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Demonstration · Illustrative data · BI Consulting Services · not ZERO TO THREE's real HR data
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One People Analytics board, four ways in — Paylocity, Greenhouse and your spreadsheets in a single view.

Your October 2024 ask was four HR dashboards with different permission levels for different employee groups. This demo answers it with one governed Power BI model and a role switch: Executive, HR, People Manager and Employee each see the panels they are allowed to see — the same numbers, different aperture.

Prepared for Kherissa · Human Resources October 2026 Sources PaylocityGreenhouseSpreadsheets

Headcount & annualised turnover

Month-end active headcount (bars) and rolling-12 annualised voluntary turnover (line)

Paylocity
HeadcountTurnover % (annualised)Hires in month

What this board answers

Three questions your team asked in discovery, each answered by the board

    Org constellation — departments sized by headcount

    Each orbit is a division; circle area = headcount; ring colour = annualised turnover; halo = open requisitions. Hover a department.

    PaylocityGreenhouse
    Turnover under 12%12–18%Over 18%Open req halo

    Departments ranked by headcount

    FTE, headcount and turnover for the selected period

    Paylocity

    Greenhouse hiring funnel & time-to-fill

    Candidates by stage for requisitions opened in the period; median days per stage

    Greenhouse

    Open requisitions by age

    Days since the req was opened in Greenhouse; 45 days is the internal target

    Greenhouse

    PTO balances & utilisation

    Accrued vs used hours; employees carrying more than 120 hours are flagged

    Paylocity

    Position in compensation band

    Share of staff below, within and above their grade band midpoint ±10% — aggregate only

    PaylocityComp bands.xlsx

    Onboarding completion — 30/60/90 day checklist

    New starters in the period and the share who completed each milestone on time

    Onboarding tracker.xlsx

    Workforce profile — tenure & work location

    Aggregate only. No protected-attribute detail is exposed on any role's view.

    Paylocity

    Ask the data

    A natural-language layer over the same governed model — answers cite the panel they came from

    ?Which departments have open reqs older than 45 days?

    Who sees what — the four views on one model

    Row-level security in Power BI: one dataset, one refresh, four permission levels. Highlighted row = the view you are in.

    FullOwn team / own record onlyHidden
    Also from BI Consulting Services

    Private AI on your own server

    The "ask the data" panel above is built to run on a GPU server inside your own network: an open-weight model over your own documents, with every answer citing the file it came from. No per-seat licence, works offline, and nothing leaves the building.

    How it sits in your environment

    YOUR NETWORK · NOTHING LEAVES THE BUILDING Your files policies · SOPs · contracts reports · ERP exports indexed locally GPU One server, in your building open-weight model · your data only in seconds Cited answers every reply links to the source file and page no cloud AI · no third-party processor
    One appliance-class server on your rack or in a secured closet. Your files are indexed where they already live; the model runs locally; answers come back with the source page attached.

    What that means in practice

    1. 1
      Your data only, on your hardwareAn open model over your own documents and exports. No third-party AI processor, no data-transfer agreement to review.
    2. 2
      Every answer cites its sourceReplies point to the file and page they were drawn from, so people check the answer instead of trusting it blind.
    3. 3
      No per-seat licenceThe whole team can ask questions. Cost is the server and our build, not a monthly number that grows with headcount.
    4. 4
      Works offlineIf the internet connection goes down, the answers still come. Nothing depends on a vendor's uptime or pricing changes.

    The short deck

    14 slides on how a private AI server is scoped, secured and rolled out. Click through, or take the PDF.

    Download the PDF
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