配置工作区分析设置Configure Workplace Analytics settings

您可以使用工作区分析中的以下设置页面来自定义系统默认值和隐私设置并上传数据:You use the following Settings pages in Workplace Analytics to customize system defaults and privacy settings and to upload data:

打开 "工作区分析设置" 页To open the Workplace Analytics Settings page

  1. 打开 "工作区分析"主页Open the Workplace Analytics Home page. 如果出现提示,请输入你的工作凭据。If prompted, enter your work credentials.

  2. 在左侧导航窗格中,展开 "设置" 以显示指向可用页面的链接。In the left navigation pane, expand Settings to show links to the available pages.


对设置中的一个或多个页面的访问权限取决于你在工作区分析中分配的角色。Access to one or more pages in Settings depends on what role you're assigned in Workplace Analytics. 下面介绍了基于角色分配的页面访问权限。The following describes page access based on role assignment.

设置页面Settings page 管理员Admin 人员Analyst 分析的限制Analyst limited
SourcesSources 完全访问Full access 完全访问Full access 完全访问Full access
上载Upload 完全访问Full access 无权限No access 无权限No access
分析设置Analysis settings 禁止访问No access 完全访问Full access 只读Read only
管理设置Admin settings 完全访问Full access 无权限No access 无权限No access

有关详细信息,请参阅 分配工作区分析角色For more information, see Assign Workplace Analytics roles.


  • 所有者 – Workplace Analytics Admins、分析员和分析师 limiteds 拥有此页面的完全访问权限。Owners – Workplace Analytics Admins, Analysts, and Analyst limiteds have full access to this page.

" 数据源 " 页提供的仪表板介绍了已加载到工作区分析的 Office 365 数据和组织数据。The Data sources page provides dashboards that describe the Office 365 data and organizational data that has been loaded into Workplace Analytics. 您可以查看平均每周会议和电子邮件活动以及衡量的员工特征,以确保充分的数据覆盖范围。You can view average weekly meeting and email activity and measured-employee characteristics to ensure sufficient data coverage.


  • Owner – Workplace Analytics Admins 对此页面具有完全访问权限。Owner – Workplace Analytics Admins have full access to this page.

在 "上载 > 组织数据" 页面上,您可以将组织数据文件上传到工作区分析。On the Upload > Organizational data page, you can upload an organizational data file to Workplace Analytics. 此文件必须采用 .csv 格式,并经过 UTF-8 编码。This file must be in .csv format, UTF-8 encoded.


组织数据Organizational data

组织数据是有关员工 (的上下文信息,例如职务、level、location) ,可以来自 HR 或其他信息系统。Organizational data is contextual information about employees (for example, job title, level, location) and can come from HR or other information systems. 有关准备用于上载的组织数据文件的详细信息,请参阅 Prepare 组织关系 dataFor detailed information on preparing an organizational data file for upload, see Prepare organizational data.

分析设置Analysis settings

  • 物主 – Workplace Analytics 分析师拥有对此页面的完全访问权限,并且有限的分析师具有只读访问权限。Owners – Workplace Analytics Analysts have full access to this page and limited Analysts have read-only access.

在 " 分析设置 " 页上,您可以创建和自定义会议排除规则以删除会议 (例如不与工作) 相关的约会,这些约会不希望包括在分析中。On the Analysis settings page, you can create and customize meeting exclusion rules to remove meetings (such as appointments that are unrelated to work) that you don't want to include in analysis.


有关如何创建新的排除规则的详细信息,请参阅 会议排除规则:演练会议排除规则:工具和概念For detailed information on how to create new exclusion rules, see Meeting exclusion rules: walkthroughs and Meeting exclusion rules: Tools and concepts.

管理设置Admin settings

  • Owner – Workplace Analytics Admins 对此页面具有完全访问权限Owner – Workplace Analytics Admins have full access to this page

在 " 管理员设置" 中,可以配置 系统默认值隐私设置管理器设置In Admin settings, you can configure system defaults, privacy settings, and manager settings.


