What is PTM?
PTM stands for ‘People to Meet’. Typically, people who are dissatisfied with their experience at the organization and have a high probability to be disengaged or leave are automatically flagged by Amber as PTM cases based on their chat responses to a reach-out.
When flagging a chat as a PTM case, Amber also attributes a risk (either High or Medium) of leaving the organization, giving an idea of the degree of dissatisfaction.
The organization should consider meeting the people placed in PTM to understand and address reported issues.
A PTM case can also be manually raised on any chat (dropped or completed) by an HR Admin, and they can also specify whether the PTM case is high or medium risk.
Why does PTM Matter?
Amber only flags those individuals as a PTM case whose response (to the reachout) indicates a high probability of being disengaged - either demotivated or likely to leave the organization.
Such employees are often troubled by issues in the organization, are likely demotivated, and could adversely influence their environment. Meeting such members helps organizations to discover on-ground issues which require redressal, thereby making the organization a conducive place to work, and thus retaining talent.
What information is available in the PTM Summary slide?
1. Title of the Report
The title of the report gives you essential information such as the data source the report is generated from, the metric which is present on the slide, the type of data, and the time period in which the data is captured.
In the example mentioned above, Pulse is the data source, PTM is the metric presented on this slide, Chats Sent between is the criteria, 01 May 2022 to 01 May 2023 is the time period, and Considering PTM data as on 01 May 2023 is the date threshold for the consideration of PTM status
💡 The consideration for PTM status can be based on:
(i) End date of the selected range, or
(ii) Report Generation Date
The content is subject to change based on the configurations selected at the time of report generation.
💡 Note:
There can be multiple permutations and combinations for the title of the slide from the three data sources (Tenure and Pulse) and from the various metrics on the Dashboard.
Multiple slides can also have the same title but with varying data depending on how the individual slides are configured at the time of report generation
2. Number of PTM Cases Recorded
This refers to the number of PTM cases recorded. The subtext contains contextual information such as the total number of responses received and the respondents.
In the example, 64 is the total number of PTM cases recorded from 80 people across 400 responses.
💡 Note: In case an employee has more than one PTM case, all such open cases are included in the total number of cases recorded
3. Closure Rate
Closure Rate refers to the rate at which PTM cases have been marked as complete or closed in the given period.
In the above example, 26.5% is the closure rate for the PTM cases in the given date range. And 17 cases are the respective number for the cases closed in the given time period.
Closure Rate is Calculated as follows:
Closure rate (as %) = Number of closed PTM cases / Total number of PTM cases
4. Average Resolution Time
Average resolution time refers to the average amount of time it takes to resolve or address a PTM case.
In the above example, it took 3.7 days on average to close 17 cases in the given time period.
The Resolution time for PTM is calculated as follows:
Resolution Time = Date & Time when Case was Closed - Date & Time when Case was Opened
The Average resolution time for PTM is calculated as follows:
5. Mood Score Across PTM cases
Mood score across PTM cases refers to the combined mood score or the overall sentiment of employees who have been added to PTM in the given timeframe.
Mood Score is calculated as follows:
6. Engagement Score Across PTM cases
Engagement score across PTM cases refers to the combined Engagement Score of all the employees who have been added to PTM to ascertain their engagement levels in the given time frame.
Engagement Score is calculated as follows:
7. Distribution of High-Risk Cases
Distribution of High-Risk cases helps understand the breakdown or distribution across case PTM statuses: Open, In Progress, Closed, and Expired. It provides an overview of how the cases are distributed among different statuses.
8. Distribution of Medium Risk Cases
Distribution of Medium Risk Sases helps understand the breakdown or distribution across case PTM statuses: Open, In Progress, Closed, and Expired. It provides an overview of how the cases are distributed among different statuses.
9. PTM Cases Trend
PTM case trend is a visual representation of how PTM cases change over time. The line graph shows the total number of PTM cases, for each time period along with the distribution of cases across PTM statuses.
💡 Note:
The Horizontal axis represents the time period in which the cases were recorded. The Time Period can be represented t in months, quarters, or years.
Monthly representation is available for up to 15 months, quarterly representation for up to 15 quarters, and yearly representation for up to 15 years.
The monthly option is available for reports having 15 months or lesser. Quarterly option is available for reports of more than 6 months and less than 45 months. The yearly option is available for reports spanning 2 years and more.
The PTM case trend is represented as a Cumulative trend, with data on the total number of PTM Cases, as well as the count of open, in-progress, closed, and expired cases. These can be configured at the time of report creation.
💡Cumulative Trend
The Cumulative trend shows the number of PTM cases as the sum of all cases up to the specified month, quarter, or year.