Answers for using WorkforcePilot well.
Search setup, reporting, Microsoft access, healthcare classifications, privacy, billing, and troubleshooting—written for the people who actually run the product.
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20 practical articles
Get started with WorkforcePilot
A safe first rollout from Microsoft 365 connection through the first reporting device.
Understand productive, active, and idle time
How WorkforcePilot separates computer input, classification, and quiet time in reports.
Use the Healthcare Classification Copilot
Review industry-aware classification guidance while keeping final authority with an admin.
Troubleshoot no signal or stopped reporting
Resolve an empty live table, offline employees, or devices that stopped sending data.
What happens when the free trial ends?
Understand billing-only access, subscriptions, and how to restore normal product access.
Microsoft sign-in and WorkforcePilot access
Why Microsoft authentication can succeed while WorkforcePilot still denies access.
Choose a report date range
Know which cards follow Today or Last 30 days and how to avoid reading the wrong period.
Connect Microsoft Entra ID
What the Microsoft connection imports, which permissions it uses, and how to verify it.
Fix an incorrect app or site classification
Correct a mislabeled application, website, window title, or work-purpose rule.
Healthcare privacy, PHI, and the BAA
Understand customer responsibilities, plan eligibility, and safe healthcare use.
Install the WorkforcePilot Windows agent
Safely download, pilot, and verify the signed organization-specific agent package.
Review employees who use multiple devices
How employee totals avoid double-counting overlapping minutes across workstations.
Review workforce data responsibly
A manager checklist for fair, explainable, and privacy-aware review.
Search for an employee or device
Find people by name, email, username, or computer and open the right level of detail.
Troubleshoot missing screenshots
Check the date, device, activity, permission, and reporting path when no images appear.
Understand “Patient records observed”
What the healthcare activity count means, why it may be zero, and what it deliberately excludes.
Understand live status and data freshness
What active now, idle or quiet, no signal, and recent report updates actually mean.
Use screenshots and Live View responsibly
Apply least privilege, auditability, and human context when reviewing screen content.
Use security groups and manager scope
Keep each manager limited to the Microsoft Entra groups they are assigned to lead.
Verify monitoring coverage
Understand reporting, never reported, and stopped reporting before interpreting performance data.