系统默认值System defaults

在 " 系统默认值 " 页上,您可以配置以下各项:On the System defaults page, you can configure the following:


对这些系统默认值所做的更改将在下次对组织 (HR) data or Office 365 协作数据进行数据刷新之后立即应用。Changes made to these system defaults are applied soon after the next data refresh of your organizational (HR) data or Office 365 collaboration data. 这些更改适用于数据追溯,并且可能影响历史指标的计算。These changes apply to data retroactively and can affect calculations of historical metrics.

默认时区Default time zone

使用此设置可为您的组织配置默认时区。Use this setting to configure the default time zone for your organization. 通常情况下,这是公司总部的时区或大多数员工所驻留的时区。Typically, this is the time zone of the corporate headquarters or the time zone in which most employees reside.

工作区分析首先尝试读取每个用户邮箱中的时区。Workplace Analytics first attempts to read time zones from each user's mailbox. 如果尚未为邮箱设置时区,工作区分析将尝试从 组织数据中确定它。If time zone has not been set up for the mailbox, Workplace Analytics tries to determine it from the organizational data. 如果未在组织数据中上载时区,工作区分析将从此页上的设置中读取时区。If time zones have not been uploaded in the organizational data, Workplace Analytics reads the time zone from the setting on this page. 如果此页上未设置默认时区,则 Workplace Analytics 将使用太平洋时间 (US) 。If the default time zone was not set on this page, Workplace Analytics uses Pacific Time (US).

工作区分析在对协作活动(如电子邮件和会议)的计算中使用时区设置。Workplace Analytics uses the time zone setting in calculations of collaboration activities, such as emails and meetings. 它仅对尚未处理的 Office 365 数据使用此设置。It uses this setting only for Office 365 data that it has yet to process. 更改时区设置不会影响已处理的数据。Changing the time zone setting does not affect data that has already been processed.

设置默认时区To set the default time zone
  1. 对于 "系统默认值" 页上的默认时区,选择默认情况下用于分析的适用时区。For Default time zone on the System defaults page, select the applicable time zone to use by default for analysis.
  2. 选择“保存”。Select Save.

工作日和工作时间Working days and hours

用户可以在 Outlook 设置中设置自己的工作日和时间。Users can set their own working days and hours in Outlook settings. 工作区分析首先尝试从每个用户的邮箱读取这些自定义设置。Workplace Analytics attempts to read these custom settings from each user’s mailbox first. 如果失败,则对员工的默认设置使用您在 系统默认设置中设置的工作日和工作时间。Failing that, it uses the default settings for employees' working days and hours that you set in System Defaults.

工作区分析使用协作活动(如电子邮件和会议)的计算中的 "工作日" 和 "小时" 设置。Workplace Analytics uses the working days and hours settings in calculations of collaboration activities, such as emails and meetings. 它仅对尚未处理的 Office 365 数据使用这些设置。It uses these settings only for Office 365 data that it has yet to process. 更改 "工作日" 和 "小时数" 设置不会影响已处理的数据。Changing the working days and hours settings does not affect data that has already been processed.

设置默认工作日和工作时间To set default working days and hours
  1. 对于 "工作日", 选择相应的一周中的一天。For Working days, select the appropriate days of the week.
  2. 在 " 开始时间 " 和 " 结束时间工作时间)" 中,选择默认情况下要用于分析的开始时间和结束时间。For Start time and End time in Working hours, select the start and end times to use by default for analysis.
  3. 选择“保存”。Select Save.

小时工资率Hourly rate

工作区分析使用小时费率计算低质量会议的成本,其中人员的组织的每小时费率乘以低质量会议小时数。Workplace Analytics uses hourly rate to calculate the cost of low-quality meetings, where a person's hourly rate for the organization is multiplied by number of low-quality meeting hours. 工作区分析首先尝试从组织 (HR) 数据中获取小时工资率值。Workplace Analytics first tries to get the Hourly rate value from organizational (HR) data. 如果失败,则使用此页面上设置的小时费率的值。Failing that, it uses the value of Hourly rate that is set on this page. 有关详细信息,请参阅 会议概述For more information, see Meetings overview.

设置默认的小时费率To set the default hourly rate
  1. 对于 "系统默认值" 页上的 "每小时费用",输入默认情况下用于分析的平均员工小时工资率。For Hourly rate on the System defaults page, enter an average employee hourly rate to use by default for analysis.
  2. 选择“保存”。Select Save.

