HR Workforce Dashboard

Purpose

Generate a fixed-caliber workforce dashboard bundle from uploaded Excel attachments. Produce up to 5 standard dashboards by default and allow optional user-requested add-on dashboards after the standard set. Output a self-contained dashboard.html as the primary deliverable, with optional ZIP packaging containing HTML + PNG + EXCEL + PPT.

This skill is not a general BI builder. Treat dashboard definitions, field rules, BG mappings, regional scope, and attrition formulas as fixed business logic unless the user explicitly asks for a new custom dashboard in addition to the standard 5.

When to Use

Trigger this skill when the user:

• uploads workforce Excel files and asks for 人力看板、看板、headcount dashboard、attrition dashboard、workforce report
• asks to turn active / termination / contingent detail files into downloadable dashboards
• needs a packaged workforce output containing HTML, PNG, Excel, or PowerPoint
• mentions 看板 in the context of workforce data or HR reporting

Required Inputs

Expect one or more Excel attachments. Read only the first worksheet unless the user explicitly says otherwise.

Attachment Structure

Three types of files are supported. File type is always determined from row 1 content (report name), never from the filename.

• Active files (在职明细):

  • Rows 1-6 are metadata, row 7 is the header, row 8+ is data
  • Row 1: report name, fixed value Overseas Active Employee Report
  • Row 4: snapshot date in format Effective Date | <date> (A=label, B=date value)
  • Rows 2-3, 5, 6 are ignored

• Termination files (离职明细):

  • Rows 1-7 are metadata, row 8 is the header, row 9+ is data
  • Row 1: report name, fixed value Overseas Terminated Employee Report
  • Row 4: start date in format Termination Date From | <date>
  • Row 5: end date in format Termination Date To | <date>
  • Rows 2-3, 6, 7 are ignored

• Contingent Worker files (外包人员明细):

  • Row 1: report name containing Contingent Worker (e.g. Overseas Contingent Worker Report)
  • Row 2: header row
  • Row 3+: data rows
  • Data is always the latest snapshot; no snapshot_date metadata needed
  • Worker type is determined from WeCom Name prefix: v_ → Contractor, p_ → Partner
  • Country names are in Chinese; the script has a built-in Chinese → English + Region mapping

• Never infer file type from the filename

• Old metadata format (key=value in row 1) is not supported

Required Data Fields

The formal table should contain these business fields when applicable:

Active & Termination files:

• Employee Type
• Region
• WD Employee ID
• Country/Territory
• BG
• Hire Date
• Termination Date (termination only)
• Termination Category (termination only)