User guide

Everything HR Analytics does,
and how to use it.

HR Analytics turns your existing spreadsheets into nine live dashboards. This guide walks through the whole product — signing up, importing your data, reading each dashboard, and managing your team, security and plan.

Start free Browse the modules

Getting started

From spreadsheet to dashboard in four steps

You do not need to configure anything up front. Sign up, upload a file, and the dashboards build themselves from your data.

1
Create your account
Sign up with your work email or Google. Your workspace and organization are created automatically, and a 7-day free trial starts with no credit card required.
2
Import your HR data
Upload an Excel or CSV file for any of the eight HR datasets. Column headers are matched to fields automatically, and every row is validated before it is saved.
3
Read your dashboards
Open the Executive Summary for the big picture, then drill into the eight domain dashboards. Click any chart, stage or status to see the people behind the number.
4
Invite your team
Add teammates from Admin and assign them a role. Roles decide which dashboards each person sees and whether they can change data.

What's inside

An executive summary and eight domain dashboards

Every dashboard reads from the same employee records, so a figure means the same thing everywhere. Open any module to see its key metrics, charts and drill-downs.

Executive Summary

Headcount, active employees, attrition rate, payroll year to date, average performance and average tenure on one page, with a new-hires-versus-exits trend and a headcount-by-department chart.

Workforce Analytics

Track headcount, active employees, new hires vs. exits, attrition rate, average tenure, department distribution, and gender ratio in real-time dashboards.

See workforce metrics

Payroll Analytics

Monitor total payroll spend, average salary, overtime and bonus costs, salary distribution by department, and YTD compensation trends.

See payroll metrics

Attendance Analytics

Track attendance %, WFH days, late arrivals, leave days, and overtime hours by department with real-time dashboards.

See attendance metrics

Performance Analytics

Analyze ratings, identify high and low performers, measure pay-performance alignment, and track department-level performance trends.

See performance metrics

Recruitment Analytics

Visualize your hiring funnel, track time to fill, measure cost per hire, analyze source of hire effectiveness, and monitor offer acceptance rates.

See recruitment metrics

Attrition Analytics

Predict and reduce employee turnover. Track who's leaving, why, from which departments, and with what tenure — using voluntary vs. involuntary exit analysis.

See attrition metrics

Leave Analytics

Track leave usage by type, monitor approval status, measure average leave days, and analyze leave trends across departments.

See leave metrics

Training Analytics

Measure training ROI, track completion rates, analyze cost and hours by training type, and quantify pre/post assessment score uplift.

See training metrics

Your data

Importing your data

Import lives under Data → Import. Upload a spreadsheet, confirm how the columns map to fields, then review the results. You can import all eight datasets, or start with just the Employee Master.

The Employee Master comes first

Payroll, attendance, performance, leave, training and attrition all link to employees by Employee ID. Import the Employee Master before the other datasets so those rows can be matched.

1
Upload a file
Drag in an Excel or CSV file. If the workbook has several sheets, pick the one to import and preview the first rows.
2
Map the columns
Headers are matched to fields automatically using common aliases. Adjust any mapping that needs it, and save it so the next import of that dataset reuses it.
3
Review and import
Rows are validated before anything is written. Invalid rows are reported with the row number and the reason, so nothing is imported silently.

Re-importing is safe

Each dataset matches on a key such as Employee ID and month, so importing an updated file updates the existing rows rather than creating duplicates. Large files are processed in the background, and every run is kept in the import history.

The eight datasets

Dataset	Required columns	What it powers
Employee Master	Employee ID, Employee Name	Headcount, tenure, departments, the employee directory and every 360° profile.
Payroll	Employee ID, Month	Compensation spend, average salary, overtime and bonus costs, salary bands.
Attendance	Employee ID, Month	Attendance rate, WFH and late days, leave days, overtime hours.
Performance	Employee ID, Review Period	Average ratings, high and low performers, department performance.
Recruitment	Candidate ID, Position	The hiring funnel and candidate pipeline by stage.
Leave	Employee ID, Leave Type, Start Date, End Date	Leave usage by type, approval status, average days per employee.
Training	Employee ID, Training Name, Start Date	Training hours and spend, completion rate, pre/post score uplift.
Attrition	Employee ID, Exit Date, Nature	Turnover rate, voluntary vs. involuntary exits, exit reasons and trends.

