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Insightful Onboarding Guide for Managers
Insightful Onboarding Guide for Managers

Get familiar working with Insightful as Managers

Tamara Filipovic Djordjevic avatar
Written by Tamara Filipovic Djordjevic
Updated over a week ago

If you're a Manager in your company's Insightful account, you will find the instructions for getting started below:

  1. How to invite employees and set up new devices

  2. Teams & Productivity Definitions

  3. Tracking & Measuring Productivity

  4. Project and Task Management

  5. Advanced Insightful Configurations

How to invite employees and set up new devices

Let's begin by setting up the first user/computer so that your Insightful account can start collecting data for productivity analysis.

πŸ‘‰ Learn more about the difference between the company and personal computer installation types.

​Teams & Productivity Definitions

With employee devices now logging data to Insightful, it's time to categorize that data using Insightful Productivity Labels which are assigned for the entire Organization, but can be overridden on Team-level.

​Tracking & Measuring Productivity

Insightful is packed with reporting and helpful views to give you fast and easy insights into staff productivity and time and attendance.

πŸ‘‰ Good to know - You can also choose to automatically receive productivity reports in your inbox.

​Project and Task Management

If you want to go even further with your time analysis, Insightful Projects & Tasks allows you to associate time directly with specific projects/tasks that employees are working on.

πŸ‘‰ Learn more about Project Based Time Tracking and how to create Projects and Tasks.
​❗ Note: Projects & Tasks mode is available with our Time Tracking Plan.

​Advanced Insightful Configurations

When it comes to customization, Insightful is incredibly powerful and flexible. In this video, we'll go over some of the advanced configuration options, including how to run multiple configurations in parallel and override settings at an individual employee level.

πŸ‘‰ Learn more about Insightful Shared Settings Profiles.

Further Reading

πŸ‘‰ Understanding Time Sheets

A detailed breakdown of what each column in employee time sheets means. e.g. What is Work time vs Idle time?

πŸ‘‰ Always Active

If you use apps & websites that don't require constant mouse movements and keyboard strokes, such as video conference or telephony software, this setting can help you get more accurate activity monitoring data.

πŸ‘‰ Privacy Settings

Choose to disable monitoring and/or screenshots on specific apps/websites to reduce the amount of personal data captured.

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