User Roles within Talent Insights

Updated by Sean Welch

Talent Insights is only available to customers on a Professional or Enterprise subscription plan. If you’d like more information, please contact your Customer Success Manager and we’ll organise a demo for you.

Like the Criteria platform, the Talent Insights feature utilizes user roles to ensure employees only need to complete tasks that are relevant to them. Click on each of the links below to learn more about these tasks.

There are three user roles within Talent Insights: Admin, People Manager and User.

Admin

Admins have full permissions to:

  • Be invited to complete the EPP (Employee Personality Profile).
  • Accept an invitation to join a Team.
  • Choose to share their Workplace Insights Report and Collaboration Guide with their Team Lead (Manager) and with other members of their team/s.
  • Leave a team.
  • Add new users and review their status.
  • Invite users to Talent Insights and assign user roles.
  • Add and remove team members from teams.
  • Resend an invitation email to join a team.
  • Create and delete teams.
  • Allow other users to invite users and to create teams.

People Manager

Managers can:

  • Be invited to complete the EPP (Employee Personality Profile).
  • Accept an invitation to join a Team.
  • Choose to share their Workplace Insights Report and Collaboration Guide with their Team Lead (Manager) and with other members of their team/s.
  • Leave a team.
  • Invite new users (if enabled for your organization).
  • Create and delete teams.
  • Add and remove team members from their teams.
  • Resend an invitation email to join a team.

As a manager, you can use Talent Insights in a number of ways:

Tailor your management style: Use insights to understand, engage, and develop each team member – or team – as a unique entity versus using a one-size-fits-all approach.

Customize development plans: Use objective insights to help create individual and team level development plans that map to actual strengths and opportunities for growth.

Increase team participation: Use individual and team-level insights to diagnose and reduce barriers to communication, address potential conflicts, and improve engagement.

Integrate new members effectively: Evaluate new hires or new additions to your team to understand how they will impact your team dynamics and ensure a smooth transition into an existing group or team.

User

Users can:

  • Be invited to complete the EPP (Employee Personality Profile).
  • Accept an invitation to join a Team.
  • Choose to share their Workplace Insights Report and Collaboration Guide with their Team Lead (Manager) and with other members of their team/s.
  • Invite new users (if enabled for your organization).
  • Leave a team.


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