对外部域重新分类Reclassify external domains

使用此设置,可以将一个或多个外部域重新分类为内部域,其中包括在组织数据分析中的域。With this setting, you can reclassify one or more external domains as internal, which includes them in your organizational data analysis.

在添加域并保存此设置的更改后,它会将与指定域相关的所有数据更改为组织内部的,如下所示:After you add a domain and save the change for this setting, it'll change all of the data related to the specified domain as internal to your organization, as follows:

  • 浏览图表和指标会将域显示为指定日期范围内的内部 追溯Explore charts and metrics will show the domain as internal retroactively for the specified date range. 例如,此域中的员工将从外部协作者更改为 " 浏览 " 页面中显示的所有协作指标。For example, employees in this domain will change from external to internal collaborators for all collaboration metrics shown in the Explore pages.
  • 来自此域的组织和 Office 365 数据将更新为在 下一次数据刷新后内部。Organizational and Office 365 data from this domain will update to be internal after the next data refresh.
  • 源数据将包含此域 (以前的外部) 在内部协作者指标和适用的覆盖率数据将根据此新域分类而变化。Sources data will include this domain (previously external) in internal-collaborator metrics and applicable coverage data will change based on this new domain classification.
  • 可以通过删除已重新分类的域来还原更改。The changes can be reverted by removing the domain that was reclassified.
  • "隐私" 设置中排除域将覆盖使用此重新分类设置所做的更改。Excluding domains in the privacy settings overrides the changes made with this reclassification setting. 也就是说,排除的域仍然被排除,无论是否将其重新分类为内部。That is, an excluded domain remains excluded, whether or not it's reclassified as internal.

隐私设置Privacy settings

在 "管理员设置 > 隐私设置" 中,您可以决定要从分析中排除的数据以及您希望在查询浏览图表中看到哪些数据。In Admin settings > Privacy settings, you can decide what data you want to exclude from analysis and what data you want visible in Queries and Explore charts. 观看 隐私视频 ,了解有关工作区分析如何使个人数据保密的详细信息。Watch the Privacy video to learn more about how Workplace Analytics keeps personal data private. 您可以使用隐私设置执行以下操作:You can use privacy settings to:


更改隐私设置后,所做的更改将在下一星期中处理数据后生效。After you change privacy settings, your changes take effect after data is processed in the following week. 这意味着这些更改不会影响已提取的数据。This means that these changes do not affect data that has already been extracted. (例如,用于排除电子邮件、会议和域的隐私设置不会影响数据追溯。 ) (For example, the privacy settings for excluding email, meetings, and domains do not affect data retroactively.)

隐私视频Privacy video

最小组大小Minimum group size

最小组大小规则可防止在 浏览图表 中和 计划数据中标识人员。The minimum-group-size rule protects people from being identified in Explore charts and in Plans data. 如果更改此设置,所做的更改将立即生效。If you change this setting, your change takes effect immediately.

默认的最小组设置为 5,这是 允许的最小值The default minimum-group setting is five, which is the minimum allowed value. 您可以根据您的特定组织的隐私要求更改此设置。You can change this setting according to the privacy requirements of your specific organization.

例如,下图中左侧的列显示了超出最小组设置的组的图表数据。For example, the columns on the left in the following graphic shows chart data for groups that exceed the minimum-group setting. 右侧灰显的列表示比最小组设置更少人员的组的 不可用数据The grayed-out columns on the right represent unavailable data for the groups with fewer people than the minimum-group setting.



最小组大小规则适用于从 HR 数据派生的图表,这是有关您的组织的信息,如特定级别的经理或特定城市中的员工。The minimum-group-size rule applies to charts that are derived from HR data, which is information about your organization, such as managers at a specific level or employees in a particular city.

直方图图是一个例外Histogram charts are an exception

对于直方图,最小组大小规则采用以下方式以不同的方式应用:For histogram charts, the minimum-group-size rule is applied differently, in the following ways:

  1. 如果筛选器组太小,则不会显示直方图。If the filter group is too small, no histogram appears.

