Set up Workplace Analytics

This article describes the steps that are required to set up and configure Workplace Analytics. Although the Office 365 admin and the Workplace Analytics admin perform most of these steps, others in your organization help make decisions that relate to setup. For more information, see Determine key personas and roles for implementation.

Setup steps

  • Owner - The following persons or entities do the setup steps:
    • Workplace Analytics admin does most of the work in these steps and is who the steps refer to as "you."
    • Office 365 admin assigns licenses and roles in Step 2.
    • Workplace Analytics processes and validates data in a few of the steps.
  • Task - Complete steps to set up and configure Workplace Analytics.
  • Outcome - In your organization, people have been assigned licenses and roles. Those roles grant access to data that the people can use to analyze work habits and implement change in how employees spend their time.

Video: Overview for admins

To set up Workplace Analytics

  1. Open the Workplace Analytics Home page. If prompted, sign in with your work account. This page begins a sequence that guides you through setup. Under Required to start, the page describes the next task, and verifies the assignment of licenses and roles:

    The Home page guides you through setup

  2. Licenses and roles - Verify that your Office 365 admin has assigned licenses and roles to people in the organization, and then select Next. For more information, see Assign licenses and Assign roles.

  3. System settings - Set the time zone, week days, weekend days, and working hours. For more information, see Workplace Analytics system settings.

  4. Privacy settings - Set minimum group size and choose whether to hide subject lines, domains, email addresses, and terms in subject lines. For more information, see Workplace Analytics privacy settings. After you've finished making both the system settings and the privacy settings, select Next.

  5. Collaboration data - Workplace Analytics extracts collaboration data (data about email usage, meetings, chats, and calls) from Office 365, and then processes it. This processing can last as long as a week. After it finishes, Workplace Analytics displays a "completed processing" status on the Setup page.

    Workplace Analytics processes collaboration data

  6. Prepare organizational data - Export organizational data from your HR system into a UTF-8 encoded .csv file. For information about what data to export and how to structure it, see Prepare organizational data.

  7. Upload organizational data - Upload the .csv file into Workplace Analytics. For more information, see Upload organizational data.

    The following steps are part of the Upload organizational data task:

    a. Map data - Map the uploaded data to Workplace Analytics field names. For more information, see Field mapping.

    b. Data validation - Workplace Analytics validates the upload and then notifies you whether your uploaded data validated. If it did not, you are advised what further action you can take. For more information, see Data validation.

    c. Data processing - Workplace Analytics processes the validated data.

    Processing organizational data

    When this processing finishes, your setup of Workplace Analytics is complete, as the status bar indicates:

    Setup is complete

Environment requirements for Workplace Analytics