Summer 2022 Release Notes

Discover the new features, improvements, and bug fixes that were included in this release.

Platform

This section covers the changes to the platform.

New features

Easily discover functions and objects while editing insight templates: We improved the authoring experience for insight templates. While authoring formulas, you will see auto-complete suggestions and function descriptions.

Full screen search UI improvements: We updated the user interface for searching in the solution experience. Results are now displayed with more separation and whitespace, and a “Go to” button allows users to access results in context. The search result content is not impacted.

No hard population limit on insight analyses: We removed the population limit of 5000 members for insight analyses. Now, insight analyses will be available for populations exceeding 5000 members. Populations may be limited when necessary on a per-algorithm basis.

People Insights Powered by AI: This feature is now generally available to all customers. AI insight analyses use algorithms to provide relevant insights based on a trigger population (such as an employee who recently left the organization). Analysis templates are pre-built by Visier and dynamically change to provide information relevant to the employee you select for analysis.

Simplified navigation bar: We updated the navigation bar in the solution experience. Administrators will notice that you can now navigate to the studio experience directly (no hovering involved!).

Updated login page: We gave our login page a makeover! Users can still sign in, save their email address, and get login help like normal, but now with a shinier look.

Compare room improvements: When searching for employees in the Compare room, only active employees are included in the search results by default. If you want to analyze a former employee, you can now change the filter in the upper-left corner of the search results from Active Employees to All. In addition, the population limit of 5000 members has been removed when adding a similar group (find similar).

Explore this: Users can now right-click a visual item in a visualization and explore that specific member, for example, Gen X in Generation. Exploring a visual item adds that member to the Analysis Context toolbar and automatically picks a similar and relevant group by for the visualization. This makes the analysis and exploration of data simpler and more natural.

Simplified selection experience: We’ve simplified the user experience when it comes to selecting metrics, filters, and group bys in your visualization. You will now see a list of suggested items and your most recent selections instead of the full screen dialog. Just click the search box to bring up your most recently used metrics and attributes. These improvements will minimize the amount of context switching and speed up the visual creation process.

Updated search logic: We updated our search logic to support synonyms and “OR” logic.

Synonyms: Search results will now display relevant content even if the search query does not precisely match the results. For example, a user who searches for “female” will get results for “female” and “woman”.
“OR” logic: Search results will now return results for any of the words in the search query. Previously, the search logic only returned results that included every word in the search query.

Define metric filters (Table visual): You can now now apply individual filters to each metric in the Table visual to refine the metric population.

Full screen visualization (Distribution visual): We’ve made improvements to the Distribution visual which shows the summary statistics of a data set (minimum, 25th percentile, median, 75th percentile, and maximum). The visual will now appear in full screen with the Info panel when you access it through the Compare room. You can also capture this visual and use it in your analyses.

Granularity improvements (History visual): The selected time granularity of the History visual will now determine when the data is analyzed for changes. This will affect what attribute changes are included in the History visual.

People actions: We’ve added more actions in the user interface to make it easier for you to access the History visual and Potential Career Path visual when analyzing individual subject members such as an employee.

Time comparison (Trend and Trend Breakdown visual): We’ve made it easier for you to visualize seasonal patterns by allowing you to compare up to 4 different years in a single Trend and Trend Breakdown visual.

Edit Visier analyses: Administrators can now edit Visier analyses directly. Any changes you make to a Visier analysis will override any future updates provided by Visier experts.

Access Analytic Objects room to configure internal comparisons: Administrators can now configure the dimensions, concepts, and metrics within an internal comparison. This gives you more control over the analysis options available to your users. As a result of this change, administrators can now access the Analytic Objects room in a project.

Calculated property parameterization: In the studio experience, users can now create parameters on calculated properties. This allows you to be more efficient while building calculated properties. For example, instead of creating 5 unique calculated properties that are the same other than filtering on different data, you can create one parameterized calculated property. You can then instantiate the property into 5 derived properties by giving different values to the property’s parameter. You can use parameters to build objects at a scalable level, save time, and reduce mistakes that occur during repetitive content creation.

