Course Description
Introduction
AI dashboards can help payroll and benefits teams monitor performance faster, detect exceptions early, and provide clear insights to leaders. This practical program equips specialists with simple methods to design benefits performance KPIs, build dashboard views, use AI to summarize trends, and maintain strong data quality and confidentiality.
Course Objectives
By the end of this course, participants will be able to:
· Define benefits service KPIs and targets
· Build simple dashboard structures and views
· Use AI to summarize trends and exceptions
· Detect issues early using alerts and thresholds
· Apply safe-use rules for sensitive HR data
Target Audience
This course is designed for:
· Payroll and benefits specialists
· HR operations and shared services teams
· HR reporting and analytics staff
· HRIS administrators supporting benefits data
· Compliance and controls partners supporting HR reporting
Course Outlines
Day 1: Benefits Performance Measurement Basics
· What to measure in benefits
· Common KPIs: accuracy, time, volume
· Targets and thresholds basics
· Data sources and ownership
· Activity: KPI shortlist for your area
Day 2: Dashboard Design Basics
· Dashboard users and questions
· Simple dashboard layout and sections
· SLA views and exception views
· Drill-down and filters basics
· Workshop: Sketch a dashboard
Day 3: AI for Insights and Narratives
· AI summaries for weekly/monthly reports
· Highlighting trends and spikes
· Exception grouping and themes
· Writing recommendations with checks
· Activity: Build an insight template
Day 4: Data Quality and Controls
· Data checks: completeness, duplicates
· Reconciliation and validation basics
· Privacy and access control basics
· Audit trails and version control
· Case study: Fixing wrong dashboard data
Day 5: Adoption and Continuous Improvement
· Dashboard review cadence
· Actions tracking and follow-up
· Improvement ideas from dashboard signals
· 90-day adoption plan
· Final project: Benefits dashboard pack
