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Accessing People Insights
Accessing People Insights

Find out how to access Indigo's People Insights feature and how to give access to your users

Marie Claire Saliba avatar
Written by Marie Claire Saliba
Updated over a month ago

How can I access People Insights?

People Insights is switched on for clients by Shireburn Software staff. Once switched on, People Insights is available throughout a tenant for all of the tenant's companies.

Which users will have access?

The admin users with rights to view every company on the tenant will have access to People Insights and can then give access to other users as needed. If a user has any user filters applied, they will not be able to access this feature.

Which permissions will users need?

To give other users access to People Insights, admin users will need to assign the permission set Payroll_TenantInsights with a 'View' action.

Each dashboard then has its own permission that should be assigned, or unassigned, as needed.

Dashboard Name

Permission

Actions

Summary

SummaryInsights

View

Headcount

HeadcountInsights

View

Turnover

TuronverInsights

View

Leave Balances

LeaveBalancesInsights

View

Sick Leave Analysis

SickLeaveAnalysisInsights

View

Payroll Costs

PayrollCostsInsights

View

Payroll Costs Adjustments

PayrollCostsAdjustmentsInsights

View

Forecasting Costs

ForecastingCostsInsights

View

ESG

ESGInsights

View

How do I exclude a company from People Insights?

For tenants with multiple companies, should a user wish to exclude one or more companies from Insights this can be done as follows.

  1. Go to Administration > Companies.

  2. Highlight the company or companies to be amended and click Edit.

  3. Tick the box under the 'Exclude from Insights' column.
    ​

  4. Click Save.
    ​

βš οΈπŸ“ The exclusion will take effect from the next morning when the data refreshes.

To include a company in Insights, carry out the same steps as above, but at step 3 make sure the box is unticked.


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