Vitals Insights

Taking Action on Vitals


One of the key benefits of Vitals is that people leaders can discuss an employee's Vitals scores directly in the platform. Using Insights, Admins and managers can collaborate to brainstorm possible actions to take as a result of an employee's Vitals score.

In Vitals Analytics, you'll see a row for all employees with their Vitals. On the right, you'll see an Add button; click here to begin a conversation with any or all of the people leaders who have visibility into this employee's Vitals. 

From the panel at the right, you'll see the default followers who will be notified about any conversation you begin about this employee. You can click the Add icon to add an additional person here (they must have visibility into the particular employee's Vitals in order to be added). You can also hover over any follower and click the "X" to remove them as a follower. Anyone you remove as a follower will still be able to view any conversation you initiate about this employee, but they will not receive an email notification for any comment you add here. In the "New Insight" text box, you can type a comment or thought you'd like to share with the group of leaders about this particular employee.  

From the Insight Type drop down menu, you can select an action you'd like to recommend. If your comment is not related to any of the Insight Types, you can leave the Insight Type as "None" and click Add Insight to add your comment. This comment will be visible to anyone who can see this employee's Vitals; any followers will receive an email notification prompting them to view your comment. 

About Insight Types

Admins are able to customize Insight Types for your organization. From Vitals Administration, click the Insight Types tab to view our six default Insight Types. These are simply tags that represent talent management strategies your team may want to leverage; you can use them to help frame your conversation on next steps to take with an employee based on their Vitals. You can edit or replace any of the 6 default Insight Types. For example, if you want to replace the Compensation Review option with a different strategy that is pertinent to your organization such as "Recommend for Promotion", you can click into the Compensation Review field and update the text to your preferred strategy here. However, you cannot delete or add an Insight Type.  

On the right hand side, you will see a tally of how often each Insight Type has been used by anyone at your company.