This guide provides step-by-step instructions for generating Employee Voice Reports in OrangeHRM. These reports are essential for HR to analyze employee feedback and concerns systematically.
You will learn how to create two distinct types of insights:
- Detailed Insights: Filter individual cases to review all relevant records and specific employee details
Summarised Insights: Gain a high-level overview of record volumes per status, ideal for tracking trends and prioritizing HR actions.
Detailed Employee Voice Insights
Step 01 - Navigate to the Reports and Analytics module and search for Employee Voice Module. Select the Detailed Insights or Summarised Insights to continue.
Step 02 - Detailed Insights allow HR to identify individual cases, viewing all relevant records for a specific case type.
Step 03 - Use the table below as a reference to fill up the above fields. Once completed, click on the "Generate" button.
Filter Name | Description |
| Type | Select the required Type from the dropdown |
| Status | Click on the Dropdown and select the Status ( A predefined set of workflow statuses will be available in the system. When configuring or managing workflows, users can only select from these available statuses ) |
| Date of Creation From | Define a date range to view records created within a specific period |
| Date of Creation To | |
| Last Updated From | Set a date range to filter records that were last updated during that period. |
| Last Updated To | |
| Employee | Search records submitted by a specific employee by typing the employee's name and select the employee from the list. |
| Job Titles | Narrow results by the job titles of employees who submitted records. |
| Sub Units | You can Filter based on the employee’s Sub Units |
| Locations | You can filter Employee Voice records by work location by either selecting the "All" option to include records from every location, or by manually choosing one or more specific locations from the list. |
| Include | Select which type of employees you want to include from the dropdown whether Current employees or Past Employees. |
Step 04 - Upon clicking, you can see the generated Detailed Insights with the filters you applied. For the selected type, anonymity is disabled, which allows employee-related information to be displayed and used for filtering purposes.
Step 05 - For this type, anonymity is enabled. You can see that employee-related information was not displayed, and filters based on identifiable employee data were defined as anonymous.
Summarised Employee Voice Insights
Summarised Insights provide a high-level overview, showing the number of records per status — helping HR prioritize action and allocate resources effectively.
Step 06 - Navigate to the Summary Insights section. Use the table above as a reference when filling in the fields, and then click the ‘Generate’ button.
Step 07 - This is a Summarised Insight of a case type where anonymity has been enabled. You can see the message that appears in the bottom left corner of the screen, stating that employee-related filters are not applied to Anonymous case types.