- Selecting the Central Server
- Login to the Web-Based Interface of the Central Server
- Setting up the Organization Structure
- Setting up the Efficiency Categories
- Setting up the Violation Filters
- Viewing the Reports
- General settings
The Central Server is one of the Servers that are installed in the company, which, in addition to a common Server functions, performs the functions of data storage for reports, and the function of storing and editing the following settings:
- organization structure,
- performance evaluations,
- violation filters.
The Central Server has a web-based interface, in which it is possible to view reports and manage the abovementioned software package settings from the browser.
The first Server, installed in the company, becomes the Central Server by default. The Central Server, which is selected by default, can be replaced with any other server using the Client’s Private Cabinet. Read more here.
Selecting the Central Server
In order to assign another server as the Central Server proceed as follows:
- Login to your Personal account (the password and login to your Personal account have been sent at your e-mail address during the registration).
- Click the “Structure” tab.
- Press the “Servers” button.
- In the opened window “Organization’s servers list”, press the edit icon in the line with the Server that you want to assign as the Central Server.
- Check the box in the “Main Server” column and press “Save”.
Login to the Web-Based Interface of the Central Server
- Find out the IP address of the computer, on which the Central Server is installed. For this purpose, open the command prompt, run the ipconfig command, and remember the IPv4 address.
- Open the browser and type the following address in the address line:
http://%IPv4 Central Server Address%:8123 Example: http://188.8.131.52:8123
- Enter the login: “admin” and password: “admin”.
Setting up the Organization Structure
The section “Employees” is designed to manage the “tree” of the company’s employees. The section “Employees” contains three subsections: “Organization Structure” for creating the structure, “Bundles new”, and “Bundles added” for more complex settings of employee sessions. The transition between the sections is carried out by switching the menu buttons of the section “Employees” or via the side menu.
- add/delete/edit employees,
- add/delete/edit department
- set work schedules
- set efficiency roles to employees.
Managing the Departments
In order to add an employee to a department, press the “Add Employee to Department” button next to the department name. In the opened window, enter the employee’s name and surname, select the performance role, to which this employee will belong, and press the “OK” button.
In order to add a department, press the “Add Department” button. After that, there will appear the window for adding an employee to the organization, where you need to fill out the department name and press the “OK” button.
In order to add a subsidiary department, press the “Add Department to Organization Structure” button next to the name of the department, into which you want to add the subsidiary department. After that, the window for adding an employee to the department will be shown, where you need to fill out the department name and press the “OK” button.
In order to delete a department, press the “Delete Department” button next to the department name. A department can be deleted only when there are no employees in it.
Managing the Employees
In order to edit the employees, press the “Edit Employee” button next to the employee name. You can change the following parameters in the opened window:
- employee name,
- employee surname,
- department, the employee belongs to,
- performance role, the employee is added into,
- work schedule, the employee belongs to.
In order to delete an employee, press the “Delete Employee” button next to the employee name and press the “Delete” button in the confirmation window.
It is impossible to completely delete the information about an employee. When deleting an employee from the organization structure, all his/her links go to the section “Bundles New”, where you can continue managing them.
The section “Bundles New” contains all sessions from the employees’ computers, which were removed from the section “Organization Structure” for some reason. At the same time, the domain sessions will be located in the block “Domain” and the local sessions will be placed in the block “Local”.
If the employees were deleted by mistake, you can add all sessions at once (except for the hidden ones) to the department “Default” by using the “Express Setup” button. When this button is pressed, the sessions will be grouped according to the computer name, the employees with the names like computer names will be created, and these employees will be added to the department “Default”.
login – it is advisable to choose only the login if your employee works under the same login at different computers,
computer name – it is advisable to choose only the computer name if your employee works at the same computer,
domain name – it is advisable to choose it together with one of the previous paragraphs. If you choose only the “Domain Name”, the information from all the domain employees will be collected within one employee.
If you want to use the hidden session again, press the “Restore” button.
The section “Bundles added” contains all the links that have already been added automatically or manually. If you have “Active Directory” in your company, the links will be generated automatically according to the “Active Directory” structure. All the other employees will be added to the links with the “Computer Name” condition, i. e. all the accounts on the same computer will be monitored within the same employee and the employee name will be set as the computer name.
You can manage the links with the local sessions, namely: delete the links and move all the links of one employee to another one.
In order to delete a link, press the “Remove bundle” button next to the link name and press the “Delete” button in the dialog window. After the deletion, all the sessions of the removed link go to the section “Bundles New”, wherefrom further management of these sessions is possible.
In order to move all the links of one employee to another one, it is necessary to press the “Combine with Employee” button next to the name of the employee, whose links should be transferred. Then there is a need to choose the employee, you want to move the links to, in the dialog window from the drop-down list and press the “Yes” button. After the links have been connected, the employee, whose links were transferred to the new employee, will be removed from the organization structure and all his/her links will be attached to the selected employee.