    如果直方图对其数据使用的筛选器组低于最小组大小,则工作区分析根本不显示直方图。If the filter group that the histogram uses for its data is below the minimum group size, Workplace Analytics does not display the histogram at all.

  2. 如果纸盒填充过小,则仍显示该纸盒。If the bin population is too small, the bin still appears.

    在柱状图中,x 轴由基于平均指标值的 (矩形) 组成,并且 y 轴确定其平均指标值将其放在该 bin 中的人员数。In histograms, the x-axis consists of bins (rectangles) that are based on average metric values, and the y-axis determines the number of people whose average metric value puts them in that bin. 这些值不反映组织 (HR) 数据。These values do not reflect organizational (HR) data. 因此,即使它包含的用户数少于最小组设置,直方图仍可以显示一个 bin 的数据。So the histogram can still show data for a bin even if it contains fewer people than the minimum-group setting. 直方图图表可以安全地显示此数据,因为数据是基于来自观察行为的计算( 而不是基于 HR 数据)进行的。Histogram charts can safely show this data because the data is based on calculations from observed behavior, not from HR data.

    即使直方图的 bin 仅包含一个人的数据,它仍然可以显示该数据。Even if a histogram bin has data for only one person, it can still show that data. 你不能挑选个人,因为你不知道他们属于哪个 HR 组。You cannot single out the person because you don't know which HR group they belong to. (在其他图表(如柱形图)中,组中的某个人的阈值可能是可识别的,但在直方图中,用户所属的 HR 组是较大的筛选器组。 ) 也无法确定特定人员的确切指标值,因为它们位于最低0.5 小时区域的 bin 中。(In other charts, such as column charts, a person in a group below the threshold might be identifiable, but in a histogram the HR group to which people belong is the larger filter group.) You also cannot determine the precise metric value of specific people because they are in a bin with a minimum 0.5-hour range.

    您可以在工作区分析的以下区域中查看直方图:You can see histogram charts in the following areas of Workplace Analytics:

哈希主题行Hash subject lines

使用此设置可控制是否在 会议查询 结果中显示或哈希主题行,默认情况下这些行 显示。Use this setting to control whether to show or hash subject lines in Meeting query results, which, by default, are not shown.

如果对 "哈希主题行 " 选择 "是" ,则会将其转换为散列值 (系统生成的号码) ,因此任何查询中的文本不可读。If you select Yes for Hash subject lines, they are converted to a hashed value (a system-generated number), so the text in unreadable in any queries. 您仍可以创建包含主题行条款的会议查询,如会议属性。You can still create meeting queries that include subject-line terms, such as for meeting attributes. 但是,不能看到显示主题行的会议列表。However, you won't be able to see a list of meetings that show the subject lines. (在设置此设置后,它会立即生效,影响已处理的数据。 ) (After you make this setting, it takes effect immediately, affecting data that has already been processed.)

例如,可以使用主题行关键字 "双手" 运行查询。For example, you could run a query with the subject-line keyword "All-hands." 根据您在查询中包括的属性,结果可以显示具有该主题行的数据,包括会议数、会议的长度和大小等。Based on the attributes you include in the query, the results could show data with that subject line, including the number of meetings, the length and size of the meetings, and so on. 但是,您无法为每个双手会议) 获取主题行 "全手" (的所有会议的特定列表。However, you could not get a specific list of all the meetings with the subject line "All-hands" (a row for each all-hands meeting).


工作区分析提供了第二个机会来控制查询输出中包含的 HR 属性。Workplace Analytics offers a second opportunity to control which HR attributes are included in query output. 您可以在映射上载的 HR 数据时,在下拉菜单中选择 "在报告中包含" 和 "报告中的哈希" 选项。You can make selections for the "Include in report" and "Hash in report" options in a dropdown menu when you map uploaded HR data. 有关详细信息,请参阅上载组织数据字段映射部分中的在报告中包含的说明和报告中的哈希值For more information, see the descriptions of Include in report and Hash in report in the Field mapping section of Upload organizational data.

