Insights: Overview

Relevant for: Workspace owners, administrators (see "User roles")

With Applysia Insights, we enable insights into your assessment processes without the lengthy collection and evaluation of data. We initially focus on evaluating the process and the already completed assessments, as regular evaluation is just as important as the careful design of an assessment center. According to DIN 33430, an evaluation of the processes in personnel selection should take place approximately every eight years. However, such an evaluation of the processes is often very time-consuming and therefore rarely carried out. Therefore, we have developed Applysia Insights, a user-friendly, intuitive, and smart solution to enable simple and efficient process improvements.

You can access the Insights by clicking on "Insights" in the header at the top. A new page will open.

You first have the option to select “Filter Options”. This allows you to gain insights into assessments of specific organisations and positions.

In the “Organisations” filter option, you can only choose between the organisations you have access to. The other organisations for which you do not have access rights will not be displayed to you.

You can adjust the time period to determine which assessments should be considered. You can also choose the scales used in the evaluation.

The filter settings for “Organisations” and “Positions” are optional. If you do not want to set any filters, do not make any selections here. You will then gain insights into the assessments across all organisations and positions.

The filter settings for the time period and the scales must be set.

To set the filters as desired, click in the respective field and then use the drop-down menu to select the relevant options. For the “Organisations” and “Positions” filters, you can click on “Select” to directly mark all options. Clicking on “Reset” will undo your entire selection. You also have the option to use the “Search field” to search for the desired organisation/position for a faster result.

Confirm your selection by clicking on the “Apply” button. To discard your settings, click on “Cancel”.

You can adjust the “Date Range” filter using the calendar view as soon as you click in the respective field. Here, you can set a start and end date to filter for assessments that take place within this period.

The earliest date you can select as the start date is the date of the earliest assessment in your workspace. The latest date you can select as the end date is the date of the latest assessment in your workspace. If you select both of these dates, no filter settings will be applied, as all assessments will fall within this period.

An assessment will be listed in the filtered view if the start and/or end date falls within the selected time period.

The calendar view always displays an overview of two months. Use the arrow symbols in the top left and right to select an earlier or later month. Alternatively, you can click on the month or year to access a month or year overview, where you can select your desired date. In the year overview, you can scroll up and down to view earlier and later years.
Clicking on the small calendar icon at the bottom will close this overview, returning you to the calendar view. The selected time period will be highlighted in colour in the calendar view.

Fields that cannot be selected (e.g. because no assessments exist at that time) are greyed out and cannot be clicked.

Alternatively, you can use the time period settings on the left-hand side. Here, you can choose between “This Month”, “Last Month”, “This Year”, and “All Time”. Clicking on the corresponding fields will apply the selected time period to the filter settings.
Click the “Select” button to confirm the chosen time period. The selected dates will then be displayed under “Date Range”.

You can also select the “Scales” using a drop-down menu.

Click on “Apply” to confirm your settings and gain insights into the assessments.

With the Insights, you evaluate already completed assessments and assessments for which you have chosen the “Insights Archive” deletion option. Therefore, make sure to select filter options for which there are already completed assessments and those assessments that have been archived for the Insights.

Always complete assessments when they are finished so that the data can be included in the evaluation of the Insights. Also, always choose the “Insights Archiving” deletion option as part of the adjustment of the assessment workflow. In this process, personal data is deleted, but the remaining data is retained for evaluation within the Insights, allowing you to analyze assessments over a longer period. More information on the deletion options can be found here.

Once you have set the filters, you will first see

1. how many “Assessments” have already been conducted and completed,
   
2. how many “Candidates” have already been rated,
   
3. and how many “Observers” have already made ratings.
   If you hover your mouse over the “i-icon,” you can see how often observers have been assigned to an assessment and in what role (moderator, observer, or silent observer).

This number may differ from the number of observers, as one observer can be assigned to multiple assessments.

Your selection for the filters “Organisations”, “Positions”, the “Time Period”, and the “Scales” will be displayed again above.

To the right of this is the “Filter Options” button with the “Filter Icon”. By clicking on the button, you can adjust your settings as described above if necessary. Click on “Apply” to adopt your adjustments and display the Insights for the new selection. Click on “Cancel” to discard your changes and keep the previous filter options.

Below the overview of the assessments, candidates, and observers, you will see automatic “Benchmarks” for both the competency clusters and the individual competencies. The benchmarks form the basis of the Insights. The Insights evaluate anonymously and independently across all assessments, candidates, and observers based on the previously set filter options.

If you click on “Details” in the table below, you will be taken to a competency-specific evaluation.

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