Reference: Choosing and Creating Intersections
An intersection is a group that ideally
consists of workers with various demographics and characteristics. An
intersection is a field or a group of fields that represent the dimensions you want
to analyze in the VIBE Index™.
We
strongly recommend that you use a minimum and maximum of 2 fields to define the
intersection.
Examples of fields used to define an intersection: Ethnicity, Gender, Disability Status, Veteran Status, Sexuality.
Example of an intersection: Gender and Ethnicity.
The values of the fields you use to define the intersection determine the
intersection values. Each intersection value is an individual intersection (people
group).
Example: The intersection Gender and Ethnicity has the intersection values Female -
Asian, Female - URM, Female - White, Male - Asian, Male - URM, Male - White. The
intersection value Female - Asian is an individual intersection (people group).
Choosing an intersection and creating an
intersection (if necessary) are prerequisites to configuring the VIBE Index topic
area in People Analytics.
Getting Started
Review
all details for choosing intersections to determine which fields and conditions meet
the business and development needs of your organization.
Afterward, review the details for the default intersection field and
the field specifications for intersections. You can then determine if:
- Using the default intersection field or an existing field in your tenant is a suitable choice for an intersection.
- Creating an intersection is the best choice for your organization.
The intersection you choose or create must meet the requirements listed in the field specifications for intersections.
Choosing Intersections
We strongly recommend that you use a minimum and
maximum of 2 fields to define the intersection. Example: Gender and Ethnicity.
The best
intersections are intersections that align with the general (more broad) business
and development strategy of your organization. This enables you to connect
insights that are surfaced in the VIBE Index topic area in People Analytics with
other internal findings that you can act on.
The VIBE
Index is a great tool for diagnosing areas for targeted intervention. Therefore, the
fields you choose for the intersection should consist of dimensions in which you can
dig deeper into using other data sources (VIBE Central dashboard or other reporting
sources).
Expected Parity
The VIBE Index evaluates parity in several outcomes across intersections. The intersection you choose should have a
reasonable expectation of parity across all outcomes (Attrition, Hires, Leadership,
Promotions).
Examples of choices that meet this criteria:
- Gender / Ethnicity - Organizations often look at gender and ethnicity to determine bias in outcomes such as hires and promotions. We expect that the gender or ethnicity of an employee shouldn't have an influence on the rate at which the employee is promoted or on the probability of the employee being represented in leadership, and so on.
- Sexual Orientation / Disability Status / Veteran Status - Organizations often look at these dimensions to determine bias across different outcomes. Therefore, we expect that these employee attributes shouldn't have an influence on certain outcomes, such as employee promotions. Before choosing an intersection with 1 or more of these fields, determine if you have:
- Accurate and relatively complete data among the chosen dimensions.
- Sufficient headcount in each intersection (minimum 10 workers). Example: The intersection Disability Status and Veteran Status includes the intersection NotDisabled - IsVeteran, which consists of 10 workers.
Example of choices that don't meet this criteria:
Age Group / Generation
Although organizations often look at age and
generation as important variables in business and development work, they aren't
dimensions that you would expect parity in for some of the outcomes included in the
VIBE Index. Examples of outcomes where we don’t expect parity for
age group and generation:
- Hires - This outcome usually skews in volume towards early-in-career roles, which results in uneven representation by age group or generation. Therefore, we expect disparity across intersections for this outcome.
- Leadership - This outcome is often overrepresented by older age groups. We expect that the percentage of leaders should vary by age group or generation. Therefore, we expect disparity across intersections for this outcome.
- Promotions - For the same reason job levels and management levels skew by age group, promotion rates are often lower as you move higher in an organization (longer time to promotion). We expect that the percentage of promotions should vary by age group or generation, and therefore expect disparity across intersections for this outcome.
Example of dimensions that might or might not be a good
choice for an intersection, depending on your organization: Region / Location
If your organization is mostly US-based
with only certain types and levels of specific roles that are subordinate to other
locations or regions, you might not expect there to be equal representation in
leadership across regions, equal promotion rates, and so on.
If operations in your organization are currently
more homogeneous across regions or are intended to be more homogeneous across
regions, you might expect parity across leadership opportunities, hiring, and
promotions.
Attributes
Unlike some personal attributes (mentioned in the section
Expected Parity), job-related attributes almost always have an impact on other
job-related outcomes and don’t make good choices for intersections.
Examples of job-related attributes:
- Job Level or Management Level - We don’t recommend using these attributes for an intersection because we expect they are:
- Directly related to the outcome Leadership.
- Highly correlated with promotion rates.
- Skewed along Hiring.
- Performance Rating - We expect this attribute to have a negative impact on the outcome metric Hiring because it's often:
- Highly correlated with promotions.
- Highly correlated with differences in belonging and attrition.
- Skewed by job level.
- Tenure or Time in Role - We expect that tenure has strong correlations with promotions, attrition, and leadership representation. Therefore, we don’t recommend using these attributes for an intersection because they might negatively affect the outcome metric Hiring.
Populations
The intersection that you use for VIBE should include the right populations. If a field that is included in the intersection
returns a blank or null value for a worker, Workday doesn't include the associated
worker in the VIBE calculation.
Additionally, if the headcount for a given intersection
falls below the minimum requirement of 10 workers for the respective month, we don't
include the intersection in the VIBE calculation.
