Hi there and welcome to Insightful! In this article, you will find all 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:
STEP 1 - Create Organization 💼
Create your company account - its name, phone number, size, and choose a computer type your employees are working on.
Choose Personal or Company computers and click Next Step button.
We will explain the onboarding steps for Personal computers first.
Personal Computers
STEP 2 - Attendance tracking settings for Personal computers 🔧
Choose if you want Insightful to track attendance based on Projects and Tasks or on Manual Clock-In.
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 Clock In button until they hit Clock Out.
You can check how this will look for employees in the Insightful Onboarding Guide for Employees article.
STEP 3 - Screenshots setup 📸
Set the amount of screenshots you wish Insightful to take per employee per hour, or disable this feature.
STEP 4 - Invite employees 👩💻
Send the Insightful installation file to your employees by simply entering their Email, Full Name and Team they belong 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, depending on how many teams will use Insightful.
Click Send Invites and your employees will receive an invite email with the download link to install the Insightful widget, and create their login credentials.
❗Note: Only after your employees finish these steps and start using the Insightful widget will their data start showing up on your Admin Dashboards.
After sending the invites, you will be informed about your and your employees' next steps - based on the previously selected settings.
STEP 5 - 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.
❗ Note: As soon as employees Clock In for the first time, or start the Timer on their first task, their data will show up on your Insightful dashboard.
Company Computers
STEP 2 - App Visibility and Projects tracking settings 🔧
Visible mode means Insightful icon will always be visible in the app tray, unlike Stealth, which completely hides that Insightful is running on the computer.
With Visible mode, you can later choose to have Insightful run automatically or manually - to provide employees with an option to clock in and clock out themselves, and you can use Time Tracking on Tasks and Projects with this mode. Stealth mode, being completely invisible, will not have the option for employees to have any control over when and how Insightful tracks productivity data and will not support Time Tracking on Tasks and Projects for the same reason.
STEP 3 - Screenshots setup 📸
Choose if you will enable screenshots from the start and number of screenshots you'd like Insightful to take per employee per hour.
STEP 4 - Add Employees 👨💻
Adding Company computers employees is being done through the Insightful installation file. For each organization, we create one unique file that can be used for all employees. These are the steps you should follow:
Download the installation file
Distribute it to employees' computers and run the installation
Depending on your settings, when the installation is complete, one out of three will occur - for Stealth mode nothing will be displayed, and for Visible mode either Insightful icon will show in app/system tray or the Widget will show up.
STEP 5 - Start collecting data 📈
As soon as the installation is complete, you will see employee names on the Admin dashboard, and as soon as they start working on their computers, their activities will begin to be tracked and will show up on your dashboard.
❗ Note: If needed, all settings can be changed later on under Settings.