In this guide you will learn how to set Insightful's Tracking Settings profiles which will enable you to configure the application according to the specific needs of your organization.
Tracking Settings
The Tracking Settings page has three tabs — All, Teams, and Employees — so you can manage your Tracking Settings profiles, see each team's default, and see which setting applies to each employee, all in one place.
To access your shared tracking settings, navigate to Settings → Tracking settings. Here you can create a new or edit an existing Tracking settings profile.
Adding Tracking settings profiles
To start adding a new tracking settings profile, you need to click on the Create new tracking settings in the upper right corner and choose between Company or Personal computers in the menu.
Based on your selection, the options in the remainder of the process might be different.
The creation flow walks you step by step through each setting, and includes a step where you choose the scope for the new Tracking Setting — the teams and/or employees it should apply to — so you can see its coverage without leaving the page.
Editing Tracking settings profiles
To edit an existing tracking settings profile, click on the three dots at the far right of the needed profile and then select Edit in the menu.
Automatic Registration of Employees on Company computers
When each user logs onto a company computer for the first time Insightful will register them as an Employee. For more detail on the process please review this article.
Once you're inside a tracking settings profile menu, there are various different settings options that you will need to configure in order to complete the profile (Visibility, Screenshots, Screen recordings, Tracking time, Break time, Permissions, Tasks).
Visibility Settings
Visibility settings allow you to configure how Insightful appears to your employees.
For Personal computers profiles Insightful will be Visible by default, while with Company computers profiles you can set up whether you want Insightful to be Visible to your employees or operate in Stealth mode.
When Insightful is Visible (recommended), employees can see the application on their computers and can access their own data if chosen. This provides a powerful productivity tool for self-analysis. You can learn more about visibility in Insightful here.
If your business is using Projects & Tasks, then Insightful must be visible for them to be able to interact with the platform.
Screenshots Settings
Here you can configure screenshots and set the following:
If you want Insightful to take screenshots.
How often you want those screenshots taken.
If your staff will have the option to view/delete their own screenshots.
Screen Recordings Settings
This section only appears if the Screen Recording Add-on is active on your account (Settings → Billing → Add-ons). If the add-on isn’t active, you’ll only see the Screenshots settings here — no Screen Recordings section will be shown.
Here you can configure Screen recordings and set the following:
No screen recordings - If you don't want Insightful to take screen recordings.
Record all screen activities - If you want to screen record everything.
Record screen only while on task.
Tracking Time Settings
Here you can review and set various time tracking options and customize break settings, as well as define the parameters for the application to detect employees as idle (no keyboard strokes or mouse movements).
Break Time
Define how much break time employees are allowed to take if any (this option is not available in Stealth mode).Idle Time
Set the duration of inactivity for Insightful to recognize an employee as idle.Tracking Scenario
Set your desired tracking scenario choosing from:
- Unlimited
- Fixed
- Network-Based- VPN based
- Manual Clock in
- Project-Based
There are a lot of options here and we recommend learning more on each with our full guide on the different Time and Attendance scenarios.
Permissions Settings
Permissions Settings allow you to configure some options that your employees may have available to them within the Insightful app.
Employees can analyze their own productivity [Recommended]
Allow employees to access the data about their own productivity.
Employee can see used apps and websites
Allow employees to see which apps and websites they've used. This is more detailed analysis level than the ability to analyze their productivity.
Employees can add Manual time
These shared settings act as the organization-level default — the Tracking Setting a team falls back to if it doesn't have its own team-level default configured.
Team-level defaults
Each team in your organization can also have its own default Tracking Setting, configured separately for company computers and personal computers. On the Teams tab of the Tracking Settings page, Managers (if they have the appropriate permission) and Admins can easily see and change which Tracking Setting is the default for any team in their scope.
Every Tracking Setting also clearly shows which teams and employees it's currently assigned to, so you can see its full scope at a glance and know exactly who is covered by any given profile. This scope can also be exported, making it easy to audit or share coverage details.
Flexibility of tracking settings
For additional flexibility, see how Insightful supports tracking settings of Employee users as well as multiple settings profiles in the same organization:
An individual employee's Tracking Setting still takes priority over their team's default when that employee needs to be tracked differently.
Reverting an employee back to their team's default Tracking Setting is a single, clear action from the Employee tab — no need to edit their account individually.
Tasks Settings
If you are using our Time tracking plan you can also:
Track time on tasks
Allow employees to track time against specific tasks by clicking start/stop on the timer to get detailed task-level timesheets.Allow employees to add new tasks
Allow employees to add tasks themselves for tracking. If this setting is not enabled, they can only see and track time on tasks that have been added for them by managers.
