As an HR manager, I need to enter the salary raise numbers for multiple regions that I'm responsible for.
As a domain best practice, my driver-based model helps me to enter raise guidelines, which will then change at the employee level.
Usability issue addressed: I have ten regions, eight departments in each, with a total of 10,000+ employees. I need to align my bottom-up plan to the down target I received earlier.
I need to quickly identify what region is above/behind target and address the variance. My driver-based raise modeling is fairly advanced, and I need to see what the business rules are. I need to quickly see how it impacts the employee level.
The customer will likely ask to see 20 to 25 employee KPIs across all employees and will be tempted to display these as one large grid. This can quickly lead to an unusable grid made of thousands of rows (employees) across 25 columns.
Instead, we have narrowed the KPI list to only ten that display without left-right scrolling.
Criteria to elect these ten: be able to have a chart that compares employees by these KPIs.
The remaining KPIs are displayed as an info grid, which only displays values for the selected employee. Things like region, zip codes, and dates are removed from the grid as they do not need to be compared side-by-side with other KPIs or between employees.
Would tooltips be a good way to present longer instructions for Step 3 while staying in context of the same dashboard?
yes absolutely. That newly added functionality is an easier way to provide such instructions with lower maintenance effort.