排除域或电子邮件地址Exclude domains or email addresses

您可以从包含特定电子邮件地址的特定域或数据中排除数据:You can exclude data from specific domains or data that includes specific email addresses:

  • 在 " 排除域" 中,可以输入一个或多个要从分析中排除的域。In Exclude domains, you can enter one or more domains to exclude from analysis. 任何涉及这些域中包含的人员的电子邮件、会议、呼叫或即时消息都将被排除在任何查询之外。Any email, meetings, calls, or instant messages that involve people included in these domains will be excluded from any queries.

  • 在 " 排除电子邮件地址" 中,可以输入一个或多个要从分析中排除的电子邮件地址。In Exclude email addresses, you can enter one or more email addresses to exclude from analysis. 任何具有这些电子邮件地址的电子邮件和会议 (为发件人或收件人,而与会者或被邀请者) 现已从分析中排除。Any email and meetings that have these email addresses (as either sender or recipient, and attendee or invitee) are now excluded from analysis. 对于此设置,需要为每个要排除的别名输入每个电子邮件地址。For this setting, you need to enter every email address for each alias that you want to exclude.


    请务必向 Office 365 管理员请求将许可证分配给任何已排除的电子邮件地址。Be sure to ask your Office 365 admin to not assign licenses to any excluded email addresses.

从主题行排除术语Exclude terms from subject lines

主题行适用于想要设置会议排除规则或查询会议数据的分析师。Subject lines are useful for analysts who want to set up meeting exclusion rules or to query meeting data. 您可以输入要从分析中排除的电子邮件和会议的主题行中出现的特定关键字或术语的列表。You can enter a list of specific keywords or terms that occur in the subject lines of emails and meetings that you want to exclude from analysis.

术语可以是字母、数字和特殊字符的任意组合 (如客户律师权限或 D&我) 。Terms can be any combination of letters, numbers and special characters (such as client attorney privilege or D&I).

排除设置注意事项Exclusion setting considerations

任何域、电子邮件地址或您排除的术语不会包含在任何分析中,因此务必仔细考虑排除的影响,并将它们与您的隐私和数据分析目标进行平衡。Any domains, email addresses, or terms you exclude will not be included in any of the analysis, so it's important to carefully consider the implications of an exclusion and balance them with your privacy and data-analysis goals. 如果您排除经常出现在协作数据集中的域或术语,则可能会对分析产生不利偏差。If you exclude a domain or term that frequently appears in the collaboration dataset, it could adversely skew your analysis. 在工作区分析中处理元数据之前发生排除。Exclusion occurs before metadata is processed within Workplace Analytics. 这意味着,在您进行了排除设置后,该设置不会影响已处理的数据。This means that, after you make an exclusion setting, the setting does not affect data that has already been processed.

如果您排除 CEO (ceo@company.com) 的电子邮件地址,则将在其中包含 CEO 的所有会议和电子邮件从分析中删除。If you exclude the email address of the CEO (ceo@company.com), all meetings and emails in which the CEO is included are removed from analysis. 因此,对于包含 CEO 的所有会议和电子邮件,这些相同的电子邮件和会议中包含的所有其他收件人和与会者的元数据也将排除在分析之外。So for all meetings and emails that include the CEO, the metadata for all other recipients and attendees included in those same emails and meetings is also excluded from analysis.

若要排除包含关键字 "机密"、"ACP" 和 "特权" 的所有电子邮件,请键入: 机密;ACP; 权限To exclude all email that contains the keywords "confidential," "ACP," and "privileged," you would type: confidential;ACP;privileged

排除逻辑Exclusion logic
  • 您可以使用大写或小写关键字。You can use upper or lower-case keywords.
  • 必须与主题关键字的确切字符串相匹配。Must match exact string for subject keywords.
  • 与部分词不匹配;您必须将所有部分单词以单独的术语列出。Does not match partial words; you must list all partial words as separate terms.

当您添加要从分析中排除的主题行术语时,工作区分析可能无法识别不常见的复合单词,尤其是日语或中文等语言。When you add subject-line terms to exclude from analysis, Workplace Analytics might not recognize uncommon compound words, especially those in languages such as Japanese or Chinese. 为获得最佳结果,请使用由分号分隔的单个单词。For best results, use single words, separated by semicolons.

