--- title: Understanding the My Insights Feature description: "**My Insights** in HRSimplified is a powerful feature exclusively available to managers. It provides a real-time overview of team performance, upcoming and late reviews, employee engagement data, and leave liability. By leveraging this feature, managers can make more informed decisions…" url: "https://hrsimplified.org/docs/understanding-the-my-insights-feature/" updated: "2024-10-08" category: Employee Management --- # Understanding the My Insights Feature **My Insights** in HRSimplified is a powerful feature exclusively available to managers. It provides a real-time overview of team performance, upcoming and late reviews, employee engagement data, and leave liability. By leveraging this feature, managers can make more informed decisions and ensure that their teams remain aligned with company goals. ![HRSimplified My Insights section for managers to track performance cycles and Employee engagement details ](https://hrsimplified.org/wp-content/uploads/2024/10/image-39-1024x576.png) --- ## Key Sections of the My Insights Dashboard ### 1. Late and Upcoming Performance Reviews - **Overview**: My Insights allows managers to see which **performance reviews** are due soon and which are already late. This ensures that managers can stay on top of performance evaluations and follow up with employees who have outstanding assessments. - **Actionable View**: From this section, managers can directly take action by sending reminders to employees or peers to complete their assessments. Reviews that are past due will be flagged, and upcoming reviews will be listed based on their due date. ![HRSimplified upcoming performance reviews schedule to monitor late and upcoming reviews/assessments ](https://hrsimplified.org/wp-content/uploads/2024/10/image-36-1024x307.png) --- ### 2. Upcoming Leave Overview - **Track Employee Absences**: In the **Upcoming Leave** section, managers can view the **pending leave requests** and scheduled leave for their team members. This allows managers to plan around employee absences and manage workloads effectively during periods when key team members are out of the office. - **Leave Status**: Managers can see the status of each leave request (approved, pending, or rejected), giving them a comprehensive view of future absences. ![Upcoming leave schedule in HRSimplified under the My Insights menu](https://hrsimplified.org/wp-content/uploads/2024/10/image-37-1024x216.png) --- ### 3. Employee Engagement Metrics The **Employee Engagement** section provides a deep dive into each employee's professional journey and engagement with the company. #### Key Metrics in Employee Engagement: - **Job Titles**: Displays the current job title of each employee. It also tracks when the last **promotion** or **salary increase** occurred, helping managers identify employees who may be due for a role review or recognition. - **Last Leave Request**: Shows the most recent leave request submitted by the employee, including whether it was approved or rejected. - **Last Paid Out Claim**: Provides visibility into the latest claim reimbursement the employee has received. This helps managers stay informed of employee benefits usage. - **Leave Liability Overview**: A critical feature of My Insights is the **Leave Liability** section, which shows how many **annual leave days** have accrued for each employee. This helps managers plan for potential costs associated with accrued leave, especially at the end of the year or during financial planning cycles. ![HRSimplified My Insights view of employee specific engagement data](https://hrsimplified.org/wp-content/uploads/2024/10/image-38-1024x563.png) --- ### 4. Performance Overview for Teams - **Monitor Team Performance**: In addition to individual employee metrics, **My Insights** gives managers a bird's-eye view of their team’s overall performance. This can include aggregated data on completed reviews, goals achieved, and areas where further support or development is needed. - **OKRs and Strategic Alignment**: The performance section can help track how well individual or team efforts align with the company’s broader **OKRs** (Objectives and Key Results), ensuring that performance targets support company-wide goals. --- ## How to Access and Use My Insights ### 1. Navigate to My Insights - Log in to HRSimplified and go to the **Performance Management** module. - Click on **My Insights** from the left-hand menu to access your dashboard. ### 2. Customize Your View - Use the search feature in **My Insights** to focus on specific employees (e.g., leave, performance, engagement). You can prioritize late reviews, view upcoming leave, or drill down into employee-specific data. --- ## Benefits of Using My Insights: - **Proactive Management**: By having real-time data on employee reviews, engagement, and leave, managers can take proactive steps to ensure their teams remain productive and engaged. - **Streamlined Decision-Making**: The data in **My Insights** helps managers make informed decisions on promotions, salary increases, team workload management, and more. - **Performance Tracking**: **My Insights** helps managers stay on top of employee performance, ensuring that assessments are completed on time and that employees receive feedback and development support when needed.