If the fields that you choose for the intersection consist of both correct and incorrect
populations, you can use condition functions to exclude the incorrect
populations.
Intersection Headcount
The minimum headcount requirement for each
intersection within a defined intersection is 10 workers. People Analytics evaluates
active headcount at each monthly data refresh.
Example: The intersection Gender and Ethnicity consists
of the intersection Female - Asian, which has a minimum headcount of 10 workers for
the latest month that People Analytics analyzes data.
The minimum headcount enables us to
derive aggregate-level insights. The VIBE Index relies on the expectation of parity
across groups, not individuals. By having a sufficient population in
each intersection, there's a reasonable expectation that individual-level variances
cancel out, and we can make comparisons on group-level outcomes where we would
expect parity.
The minimum headcount enables the VIBE Index to be stable and actionable. Otherwise, there
would be extreme fluctuations in results from time period to time period.
Example: If an organization has
a headcount of 5 in an intersection and has a 10% annual attrition rate, the
expected number of attrition events for that intersection in a 12-month period is
0.5. Because you can’t have 0.5 attrition events, an
organization can be perfectly at parity by having 0 attrition events in one period
and 1 attrition event in the next period. However, in the first case (0 attrition
events), the intersection with a headcount of 5 would be 100% below parity for the
corresponding time period. In the second case (1 attrition event), the same
intersection would be 100% above parity for the corresponding time period.
In either time period,
interpreting the attrition outcome for this group would be misleading and not
actionable.
If the headcount for a given intersection falls
below the minimum requirement of 10 workers for the respective month, we don't
include the intersection in the VIBE calculation.
Field Specifications for
Intersections
The table lists
the requirements for intersections and provides guidance on key configuration
elements of intersections.
Specification | Details |
|---|---|
Number of Fields |
We
strongly recommend that you use a minimum and maximum of 2 fields to define
the intersection. |
Field type when the intersection field includes concatenated functions |
The only allowed field type is
Text. The field can also be a calculated
field. The field type requirement doesn't
apply to fields used as conditions or other components of the
intersection field. |
Field type when the intersection field doesn't include concatenated functions |
The allowed types are Single Instance and Text. |
Business Objects of Fields |
People Analytics only supports using the primary
business object for a given pipeline or a related business object to the
primary business object of that pipeline. The target field that you map
for the VIBE Index is in the field mapping for the Worker pipeline,
which uses the primary business object Worker. Ensure that the intersection field is in
the business object Worker (or a related business
object). If the intersection field
contains more than 1 field, ensure that all fields use the same business
object. This
includes fields that are used as conditions or other components of the
intersection field. |
Minimum Headcount for Intersections |
The minimum headcount requirement for each intersection
within a defined intersection is 10 workers. People Analytics evaluates
active headcount at each monthly data refresh. Example: The
intersection Gender and Ethnicity consists of the intersection Female -
Asian, which has a minimum headcount of 10 workers for the respective
month. If the headcount for a given intersection falls below
the minimum requirement of 10 workers for the respective month, we don't
include the intersection in the VIBE calculation. |
Conditions for Fields |
If you use
conditions in the intersection field, be mindful of blank or null values.
Ensure to exclude populations where appropriate
to avoid blank or null values returned from fields. If a field returns a
blank or null value, Workday doesn't include the worker associated with
the blank or null value in the VIBE calculation. Additionally, if the headcount
for a given intersection falls below the minimum requirement of 10
workers for the respective month, we don't include the intersection in
the VIBE calculation. |
Specifications for People Analytics | All requirements and considerations for configuring People Analytics apply to the intersection you use for the VIBE Index. Example: People Analytics only supports tenant-wide calculated fields. When creating calculated fields to create an intersection or using an existing calculated field in your tenant, you can’t use report-specific calculated fields. |
Security for Fields |
Be mindful of your
security configuration in People Analytics when choosing the fields and
conditions you want to include in the intersection. Consider the target
audience of the application: the HR Business Partner and executives within
an organization. |
Default Intersection
The default
intersection for the VIBE Index is the Workday-owned, text field Intersection 1.
To view the
setup and details for the default field, access the
Business Object
Details
report (secured to the Custom Report Administration
and Custom Report Management
domains in the System functional area) and
search for the business object Worker.The table lists the
components of the default field Intersection 1.
Component | Details |
|---|---|
Included in VIBE |
Calculated field that is used as
the condition for the default intersection. |
Gender (text) | Calculated field that is used in these fields, which are also components of the
default intersection:
|
Ethnicity (text) | Calculated field that is used in these fields, which are also components of the
default intersection:
|
Concatenate Ethnicity and Gender |
Calculated field that is used as the value if the
condition Included in VIBE is true. This field
consists of the concatenated fields Gender (text) and Ethnicity
(text). |
You can’t edit the Workday-owned, default
intersection field or the components within the default intersection field.
If you want to use a similar setup for your
intersection, review the field specifications for intersections and the details for
creating intersections. You can then determine if you can use an existing field in
your tenant for an intersection or if you need to create an intersection.
Creating Intersections
When creating an intersection field, you can:
- Use an existing field or fields in your tenant that meet the specifications for intersections.
- Create a new field that meets the specifications for intersections.
An intersection field can consist of other fields.
For examples on creating intersections, you can view the
setup of the default intersection field and the example topic on creating an
intersection.