Insights is elegantly simple to use and help is never far away

We’ve put together a series of tutorials to assist you in setting up and navigating within Insights. If you ever have a question, please don’t hesitate to contact our support team at

My Company Page Overview

See an overview of your company page and have visibility into what co-workers are working on. The My Company page displays the Vision, Purpose and Core Behaviors of the organization, as well as key Initiatives and individual Goals linked to those Initiatives.

Me Page Overview

The Me page includes the Responsibilities and Goals of each employee and the status of those Goals.

Learn how to schedule and prep for 1:1’s with your manager.

View the Shoutouts or kudos for a job well done.

Overview of Goals

Goals are created on the Me page. Each goal has a type (individual, team, development etc), deadline, measurement criteria, status and privacy settings.

Goals are also linked to organizational Initiatives.

Assign tasks that help you get closer to goal attainment.

Overview of Responsibilities

Responsibilities are created on the Me page.

This tutorial walks you through the process of creating Responsibilities and getting approval from your manager.

1:1 Meeting Overview: How to schedule and Prep for 1:1

The 1:1 meeting overview discusses how employees can schedule, prep and review their 1:1 meetings. Employees “prep” for their 1:1 meeting through self-assessing their Responsibilities, Goals, and Core Behaviors. Employees can also rate the Company on status of Initiatives as behind, on track or ahead leading to a holistic, guided discussion of performance.

Manager Overview

This tutorial walks you through the Manager overview of Insights. We will review the My Company page, My Team page and how to conduct effective 1:1 meetings with direct reports.