对等分析Peer analysis

对等分析可帮助您查找问题的答案:如何使 — 公司中最佳的用户执行的工作方式与 — 对等方的协作更有效?Peer analyses help you find answers to the question: How do the most effective people—the best performing people in a company—collaborate differently than their peers? (注意:在本文中,我们将这些人称为 引用组,并将它们与 — — _其他组_进行比较。 ) (Note: In this article, we’ll refer to these people as the reference group, and the people we compare them with—their peers—as the other group.)

此类分析的直接目标是帮助您发现独特的工作区协作特征,以帮助这些人员成功。The immediate goal of this kind of analysis is to help you discover the unique workplace-collaboration traits that help these people succeed. 更大的目标是使用这些见解传播这些行为,以便引用组的对等方和公司中的其他人可以从中受益。The larger goal is to use these insights to spread these behaviors so that the peers of the reference group, and others in the company, can benefit from them. 

通过对等分析来处理第一个目标。You work towards the first goal through a peer analysis. 此过程由以下任务组成:This procedure consists of the following tasks:

  1. 启动分析Start an analysis.
  2. 标识引用组Identify the reference group. 为此,可以使用筛选器,也可以通过上载包含组成员的电子邮件地址的 .csv 文件来执行此操作。You do this either by using filters or by uploading a .csv file that contains the email addresses of the members of the group.
  3. 选择 "其他" 组Select the other group. 在确定了引用组之后,接下来确定要进行比较的其他组。After you've identified the reference group, you next identify the other group for comparison. 此外,您还可以使用筛选器或通过上载 .csv 文件来执行此操作。This, too, you can do either with filters or by uploading a .csv file.
  4. (可选) Apply 条件(Optional) Apply conditions. 在此步骤中,您将帮助确保您的比较对您选择的组有意义。In this step, you help assure that your comparison makes sense for the groups that you’ve selected.
  5. 提交分析Submit the analysis.
  6. 查看结果View results. 查看分析结果。View the results of your analysis.

角色Roles

若要能够执行本文中的任务,您必须具有分析师或工作区分析的有限分析员角色。To be able to perform the tasks in this article, you must have either the analyst or the limited analyst role of Workplace Analytics.

隐私注释Privacy notes

对等分析强制实施组织的 最小组大小 设置。Peer analyses enforce the minimum group size settings for your organization. 也就是说,如果您选择的团队中的成员数小于最小组大小,则分析将暂停且无法继续。In other words, if the number of members on a team that you select is smaller than the minimum group size, the analysis is halted and cannot continue. 这适用于引用组和其他组。This applies to both the reference group and the other group.

分析的结果将始终显示在聚合窗体中。The results of analyses are always presented in aggregate form. 不会以隔离方式显示个人的数据。No individual's data is ever presented in isolation.

启动分析Start an analysis

在此任务中,您将执行第一步以启动对等分析。In this task, you take the first steps to start a peer analysis.

  1. 打开 工作区分析Open Workplace Analytics. 如果出现提示,请输入你的工作凭据。If prompted, enter your work credentials.

  2. 展开 " 分析 " 并打开 " 浏览 " 页面。Expand Analyze and open the Explore page. 此页面包含两个部分: " 指标概述 " 和 " 分析和启动计划"。This page has two sections: Metrics overview and Analyze and start Plans.

  3. 在 " 分析并启动计划" 下,选择 " 对等分析"。Under Analyze and start Plans, select Peer analysis.

    这将显示已启动或已完成的对等分析表。This shows a table of the peer analyses that have been started or completed.

    新分析

  4. 选择 " 新建分析 " 以启动新的分析。Select New analysis to initiate a new analysis. 这将打开一个面板以创建新的分析:This opens a panel for creating the new analysis:

    新建分析窗格

    此窗格顶部显示了创建对等分析的四个步骤: 引用组其他组、 _条件_和 提交The top of this pane shows the four steps for creating a peer analysis: Reference group, Other group, Conditions, and Submit.

  5. 对于 " 分析名称",请键入此分析的名称。For Analysis name, type a name for this analysis.

