- Getting Started
Table of Contents
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1. Introduction to engage INSIGHT
engage INSIGHT provides managers and leaders at all levels of the organization with a better understanding of the engagement levels in their business units by analyzing and interpreting their survey results and providing them with recommendations that will help them to effectively drive engagement. The engage INSIGHT product:
- Provides managers at all levels of the organisation with a concise summary of their business unit’s survey results – whether at divisional, departmental or individual team level;
- Applies rule-based logic to any combination of survey constructs and questions to recommend OD-aligned best practices that will help managers to drive engagement;
- Supports “Continue” and “Improve” recommendations that will either reinforce leadership behavior and aspects in the work environment that work well, or address aspects that do not work so well;
- Supports unique rules for up to 5 organisational levels, e.g. different sets of rules for line managers/supervisors, junior managers and middle managers;
- Enables learning material and online content to be embedded in any of the recommendations, providing managers with just-in-time online learning facilities;
- Allows clients to customize the rules to make them more relevant and applicable to their organisations (e.g. recommend a specific in-house training course for supervisors or line managers), or even to define their own rules to suit a custom survey.
The engage INSIGHT recommendations are presented by means of 3 different reports that can be accessed by clicking on the appropriate sub-menu item:
2. General User-interaction & Navigation
The side panel will allow you to select a report layout or survey model, or to set a business unit filter. The icons at the bottom of die side panel will allow you to open the Help file, access the How-to videos, and to print or create a PDF of the content according to the current active unit/sub-unit filter.
Engage INSIGHT will by default display the survey results – and best practices recommendations – of the entire organization. Setting up a Unit/sub-unit Filter, however, will enable you to selectively view the survey results and recommendations of one or more business units. To set a Unit/sub-unit Filter:
- Open the Unit/sub-unit Filter pop-up window by clicking on the Organisation drop-down field at the top of the content page or in the side panel
- A high-level view of the organizational structure (business units) as captured during the survey definition stages, will be displayed
- Business units with sub-units will have down arrows next to them – click on the arrow to display (or hide) the sub-units
- Unselect any previously selected business units by either deselecting them or by clicking on the Clear button at the bottom of the pop-up window
- Select the one or more business units by clicking on the appropriate check boxes, and click on the Apply button to apply the selection and to update the current report
Click on the icons at the bottom of the side panel to access the Help function or How-to videos, or to print or generate a PDF file of the current report’s content as displayed.
3. Rule-based Best Practices Recommendations
To help managers at any level of the organization to interpret their business unit’s survey results, Engage INSIGHT applies logic rules to the outcomes of a Flow@Work™ engagement survey to recommend best practices that will effectively address the engagement-related focus areas that have been identified. The logic rules:
- Are applied to the aggregate survey responses of the selected business unit, including sub-units if any;
- Use Boolean logic (AND and OR statements) to combine any permutation of survey constructs and/or survey questions;
- Evaluate survey scores either against absolute values, or relatively in comparison to the organizational average.
Best Practices Recommendations
The best practices recommendations that are bundled as part of the Flow@Work™ engagement model have been developed by an international team of Industrial/Organizational Psychology researchers and experienced organizational development experts. The recommendations have been designed to be actionable, appropriate to each leader’s level of organizational authority, and based on an in-depth understanding of the kinds of efforts that produce observable change within organizations.
To ensure that best practices recommendations are appropriate and relevant to a manager’s level of organizational authority, different sets of rule-based recommendations can be defined and associated to up to 5 different managerial levels.
At the highest level (Level #1 – executive/organization), the recommendations deal mostly with organizational culture and policies and repeatable processes that address organizational challenges. Recommendations at the lowest level (Level #5 – front-line managers), focus mostly on leadership style and team management. Recommendations at the other levels (Levels 2, 3 & 4) represent a mixture of the approaches followed for the Level #1 and Level #5 recommendations, providing extensive input on organizational direction and executing on that direction through line and/or project managers.
Customizing the Recommendations
The best practices recommendations can be edited and adapted to speak to the organization’s unique culture and to ensure that the structure and HR and learning practices of the organization are properly reflected. Learning material and online content can in addition be embedded in any of the recommendations, in effect providing managers with just-in-time online learning facilities. Please contact us for more information or for assistance in this regard.
4. Summary Report
The Summary Report serves as an introduction and overview of the selected business unit(s) survey results. Scroll up and down to view the different parts of the report, and set a business unit filter to view the survey results of one or more business units. Click on the Print icon to print the content as displayed or to generate a PDF report.
5. Improve Report
The Improve Report will provide you with a prioritized list of recommended best practices to address the most urgent focus areas in your business unit. Set a business unit filter to view the recommendations of a particular sub-unit or team, and click on the Print icon to print the content as displayed or to generate a PDF report.
Click on the down arrows to expand (or collapse) the recommendations and to view more details regarding the suggested activities and best practices. Embedded content, e.g. videos or learning material, will be underlined and highlighted in a blue font; simply click on the highlighted text to open the embedded content in a separate window in your browser.
6. Continue Report
The Continue Report will highlight the top aspects in your work environment that your employees feel are working well and that you should continue doing. Set a business unit filter to view the recommendations of a particular sub-unit or team, and click on the Print icon to print the content as displayed or to generate a PDF report.
7. Editing Rules
Users that have logged in as System Administrators will be allowed to view diagnostic reports of the logic rules, and will also be able to import edited version of the rulesets. To activate the rule report, select the Display option of the Rule diagnostic report function on the Improve or Continue report pages.
The rule report will be appended to the bottom of all the recommendations on the Continue and Improve report pages. Click on the down arrows to display or hide a rule’s Boolean logic as well as the business unit’s scores for the survey questions that were used.
To import an Excel file with custom rulesets and recommendation, click on the Edit rulesets sub-menu item in die side panel.