KeepActive Documentation version 2.0

• 1. Glossary of Terms
• 2. Monitoring Interfaces
• 3.Server Web Interface Functionality
• 3.1. Role Model
• 3.2. Settings
• 3.2.1. User Accounts
• 3.2.2. Organization
• 3.2.3. Work Schedules
• 3.2.4. Data Collection and Storage
• 3.2.5. Productivity Labeling
• 3.2.6. Mail Server
• 3.2.7. Security
• 3.2.8. Events and Notifications
• 3.2.9. Branding
• 3.3. Live Monitoring
• 3.3.1. Access Rights
• 3.3.2. Detailed Functionality Description
• 3.4. Time & Attendance
• 3.4.1. Access Rights
• 3.4.2. Detailed Functionality Description
• 3.5. Productivity Analysis
• 3.5.1. Access Rights
• 3.5.2. Section Navigation
• 3.5.3. Detailed Functionality Description
• 3.6. Apps and Websites
• 3.6.1. Access Rights
• 3.6.2. Section Navigation
• 3.6.3. Detailed Functionality Description
• 3.7. Activity History
• 3.7.1. Access Rights
• 3.7.2. Section Navigation
• 3.7.3. Detailed Functionality Description
• 3.8. Screenshots
• 3.8.1. Access Rights
• 3.8.2. Section Navigation
• 3.9. Events Report
• 3.9.1. Access Rights
• 3.9.2. Section Navigation
• 3.9.3. Detailed Functionality Description
• 3.10. Dashboard
• 3.10.3. Detailed Functionality Description
• 3.11. Self-monitoring
• 3.11.1. Access Rights
• 3.11.2. Detailed Functionality Description
• 4. Self-monitoring Interface on the Agent

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1. Glossary of Terms

2. Monitoring Interfaces

3.Server Web Interface Functionality

3.1. Role Model

3.2. Settings

3.2.1. User Accounts

The User Accounts section is intended for managing employee access to the Server web interface. Here, you can view the list of existing user accounts, create new accounts, and edit or delete previously created accounts.

By default, each company is assigned a single account with the Super Admin role. There can only be one Super Admin per company.

3.2.1.1. Available Actions in This Section

•     View the list of all user accounts.
•     Edit and delete user accounts with the Super Admin and Admin roles.
•     Edit user accounts with the Employee role.
•     Change passwords for user accounts.
•     Configure employee visibility settings for user accounts with the Manager role (determine which employees and departments the manager can view in settings and reports).

3.2.1.2. Section Navigation

Search and Filters: Use the search field to search by login or apply role filters to quickly find the required user account.

3.2.1.3. Access Rights

•  Super Admin: Full access to the section.
•  Admins: Full access to the section except for managing the Super Admin account.

3.2.1.4. Detailed Functionality Description

3.2.1.4.1. Create a User Account

• Open the User Accounts section in Settings.
• Click the Create button.
• Enter a login, password, and select a role.
• If you select Require password change at next login, the employee will be prompted to change their password the first time they log in to the Server web interface.
• If you are creating a Manager account, configure the list of employees or departments to which the manager will have access.
• Click the Create button.

3.2.1.4.2. Edit a User Account

•     Open the User Accounts section in Settings.
•     Find the user account you want to edit.
•     Click the Edit button.
•     Make the required changes.
•     Click the Save button.

3.2.1.4.3. Delete a User Account

•     Open the User Accounts section in Settings.
•     Find the user account you want to delete.
•     Click the Delete button.
•     Confirm the deletion.

3.2.2. Organization

The Organization section is a centralized location for managing the company's organizational structure.

Here, you can find the company hierarchy tree, Employee profiles, employee Sessions, view how many employees are online/offline, and manage Self-Monitoring settings as well as general date and time settings for the company.

3.2.2.1. Available Actions in This Section

•     View the company hierarchy (Company → Departments → Employees).
•     Create, edit, and delete departments (except the Company level).
•     Move employees between departments.
•     Create, edit, and delete employees.
•     View Sessions assigned to employees and unassigned Sessions.
•     Assign unassigned Sessions to employees.
•     Unassign Sessions from employees (the sessions become unassigned).
•     Manage employee access to the Self-Monitoring interface.
•     Send an Invite to an employee for access to Self-Monitoring in the Server web interface.
•     Set the time format (12-hour or 24-hour).
•     Set the first day of the week.
•     Select the time zone for the company, departments, and employees.
•     Set the default language for automatic notifications.

3.2.2.2. Automatic Employee Creation

When Agents are installed, new Employees are automatically created in the organization tree based on the computer ID (HW ID) and the user login. This combination is stored in the employee's last name field, and the employee is assigned to the Company department by default.

3.2.2.3. Section Navigation

Select a department or employee in the company tree and navigate using the tabs located to the right of the tree.

When you click an item in the employee tree, all settings related to that item are displayed in the panel on the right.

3.2.2.4. Access Rights

    Super Admins and Admins: Full access to the section, organizational structure, Self-Monitoring, time settings, and Sessions.

    Managers: Access to employees and Sessions within their visibility scope.

3.2.2.5. Detailed Functionality Description

3.2.2.5.1. Create a Department

1.     Click the "+" button next to the search field in the employee tree.
2.     Select Add Department from the drop-down menu.
3.     Enter the department name and choose its location within the employee tree.
4.     Click Save.

3.2.2.5.2. Edit a Department

1.     Click the department name in the employee tree.
2.     In the panel on the right, click the Edit button next to the department name.
3.     Update the department name and/or location as required.
4.     Click Save.