  6. 选择分析的日期范围。Select a date range for the analysis.

  7. 转到 标识引用组Go to Identify the reference group.

标识引用组Identify the reference group

Tip

在完成此任务之前,您应该知道您的组织内要用于引用组的一组人员。Before you complete this task, you should know the group of people within your organization that you want to use for the reference group.

在定义该组时,请记住它的最大大小。As you define this group, keep in mind that it has a maximum size. 如果上载 .csv 文件,则组中包含的成员不能超过150个。If you upload a .csv file, the group can contain no more than 150 members. 如果使用筛选器,则组可以包含的成员不超过1000个。If you use filters, the group can contain no more than 1000 members.

  1. 在 " 引用组 " 部分中,标识此组的成员。In the Reference group section, identify the members of this group. 这是你选择的组;其成员不需要在同一个团队中协同工作。This is a group of your choosing; its members need not work together on the same team. 您可以通过以下任一方式识别它们:You can identify them in either of the following ways:

    • 上载 .csv 文件Upload a .csv file. 为此,您将使用一个文件,其中包含引用组中人员的电子邮件地址。For this, you’ll use a file that contains the email addresses of the people in the reference group.
    • 使用筛选器Use filters. 若要执行此操作,请按 HR (组织) 属性进行筛选。To do this, you filter by HR (organizational) attributes.

    Note

    有关标识此组的方式的详细信息,请参阅 为什么要使用筛选器?For more information about which way to identify this group, see Why use filters?

  2. 成功标识引用组后,选择 " 下一步 ",然后转到 选择其他组After you've successfully identified the reference group, select Next and go to Select the other group.

选择另一个组Select the other group

定义此组时,请记住它的最大大小。As you define this group, bear in mind that it has a maximum size. 如果上载 .csv 文件,则组中包含的成员不能超过150个。If you upload a .csv file, the group can contain no more than 150 members. 如果使用筛选器,则组可以包含的成员不超过1000个。If you use filters, the group can contain no more than 1000 members.

标识其他组

  1. 在 " 其他组 " 部分,标识另一个组的成员。In the Other group section, identify the members of the other group. 与引用组一样,选择 "其他" 组;其成员不需要在同一个团队中协同工作。As with the reference group, you choose the other group; its members need not work together on the same team. 您可以通过以下两种方式之一识别它们:You can identify them in either of the following two ways:

    • 上载 .csv 文件Upload a .csv file. 为此,您将使用一个文件,其中包含其他组中的人员的电子邮件地址。For this, you'll use a file that contains the email addresses of the people in the other group.
    • 使用筛选器Use filters. 若要执行此操作,请按 HR (组织) 属性进行筛选。To do this, you filter by HR (organizational) attributes.

    Note

    有关标识此组的方式的详细信息,请参阅 为什么要使用筛选器?For more information about which way to identify this group, see Why use filters?

  2. 成功识别出其他组后,选择 " 下一步 ",然后转到 " 应用条件"。After you've successfully identified the other group, select Next and go to Apply conditions.

应用条件Apply conditions

在此可选步骤中,请确保每个所选组中的适当人员正在进行比较。In this optional step, you make sure that the right people in each of your selected groups are being compared.

在 "其他组" 部分中选择 "下一步" 后,将打开 "条件" 页:After you select Next in the Other group section, the Conditions page opens:

新建分析面板

在此页面上,按组织 (HR) 数据进行筛选。On this page, you filter by organizational (HR) data. 这些筛选器将自动应用于您在前面步骤中定义的每个组,即引用组和其他组。These filters automatically apply to each of the groups that you've defined in the preceding steps, namely the reference group and the other group. 通过在此步骤中应用筛选器,可以在这些组中优化员工的选择,以便进行分析,以便进行更合适的比较。By applying filters in this step, you refine your selections of employees in those groups so that the analysis can make more appropriate comparisons. 有关详细信息,请参阅 为什么要应用条件?For more information, see Why apply conditions?.