Setting up the Efficiency Categories
The section “Efficiency categories” is designed to manage the performance evaluations of the programs and sites that are used by the company employees. The section “Efficiency categories” contains 2 subsections: “Roles” for creation of performance roles and “Employees” for management of performance evaluations for individual employees. The transition between the subsections is carried out by switching the menu buttons of the section “Efficiency categories” or via the side menu.
The program provides for three possible performance evaluations:
and “uncategorized” – this value is set by default for all the employees of the programs and sites used.
The performance evaluation of the applications can be of two types:
- evaluation for role,
- individual evaluation.
The evaluation for role allows assessing the performance of the applications for a group of employees, engaged in one type of activities, or for the organization as a whole.
The individual evaluation makes it possible to provide each employee with an individual set of evaluations taking into account the specific nature of the work performed.
The subsection “Roles” is designed for managing the roles of performance and evaluating these roles.
By default, a company has one role set and a number of evaluations, which are valid for all the company employees, are made for it. Under the name of the role, there is a list of all the employees that belongs to this role and that is partially displayed by default. You can press the “Show All” button and thus you will see the entire list of the employees that are assigned to the performance role. The list can be hidden by pressing the “Hide” button that is located at the end of the expanded list of employees.
Managing the Roles
In order to create a new role, press the “Add Role” button, enter the role name, choose the employees that will belong to the role, and press the “OK” button. After these actions, a new role that will not have any evaluations will be created and the selected employees will be attached to this role. All the evaluations for each new role will need to be set manually.
Managing the Efficiency Categories of Roles
You can do the following actions with the performance evaluations:
- add a new efficiency category,
- change an existing category,
- remove a category.
In order to add a new performance evaluation into the role, press the “Add efficiency category” button, choose the type of the application, you want to add a category for, enter the parameters of this application (the address – for a web-page and the name – for a program), choose the category, and press the “OK” button. After these actions, the added application with the category will appear in the list of the categorized role applications.
In order to change an existing application category, find the application, you want to modify, and press the new category name.
In order to delete an application evaluation, press the “Remove efficiency category” button next to the application name and press the “Delete” button in the opened dialog window.
The subsection “Employees” is designed for managing the individual efficiency categories for employees. The following is displayed in the section by default: list of the company employees, name of them roles, to which an employee and his/her individual efficiency categories are attached.
In order to add a new performance evaluation for an employee, press the “Add efficiency category” button, choose the type of the application, you want to add a category for, enter the parameters of this application (the address – for a web-page and the name – for a program), choose the category, and press the “OK” button. After these actions, the added applications with the category will appear in the list of individual efficiency categories for the employee – this categories differs from the others in the presence of the removal possibility.
It is also possible to change the role categories to another kind of categories for the employee. For this purpose, find the application, you want to modify, and press the new category name. After these actions, the new efficiency category will become individual.
Setting up the Violation Filters
The section “Violations” is designed to manage violations with the help of the filters. The violation filter includes lists of web-pages, titles or program names that are united according to some principle (for example, Job Search). The section “Violations” contains 2 subsections: “List” for managing the list of violations and “Groups” for managing the groups of violations. The transition between the subsections is carried out by switching the menu buttons of the section “Violations” or via the side menu.
The subsection “List” contains a list of violations that exist in the program. The alphabetically sorted list includes both default violations and user-created ones.
A violation can exist separately or it can be included with some groups. If the violation is qualified as such that belongs to some group, the group name is displayed to the right of the violation name.
In order to create a new violation filter, press the “Create” button. In the opened window, select the tracking category (Program, Web-page or Title), enter the lists of the tracking parameters with a space (for example, hh.ru, job.ru), enter the activity status of the tracking parameters (active – if a violation should trigger, if an employee is active on the site, in the program or uses a title, inactive – if an employee should be inactive in the application, for example, he/she reduced the required program and does not work with it), enter the violation name, and press the “Create” button.
You can edit the violation settings for each violation created. For this purpose, press the “Edit Violation Settings” button next to the violation name, change all necessary parameters, and press the “Save” button.
In order to remove a violation, press the “Remove Violation” button and press the “Delete” button in the opened dialog window.
The subsection “Groups” contains a list of violation groups that exist in the program. The names of the violations that are considered to be a part of the group are listed to the right of the group name. In order to remove a violation from the group, press the cross next to the violation name.
Viewing the Reports
In the web-based interface of the Central Server, you can view all the reports that are on the “Reports” tab of the Viewer.
For this purpose, go to the Central Server web-based interface and click on the button «Reports» in the side menu.
The section "Settings" is used to define the settings for the other sections. "Settings" contains a subsection "Work schedule" to create and edit a work schedules for employees.
By default subsection "Work schedule" contains only the default schedule, which applies to all employees of the company. The default schedule cannot be deleted, but you can assign a new name and a work schedule of arrival and departure.
To edit the schedules time of arrival and departure, select the new values in the fields "Begin of day" and "End of day" and click "Save".
To assign a day of the week as day off, turn the switch into "Day off" and click "Save".
To create a new work schedule, click on the "Create" button. Created work schedules can be edited and deleted.
All work schedules are available when you select schedules for employees in the section "Employees" — "Organization structure".