☑️ Setup Checklist
Before launching employeeInsite, complete the following:
🖥️ IT Configuration
Email Whitelisting
Whitelist the email addresses below to ensure delivery of assessment links and notifications. Additionally, all emails originate from below IP address.
SENDER ADDRESS
DOMAIN
ENVELOPE SENDER
STATIC IP ADDRESS
159.183.195.220
Domain Access
Your network must allow traffic to employeeinsite.work and all subdomains.
Phone Notifications (Optional)
Notifications can be sent via SMS in addition to, or instead of, email. To enable this, include phone numbers in your HR data file. During import, the administrator will be prompted to opt in to phone-based notifications.
All SMS messages come from +1 (309) 332-7889
🔒 Authentication & Account Provisioning
employeeInsite creates an initial admin account for a designated administrator.
Single Sign-On (SSO)
Employees log in using existing corporate credentials through OpenID Connect (OIDC) with either Google Workspace or Microsoft Azure AD. Alternative login methods include passwordless 'magic' links and one-time passcodes sent via email/SMS.
Admin Consent
If your organization requires approval before employees can authorize third-party applications, your IT administrator must grant tenant-wide consent to the employeeInsite application. Without this, employees will see a 'Need Admin Approval' error when attempting to log in.
HR Import
Accounts are provisioned in bulk through a guided and secure spreadsheet upload within the admin panel. Your organization provides employee information including names, one or more contact methods (email/phone number), reporting line information (supervisors), and employee demographic data. This is the primary method for onboarding employees and can be repeated as your organization changes.
Accounts may also be provisioned/deactivated manually within the admin panel as needed.
👥 Access Controls
Roles
Each user is assigned one of two roles:
Role | Description |
Admin | Grants access to the admin panel where administrators manage users, teams, assessments, and notifications. Admins cannot see any confidential employee data and all admin actions are audit logged. |
User | Grants standard access to personal assessment results, team results (for those in leadership roles), reports, and our AI tool. |
Leader Dashboard Views
Access to certain features is granted independently of role:
Resource | Description |
Atlas | An organization-wide analytics dashboard with advanced reporting
and demographic filtering. Access can be granted to any user and
must be explicitly assigned. Admins do not receive Atlas access by
default. |
Compass | A manager/supervisor/leader dashboard for any user that is
designated as a team leader. Teams are automatically created during
an HR import based on supervisor information and may be managed
manually via the admin panel.
|
💬 Support Contacts
TECHNICAL SUPPORT
For platform issues, import errors, or user-login trouble, contact support@emloyeeinsite.work.
SECURITY INCIDENTS
Report potential security incidents or data concerns immediately to employeeInsite or Andrew Hellrigel: +1 (309) 219-5595.
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