Employees section: Active, Access, and All tabs

'Active' tab

The Active tab lists all current, active employees that are part of your organization. Access the active employee list by navigating to Settings > Employees in the Insights Dashboard. The Active tab includes the following functionality:

  • Organization Limits: The Organization Limits provide a quick overview of the current count of active employees and leaders compared with the amounts included in your product package. To adjust your limits, contact your account manager.
    Screen_Shot_2020-07-07_at_3.40.15_PM.png
  • Search for an Employee Record: To quickly find an employee record, the magnifying glass icon allows you to access search functionality. You can search for an employee using their name, email, phone, employee ID, or Emplify ID.
    Screen_Shot_2018-07-11_at_3.07.08_PM.png
  • Download a List of Active Employees:Click the download icon to access a CSV with the data for all current employees.
    Screen_Shot_2018-07-11_at_3.08.08_PM.png
    Tip: The download functionality can be used to get your employee list ready for your next survey.
  • Add a New Employee:Click the plus sign icon to access the Add Employee form. Learn more about the Add Employee form here.
    Screen_Shot_2018-07-11_at_3.10.24_PM.png
  • View List of Active Employees: The full list of current employees is available in the Active tab. Employees can be sorted by their email address, phone number, first name, last name, and role (employee or leader).
    The Alerts column notifies you of any employee records that need attention:
    Screen_Shot_2018-07-11_at_3.43.52_PM.png
    The triangle icon identifies employees who are included in a survey, but have no groupings associated with their record. These employees won't be included in any of the group reports for the engagement survey.
    Screen_Shot_2018-07-11_at_3.46.03_PM.png
    The no-circle icon identifies leaders who are set to not receive the survey. They will not be included in the survey participant list or count.
  • Edit or Update an Employee Record: To see the data associated with an employee record or edit that data, click on VIEW in the row associated with that employee. This will open the Employee Profile. Learn more about editing an employee record here.
    Screen_Shot_2018-07-11_at_3.48.50_PM.png

'Access' tab

The Leaders tab lists all users with access to the People Insights dashboard for your organization. View the access list by navigating to Settings > Employees list in the People Insights dashboard. The Access tab includes the following functionality:

  • Search: Click on the magnifying glass icon to access search functionality and quickly find a leader record. You can search for a leader by using their name, email, phone, employee ID, or Emplify ID.
    Screen_Shot_2018-07-11_at_3.07.08_PM.png
  • Filter: The filter icon allows you to adjust the data that is displayed on the Leaders list. By clicking one of the options listed, you can remove those employees from the list. This lets you focus on only leaders with Full or Limited access.
    Screen_Shot_2018-07-25_at_11.22.16_AM.png
  • List of Users with Access: The full list of users with access to the People Insights dashboard displays on the Access tab. Users can be sorted by email address, first name, last name, role, and last login.
    • Role: The Role column displays the user role that has been granted. The following roles have access to the People Insights dashboard:
      • Engagement Admin (formerly called Account Owner) - We allow one engagement owner to exist per account in the engagement dashboard. This represents the person that is the primary contact for engagement. The engagement admin is the only person that is able to schedule and confirm assessments for the organization, has admin capabilities, and has full access to results.
      • Organization Admin - The organization admin role has admin capabilities to manage employee and group data. They can also be granted full or limited access to results if they should see engagement data.
      • Leader - The leader role has full or limited access to assessment results.
    • Results Access: If a leader has Limited Access to results for specific groups, the groups will be listed in the Results Access column. Hover to see the full list of groups the user has access to.
      Screen_Shot_2020-09-22_at_1.42.36_PM.png
    • Last Login: The access list also displays the last login date for a user. Click on the Last Login label to sort by the last login date.

  • Update Permissions: To see the data associated with a user's record or update their People Insights permissions, click on VIEW in the row associated with that leader. This will open their Employee Profile.
    Screen_Shot_2018-07-11_at_3.48.50_PM.png

'All' tab

The All tab lists active employees and leaders along with employees that are on leave or terminated. Access the full employee list by navigating to Settings > Employees in the Insights Dashboard. The All tab includes the following functionality:

  • Search for an Employee Record: Use the magnifying glass icon to access the search functionality and quickly find an employee record. You can search for an employee using their name, email, phone, employee ID, or Emplify ID.
    Screen_Shot_2018-07-11_at_3.07.08_PM.png
  • Filter: The filter icon allows you to adjust the data that is displayed on the All list. By clicking one of the options listed, you can remove those employees from the list. This lets you focus on a specific set of employees.
    Screen_Shot_2018-08-22_at_1.15.05_PM.png
  • Download a List of All Employees:Click the download icon to access a CSV with the data for all employees including active, on leave, and terminated employees.
    Screen_Shot_2018-07-11_at_3.08.08_PM.png
  • View List of All Employees: The full list of all employees is available on the All tab. Employees can be sorted by their email address, phone number, first name, last name, role (employee or leader), and status (Active, On Leave, Terminated Voluntary, or Terminated Involuntary).
    • Active - Active employees reflect the current employees for an organization. Employees with an Active status will be included in the engagement survey unless set to be excluded.
    • On Leave - Employees that are On Leave are still with the organization, but are not currently active. These employees will not be included in the engagement survey while they are set to On Leave.
    • Terminated Voluntary - Employees that have been set to Terminated Voluntary are no longer with the company because they chose to leave on their own. Terminated Voluntary employees will not be included in the engagement survey.
    • Terminated Involuntary - Terminated Involuntary employees are no longer with the organization based on a decision by the organization. These employees will not be included in the engagement survey.
  • Edit or Update an Employee Record: To see the data associated with an employee record or edit that data, click on VIEW in the row associated with that employee. This will open the Employee Profile.
    Screen_Shot_2018-07-11_at_3.48.50_PM.png
Was this article helpful?
0 out of 0 found this helpful