How to Use the Workplace Insights Report

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.

Talent Insights is all about supporting people and teams to thrive! When people complete Criteria’s personality assessment and join Talent Insights, they can understand what truly energizes them and where they contribute the most value. For managers, these insights provide the basis of powerful conversations with each of their team members.   

Let’s explore how you can use the Workplace Insights Report to accelerate the depth and pace of rapport with your team members. It provides you with guidance on how to prepare and conversation starters to help you have more meaningful discussions.   

Tips to remember  

  • Remain curious - Show interest in your team member’s success by asking questions and seeking input to facilitate a meaningful discussion. Listen to their concerns and provide feedback and ideas.   
  • Avoid assuming - Remain sensitive and neutral when explaining behaviors. Remember there are no good or bad traits.   
  • Follow up - Demonstrate to your team member that they take priority. Build and embed trust by following up on any agreed actions and continuing to keep them informed. 

1. Review the Workplace Insights Report 

Set aside time to review the insights available in the Workplace Insights Report (WIR) so that you can be best prepared for having targeted conversations with your team member. This report is valuable for understanding your team member’s natural strengths and opportunities for development. 



2. Connect with your team member   

Great managers are brilliant at discovering, developing and celebrating what’s different about each person who works for them. Start the conversation by asking these open-ended questions.   

Questions for onboarding new team members   

  • What did you think of your Workplace Insights report? Any thoughts or reflections?  
  • Were there any surprises?   
  • Of the strengths identified, how do you see these assisting you to be successful in your role?  
  • In terms of the potential challenges, which of these resonate? How can I best support you in this area or situation?  

 Questions for developing your team member  

  • Let’s look at the workplace challenges and motivators section together. What stands out to you?  
  • In the context of your role, how can I best support you?  
  • I see here you are less comfortable with [challenge]. Tell me more about what that means for you in your role?  
  • Is there a specific development goal you have in mind? Let’s put in place a SMART (specific, measurable, achievable, realistic and timebound) Goal that articulates this.  
  • I see you are extremely comfortable with [motivators]. Are you finding ample opportunity to engage in this at work?  
  • Do you feel like you are able to leverage your strengths consistently at work?   
  • If so, which strengths are you utilizing and in what way?   
  • If not, how might we create opportunity for you to do so?  

How did we do?