主题行中要排除的术语Term from subject line to exclude 实际主题行Actual subject line 排斥Excluded
法律; 收购legal;acquisition 验证这是否合法Verify this is LEGAL 将忽略 "是"-CaseYes - Case is ignored
法律; 收购legal;acquisition 这是非法的Is this illegal No-不匹配部分单词,也不排除非法No - Does not match partial words, and did not exclude illegal
法律; 收购legal;acquisition 完成收购Acquisitions are finalized No-不匹配部分单词,也不排除收购No - Does not match partial words, and did not exclude acquisitions
法律; 收购legal;acquisition 这是合法收购Is this a legal acquisition 是-同时排除法律和收购Yes - Excluded both legal and acquisition

了解有关 工作区分析隐私和数据访问的详细信息。Learn more about Workplace Analytics privacy and data access.

配置隐私设置To configure privacy settings

  1. 在 "管理员设置 > 隐私设置" 中,若要在 visual 仪表板中显示的最小组大小,请设置最小组大小。In Admin settings > Privacy settings, for Minimum group size to display in visual dashboards, set the minimum group size. 不能使用低于5的值。You cannot use a value lower than 5.


以下排除设置是可选的,并且仅更改查询结果。The following exclusion settings are optional and only change query results. 这些设置不会更改查询的工作方式。These settings do not change the way a query functions.

  1. 在 " 哈希主题行" 中,选择 "是" 以哈希主题行的查询结果中。In Hash subject lines, select Yes to hash subject lines in query results.
  2. 在 " 排除域" 中,键入一个或多个要排除的域。In Exclude domains, type one or more domains to exclude.
  3. 在 " 排除电子邮件地址" 中,键入一个或多个要排除的电子邮件地址。In Exclude email addresses, type one or more email addresses to exclude.
  4. 在 " 排除主题行的术语" 中,键入一个或多个要排除的术语或关键字。In Exclude terms from subject lines, type one or more terms or keywords to exclude.
  5. 仔细确认所有设置,然后选择 " 我确认所有隐私设置均正确"。Carefully confirm all settings, and then select I confirm that all privacy settings are correct. 仅当选中此复选框时,才能完成设置。Settings can be finalized only when you select this check box.
  6. 在页面的右上角,选择 " 保存"。At the top right of the page, select Save.


  • 在初始安装后,对隐私设置的所有后续更改都会对组织 (HR) data 或 Office 365 协作数据的下一次数据刷新产生影响。All subsequent changes to privacy settings after the initial setup, take affect on the next data refresh of your organizational (HR) data or Office 365 collaboration data.
  • 哈希主题行 所做的更改将立即生效在会议查询结果中。Changes to Hash subject lines take affect immediately in meeting query results.
  • 对 " 最低组 " 和 " 哈希主题行数 " 设置的更改将追溯应用于 所有数据,包括历史数据。Changes to the minimum group and Hash subject lines settings apply retroactively to all data, including historical data.
  • 对其他从分析设置的排除的更改仅适用于在下一次数据刷新期间收集的 新数据 ,不会影响历史数据。Changes to the other exclude from analysis settings apply only to new data collected during the next data refresh and do not affect historical data.

管理器设置Manager settings

在 " 管理器设置 " 页上,您可以允许所有已衡量人员经理或特定经理访问有关其团队的聚合协作见解,以及在工作区分析中为其团队启动计划的能力。On the Manager settings page, you can allow all measured people managers or specific managers access to aggregate collaboration insights about their team and the ability to start plans for their team in Workplace Analytics. 只有其团队达到或超过 " 最小团队大小 " 设置的管理员才能访问工作区分析。Only managers whose team meets or exceeds the Minimum team size setting can access Workplace Analytics. 团队的规模对经理和在组织的报告层次结构中直接或间接报告给该经理的所有员工进行计数。The size of the team counts the manager and all the employees who directly or indirectly report to that manager within the organization's reporting hierarchy.

以下是基于在工作区分析中成功上载和处理的最新组织 (HR) 数据:The following are based on the latest organizational (HR) data that's been successfully uploaded and processed in Workplace Analytics:

  • 测量经理 -在工作区分析中分配了许可证的人员经理总数。Measured managers - Total number of people managers who are assigned licenses in Workplace Analytics.
  • 已启用管理器 -满足最小团队规模的人员经理总数,并可访问其团队在工作区分析中的见解和规划。Managers enabled - Total number of people managers who meet the minimum team size and have access to their team's insights and plans in Workplace Analytics.