Export and import custom objects: Visier Certified Developers can export sets of custom objects, such as analyses, metrics, and dimensions, into a ZIP file. Any dependent objects for the custom content are included in the export. You can share the exported ZIP file with other tenants to reuse custom content for similar use cases.

Configure attributes in Drivers visual: Administrators can now configure the attributes that impact the Drivers visual. This gives you the power to decide the important attributes you want to see in the Drivers visual.

Highlight duplicate members: Users can now turn on duplicate highlighting while mapping custom dimension members, calculation concept members, and process concept members. This enables you to quickly identify any members that are used in multiple mappings by highlighting duplicate members, and remove duplicates where necessary.

Use tags to categorize content: Administrators can now create new tags to assign to content. Tags are user-defined categories that are used to group and identify related content in your solution.

Workday connector enhancements: We updated our Workday data connector to allow:

Retrieving custom fields with calculated attributes.
Retrieving any Workday organization hierarchy.
Configuring Managed Positions.

Validate project changes using summary metrics: Administrators can now use summary metrics to validate metric values after making changes in a project. Summary metrics show the latest values of specific metrics compared to the baseline values.

Changes to the Permissions room: We updated the Permissions room to include summary information about the permission’s assigned capabilities and content packages. You can now hover over the column values to see the specific capabilities and content packages assigned to the permission.

Changes to the Users room: We updated the User details interface to reorganize the permissions, profiles, user groups, capabilities, and content packages information into tabs.

New Content Packages room: Content Packages is now an individual room. In a project, on the navigation bar, click Security > Content Packages. You can now create, edit, and delete content packages in the Content Packages room. Assigning content packages to permissions still occurs in a permission.

Sort Content Package analyses by tag: We added the option to sort the analyses within a content package by tag. Previously, administrators could only sort by whether the analyses were customized or Blueprint. With the addition of sorting by tags, admins can more easily grant content access based on the category or topic the analyses belong to.

User List now includes profile and permission information: We updated the downloadable User List to now list users' profile and permission assignments.

Changes to the More Info button for plan items: For consistency and discoverability, we’ve moved the More info button for plan items so it appears when you hover over the Help button. This will open up an explanation dialog that provides calculation details and additional guidance for the plan item.

End collaboration workflow improvements: We’ve updated the end collaboration workflow to be more intuitive and to ensure planners understand data from unconsolidated subplans will not be included in the parent plan.

Plan model access: Use content packages to limit the plan models that planners can create.

Restore to snapshot: You can now restore a previous version of your plan. Just remember to create a snapshot before making significant changes to your plan.

Data model and query APIs:

We added the following data types:
- CellSetAxisPosition
- AxisVisibility
- PopulationConfiguration
We added the dataType and primitiveDataType fields to the Property object. This provides you with more detailed information about a property’s data type when retrieving information.
We added the axisVisibility field to QueryExecutionOptions. This allows you to set the amount of information to return for each axis.
We added populationConfiguration field to AnalyticObject. This provides information about insight population configurations, including distinguishing properties, change history properties, and grouping dimensions that are used by Visier’s AI insights.

Bug fixes

86314 - Differing data versions in production and a draft project: When publishing a project that’s based on a different data version than the production version, you will now see a more descriptive error message that guides you towards a potential solution.

89372 - Workday data connector rescinded events: We fixed an issue where our Workday connector was extracting rescinded events.

90385 - N/A Overall values in Breakdown visual: When analyzing a Breakdown visual, you will no longer see N/A values for the Overall group if there are no overall values. In Breakdown comparisons, N/A values will appear for Overall groups if at least one of the comparison values is not N/A.

Visier People

This section covers the changes to the content of the Visier People solution.

