Senders  

This chart shows recognition being sent and received over time, but with data from the previous year available for comparison.  

For example, in the chart below, when hovering on a data point in the chart (Oct 3 in this case), we can see that this year there were 121 recognition moments sent compared to 43 recognitions the year prior. We can also see that of those 121 this year, there were 33 users sending recognition versus 22 sending the 43 recognitions last year. 

Active Users

On Platform Insights VS R36 and RM Browse Member Page

Platform Insights: Platform Insights will always lag behind Reward Manager for at least 24 hours. This is designed as our position for Platform Insights has always been for it to show trends and not exact numbers. Exact numbers should be taken from an R Report.

R36 and RM Browse Member Page: For R36 and the RM Browse Members page to match, you would need to set the Browse Member search options to have Status set to Eligible and Activated set to Yes. 

Glossary of Terms

General Terms Used in Charts:

• Recognition moment: one instance of a recognition. This could be an eCard, nomination, or instant award (regardless of if it has an award associated with it).
• Individual people: individual active users on a program, whether they are a manager or not or have logged in and used the platform or not.  
• Manager: anyone in the program that has direct reports (as labeled in the employee data).
• Non-managers: anyone in the program that does not have direct reports (as labeled in the employee data).
• Senders: those that have sent a recognition moment (regardless of if it has an award associated with it).
• Receivers: those that have received a recognition moment (regardless of if it was a group recognition, or if it had an award associated with it).  
• Active senders/receivers: Users in the platform that are currently active, meaning they have access to login to the program (regardless of if they are using it regularly or not). 

Recognition Specific Terms

• Opened: the recognition moment has been viewed by the receiver.  
• Not opened: the receiver has not yet viewed the recognition moment.  
• Approved: a nomination that has been approved by the reviewer (or that did not have a reviewer at all) and is now live in the program.  
• Pending: a nomination that has been written and submitted but is waiting for approval from the reviewer(s).  
• Rejected: a nomination that was submitted and has been rejected by the reviewer(s).  
• Claimed: when a receiver logs in to their program and clicks that they want to claim their award. This makes the value of their award available in their account to spend on a voucher (please note this does not necessarily mean that they have spent the award yet).  
• Unclaimed: an award that has not yet been claimed, meaning that the award value is not available to be used on a voucher yet. The receiver may have viewed the recognition already but has not claimed the award yet.  
• Cancelled: an award that is unclaimed but has been cancelled. This means the award portion of the recognition has been removed from the account of the receiver.