Note

您可以通过选择 " 下一步" 跳过此步骤。You can skip this step by selecting Next.

应用完条件后,选择 " 下一步 ",然后转到 "提交分析"After you have finished applying conditions, select Next and go to Submit the analysis.

提交分析Submit the analysis

该序列的第四个和最后一个屏幕通过显示分析名称、日期范围以及引用和其他组的名称和大小来汇总您所做的选择。The fourth and final screen of the sequence summarizes the choices that you've made by showing the analysis name, the date range, and the names and sizes of the reference and other groups. 如果要返回前面的步骤以更改任何这些内容,请选择 " 上一步":If you want to return to preceding steps to change any of these things, select Back:

包含 "提交" 按钮的摘要页

如果不需要进行更改,请选择 " 提交"。If you do not need to make changes, select Submit.

这将打开显示 对等分析 表的页面。This opens the page that displays the Peer analysis table. 您刚刚提交的分析将显示在列表顶部,状态为 " 正在运行",如下所示:The analysis that you just submitted appears at the top of the list with a status of running, as shown here:

分析运行

根据分析的大小,运行时间应持续几分钟到1小时。Depending on the size of the analysis, the run time should take between several minutes and one hour. 继续 查看结果Go on to View results.

查看结果View results

分析完成后,将在 对等分析 表中使用复选标记更新其状态。After your analysis completes, its status is updated in the Peer analysis table with a check mark. 在下图中,第二个和第三个分析已完成:In the following illustration, the second and third analyses have completed:

包含一行的结果

您可以在此页上执行以下操作。You can do the following on this page.

  • 在分析行中:In the rows of analyses:
    • 选择 " 查看 (目视) " 图标以打开分析结果。Select View (eye) icon to open the results for an analysis.
    • 选择 " 删除 (垃圾桶") 图标以删除不再需要的分析。Select Delete (trashcan) icon to delete an analysis that you no longer need.
    • 选择 " 复制 " (两页纸) 图标以创建分析的可编辑副本。Select the Duplicate (two-sheets-of-paper) icon to make an editable copy of the analysis.
  • 在表的上方:Above the table:
    • 选择 " 新建分析 " 以创建新的对等方分析。Select New analysis to create a new peer analysis.
    • 选择 " 更新列表 " 以刷新分析列表。Select Update list to refresh the list of analyses.

选择 " 视图 " 将打开 结果 页面:Selecting View opens the Result page:

结果页面

此页面包括分析详细信息,例如:分析名称、日期范围、引用组的名称和大小,以及其他组的名称和大小。This page includes analysis details, such as: the analysis name, date range, name and size of the reference group, and the name and size of the other group.

" 突出 显示" 区域将显示分析的结果。The Highlights area displays the results of your analysis. 上部区域提供了组的前三种变型指标的摘要。The upper area presents summaries of the top three variant metrics for the groups. (工作区分析从高度相关的指标中选择这三个指标,这两个指标与此类型的分析不同。 ) 看到的结果是引用组和其他组之间的原始平均平均值的比较。(Workplace Analytics selects these three metrics from among highly correlated metrics that are unique to this type of analysis.) The results that you see are comparisons of raw averages between the reference group and the other group.

在此示例中,它们是 具有领导能力、 _外部网络大小_和 _直接管理者 coattending 的会议时间百分比_的时间。In this example, they are Time with leadership, External network size, and Percentage of meeting hours with direct manager coattending.

在这些指标汇总的下面,详细介绍了每个指标的结果。Below these metrics summaries, the results for each metric are described in detail. 每个主体部分都包含一个描述 ,说明它是为什么重要的。Each detail section contains a description called Why it matters. 本部分说明此指标分析结果的用途。This section explains why this metric analysis result is useful. 每个部分还包含一个信息图标 — ⓘ — ,您可以选择该图标以了解有关指标的详细信息。Each section also contains an information icon — ⓘ — that you can select to learn more about the metric.

虽然 结果 页面是只读的,但您可以将其下载到可在 Microsoft Excel 中打开或与其他人共享的 Excel 工作簿文件中。Although the Result page is read-only, you can download it into an Excel workbook file that you can open in Microsoft Excel or share with others.

