ESG Workspace

The ESG Workspace is a simplified user interface designed for different users to perform their respective tasks. The home page of the ESG Workspace displays various quick actions and reports.

The ESG Workspace displays different sections to provide data visualization for different components. These sections reference the three pillars of Environmental, Social, and Governance (ESG) commitments.

The following image shows you the ESG home page.

Each section of the dashboard is explained in the following sections.

Quick actions

When you log in to the ESG Workspace, the ESG dashboard is the first page that is available to you. Using the Quick actions section on the ESG Workspace, you can perform the following tasks:

• Document a material topic
• Create a goal
• Create a program
• Create a project
• Start a disclosure

Note:

The options to create a program and a project are available only when you integrate with Project Portfolio Management.

Tasks

The Tasks section enables you to view the following:

• Provides a single page for viewing all the ESG related tasks​.
• Enables you to view the individual user tasks, user group tasks, my items, and watch list on the Tasks page in the workspace view​.
• Enables you to view the pending approvals if you are a manager​.

You can launch the Tasks page by selecting the Task icon on the ESG Workspace ()

Overview section

Material topics are the areas selected by your company. The Overview section shows you the status of all those material topics that have associated goals and sub-goals for the three pillars.

Each link is clickable and leads you to the related pages. You can see if the goals are on-track, at risk, or off-track. Using the filter on the page, you can either view all your goals or only your top-level goals.

Top Level Goals Summary

The Top Level Goals Summary section provides a more detailed view of the goals and their status. In this section, you can filter your goals by the three pillars. You can see only the top level goals and when the filter is changed, you can still see only the top level goals but the data includes all the child-level goals. Under this section, you can view the following items for your goals:

• Goal: Shows all the goals.
• Classification: Shows if the goal belongs to environmental, social, or governance.
• Status: Shows if the goal is on track or off track.
• Progress: Shows the progress value of the goal.
• Off-track goals: Shows the number of off-track goals.
• Off-track targets: Shows the number of off-track targets.
• Overdue metrics: Shows the overdue metrics.
• Overdue Programs/Projects: Shows the number of programs and projects that are associated with the goal.
• Non-compliant policies: Shows the number of non-compliant policies that are applied to the goal.
• High risks: Shows the number of risks for the goal.

Note:

Non-compliant policies and High risks appear only when you install Integrated Risk Management (IRM).

Target summary by goal

This section provides a summary of the targets by goals and their status, owners, measure, target value, actual value, progress, check in frequency, and who is the goal updated by.

Disclosures

The Disclosures section provides a breakdown of the different disclosures. Disclosure refers to the disclosure of data relating to an organization's environmental, social and governance performance. Such disclosures enable investors to make informed decisions by identifying companies that may pose a risk. This section displays the following information:

• Open disclosures
• Overdue disclosures
• Disclosures due in 30 days

Disclosures are of different types and each disclosure has a workflow. You can filter the disclosures using either the By type or By state filters.

Pending disclosures

The Pending disclosures section displays all the disclosures that are pending. These disclosures are displayed along with their state, type, and the person who is assigned the disclosure.

Material topics

Using the filter provided, you can view the status of your material topics in one of the following formats:

• Heatmap
• List

In the Heatmap view, the Material topics section shows you the matrix of your material topics according to their importance to stakeholders and to business success. Each tile in the heatmap is clickable. If you opt for the List view, you can also see the priority and the classification of the material topics.

Note:

Only the material topics in the Monitor state contribute to this report.

Searching in the ESG Workspace

You can use the ability to search the ESG Workspace by using the Search field. To search the ESG Workspace, select ESG workspace from the list. The search results appear on the contextual side panel.