Please note: If you do not have access to these features and you are interested in learning more about Birdie Analytics, please get in touch to talk to a member of our team!

In today's care sector, agencies face a common challenge, maintaining a competent, compliant workforce while managing staff turnover and training requirements. The solution isn't about working harder – it's about working smarter with data that truly drives improvement.

That's why Birdie has developed the People and Performance Dashboard. Working closely with care agencies, we've created an intuitive view that focuses on the metrics that matter most. From interaction types to Carer compliance, everything your team needs is now in one accessible place.

Let's see how the People and Performance dashboard can transform your workforce management. Use the Access the report button above to pull the report up!

There's more to a weekly rota than visits alone. From Carer introductions to shadowing and supervisions, it's important to block and record all this time and ensure these different interactions are paid correctly. That's why you can easily distinguish between different types of interactions above and beyond care delivery.

This will also make it easier for Carers to prepare for each unique interaction type and easier for Finance Teams to evidence activities that may have different billing structures.

Interaction types relate to the type of interaction a Carer has with a Client during the visit. Within Birdie, you will now be able to distinguish between the following:

The training matrix shows each Carer and the training skills that have been inputted on the Agency Hub for them. This will help you to keep up to date with training which is due to expire and plan effectively.

You can record a wide range of skills and certifications in the Skills tab for each Carer - The full list of available skills can be seen in the article - What skills are available in Birdie?

For more information on skills that require training and skills that require training and competency, please see this article - How to match a caregiver's skills to a client's needs.

Examine past and upcoming absences over the next 30 days to ensure adequate staffing levels and continuity of care for Clients. Understanding past absences helps identify trends, such as frequent sickness or unplanned leave, which may indicate issues like burnout or job dissatisfaction.

Analysing future absences allows for proactive workforce planning, ensuring replacements or contingency plans are in place to prevent service disruptions. This data also helps to improve staff support and addressing the underlying causes of absenteeism.

Track Carer compliance in one place, stay up to date with document expiries and plan for Carer touch points to support staff development.

Spot checks ensure that carers are delivering services in line with company policies and regulatory requirements. By staying on top of these compliance activities, you can mitigate risks, enhance client safety, and foster a well-supported and competent workforce.

Ensure you are utilising your Carers by tracking their contracted hours. This will help you see if you are scheduling your Carers enough hours and maximising your scheduling abilities.

You will be able to get a quick overview of: 

To make the most of this data, you can record your team's preferred working hour ranges on the Agency hub. You can do this via the Onboarding tab for each Carer.

For more information on how to do this, see this article - How to Use the Team Utilisation Feature.

Analyse your team data in one place to assess workforce stability, recruitment effectiveness, and service capacity. Review leaver reasons to asses high turnover rates which can indicate issues such as job dissatisfaction or inadequate training, which may impact the quality of care provided.

Tracking the total number of: 

This data also supports workforce planning, enabling you to anticipate shortages, adjust recruitment strategies, and improve staff retention.

When viewing or downloading a report on Looker, it defaults to showing 500 rows, even if more rows of data are available.

You can change this by going to the data dropdown and adding in a custom number, e.g. 10000, then clicking run. This will update and show over 500 rows of data.

When you download the report from Looker, you can select All Results or a custom number of rows, e.g. 10000, so that it downloads all the data for you.
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