This page covers what you need to get started before you have a Pensero account.
Once you register, you’ll have access to more detailed guidance on how to prepare your onboarding, connect your tools, and get the most out of Pensero from day one.
The Pensero Solution
Pensero is designed to be easy to roll out and simple to use. It fits into your existing workflows and brings clarity without adding process overhead.
You can create a Pensero account through self-onboarding and get started immediately. If you need help at any point, our team is available to support you during setup and beyond.
Step 1: Connect Your Tools
Pensero plugs into the tools you already use.
No new processes. No extra work for your team.
In a few minutes, Pensero starts capturing a complete picture of what’s actually happening.
Step 2: Get Full Transparency
Pensero brings everything together across code, tickets, documents, and collaboration.
Instead of fragmented data, you get a single, clear view of where effort goes and what is really being delivered.
Step 3: Decide with Clarity
When everyone looks at the same data, conversations change.
Teams align faster, trade-offs become visible, and decisions are based on facts, not perception.
This is how you move from guessing to understanding.
Have Questions?
If you’re not yet a Pensero customer and would like to learn more, you can book a demo with our team. We’ll walk you through how Pensero works and how it can help bring clarity to your organization.
Preparing your onboarding
This guide tells you exactly what to prepare. Follow these steps and you will be up and running in under 15 minutes.
First, assign your admin
Someone on your team needs to be the Pensero admin. This is the person who sets up the accounts for everyone else. Send their email to your Pensero account manager to get started.
You have two options:
One thing to know: Pensero uses Single Sign-On. No passwords. You log in with Microsoft O365, Google, or GitHub. Make sure your admin has one of those ready before the call.
Second, get the right permissions
Each integration requires someone with admin-level access. That is not always the same person.
Here is what you need:
Repositories (GitHub, GitLab, Bitbucket): Organization owner
Ticketing (Jira, Linear, GitHub Issues, YouTrack): Workspace Admin
Documents (Notion, Confluence, Google Drive): Workspace Admin
AI (Cursor, Github Copilot, Claude Code, Gemini, Codex, Cline): Workspace Admin
Collaborative conversations (Slack, Microsoft Teams, Google Chat) : Workspace access
Absence Calendar (Google, Microsoft Teams) : Your HR absence calendar must already be synced with Calendar before you connect
Third, connect your tools
After the onboarding you can manage your Integrations and connect each tool your team uses.
Code repositories
Pensero can keep track of your team's pull requests and related interactions. We ask for information about PR discussions, reviews, and feedback.
We do access and analyze your code changes but we never store it.
Ticketing and project management
Pull requests are just one part of the picture. Connect your tickets and unlock a greater understanding of the work being done in your teams.
Documents
Connect Pensero to the places where work happens. Share key documents such as design reviews, PRDs, and technical specifications.
We only analyze work-related content to understand collaboration and progress, ensuring privacy for all other information.
AI coding tools
Connect every AI tool your team uses. Pensero will show you adoption per engineer, the real impact on delivery, and whether speed is coming at the cost of quality.
If a tool you use is not in the list, flag it to your Pensero contact. We will look into adding it.
Collaborative conversations
Connect your organization's Slack, Microsoft Teams, or Google Chat with Pensero and get insights about the collaborative work happening within selected team channels. We suggest connecting Pensero to channels like engineering, team, or project-specific channels.
Absence Calendar
Connect your calendar and keep track of team absences. This allows you to better understand any deviations in delivery.
Important: sync your HR absence calendar with your Calendar first. Then connect in Pensero.
Fourth, add your team
You have three options:
What goes in the CSV
Each row is one person. Here is what to fill in:
First name and last name
Corporate email (this is how they log in)
Start date in MM-DD-YYYY format
Git username (this links their commits and pull requests to their profile, do not skip this)
Team name
Level: 1 for Engineer, 2 for Senior Engineer, 3 for Principal or Staff
Manager email (must match an existing user in the system)
Work mode: Remote, Hybrid, or Onsite
Employment type: FTE or Contractor
Required: email, first_name, last_name, manager, team.
Optional: started_at, level, login_enabled, work_mode, days_in_office_a_week, office, employment_type, github_username, youtrack, custom_Guild
What happens next
Pensero will start processing your data, connecting your integrations and importing your team.
In the upcoming hours, you will have the full picture of your team for the last year.