Overview
In this article, we'll be diving into the 'Insights' tab and what users (depending on their access) may view. Please Note: These examples below will be users from a full suite (all product licensing) application of Motivosity. We'll be going over the following:
Note: If a specific category, dashboard, report is only available for users with a specific add-on, it will be color coded as follows:
- Rewards & Recognition
- Manager Development
- Employee Insights
Click here to learn more about access levels.
General User
The 'User' view would be anyone without a direct report.
Recognition
Dashboards: Top Givers and Receivers, Comment Key Phrases
Reports: Appreciation Details, Appreciation Summary
Community and Team
Dashboards: Org Chart, Personality Map, Interest Map
Reports: Highlights
Manager
The 'Manager' view would be anyone who has at least one direct report in the Motivosity platform. The data available to managers will be filtered and only show information relating to their team.
Recognition
Dashboards: Recognition and Praise, Engagement, Appreciation Trends, Top Givers and Receivers, Appreciation Flow, Comment Key Phrases, Manager Appreciation
Reports: Appreciation Details, Appreciation Summary
Community and Team
Dashboards: Org Chart, Personality Map, Interest Map, Highlights
Reports: Highlights, Login Details, Login History, Profile Completion
Manager (Included with the Manager Development add-on)
Dashboards: Coaching Insights, Career Objective Insights, 1 on 1s Overview, Priorities Overview, Key Activities Overview, Manager Overview Chart, Key Players Ratings, Succession Planning
Reports: Coaching Details, Meeting Details, Agenda Item Details, Manager Overview, Performance Overview, Key Player Rating Period, Journals, Employee History
eNPS & Satisfaction (included with the Employee Insights add-on)
Dashboards: Employee Satisfaction, eNPS Heatmap
Reports: Satisfaction Surveys
Surveys (included with the Employee Insights add-on)
Dashboards: Survey Overview
Reports: Surveys
Builders: New Survey
Scheduled Insights
Reports: Scheduled Dashboards and Reports
Leader
Leaders are users who are in the top two tiers/levels of the organization chart.
Recognition
Dashboards: Recognition and Praise, Engagement, Appreciation Trends, Top Givers and Receivers, Appreciation Flow, Comment Key Phrases, Manager Appreciation
Reports: Appreciation Details, Appreciation Summary
Community and Team
Dashboards: Org Chart, Personality Map, Interest Map, Highlights, Turnover
Reports: Highlights, Login Details, Login History, Profile Completion
Manager (Included with the Manager Development add-on)
Dashboards: Coaching Insights, Career Objective Insights, 1 on 1s Overview, Priorities Overview, Key Activities Overview, Manager Overview Chart, Key Players Ratings, Succession Planning
Reports: Coaching Details, Meeting Details, Agenda Item Details, Manager Overview, Performance Overview, Key Player Rating Period, Journals, Employee History
eNPS & Satisfaction (included with the Employee Insights add-on)
Dashboards: Employee Satisfaction, eNPS Heatmap, eNPS Trends
Reports: Satisfaction Surveys
Surveys (included with the Employee Insights add-on)
Dashboards: Survey Overview
Reports: Surveys
Builders: New Survey
Scheduled Insights
Reports: Scheduled Dashboards and Reports
Admin
Admin access will grant you access to all of setup/management and Insights needs.