任务详细信息Task details

上载 .csv 文件Upload a .csv file

按照以下步骤操作,上载包含电子邮件地址的文件:Follow these steps to upload a file that contains email addresses:

  1. 创建一个 .csv 文件,其中包含组中人员的电子邮件地址。Create a .csv file that contains the email addresses of the people in the group. 此文件不应包含标头,但由单个列组成,每个电子邮件地址显示在新行上。This file should contain no header, but consist of a single column, with each email address appearing on a new line.

  2. 选择 " 上传 .csv 文件":Select Upload .csv file:

    上传 .csv 文件

  3. 浏览到磁盘上的文件,然后选择 " 打开"。Browse to the file on disk and select Open. 文件上载后,工作区分析将自动验证上载的数据并显示结果:After the file uploads, Workplace Analytics automatically validates the uploaded data and displays the results:

    验证结果

    在此示例中,验证结果包含无效电子邮件地址的错误和没有工作区分析许可证的人员。In this example, the validation results contain the errors of invalid email addresses and a person who has no Workplace Analytics license. 您可以通过更正或删除无效的电子邮件地址或让管理员分配缺少的许可证来选择修复这些错误。You can choose to fix these errors by correcting or deleting the invalid email addresses, or having an admin assign the missing license. (参加,个人只需要分配了工作区分析 许可证;它们不需要工作区分析 角色。 ) (To participate, a person needs only a Workplace Analytics license assigned; they do not need a Workplace Analytics role.)

    如果发现验证错误,则无法继续进行分析。If validation errors are found, you cannot proceed with the analysis. 更正验证错误 (或选择其他参与者) 的组后,必须重新上载 .csv 文件以导致工作区分析再次验证文件。After you correct the validation errors (or select a group with other participants), you must re-upload the .csv file to cause Workplace Analytics to validate the file again. 在 .csv 文件成功验证后,您可以继续进行分析。After your .csv file successfully validates, you can proceed with the analysis.

    Note

    除了 最小组大小之外,最大组大小也有效。In addition to the minimum group size, a maximum group size is also in effect. 如果要上载 .csv 文件以定义组,则对等分析的当前最大组大小为 150; 如果要使用筛选器定义组,则限制为1000个成员。The current maximum group size for peer analyses is 150 if you are uploading a .csv file to define the group, while the limit is 1000 members if you are using filters to define the group.

  4. 返回到当前步骤,可以 确定引用组 ,也可以 选择另一个组Return to your current step, either Identify the reference group or Select the other group.

使用筛选器Use filters

  1. 若要通过筛选标识组,请选择 " 使用筛选器":To identify a group by filtering, select Use filters:

    使用筛选器选项

  2. 添加筛选器和参数。Add filters and parameters.

    在此步骤中,您将使用筛选器中的组织数据来优化您的组选择。In this step, you use organizational data in filters to refine your group selection. 例如,在左侧框中,选择 " 组织 ",然后在右侧的框中键入组织名称或经理的标识符。For example, in the left box, select Organization and in the right box, type an org name or a manager's identifier. 如果需要,请添加更多筛选器,以进一步细化选择。Add more filters to refine the selection further, if you want. 筛选结果显示在图表中。The results of filtering are shown in a chart. 然后,您可以通过单击图表中代表它们的列来选择组。You can then select groups by clicking the columns that represent them in the chart. 您可以选择多个组。You can select multiple groups.

    有关在此页面上进行其他设置时所选组发生的情况的详细信息,请参阅 组选择的持久性For more information about what happens with selected groups when you make other settings on this page, see Persistence of group selections.

    现在,如果组大小介于允许的最小和最大组大小之间,则可以继续进行分析。Now, you could proceed with the analysis if the group size falls between the allowed minimum and maximum group sizes. 在此示例中,实际组大小 (25) 超过了最小组大小 (5 是默认值,但可能会将组织的) 设置为一个更大的值。In this example, the actual group size (25) exceeds the minimum group size (five is the default, but it might be set to a higher number for your organization).

