Agents & data 6 min readUpdated September 19, 2026

Install the WorkforcePilot Windows agent

Safely download, pilot, and verify the signed organization-specific agent package.

For AdminsFor ITs

The short answer

Download the current signed installer from the authenticated organization settings, pilot it on a small set of Windows devices, and confirm each device reports to the correct organization and person.

01

Before installing

  • Download only from the organization’s authenticated WorkforcePilot settings.
  • Do not reuse an installer or enrollment material from another customer or clinic.
  • Confirm the device is Windows-based and the intended employee signs in with their normal Windows account.
  • Prepare the organization’s employee notice and monitoring policy before collection begins.

02

Pilot and verify

  1. 1Install on one or two internal test devices first.
  2. 2Allow the employee to use the computer normally for several minutes.
  3. 3Open Monitoring coverage and confirm the device and person begin reporting.
  4. 4Open the employee detail page and verify app activity, status, and screenshots according to policy.
  5. 5Only then expand deployment using the organization’s normal device-management process.

Keep learning

Related help