Configure settings for Workplace Analytics

On the Settings page, administrators can customize system defaults and privacy settings, and upload organizational data to Workplace Analytics. There are two tabs, Settings and Organizational data.

To open the Workplace Analytics Settings page

  1. Open the Workplace Analytics Home page. If prompted, enter your Microsoft credentials.
  2. In the left navigation pane, select Settings.

    Note

    You must be assigned the Administrator role to access the Settings page. For more information, see Assign roles to Workplace Analytics admins and analysts.

Time zone settings

In the System defaults section, you can customize the Default time zone. This is used to compute after-hours metrics for employees whose time zone was not provided as part of the organizational data. This is typically the time zone of the corporate headquarters or the time zone in which most employees reside. If a measured employee or other internal collaborator does not have a time zone defined as part of the organizational data, the metric will be computed using the default time zone.

The default time zone for Workplace Analytics is Pacific Standard Time. Visit Time zones in Workplace Analytics for a complete list of times zones you can use.

Default time zone

To change the default time zone

  1. On the Settings page, select Settings.
  2. Under System defaults, select a time zone from the Default time zone list.
  3. Select Save.

This setting takes effect the next time organizational data is received and processed for the following month. A change in this setting does not affect any historical data.

Privacy settings

In the Privacy settings section, you can customize and configure what data is accessible for analysis.

Note

When adding the subject line words to exclude from analysis, use single words, separated by a semicolon.

What you can do with privacy settings

  • Specify the smallest group size to appear in the Explore Metrics section. Larger group sizes reduce the risk of individual group members being personally identified.
  • Specify whether subject lines should be shown in query results.
  • Exclude sensitive emails, domains, or keywords in subject lines.

Learn more about Workplace Analytics privacy and data access.

When you are satisfied with your privacy settings, your data can be processed.

Privacy settings

To configure your privacy settings

  1. On the Settings page, select Settings.
  2. Under Privacy settings, configure the settings to meet your company's needs.

Note

You may select Save at any time to save the privacy settings you are working on, but the settings are not final and ready for use until you select the I confirm that all privacy settings are complete check box. When you click the check box, it begins the processing of Office 365 data.

  1. Select Save.

Note

Carefully validate that your privacy settings are correct, before you select the I confirm that all privacy settings are complete check box. You can change the settings at any time, but the setting changes will not take effect until the data is processed by Office 365 again for the following month.

  1. To begin the processing of Office 365 data, select the I confirm that all privacy settings are complete check box, and then select Save.

To begin processing your data in Workplace Analytics

  • Select the I confirm all privacy settings are complete check box, and then select Save.

Organizational data

Administrators will use the Organizational data tab to upload data into Workplace Analytics.

Privacy settings

To prepare your data for upload to Workplace Analytics