vellum Leader Portal - User Guide

Summary

The purpose of the vellum Leader Portal is for key leaders within an organization to understand insights and usage data against team member check-ins. User privileges are determined and set in the administration console managed by the vellum team.

Static tiles are visible at the top of the Leader Portal. These tiles represent: 

1. Total Users

• Purpose: Represents total accounts created
• Calculation: Number of accounts created
• Filter: NA

2. Warning Triggers

• Purpose: Represents the number of instances where a high-intensity negative emotion was consecutively selected by an individual
• Calculation: High intensity negative emotion selected four times in a row with the final instance occurring within the last seven days
• Filter: NA

3. Positivity Scores

• Purpose: Represents the emotional tone of a given unit.
• Calculation: Current weekly average (rolling week) vs. prior week average (rolling week)
• Filter: NA
• Scrollable: From left to right if number of units/departments are not entirely visible

Leaders can toggle between two categories to analyze the metrics for their respective areas. The categories are:

1. Team Usage

1. Purpose: To examine the commitment of the team to well-being

2. Team Emotional Health

1. Purpose: To enhance leader awareness on team member well-being

Leader Portal Tips:

• To return to the Home page, simply click the vellum Logo
• Filters are multi-select and can be cleared by de-selecting them
  

Usage

Number of Check-ins

Purpose: Represents number of check-ins per respective unit across selected filters

Calculation: Count of check-ins per unit

Filter: Start Time, End Time, Organization, Unit, Role, Shift

Scheduled User Ratio

Purpose: Represents the overall check-ins against total number of staff per the unit schedule across selected filters

Calculation: Users that have completed at least one check-in for each day beginning at 0000-2359/total number of staff scheduled

Filter: Start Time, End Time, Organization, Unit, Role, Shift

User Status Funnel

Purpose: Represents number of users/percentage of users and their current status by pre-defined category. These categories include: Account Created, Checked In Only Once, Inactive for > 14 days, and Active.

Calculation: NA

Filter: Start Time, End Time, Organization, Unit, Role (*NOTE: Shift Filter not available for this analytic)

Emotional Health

Top Emotions

Purpose: Represents top recurring feelings across selected filters

Calculation: Count of feeling selected vs. total count of feelings

Filter: Start Time, End Time, Organization, Unit, Role, Shift

Word Cloud

Purpose: Represents the check-ins across users with the size of the word representing its frequency across selected filters

Calculation: Check-ins across users

Filter: Start Time, End Time, Organization, Unit, Role, Shift

Emotion Breakdown by Day

Purpose: Represents primary category breakdown across selected filters

Calculation: Count of primary category check-ins vs. total count of feelings

Filter: Start Time, End Time, Organization, Unit, Role, Shift

Emotion Comparison

Purpose: Represents the overall emotional health across selected filters

Calculation: Count of feeling category vs. total count of feelings across categories

Filter: Start Time, End Time, Organization, Unit, Role, Shift

Weekly Emotion Trend

Purpose: Represents the emotional tone by primary category trend across selected filters

Calculation: Count of primary category vs. total count of feelings across primary categories 

Filter: Start Time, End Time, Organization, Unit, Role, Shift