Merge pull request #31158 from MicrosoftDocs/main

[AutoPublish] main to live - 03/20 10:40 PDT | 03/20 23:10 IST

Author: m365-skilling-repo-management[bot]

copilot/workforce-insights-agent.md

@@ -1,7 +1,7 @@
 ---
 title: Workforce Insights agent
 description: This article details how to use the Workforce Insights agent
-ms.date: 12/08/2025
+ms.date: 03/20/2026
 ms.service: microsoft-365-copilot
 ms.topic: how-to
 ms.localizationpriority: medium
@@ -16,7 +16,7 @@ ms.collection:
 # Workforce Insights agent
 
 > [!IMPORTANT]
-> The Workforce Insights agent is in Frontier and subject to change. For more information about the Frontier program, see [What is Frontier?](https://support.microsoft.com/topic/what-is-frontier-17c671e0-1906-4d9d-892c-68e11fbff4c7)
+> The Workforce Insights agent is in Frontier and subject to change. For more information about the Frontier program, see [What is Frontier?](https://adoption.microsoft.com/copilot/frontier-program/)
 
 The Workforce Insights agent helps organizational leaders and their specified delegates:
 
@@ -58,6 +58,47 @@ For information on responsible AI principles and usage, see the following articl
 - [Data privacy and security for Microsoft 365 Copilot](/copilot/microsoft-365/microsoft-365-copilot-privacy)
 - [People Skills data and AI guidelines](/copilot/microsoft-365/people-skills-data-and-ai-guidelines)
 
+## Customize how managers are identified
+
+By default, the Workforce Insights agent identifies managers based on organizational hierarchy: any employee with one or more direct reports is considered as a manager. Some organizations, however, use a different definition based on internal HR policies.
+
+To support these scenarios, you can override the default logic by providing a `SupervisorIndicator` column in your organizational data. This column becomes the authoritative signal for determining manager status in manager-related questions, insights, and analytics. This column ensures that manager counts, manager-to-individual contributor (IC) ratios, and related metrics align with your organization's formal definition of a manager.
+
+> [!IMPORTANT]
+> This configuration is fully data-driven. Adding the `SupervisorIndicator` column doesn't change your reporting hierarchy, manager-employee relationships, access control, delegation, or privacy enforcement. Features such as delegation and manager-confidential access continue to rely on direct reporting relationships.
+
+### When to use this feature
+
+Use this feature if your organization:
+
+- Excludes certain roles from being considered as managers such as contractor sponsors
+- Distinguishes people managers from other supervisory roles
+- Uses a formal manager definition that differs from reporting hierarchy
+
+If your definition of a manager already aligns with having direct reports, no additional configuration is required.
+
+### How Workforce Insights interprets `SupervisorIndicator`
+
+Workforce Insights interprets `SupervisorIndicator` using the following parameters:
+
+- Employees defined as "Managers" are treated as managers in Workforce Insights.
+- Employees defined as "Individual contributors" are treated as ICs, even if they have direct reports.
+- If the column isn't provided, Workforce Insights uses the default logic based on direct reports.
+
+> [!NOTE]
+> This override applies only to manager status used in chat responses and analytics.
+
+For instructions on how to upload the SupervisorIndicator attribute, see [Upload and maintain organizational data in the Microsoft admin center](/viva/insights/advanced/admin/upload-org-data-admin-center#how-to-prepare-upload-and-manage-your-data-in-the-microsoft-365-admin-center).
+
+The column must contain one of the following values. Values are case-insensitive but must otherwise match exactly.
+
+- Boolean: `True`, `False`
+- Enumerated strings:  
+    -  Manager: `Mgr`, `Mgr+`
+    - Individual contributor: `ic`
+
+If unsupported values are used, such as additional labels, different spelling, or unexpected formats, Workforce Insights can't reliably determine manager status.
+
 ## Start using the Workforce Insights agent
 
 **To start using the Workforce Insights agent:**