Who this guide is for: System administrators – Requires ‘System Admin’ role, System Setup permission, and a People Insights licence
Overview:
This guide explains People Insights—a paid reporting add-on with pre-built dashboards across Planned Leave, Unplanned Leave, Time Recording, and Working Locations, with filters by date range, leave type, location, team, and individual.
How People Insights Works:
People Insights provides interactive report packs with multiple dashboards per category.
- Planned Leave: Breakdown Through Time (calendar heatmap, monthly totals), Breakdown By Group (country/team, % on leave), Days Since Last Holiday, Leavers vs Non-Leavers, Entitlement Breakdown (given/used/remaining, gauges), Person Details (history and current-year pots).
- Unplanned Leave: Breakdown By Reason (team/reason splits, hours per person by month), Breakdown Through Time (absence rate), Days Since Last Sickness, Leavers vs Non-Leavers, Person Details.
- Time Recording: Breakdown Through Time (hours logged calendar, monthly totals, avg hours per activity), Breakdown By Team (hours by team/activity, participation), Person Details (hours by activity and dates).
- Working Locations: Breakdown Through Time (days worked at location, monthly averages), Breakdown By Team (where people work by country/home location/team), Person Details (days/hours at each location over time).
All reports respect your selected time period and filters.
- Go to Admin tools > Admin panel > Users > Users.
- Search for the user and click Edit.
- Select the System tab and scroll to Premium Reports.
- Click Add and select the People Insights report pack(s).
- Click Save User at the top of the page.
- The user can then open People Insights from their analytics/reporting area and use on-screen filters/tabs to navigate dashboards.
Additional Information: