General - Managing Your Inspire Instance (Administrators)
      Back to home
      1. Inspire Online Help Center
      2. General - Managing Your Inspire Instance (Administrators)

      Administrators- Configuring your Inspire Instance.

      This article explains Inspire's configuration and customization options and can be used as a guide for setting up a new instance or to update the settings for an existing instance.

      Inspire Administrators have the ability to configure Inspire settings in three main categories, Settings, Group Management, and User Management.  Select any of the
      All of the options and settings described in this article are controlled within Administration- Settings. To access follow the steps below: 
      Navigate to the Waffle Menu and select Administration.

      Note: the Administration module will only appear for those users who have Administrator Privileges. 

       Use the left-hand navigation pane to locate available settings. The options will differ for each Inspire Administrator type. 
      Inspire Administrators have the ability to configure Inspire settings in these categories: 

      Settings - The options in this section control how Inspire appears to the end users. What modules are available and how things are labeled.

      Company- The Company settings category allows Administrators to:
      • Add a Company Logo- When uploading your Company Logo, follow the specifications in the upload screen. If you need help, please reach out to support@inspiresoftware.com.

      • Select a Default Gallery- this feature allows the Admin to set the default image gallery for all users when new Objectives, Roles, or Values are created by a user. Images within the selected gallery are assigned randomly. Users may choose their own default gallery to meet their preference which will override the administrators setting.
      • Set a default Homepage Background for users from one of the Inspire galleries. When set, it will display for all users unless they have chosen a custom image.
      • Allow Users to Upload Personal Profile Image- If Disabled- Administrators have the ability to upload user’s images. If Enabled Users have the ability to upload their own image.
      • Select Locales (English (default), Spanish and French

       Objective Settings 

      • Personal Perspective - Enabled - Allows Users to Add Personal Objectives / Disabled - Only allows Professional Objectives
      • Select Objective Visibility (Default visibility for all New Objectives and Key Results- Default is Public)
      • Enable/Disable SMART Assessment

      AI Settings

      • Enable Inspire AI Assistant for OKR Generation (Objectives/Corporate Strategy)
      • Enable Inspire AI Assistant for Performance (Performance)
      • Enable Inspire AI Assistant for Conversations (1-1 Module)
      • Enable Inspire AI Assistant for Recognition (Recognition -Description of Achievement)

      Navigation Settings -set the visibility of each Inspire module and choose whether it appears by default on the main menu bar.

       

      Note: If the Available toggle is set to off, the module will not be included in the Module Waffle menu and users will not be able to access it. 


        • Company Roles and Objectives- Populate a list of useful sample roles and objectives that can easily be added by all employees. 
        • Customize Suggestions- Suggestions will be visible in the 1-1 Module (Conversations). If you have suggestions to add, please reach out to support@inspiresoftware.com. 
        • Integrations- Administrator actions required to allow integration from Inspire for additional functionality and accessibility with certain third-party applications.

          Administration - Managing Integrations

           For more information on Integrations, contact support@inspiresoftware.com. 
        • Manage Values - Add Company Values so employees can view in Inspire's Values Module- Company Values. 
        • Notifications- Notifications can be customized in Inspire. Please reach out to support@inspiresoftware.com if you have any questions about customizing notifications. 
        • Quick Start Setup- The Quick Start Widget can be added to the Home Page to easily train new users on the Inspire platform. If you wish to customize the Quick Start- please reach out to support@inspiresoftware.com. 
        • Schedule Management- determine how often employees are required to meet with their supervisors as well as the date and time they submit their weekly plan. 
        • Weekly Plan Cadence- Set the day of the week and time that employee's weekly plan is due. 
        • 1-1 Schedule Cadence- set how often employees are required to meet with their supervisors and by what day and time. 
        • Expected Objective Check In Frequency- Set the amount of time your organization would like your employees to check in on their Objectives. Cadence can be set from 1-6 weeks. 
      Group Management -Create Groups to easily assign within Performance and Learning.  Org Management- Add Business Units, Departments, Employment Roles, Locations, Projects and Regions. 



      • Licenses- View your Inspire Licenses and request additional licenses or new license types. 
      • Users -Add, edit, or delete Inspire users. Change user photos, update passwords, assign supervisors, or grant Administrator rights. Managing Users in Inspire  
      • Personnel Import- If your Organization is utilizing Inspire's Automated SFTP Import process to import your users to Inspire, your Administrator can add their email address to be notified of Successful Imports and Failures. **Inspire's Development team also receives these notifications and will reach out to your Administrator if there is a failure. 
      Utilities
      • Job Scheduler- Your Organization's Job Scheduler will be added and managed by the Inspire Development team. Some notifications are reliant on the Job Scheduler to be sent out. If you have any questions on Notifications or the Job Scheduler, please reach out to support@inspiresoftware.com. 

      Performance Management -

      Performance Agreement Automation- Admins have the ability to Enable this section to allow a change in Manager the ability to view their New Direct Report’s Performance Data. If this is enabled- select the number of days you wish to automatically update the data to the new Manager.  

           
          • Grade Sheet: Define the term(s) used for your Organization’s Performance Management Grade Sheet(s).
          • Employee- Define the term(s) used for your Organization for Employee and Supervisor.
          • Unlock Events- Gives the Admin the ability to unlock Events during a Performance Cycle. If an event is unlocked- Data is preserved, but the employee is able to make changes and resubmit. **Note -Selecting Unlock All Events will Unlock everyone’s Performance Events.

      Talent

       

      Objective

      Settings

      • Check-in Configuration- Enable/Disable Check in Flags and Confidence Levels. Default is Disabled. Admins will need to enable each section in order for users to see the Check-in Flags and Confidence Levels.
        • Allow Confidence Level Override- allows users to Override their Confidence Level if the Key Results show a difference Confidence Level.

      • Progress Customization- Customize the appearance of the objective progress (Red, Yellow, Green).

      • Default for Objectives:
        • Green 90%-100%
        • Yellow 80%-89% 
        • Red 0%-79% 

      Note: Percentages above are of Expected Progress from when the Objective Started and the Due Date.

      Ex) If an Objective Progress is at 30% -

      Start and Due date of 1/1/24-12/31/24

      Expected progress is 28.49% as of today: 

      If the Progress is set at 30% - the Progress indicator will be Green since it is above the Expected Progress. 

      If Progress is set at 25% - The Progress indicator would be Yellow. 

      If Progress is set at 22% - The Progress indicator would be Red.

      • Calculations for Green above: Expected Progress 28.49% x. 91% = 25.6% (Progress above 25.7% would be Green) 
      • Calculations for Yellow above: Expected Progress 28.49% x .80%= 22.8% (Progress between 22.8% and 25.6% would be Yellow) 
      • Calculations for Red above: Progress from 0% to 22.7% would be Red 

       

       

        • Enable / Disable Aspirational Objective Progress Thresholds

      • Default for Aspirational OKRs:
        • Green 70% - 100%
        • Yellow 50% - 69%
        • Red 0% - 49%

      Note: Aspirational Key Results are only available on the Corporate Strategy if Enabled. Aspirational Corporate Key Results re indicated with a Purple Line. 

       

      Team Management

                  Teams- Add Teams in Inspire-Teams can be selected in Inspire’s Builder and when creating Team OKRs. (Teams are also available in some Objective Report Filters

      Adding Teams in Inspire

       

      Learning  


      Managing the Learning Management System

      Assigning and Scheduling Inspire Academy Courses

      Adding Courses to the Inspire Academy

      Managing the Inspire Academy

      Recognition

      Awards- Set up Recognition Awards--

      Administration- Managing Recognition Awards

      Points- If utilizing Points in Inspire- Set up a Budget and allocate points to employees.

      Administration- Points -Recognition

      Surveys

      Management - If you are interesting in Surveys in Inspire- please reach out to support@inspiresoftware.com. 

      FAQ: Administrators