Organization

What's new

Enhanced Spans and Layers Analysis: We’ve added the following metrics and dimensions to analyze the Indirect and Portfolio spans of control within your organization, as well as the number of reporting layers below each manager:

Average Portfolio Span of Control
Average Portfolio Span of Control Excl. Contingent
Average Indirect Span of Control
Average Indirect Span of Control Excl. Contingent
Average Reporting Layers Below Employee
Portfolio Span of Control Range
Portfolio Span of Control Excl. Contingent Range
Indirect Span of Control Range
Indirect Span of Control Excl. Contingent Range
Reporting Layers Below Employee Range

Group Span of Control display name update: We’ve renamed the following Group Span of Control objects to clearly indicate that they are calculating Direct span of control only:

Group Span of Control to Average Direct Span of Control (metric)
Group Span of Control - Excluding Contingent to Average Direct Span of Control Excl. Contingent (metric)
Span of Control to Direct Span of Control (property)
Span of Control - Excluding Contingent to Direct Span of Control Excl. Contingent (property)
Span of Control Range to Direct Span of Control Range (range dimension)

Guidebook content for spans and layers: Check out Learn About Spans and Layers Metrics and A Step-by-Step Guide to Spans and Layers Analysis to better understand how to analyze spans of control and reporting layers within your organization.

Bug fixes

87929 - Full Name search: Previously, customers with more than 300,000 employees records could not search for employees by their full names. Now, Full Name search is available to customers with more than 300,000 employee records.

Learning

Bug fixes

88540 - Engagement Organization dimensions: We added the Engagement Organization and Engagement Organizations Comparison dimensions to Blueprint. These dimensions are used in the Engagement analysis of anonymous and aggregated engagement survey results.

Planning

What's new

Outgoing Employee Rate metric: A new metric that allows you to analyze the percentage of exits including moves out of the population during the period.

Workspace Planning: We've added a new model that allows you to plan your ideal office space requirements and see where you can adjust your office spaces to optimize your workforce productivity and wellbeing.

Data is required for this feature.

New Guided Diversity Planning objects: We added the following Guided Diversity Planning objects:

Guided Diversity Planning analytic object
Guided Diversity Planning tag
Metrics:
- Added Positions
- Difference from Goal Count
- Difference from Goal Percent
- Expected Incoming Employee Count
- Focus Group Headcount
- Focus Group Incoming Employee Ratio
- Focus Group Predicted Annual Resignation Rate
- Focus Group Predicted Monthly Resignation Count
- Goal Focus Group Representation Ratio
- Headcount
- Non-Focus Group Predicted Annual Resignation Rate
- Non-Focus Group Predicted Monthly Resignation Count
- Outgoing Employee Count without Resignations
- Projected Focus Group Representation Ratio

Bug fixes

90054 - Updated Guided Diversity Planning documentation: We made the following Guided Diversity Planning documentation updates:

Changed the following display names:
- The <Focus Group> Incoming Employee Ratio plan output is now Incoming Employee <Focus Group> Representation Ratio.
- The <Focus Group> Incoming Employee Ratio Input plan input is now Incoming Employee <Focus Group> Representation Ratio Input.
- The <Focus Group> Incoming Employee Ratio metric is now Incoming Employee Focus Group Representation Ratio.
Updated the Focus Group parameter description.
Updated short description for Incoming Employee <Focus Group> Representation Ratio Input.

Talent Acquisition

What's new

Successful Applicant attribute: Use this attribute to analyze applicants who have reached the Hired Yet to Start stage of the applicant hiring process across all time. This allows you to compare applicants during the selected period to applicants who were eventually hired.

Bug fixes

55217 - Applicant Process concept: We added a new Pre-Applied stage to the Applicant Process concept.

86629 - Time to Success (Requisition Process) metric: We updated the metric description to more accurately reflect Visier’s definition of success in the Requisition Process.

Talent Essentials

What's new

Outgoing Employee Rate metric: A new metric that allows you to analyze the percentage of exits including moves out of the population during the period.

