Personal Settings

Personal Settings is your full profile in WorkSights — where you manage everything from your identity and timezone to your schedule, connected services, and notification preferences. It is also where AI Context for your individual work is set, giving WorkSights the context it needs to generate accurate Insights about you.

You can open Personal Settings from the user menu in the top right corner by clicking My Profile, or from Settings → Personal in the top navigation. Managers and Executives can also open any team member's profile by clicking their name in the Team List.

Overview Tab

The Overview tab is the foundation of how WorkSights understands you. It brings together your identity, location settings, categories, roles, and reporting relationships.

Email — synced automatically from Google Workspace or Microsoft 365. To change it, update it in your directory and WorkSights will reflect it automatically.

Position — your title or role within the organization. You can edit this field directly.

Categories — the functional role category you are assigned to, such as CEO / Founder or Account Executive. Categories determine which Observers watch your activity and how WorkSights contextualizes your work in reports and Insights. You can have more than one category assigned.

Region — determines which public holidays apply to you and how WorkSights recognizes your working days. Keeping this accurate ensures your scores reflect your actual local calendar.

Timezone — tells WorkSights how to translate activity timestamps from connected services into your local time. Choose a city-based timezone from the dropdown to ensure automatic daylight savings adjustments. For distributed teams, an incorrect timezone can shift an entire day's activity into the wrong date.

AI Context — a plain-language description of your current focus, working style, and responsibilities. This is what WorkSights uses to interpret your activity intelligently rather than reading raw data in isolation. Describe what you are working on, what your role demands, and anything that would help a manager or the AI understand your day accurately. See the AI Context guide for more on what to write.

Roles

The Roles panel shows the permissions assigned to you for this account — Member, Manager, Executive, Admin, or any custom roles. Admins and Executives can add or remove roles here.

Relationships

The Relationships panel shows your manager and the people who report directly to you. Keeping these accurate ensures that WorkSights reports and Insights reach the right people and are scoped correctly. For more complex structures, see the Assign Manager Relationships guide.

Scores Tab

The Scores tab shows your personal score history in a bar chart, defaulting to the last 28 days. Each bar represents one day and is color-coded based on how closely you met your target for that day.

Switch between Last 14 Days, Last 28 Days, or a custom date range using Change Date Range at the top right.

The color system works as follows:

🔴 Red — low activity or a day with limited data from connected services

🟡 Yellow — below target but still present

🟢 Green — target achieved, steady healthy workday

🔵 Blue — above target, strong effort

🟣 Purple — significantly above target, potential overwork or burnout risk

⚫ Black — activity recorded on a non-work day

🌴 Palm tree — recognized non-work day, holiday, or scheduled day off

⌛ Hourglass — score still being calculated

Lower scores do not always mean less work was done. They can also mean WorkSights did not receive complete data from your connected services that day. If activity consistently looks lower than expected, check your connected services in the Services tab.

Schedule Tab

The Schedule tab defines when your workdays occur and how many hours count as a full day in WorkSights. These settings are what WorkSights uses to calculate your score fairly relative to your actual working pattern.

Your Default Schedule is shown at the top, along with your Score Target Goal — the percentage of scheduled hours you are expected to reach in a day. The default is 80%, which accounts for breaks, context switching, and offline work.

The schedule table shows each day of the week with its configured start time, end time, and target hours. Non-work days are shown as such.

Custom Schedules

Click + Add Custom Schedule to create a schedule for a specific date range. For each day within that range you can choose to copy your default schedule, set custom hours, or mark the day as a non-work day entirely.

Custom schedules are the right way to represent vacations, reduced hours, travel weeks, or any period where your working pattern differs from the default. Once the custom schedule's end date passes, WorkSights automatically returns to your default.

WorkSights shows custom schedules visually throughout the product, making it easy for managers to see when someone's availability differs from their normal pattern.

Services Tab

The Services tab shows which integrations are connected for you specifically — the external platforms WorkSights is processing activity from on your behalf.

Each row shows the service, the remote account linked to you from that platform, whether the service is currently active, and when WorkSights last processed data from it.

Active (green toggle) — WorkSights is processing activity from this service for you.

Inactive (gray toggle) — WorkSights has stopped collecting new data from this service. Past activity remains visible.

Sub-services — such as the individual HubSpot modules (CRM, Marketing, Sales, Service, Engagement) — appear below their parent service. Parent-level toggles control the entire integration; feature-level toggles control individual data streams.

The Last Processed timestamp is the most useful indicator when activity looks incomplete. A stale or never-processed timestamp usually means a mapping issue or a connection that needs refreshing and is not necessarily indicative of absence of work.

Preferences Tab

The Preferences tab has two sections: Notifications and Automation.

Notifications

The notifications matrix here mirrors the one in Settings → Notifications. Toggle each notification type on or off across in-app, email, and Slack channels. Changes here apply only to you.

If you have never logged in, a warning will appear noting that WorkSights will not send notifications until you sign in at least once.

Automation

WorkSights can automatically adjust your timezone when it detects a change in connected services. Three sources can trigger an update:

Geo Location — based on your current IP address.

Calendar — if your connected calendar detects a timezone change.

Email — from email headers indicating your current region.

Keeping automatic timezone adjustment on is recommended if you travel frequently or work across multiple regions. It prevents activity from being attributed to the wrong day and keeps your scores accurate.

Related Guides

AI Context — what to write and how it shapes your Insights and reports

Notification Settings — full detail on notification types and channels

Assign Manager Relationships — setting up reporting lines

Team List — managing your team's profiles from a single view