Using the app

Everyday actions

The same handful of actions works on every dashboard, so once you have learned one screen you can use them all.

Search across modules

Look up an employee by name or ID in the Employee Master, run a highest/lowest/range salary search, and search performance, attendance, leave and the audit log.

Drill down to people

Click a month in the attrition chart, a stage in the hiring funnel, or a leave status to list the employees behind the figure — never just a number.

Refresh on demand

Every dashboard has a refresh control, so you can pull the latest numbers after an import without reloading the page.

Export to Excel or image

Download any dashboard as a multi-sheet Excel workbook (.xlsx) for analysis, or as a high-resolution image (.png) for a deck or email.

Add employees by hand

In the Employee Master choose Add employee to create a record manually — ideal for a single new joiner between imports.

Open a 360° profile

Click any employee to see basic details alongside their latest salary, attendance and performance, plus full leave and training history.

Your team

Roles and permissions

Invite teammates from Admin → Invite teammate and choose their role when they join. Roles control which dashboards someone can open, whether they can change data, and which sensitive fields they can see.

Role	Can see	Can edit
Super Admin	Every module and all sensitive fields	Everything, including billing
HR Admin	Every module and all sensitive fields	All HR data; admin and billing are read-only
Payroll / Finance	Payroll only, with salary detail	Payroll
Recruiter	Recruitment only	Recruitment
L&D Coordinator	Training only	Training
Executive	All dashboards, aggregate only — no individual salaries or dates of birth	Nothing

Invitations are valid for 7 days. New members join your active organization, and anyone who belongs to more than one organization can switch between them from the workspace menu.

Trust

Privacy, masking and the audit trail

HR data is sensitive, so security is part of the data model rather than a setting you turn on later.

Tenant isolation

Each organization's rows are isolated in PostgreSQL with Row Level Security, so no company can reach another's data.

Field masking

Salary, date of birth and exit reason are masked by role. Executives see aggregate spend, not individual salaries.

Audit trail

Every create, edit, archive and import records who did it, when, and the values before and after.

Admins can review every change under Admin → Audit log.

Read about security

Plans

Trial, pricing and billing

Every workspace starts with a 7-day free trial that begins when you first sign in. When the trial ends, choose a plan from Billing to keep your dashboards live.

$1.50 per employee / month

You are billed by the number of active employees in your workspace. Plan brackets keep the price predictable as you grow, and paying yearly saves 10%.

What a seat counts as

Only active, non-archived employees count as billable seats, so former employees kept for history never increase your bill.

Employees	Monthly	Yearly (save 10%)
Up to 50	$75	$810
Up to 100	$150	$1,620
Up to 250	$375	$4,050
Up to 500	$750	$8,100
Up to 1,000	$1,500	$16,200
Up to 2,000	$3,000	$32,400
Up to 5,000	$7,500	$81,000
Up to 10,000	$15,000	$162,000
Up to 25,000	$37,500	$405,000

More than 25,000 employees? Contact us for an enterprise plan. Only a Super Admin can start a checkout, and upgrades take effect as soon as payment is confirmed.

Answers

Frequently asked questions

Do I need a credit card to start?: No. Every new workspace gets a 7-day free trial with full access to all dashboards, and the trial starts the first time you sign in.
Which file types can I import?: Excel (.xlsx, .xls) and CSV (.csv). Multi-sheet workbooks are supported — you pick which sheet to import.
What happens if I import the same file twice?: Nothing breaks. Each dataset matches on a key such as Employee ID and month, so re-importing updates the existing rows instead of creating duplicates.
Can I delete an employee?: You archive them instead. The employee disappears from the master list and search, but their payroll, attendance, leave, training and performance history is kept, and you can restore them at any time.
Is my data separate from other companies?: Yes. Every organization is isolated at the database level with PostgreSQL Row Level Security, so one company's data can never be read by another.
Why can't I see an employee's salary?: Sensitive fields such as salary, date of birth and exit reason are masked based on your role. Ask a Super Admin to change your role if you need them.

Ready to see your own numbers?

Start free, import your first spreadsheet, and get live dashboards across all eight HR domains.

Start free Explore the modules

Everything HR Analytics does,and how to use it.