The EAP Reporting tab in the Analytics Suite helps you understand how employees are using your Employee Assistance Programme (EAP). This article explains the terms used throughout the dashboard and how each metric is calculated.
EAP Reporting is available if EAP services are enabled
Headline metrics
Live utilisation
The percentage of your organisation’s employee population represented by active EAP cases during the selected period.
It is calculated as:
Active cases during the selected period ÷ employee headcount
Active cases
The number of distinct EAP cases with activity during the selected period. Activity includes a case being opened or a therapy session taking place.
A case is considered active from the period in which it was opened through to the period containing its most recent recorded therapy session. For example, a case opened in January with its most recent therapy session in March is counted as active in January, February and March.
Why figures across periods may not add up
A case that spans several periods is counted in each period it touches. Adding monthly or quarterly figures together may therefore produce a higher number than the annual figure, where each distinct case is counted once.
Employee headcount
Your organisation’s contracted employee headcount. This is a current snapshot and does not change when you adjust the time-period filter. It is used as the denominator when calculating live utilisation.
Case overview
Participant category
The participant’s relationship to your organisation:
Employee – an employee using the EAP
Relative – a household member using the EAP
Undisclosed – the participant category was not provided
Undisclosed cases are shown separately and are not assumed to be employees.
Cases by country
The number of cases by the country recorded on the EAP case. Please note that this information comes from the EAP case record rather than the employee’s Unmind profile, department or location.
Case type
A broad classification assigned to the case, such as General Assistance, Clinical and Work-Life. The case types shown will depend on the cases recorded for your organisation and the applicable anonymisation thresholds.
Method of contact
How the case was initiated, including:
Telephone
Online Scheduler
Outreach
Detailed breakdowns
Service
The specific type of support provided through the EAP. Examples include Single Session Therapy, In-Person Counseling and Legal Consultation.
The dashboard displays the most-used services. Less common services may be grouped under Other.
Presenting issues
The concerns recorded against a clinical case, such as anxiety or relationship difficulties. Presenting issues are shown for Clinical cases only.
A single case can have more than one presenting issue. For this reason, the total number of presenting issues may be higher than the number of cases.
Filters and reporting periods
Time series
The interval used to group data over time, such as by month or quarter.
Time period
The date range included in the dashboard. Selecting No filter provides an all-time view, from your organisation’s first recorded case to the present day.
Please note that at the moment, the EAP Reporting tab does not support Department or Location filters because EAP case records cannot be matched to individual Unmind user accounts.
Data availability and anonymisation
To protect employee confidentiality, Unmind applies anonymisation thresholds to breakdown charts:
Headline metrics – Live utilisation, Active cases, Employee headcount and the utilisation trend are shown regardless of case volume.
Case overview – Breakdown charts require at least 6 cases. Data may be withheld where the threshold is not met.
Detailed breakdowns – These become available once your organisation has at least 30 cases in total. Each named category must also contain at least 6 cases to be shown separately.
If there is not enough data to meet a threshold, you may see an empty state or some charts and categories may not appear. This is expected and helps protect the anonymity of people using the EAP.
For more information about navigating the dashboards, filters and data anonymisation, see the guide to the Unmind Analytics Suite.