Welcome to Insightful! In this article, you can find all the necessary instructions for the initial setup of your Insightful account.
You can also take a look at the video below, in which we go through all the steps:
Create Organization
To sign up for Insightful, follow these steps:
1. Enter your full name.
2. Enter your email address.
3. Enter your password.
4. Click Sign up to proceed.
To create your organization in the system, please follow these steps:
Enter the organization name: Type in the full name of your organization exactly as you would like it to appear in the system.
Enter the phone number: Provide a valid contact phone number for your organization. This number will be used for official communication purposes.
Enter the organization size/number of employees: Specify the total number of employees who will be using Insightful. Make sure to include everyone for accurate tracking.
Once all these steps are completed, your organization will be set up within the system.
You can always change this later or support multiple configurations at the same time.
Settings
Choose Personal or Company computers and click the Next Step button. To understand the difference between Personal and Company computers please review this article.
In this section, we'll first walk you through the onboarding steps for users with company computers.
Company Computers
App Visibility and Projects Tracking Settings
Insightful can function discreetly in the background, with the tracking agent remaining hidden from employees. Alternatively, you have the option to choose to make the tracking agent visible.
Visible mode
When in visible mode, the Insightful icon will always appear in the app tray. In this mode, you can choose whether to have Insightful run automatically or manually:
Manual Attendance Tracking: Employees can start and stop tracking manually.
Automatic Attendance Tracking: Clock-in and clock-out times are collected automatically, with no user input needed to start or stop Insightful.
Additionally, you can further customize your preferences, such as enabling time tracking on tasks and projects and adjusting the frequency of screenshots taken.
Stealth mode
Insightful operates continuously, seamlessly hidden on the computer, capturing data and automatically recording attendance, all while collecting productivity insights from computer activities. It is important to note that different countries have varying regulations concerning data capture of this nature, so it is advisable to familiarize yourself with local and federal laws.
Being completely invisible, Stealth mode does not allow employees to control when and how Insightful tracks productivity data and does not support time tracking on tasks and projects for the same reason.
You have the option to choose between Stealth mode and Visible mode for Insightful.
If you select to Track time on tasks, you’ll get to project management features.
Screenshots setup
Choose if you will enable screenshots from the start and the number of screenshots you'd like Insightful to take per employee per hour.
Enabling screenshots is optional, but if you decide to utilize them, Insightful allows you to capture up to 30 screenshots per hour per employee.
In Stealth mode, the only customizable option is the frequency of screenshots, as employees are unable to interact with the Insightful app.
The next step will take you to the add employees page, where you'll be able to download our installation file.
For detailed instructions on adding employees and setting up new devices, please refer to Adding new Employees and Devices.
Start collecting data
As soon as the installation is complete, you will see employee names on the Admin dashboard. As soon as they start working on their computers, their activities will be tracked and begin to show up on your dashboard.
If needed, all settings can be changed later on under Settings.
Personal Computers
When you select personal computers you can choose several setting options.
Attendance Tracking Settings for Users with Personal Computers
You have the option to choose whether attendance will be tracked exclusively on Projects and Tasks (suitable for freelancers) or if your employees will require Manual Clock-In. Regardless of your selection, Insightful will only track activities once a freelancer initiates their time on a project or after an employee clocks in.
The Project Based setting will set Insightful to track employees' computer activities when they start the timer on Tasks, and only while they are working on Tasks. Manual Clock-In will set Insightful to start tracking activities when an employee clicks on the Clock In button until they hit Clock Out.
You can check how this will look for employees in the following article.
Screenshots setup
Set the number of screenshots you wish Insightful to take per employee per hour or disable this feature.
After you set up your time and data capturing preferences, you’ll proceed to the add Employees screen.
Invite Employees
Here are the steps you need to follow to send the Insightful installation file to your employees:
Enter the Email, Full Name, and the Team the employee belongs to.
The full name you enter here will be the name you will see on the dashboards.
You can assign employees to a default team or create a new one if necessary.
After filling in the details, click Send Invites.
Your employees will receive an invite email that contains the download link to install the Insightful widget.
Employees will use the link to install the widget and create their login credentials to access the platform.
These steps will ensure smooth onboarding for all employees using Insightful.
After sending the invites, you will be informed about you and your employees' next steps, based on the previously selected settings.
If you are not ready to add your employees yet, you can enter your email address and install Insightful on your own device. This way, you can get to know the platform. Alternatively, you can skip this step and go straight to the dashboard to complete the setup.
Regardless of how you choose to configure your initial settings, you can always make changes later by accessing the Settings → Tracking Settings.
Start Tracking Data
When your employees install the Insightful installation file, they will be able to Clock in/out or start tracking time on their tasks via the widget on their desktop.
Only after your employees finish these steps, Clock-In for the first time (or start the Timer on their first task) and start using the Insightful widget will their data start showing up on your Admin Dashboards.
Introduction to Productivity Management
Understanding and managing employee productivity is crucial for business success. It provides insights into performance, measure productivity, increase focus time, spot trends and patterns, and prevent employee burnout.
For more detailed information, you can read about Productivity Management and its importance.
Insightful offers a suite of features designed to help organizations manage and enhance employee productivity.