Workload Management
Workload management balances assignments across team members by tracking each user’s current assignments, capacity, performance metrics, and availability. It powers the auto-assignment engine used by workflows and templates.
Key metrics
SecureHive tracks six metrics per user:
| Metric | Description | Default |
|---|---|---|
| Active Assignments | Current number of in-progress assignments | — |
| Max Concurrent | Maximum assignments a user can handle simultaneously | 10 |
| Preferred Workload | Optimal number of assignments | 5 |
| Completion Rate | Percentage of assignments completed on time | — |
| Average Completion Time | Average time to complete an assignment (hours) | — |
| Overdue Assignments | Number of assignments past their due date | — |
Workload status indicators
Utilization is calculated as (Active Assignments / Max Concurrent) × 100%. Each user is assigned a status:
| Status | Utilization | Meaning |
|---|---|---|
| Available | 0–50% | Has capacity for new assignments |
| Busy | 50–70% | Working but can take high-priority assignments |
| Optimal | 70–90% | At preferred workload — assign only if necessary |
| Overloaded | 90–100% | At or near maximum — should not receive new assignments |
Accessing the workload dashboard
Navigate to an audit instance’s Team tab and click Workload, or go directly to Assurance Reviews → Workload Dashboard. The dashboard has three tabs:
Overview — System-wide metrics including total users and assignments, active and completed counts, and average completion rate.
User Workloads — Individual user details showing capacity utilization, performance metrics, and status indicators. Click a user to adjust their workload limits.
Control Assignments — Assignment summary per control test showing role distribution, completion rates, and performance.
Configuring user workload
Select a user
Navigate to Workload Dashboard → User Workloads and click on a user to view their details.
Adjust workload limits
Edit Max Concurrent Assignments (default: 10) and Preferred Workload (default: 5). Recommended ranges by experience level: junior auditors (5–7), senior auditors (10–15), and leads (15–20).
Save changes
Click Save. Changes take effect immediately for new auto-assignments.
How workload affects auto-assignment
When a workflow needs to assign a user, the system filters by capacity (active assignments below maximum), then orders by lowest active assignments (most available) and highest completion rate (best performance), and selects the best available user. Users at maximum capacity are excluded entirely.
Best practices
Set workload limits based on each user’s role and experience. Monitor the dashboard weekly to identify overloaded team members and rebalance assignments. Increase limits for high performers and decrease for users who are struggling. Keep users at their preferred workload when possible to maintain quality and prevent burnout.
Next steps
Workload data is used by workflows for auto-assignment and by assignment templates for filtering users.