The Insights Dashboard centralizes HR outcome data — engagement, performance, compensation, and manager effectiveness — into scorecards that surface trends and risk areas. Admins and HR leaders use it to monitor workforce patterns across the organization. Managers use Action Plans to respond to team-level findings flagged by the dashboard.
Key Rules
- Only account admins can enable or disable the Insights Dashboard and its individual tiles.
- Dashboard visibility is role-based — admins configure which users can access specific scorecards.
- Each tile (Engagement, Performance, Manager Effectiveness, Compensation) requires its corresponding data source to be active and populated before results appear.
- The Manager Effectiveness Indicator (MEI) can be disabled independently without turning off the full dashboard.
- Action Plans are available to Admins, HR leaders, and Managers — each role sees plans scoped to their access level.
Start here by role
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Admin |
Manager |
Employee |
In This Section
Configure Insights Dashboard and HR Outcomes settings (Admin)
Show 5 articles
- Configure Manager Effectiveness Indicator (MEI) settings in the HR Outcomes Dashboard
- Configure Performance Metrics settings in the HR Outcomes Dashboard
- Control who can see the HR Outcomes Dashboard
- Disable Manager Effectiveness Reporting in the HR Outcomes Dashboard
- Disable the HR Outcomes Dashboard
Create Action Plans from Insights data (Admin / HR / Manager)
Show 3 articles
Explore data stories in the Insights Dashboard (Admin)
Show 2 articles
Interpret Manager Effectiveness data (Admin / HR)
Show 5 articles
- Interpret the ME Indicator Dashboard (Org-Level Insights and Manager Details)
- Manager Effectiveness Indicator (MEI) — Feature Overview
- Use the AI Coach Insights Report to Evaluate Manager Behaviors
- Use the Manager Summary Report to Prioritize Manager Support
- What is the Manager Effectiveness Indicator (MEI)?
Navigate and analyze HR Outcomes scorecards (Admin / HR)
Show 13 articles
- Analyze Performance Designation Data in the HR Outcomes Dashboard
- Compensation Insights in the HR Outcomes Dashboard — Feature Overview
- Data Insights on the HR Outcomes Dashboard
- Filter and explore HR outcome data in the Dashboard tab
- Filter options on the HR Outcomes Dashboard
- Populate the Engagement Tile in the HR Outcomes Dashboard
- Populate the HR Outcomes Dashboard with data
- Populate the Manager Effectiveness Tile in the HR Outcomes Dashboard
- Populate the Performance Tile in the HR Outcomes Dashboard
- Understand Engagement Measurement on the HR Outcomes Dashboard
- Understand the Performance Outcome in the HR Outcomes Dashboard
- View the Compensation Fairness Insight in the HR Outcomes Dashboard
- View the Pay and Performance Risk Insight in the HR Outcomes Dashboard