Getting Started: Setting Up Talent Insights

Updated by Amy Thomas

I want to use Talent Insights but I'm not sure what I need to do. Where do I start?

Welcome to Talent Insights! Click here to learn more about what you need to do to roll Talent Insights out to your organization.

We've also put together some handy guides to step you through the setup process and how to use Talent Insights. You can view these here.

How do I access Talent Insights?

Talent Insights has already been added to your Criteria account. Simply click on the Talent Insights button in the top right corner of your Criteria account to open the Talent Insights portal.

How do user permissions work in Talent Insights?

There are three user roles within the Talent Insights platform.

  • Admin: Admins have access to the Admin Console, where they can add new users, create teams and assign users, remove users and delete teams, and manage how your organization uses Talent Insights.
  • People Manager: People Managers can create the teams that they manage, add and remove users, and use the reporting tools to facilitate discussions within their teams and with team members.
  • User: Users can accept invitations to join a team, complete the Employee Personality Profile, and share their Workplace Insights Report and Collaboration Guide.

Click here to learn more about what each type of user can do within Talent Insights. This article provides links to instructions for completing the different tasks users have access to complete.

How do I set up my employees as admins, people managers or users?

If you are a People Manager, depending on how your organization has set up Talent Insights, you may be able to invite your team to Talent Insights. Your team members will be added as Users in the platform.

If you are an Admin user, you can add new users through the Admin Console and set their user role. You can also change a user's role type via the Admin Console.

How did we do?