  • 最小团队规模 -您可以设置一个团队的最小大小,允许经理查看其见解并为其启动计划。Minimum team size - You can set the minimum size of a team that a manager is allowed to view insights about and start plans for. 允许的最小大小为10。The minimum size allowed is 10. 此部分还介绍了有多少已衡量的管理者当前拥有的团队等于或大于最小设置。This section also shows you how many measured managers currently have teams that are equal to or more than the minimum setting.
  • 见解和计划 -你可以选择允许所有授权经理访问有关其团队的聚合协作见解,并为其团队启动和管理计划。Insights and plans - You can select to allow all licensed managers access to aggregated collaboration insights about their teams and to start and manage plans for their teams. 或者,您可以上传一个 .csv 文件,其中列出了您希望在工作区分析中向其团队的见解和规划提供访问权限的经理的电子邮件地址。Or you can upload a .csv file that lists the email addresses for the managers you want to give access to their team's insights and plans in Workplace Analytics.
    • 如果你启用了 见解和计划 ,则你的组织层次结构文件还将用于对 Insights 外接程序MyAnalytics 仪表板和其他 MyAnalytics 表面中的管理人员加电个人见解。If you turn Insights and plans on, your organizational hierarchy file will also be used to power personal insights for managers in the Insights add-in, the MyAnalytics dashboard, and other MyAnalytics surfaces. 个人洞察力帮助管理器可改进其对直接下属的个人影响和关系,并由经理自己的 Outlook 邮箱中的信息提供支持。Personal insights help managers improve their personal impact on and relationships with direct reports, and are powered exclusively by information from the manager's own Outlook mailbox. 了解有关人员经理的个人见解的详细信息,以 帮助人员管理人员Learn more about personal insights for people managers in Assistance for people managers.

配置管理器设置To configure manager settings


在管理员可以访问工作区分析之前,必须为其分配工作区分析许可证,并拥有满足或超过 最小团队大小 设置的团队。Before managers can access Workplace Analytics, they must be assigned a Workplace Analytics license and have a team that meets or exceeds the Minimum team size setting.

  1. 在 "管理员设置 > 管理器设置" 中,选择更改 "打开",以允许具有最小团队大小的管理者访问工作区分析中的团队数据。In Admin settings > Manager settings, select to change the switch On to allow managers with the minimum team size access to their team data in Workplace Analytics.

  2. 选择下列选项之一:Select one of the following:

    • 所有经理 -允许所有已测量的经理访问。All managers - Allows all measured managers access.

    • 选择 "管理器 (上传 .csv) -使您能够授予特定的管理员访问权限。Select managers (upload .csv) - Enables you to give specific managers access. 您需要执行以下操作:You then need to:

      a.a. 创建一个 .csv 文件,其中列出了选择管理器的电子邮件地址。Create a .csv file that lists the email addresses for the select managers.

      b.b. 选择 " 上传 " 以上载此列表。Select Upload .csv to upload this list.

  3. 如果你允许所有经理访问,请继续执行 步骤 4If you're allowing all managers access, continue to Step 4. 如果为选择管理器设置访问权限,请选择 " 下载当前启用的手动上载管理器列表 .csv " 以确认哪些管理器现在有访问权限。If setting up access for select managers, select Download currently enabled manual upload manager list .csv to confirm which managers now have access. 如果发生错误(如电子邮件无效或未授权的管理器),则 .csv 文件将显示该管理器的错误。If an error occurs, such as an invalid email or an unlicensed manager, the .csv file will show the error for that manager.

  4. 在 " 最小团队大小" 中,可以将 "最小值" 更改为大于 10 (的数字,这是允许的最低设置) ,这会将访问权限限制为只有团队等于或大于该数字的那些经理。In Minimum team size, you can change the minimum to a number more than 10 (which is the lowest setting allowed), which limits access to only those managers who have teams equal to or more than that number.

  5. 选择“保存”。Select Save.


对这些设置所做的更改可能需要一小时才能应用。Changes to these settings can take up to an hour to apply.