    Note

    除了 最小组大小之外,最大组大小也有效。In addition to the minimum group size, a maximum group size is also in effect. 如果要上载 .csv 文件以定义组,则对等分析的当前最大组大小为 150; 如果要使用筛选器定义组,则限制为1000个成员。The current maximum group size for peer analyses is 150 if you are uploading a .csv file to define the group, while the limit is 1000 members if you are using filters to define the group.

  3. 返回到当前步骤,可以 确定引用组 ,也可以 选择另一个组Return to your current step, either Identify the reference group or Select the other group.

概念Concepts

为什么要使用筛选器?Why use filters?

如果您的组织使用结果指标(如销售配额或绩效或接洽评级),则使用筛选器的典型用例。A typical use case for using filters would be if your organization uses outcome metrics such as sales quotas or performance or engagement ratings. 如果管理员已上载这些数据,则可以在此类型的分析中使用相应的筛选器。If your admin has uploaded this data, you can use corresponding filters in this type of analysis. 例如,在定义引用组时,可以进行筛选,以包含已实现特定销售配额或更高版本的员工。For example, while defining your reference group, you could filter to include employees who have achieved a particular sales quota or above. 然后,另一个组的某个筛选器可以指定低于您为引用组选择的级别的销售配额。Then, one of your filters for the other group could specify sales quota below the level that you chose for the reference group.

当然,如果您的组织无法上传或尚未上载性能指标,则不能按其进行筛选以选择组。Of course, if performance metrics cannot be or have not been uploaded for your organization, you cannot filter by them to select a group. 在这种情况下,请记住,可以通过在包含电子邮件地址的 .csv 文件中上载其成员来指定组。In this case, remember that you can designate a group by uploading its members in a .csv file that contains email addresses.

为什么要应用条件?Why apply conditions?

在比较两组人员时,目的是要达到有意义的比较。When you compare two groups of people, the purpose is to arrive at a meaningful comparison. 例如,根据您的组织,将 IT 管理员与软件工程师进行比较可能并不有意义。For example, depending on your organization, it might not make sense to compare IT admins with software engineers. 它们的角色是不同的,因此它们在性能评估中的评定方式以及它们与客户进行交互的方式的预期。Their roles are different and so are the ways they are rated in performance evaluations and the expectations of how they interact with customers.

由于这些差异,因此,对员工组进行直接的 unrefined 比较可能会产生无法提供信息的结果。Because of differences such as these, making a direct, unrefined comparison of groups of employees might produce results that are not informative. 出于此原因,工作区分析提供了一种改进比较的相关性和价值的方法:在 " 条件 " 页上添加筛选器:For this reason, Workplace Analytics provides a way to improve the relevance and value of your comparisons: Add filters on the Conditions page:

应用条件

假设您正在查看软件工程学科中的员工。Let's say you are looking at employees in the software engineering discipline. 您可能需要确保引用组和其他组都完全由软件工程师组成。You might want to make sure that both the reference group and the other group consist entirely of software engineers. 在此页上,添加筛选器以定义条件,例如:纪律__等于__软件工程师On this page, add a filter to define a condition such as: Discipline Equals Software engineer.

接下来,Workplace Analytics 将确保在上述步骤中选择的两个组中的每个用户都 (示例组和对等组) 匹配此条件。Workplace Analytics will then make sure that every user in both of the groups that you selected in the preceding steps (the example group and the peer group) match this condition. 如果不是这样,它将显示一条错误消息:If they do not, it displays an error message:

使用筛选器错误消息

出于隐私原因,工作区分析无法通知您哪些用户或用户不符合条件。For privacy reasons, Workplace Analytics cannot inform you which user or users do not match the conditions. 此时,你需要选择 " 返回 " 以返回前面的步骤并检查你的组的内容,并进行必要的更改以消除此错误。At this point, you'll need to select Back to return to the preceding steps and check the content of your groups, and make the necessary changes to eliminate this error.