Recognition
Dashboards: Recognition and Praise, Engagement, Appreciation Trends, Top Givers and Receivers, Appreciation Flow, Comment Key Phrases, Manager Appreciation
Reports: Appreciation Details, Appreciation Summary, Reciprocal Giving
Community and Team
Dashboards: Org Chart, Personality Map, Interest Map, Org Chart Builder, Turnover
Reports: Deactivated Users, Missing Supervisor, Highlights, User Management, Login Details, Login History, Profile Completion
Money
Dashboards: Giving and Receiving, Spot Bonus Overview
Reports: Cash History, External Thanks, Giving Summary, Individual Balances, Receiving by Department, Receiving Details, Receiving Summary, Tax Summary, Spot Bonus Summary, Spot Bonus Details
Awards and Rewards
Dashboards: Rewards
Reports: Award Details, Awards Given Summary, Nominations, Orders, Store Performance
Manager (Included with the Manager Development add-on)
Dashboards: Coaching Insights, Career Objective Insights, 1 on 1s Overview, Priorities Overview, Key Activities Overview, Manager Overview Chart, Key Players Ratings, Succession Planning
Reports: Coaching Details, Meeting Details, Agenda Item Details, Manager Overview, Performance Overview, Key Player Rating Period, Journals, Employee History
eNPS & Satisfaction (included with the Employee Insights add-on)
Dashboards: Employee Satisfaction, eNPS Heatmap, eNPS Trends
Reports: Satisfaction Surveys
Surveys (included with the Employee Insights add-on)
Dashboards: Survey Overview
Reports: Surveys
Builders: New Survey
Scheduled Insights
Reports: Scheduled Dashboards and Reports
Finance Admin
A user with Finance Admin access (not a manager or leader) will have access to the 'Insights' below.
Recognition
Dashboards:Top Givers and Receivers, Appreciation Flow, Comment Key Phrases
Reports: Appreciation Details, Appreciation Summary
Community and Team
Dashboards: Org Chart, Personality Map, Interest Map
Reports: Highlights
Manager (Included with the Manager Development add-on)
Dashboards: Coaching Insights, Career Objective Insights, 1 on 1s Overview, Priorities Overview, Key Activities Overview, Manager Overview Chart, Key Players Ratings, Succession Planning
Reports: Coaching Details, Meeting Details, Agenda Item Details, Manager Overview, Performance Overview, Key Player Rating Period, Journals, Employee History
eNPS & Satisfaction (included with the Employee Insights add-on)
Dashboards: Employee Satisfaction, eNPS Heatmap, eNPS Trends
Reports: Satisfaction Surveys
Surveys (included with the Employee Insights add-on)
Dashboards: Survey Overview
Reports: Surveys
Builders: New Survey
Money
Dashboards: Giving and Receiving, Spot Bonus Overview
Reports: Cash History, External Thanks, Giving Summary, Individual Balances, Receiving by Department, Receiving Details, Receiving Summary, Tax Summary, Spot Bonus Summary, Spot Bonus Details
Awards and Rewards
Dashboards: Rewards
Reports: Store Performance, Orders
Scheduled Insights
Reports: Scheduled Dashboards and Reports
Data Access
A user with Data Access gets visibility to everything data wise within the 'Insights' tab.
Recognition
Dashboards: Recognition and Praise, Engagement, Appreciation Trends, Top Givers and Receivers, Appreciation Flow, Comment Key Phrases, Manager Appreciation
Reports: Appreciation Details, Appreciation Summary, Reciprocal Giving
Community and Team (Please note for some reports not mentioned here, 'Admin' access is needed)
Dashboards: Org Chart, Personality Map, Interest Map, Org Chart Builder, Turnover
Reports: Deactivated Users, Highlights, Profile Completion
Manager (Included with the Manager Development add-on)
Dashboards: Coaching Insights, Career Objective Insights, 1 on 1s Overview, Priorities Overview, Key Activities Overview, Manager Overview Chart, Key Players Ratings, Succession Planning
Reports: Coaching Details, Meeting Details, Agenda Item Details, Manager Overview, Performance Overview, Key Player Rating Period, Journals, Employee History
eNPS & Satisfaction (included with the Employee Insights add-on)
Dashboards: Employee Satisfaction, eNPS Heatmap, eNPS Trends
Reports: Satisfaction Surveys
Surveys (included with the Employee Insights add-on)
Dashboards: Survey Overview
Reports: Surveys
Builders: New Survey
Money
Dashboards: Giving and Receiving, Spot Bonus Overview
Reports: Cash History, External Thanks, Giving Summary, Individual Balances, Receiving by Department, Receiving Details, Receiving Summary, Tax Summary, Spot Bonus Summary, Spot Bonus Details
Awards and Rewards
Dashboards: Rewards
Reports: Award Details, Awards Given Summary, Nominations, Orders, Store Performance
Scheduled Insights
Reports: Scheduled Dashboards and Reports
Have further questions regarding Insights and User views? Please reach out to our support team by clicking here.