Bug fixes

91941 - Time Since Promotion metrics: We renamed an existing metric from Time Since Promotion Event to Time Since Promotion Overall, and added two new Time Since Promotion metrics:

Time Since Promotion Event
Time Since Promotion Event per Employee

Talent Expert

What's new

Favorable and Unfavorable Response metrics: We added the following metrics to analyze what percentage of responses are considered positive or negative answers:

Favorable Response Count
Favorable Response Ratio
Unfavorable Response Count
Unfavorable Response Ratio

These metrics have a dynamic value that can be adjusted to define the response score requirement for a positive or negative answer.

Employee Objectives & Key Results: We’ve added the following metrics and dimensions to understand employee participation in objectives and key results and tracking progress:

Metrics:
- Total Active Goals
- Active Goals per Employee
- Active Goals per Employee with Goals
- Average Goal Progress
- Goal Ratio
- Employees with Active Goals
- Employees with Active Goals Ratio
- Employees with Active Goals Percent of Total
Dimensions:
- Goal Type
- Goal Status
- Goal Description
- Goal Target
- Goals Range
- Average Goal Progress Range
Concepts:
- Active Goal
- Business Goal
- Development Goal
- Has Goal Plan

Data is required for this feature.

Guidebook content for employee goals: Check out A Step-by-Step Guide to Analyzing Employee Goals Achievement to help identify goal achievement drivers (for example, resignation, engagement, and manager instability), potential risk, and the likelihood of achieving goals. We also added Employee Goals – Validation to help you validate the data loaded for objectives and key results, Learn About Employee Goals Metrics as an introduction to the new objectives and key results key metrics and dimensions, and Monitor Employee Goals to track progress and changes over time.

Data is required for this feature.
This feature is only available in Talent Expert. It is not available for legacy Talent customers.

Bug fixes

90619 - Survey Text Response Sentiment Group: We reordered the sentiment groups from “Positive, Negative, Neutral” to “Positive, Neutral, Negative”.

Workforce

What's new

Scheduled Hours: We’ve added the following metrics and dimensions to analyze scheduled hours so you can compare what was planned vs. what actually happened and identify gaps from a schedule planning and compliance perspective:

Total Scheduled Hours
Scheduled Hours Compliance Ratio
Average Scheduled Hours Compliance
Unassigned Scheduled Hours
Actual to Scheduled Absence Ratio
Scheduled Working Hours
Scheduled Absence Hours
Scheduled Vacation Hours
Scheduled Shift in Day
Scheduled Day of Week
Scheduled Shift Type

Data is required for this feature.

Guidebook content for scheduled hours: Check out Learn About Scheduled Hours, Monitor Scheduled Hours, and Scheduled hours - Validation to understand how to analyze employee scheduled hours and identify compliance gaps.

Visier Benchmarks

Benchmark statistics: We’ve added percentile measures (10, 25, 50, 75, and 90) for all the Visier Benchmark metrics. Percentiles indicate the values at which a percentage of data falls. Use percentiles to understand where your organization ranks in performance compared to the market at large. For example, your organization's Woman Ratio is 65%, which places you in the 90th percentile of the Visier Benchmarking program. This means that your organization's value is higher than 90% of all organizations.

This capability is in limited availability. If you are interested in using it, please contact your Customer Success Manager (CSM). If you are unsure who your CSM is, please create a technical support case through the Visier Service Portal.

Visier Benchmarks Trends

New measured values for Visier Benchmarks Trends: We've added measured values for Q1 2022.

The current breakdown of Visier Benchmarks Trends:

Measured values from Q1 2018 to Q1 2022.
Extrapolated values from Q2 2022 to Q1 2023.

Visier Benchmarks Reports

The current breakdown of Visier Benchmarks Reports:

Measured values from 2017 to 2021.
Extrapolated values for 2022 and 2023.

Summary of Visier Benchmarks dataset

The Visier Benchmarks dataset was last updated August 2022.

Benchmark values available: 23,337,954.
Employee records in dataset: 15,607,772.