Workplace Analytics privacy and data access

Introduction

Being aware of employees’ rights is a key component to ensuring a successful program using Workplace Analytics. It is important to consider ever-changing laws and regulations regarding employer-employee relationships, privacy, and personal data, as well as company policies, before using Workplace Analytics.

Workplace Analytics does not encode any specific policy, instead it provides controls that administrators can use to configure the product to be consistent with applicable laws, regulations, and company policies. Your organization chooses what data to use in Workplace Analytics.

Important

Please consult with your legal and human resources teams before enabling Workplace Analytics for your organization.

This document introduces the privacy controls available to Workplace Analytics administrators. You control both the data and access to the data in Workplace Analytics.

Video: Privacy

You decide who gets to see what data

Organizations decide who can have access to seeing the data in Workplace Analytics. You should ensure that primary users receive suitable training in privacy, your company’s policies, and other applicable subject areas before being granted access to the data. The following levels of permission provide access to the data:

  • Analyst (Limited Access) gives access to the Workplace Analytics Home Page and Explore Metrics features where minimum group size is enforced.
  • Analyst gives full access to all product features except the administrator features.
  • Administrator role gives access to administrator features only.
  • Program manager gives access to the Workplace Analytics Home page and lets program managers explore metrics in cases where the minimum group size is enforced. PMs also have access to the Solutions tab and its Manage page, on which they can set up programs, and to its Track page, on which they can track the progress of active or ended programs.

You control the data that Workplace Analytics uses

You retain full control over what data is used and how it is used within Workplace Analytics. Workplace Analytics uses Office 365 email and calendar metadata and external data defined by your organization to compute how much time groups within your organization spend on email and in meetings, and with whom.

Data from Office 365

Office 365 email and calendar metadata provides the foundation for all Workplace Analytics analysis, so the first step is to determine which users you want to include. When you choose a user to be included, Workplace Analytics uses the following information from that user’s mailbox and calendar.

Header information from emails

  • Who the sender is.
  • Who the recipient is.
  • When was the email sent.
  • What the subject line is.

Header information from meetings

  • Who organized the meeting.
  • Who the invitees are and what their attendee status is.
  • When the meeting was scheduled for.
  • Where the meeting was scheduled to be held.
  • What the subject line is.

Important

Attachments and text in the body of emails and meetings are never used by Workplace Analytics. Furthermore, rights-managed and private emails and meetings are excluded altogether.

Organizational data

Workplace Analytics combines Office 365 email and calendar metadata with the organizational data that you choose to use to provide rich, actionable insights into your company’s communication and collaboration trends to help you make more effective business decisions. Organizational data is contextual information about your employees (for example: job title, level, location) and can come from human resources, information systems, or other line of business data stores. For more information, see Prepare organizational data.

The organizational data set is combined with the Office 365 email and calendar metadata to produce the complete data set that is analyzed for insights. The data sets are combined using the email addresses of the users, but the email addresses are never shown in Workplace Analytics through dashboards or query results.

Please note that other information provided in the organizational data set is exposed in Workplace Analytics dashboards and reports. Care must be taken to ensure the data set does not include personal data (such as employee ID).

Privacy settings

Workplace Analytics has three types of administrator controls, User Inclusion, User Data Exclusion, and Level of Detail Displayed to enable you to define specific criteria that will exclude meetings and emails from analysis.

User inclusion

You decide which users to include by only assigning Workplace Analytics licenses to those people.

User data exclusion

For the users that you choose to include, you can decide to exclude data based upon the following:

  • Keywords in subject line excludes email and meetings that contain in their subject lines specific keywords that you define.
  • Email address and domain excludes email and meetings to or from specific users, or all users from the specified domain.

Note

Exclusion occurs before metadata is processed within Workplace Analytics. These exclusions will affect the data by counting any meetings or email with these domains as if they never happened. Consider excluding only the most sensitive domains.

Level of detail displayed

  • Subject lines displayed in meeting query results enables you to control whether subject lines are included or not. By default, subject lines are not shown in query results. Subject lines are useful for analysts that want to set up meeting exclusion rules or query meeting data.

  • Minimum aggregation size in Explore metrics enables you to set the minimum group size required to display data. By default, the minimum group size is set to five.

Data access after license expiration

If your Workplace Analytics licenses expire, you have a 90-day period to download data, in the form of query results. After this 90-day period has passed, you will no longer have access to the Workplace Analytics site.

To download query results

  1. Open Workplace Analytics. If prompted, enter your Microsoft credentials.
  2. Open the Queries page.
  3. Select Results. The Results page displays previously run queries.
  4. In the row of a particular query, select Download. The query results are downloaded in a .csv file which is archived into a .zip file.