Generate a workforce snapshot

What this achieves

A workforce snapshot records where your workforce stood on a particular day and keeps that record fixed. Without one you can only ever see today’s position, so you have nothing to compare progress against.

Required role: Administrator.

Steps

Go to Performance → Insights → Snapshots.
Select Generate.
Choose the Scope.
For any scope other than Company, supply the identifier of the business unit, department, or team in Scope ID.
Select Generate.

Scope

Option	Description
Company	The whole company. This is the scope the executive dashboard reads.
Business unit	One business unit.
Department	One department.
Team	One team.

A snapshot covers exactly the scope you chose. A company snapshot is not the sum of your department snapshots, and taking department snapshots does not populate the company one.

Example: taking a snapshot of Engineering at HC Corp does not give the executive dashboard anything to show. That panel reads the company snapshot, so the company scope has to be generated in its own right.

Generate all produces snapshots across scopes in one action, which is the quicker route when you want a full set at the same moment. It takes noticeably longer than a single snapshot.

What a snapshot records

Option	Description
Date	When the snapshot was taken. This is the date every figure in the row describes.
Scope	The scope the snapshot covers.
Active employees	Active employees in scope at that moment.
Avg readiness	Average readiness score across employees scored against a target role.
Avg competency	Average competency fulfilment against requirements.
Avg skill	Average skill fulfilment against requirements.
Learning completion	Average learning completion rate.

Every figure is as at the snapshot date and never changes afterwards. That is the point of the screen: a number that moves is no use as a baseline.

Take them on a rhythm, not when you remember

Snapshots are only comparable if the gap between them is meaningful. Pick a cadence and hold it — end of quarter is the usual choice, because it lines up with how most companies talk about progress.

Example: HC Corp takes a company snapshot on the last working day of each quarter. Comparing 30 June with 31 March answers “did we improve”, where two snapshots a week apart answer nothing.

Compare two snapshots

Tick two rows. The screen shows how many you have selected out of two.
Read the comparison that appears beneath the list.
Select Clear selection to start again.

The comparison reports three differences: Readiness Δ, Employee count Δ, and Learning completion Δ.

Example: comparing HC Corp’s March and June company snapshots shows readiness up 4 points and headcount up 3. The headcount change is the context for the readiness change — an improvement while hiring is a different story from an improvement while static.

Only two snapshots can be compared at a time, and ticking a third replaces the older of your two selections.

The list shows the most recent snapshots for the chosen scope

Changing the Scope filter changes which snapshots are listed. If a scope looks empty, check the filter before concluding that nothing was ever generated.

What happens next

The latest company snapshot is what the executive dashboard’s readiness panel reads, so generating one populates that panel. Snapshots accumulate into a history you can compare across, which is what turns capability work into something you can show progress on rather than assert.