3.2.2.5.3. Delete a Department

1.     Warning: The root department (All Employees) cannot be deleted.
2.     Click the department name in the employee tree.
3.     In the panel on the right, click the Delete button next to the department name.
4.     In the confirmation window, click Delete.

When a department is deleted, all employees in that department are moved to the root Company department.

3.2.2.5.4. Create an Employee

1.     Click the "+" button next to the search field in the employee tree.
2.     Select Add Employee from the drop-down menu.
3.     Enter employee information, select the department where the employee should be placed, and upload a photo if necessary.
4.     If you want to enable Self-Monitoring for the employee, be sure to specify an email address.
5.     Click Save.

3.2.2.5.5. Edit an Employee

1.     Find the employee in the employee tree and click on them.
2.     In the panel on the right, click the Edit button next to the employee's name.
3.     Make the required changes.
4.     Click Save.

3.2.2.5.6. Delete an Employee

1.     Find the employee in the employee tree and click on them.
2.     In the panel on the right, click the Delete button next to the employee's name.
3.     In the confirmation window, click Delete.

3.2.2.5.7. View Unassigned Sessions

You can view unassigned Sessions by clicking any item in the employee tree. Unassigned Sessions (not linked to any employee) are displayed in the Unassigned Sessions section on the right.

3.2.2.5.8. Assign a Session to an Employee

1.     Find the employee in the employee tree and click on them.
2.     In the Unassigned Sessions section, find the Session you want to assign and click Assign.

Note: You can also assign a Session through a department selected in the employee tree. In this case, after clicking Assign, you will be prompted to select the employee to whom the Session should be assigned.

3.2.2.5.9. Unassign a Session from an Employee

1.     Find the employee in the employee tree and click on them.
2.     In the Employee Sessions section, find the Session you want to unassign and click Unassign.
3.     In the confirmation window, click Unassign.

3.2.2.5.10. Send an Invite to an Employee

Note: This scenario is intended for cases where Self-Monitoring is enabled for an employee, but for some reason the employee did not accept the invitation and therefore did not gain access to Self-Monitoring in the Server web interface.

1.     Find the employee in the employee tree and click on them.
2.     In the panel on the right, click the Invite button next to the employee's name.

3.2.2.5.11. Edit Self-Monitoring Settings

Note: By default, Self-Monitoring is disabled for all employees. If you want an employee to see the application icon in the system tray and manage their own working time, enable Self-Monitoring.

Self-Monitoring can be enabled for the entire company, for a specific department, or for an individual employee. A settings inheritance mechanism applies: employee-level settings take precedence over department-level settings. Therefore, if you configure Self-Monitoring for a specific employee, those individual settings will have the highest priority.

Please note that when enabling Self-Monitoring, the employee must have an email address specified. An invitation to use Self-Monitoring in the Server web interface will be sent to that email address. When Self-Monitoring is enabled for an employee, a separate User Account is automatically created. The password for this account can be changed in Settings → User Accounts.

Self-Monitoring Settings Information

How to Change the Settings

    Select the item in the employee tree whose settings you want to modify and click on it.

    Go to the Self-Monitoring tab.

    Select the required settings.

3.2.2.5.12. Edit Time Settings

This section allows you to configure the first day of the week, time format (12-hour or 24-hour), language for automatic employee notifications, and the time zone for the company, department, or employee.

By default, the first day of the week, time format, time zone, and language for the entire company are determined by the Server locale.

Please note that the first day of the week and time format are configured for the entire company, while time zones can be configured separately for departments and employees. If you change a time zone, report data will be recalculated from the beginning of the current day according to the new time zone. Data prior to the current day will not be recalculated.

How to Change the Settings

1.     Select the item in the employee tree whose settings you want to modify and click on it.
2.     Go to the Time, language & Time Zone tab.
3.     Select the required settings.

3.2.3. Work Schedules

The Work schedules section is designed for centralized management of employee schedules, including working hours, workdays, breaks, Schedule exceptions, and Time off.

Rules are configured at the company level, refined at the department level, and can be personalized for individual employees.

The system uses an inheritance model with support for individual customization:

•     The company defines the base rules.
•     A department can inherit company rules or override them for a group of employees.
•     An employee can inherit department/company rules or have an individual schedule.
•     Priority order: Employee custom settings → Department → Company.
•     Schedule exceptions take precedence over the main schedule.

Please note that changes take effect from the moment they are applied. Historical report data is not recalculated.

3.2.3.1. Available Actions in Work Schedules

•     Set the start and end of the workday.
•     Define Workdays and configure breaks (up to 3 breaks per schedule).
•     View schedules in Month and Year modes.
•     Create Schedule exceptions for a company, department, or employee. This is useful for public holidays and other centralized schedule changes.
•     Delete Schedule exceptions.
•     Configure allowed Late starts and early departures (from 5 to 60 minutes, in 5-minute increments).
•     Record employee Time off. Available types:
  •         Business trip
  •         Sick leave
  •         Paid leave
  •         Unpaid leave
  •         Unexcused absence
•     Delete employee Time off records.

3.2.3.2. Section Navigation

Select a department or employee in the company tree and navigate using the tabs displayed to the right of the tree.

When you click an item in the employee tree, all settings related to that item are displayed in the panel on the right.

3.2.3.3. Access Rights

•     Super Admins and Admins: Full access to the section.
•     Managers: Access to employees within the visibility scope of their User Account.

3.2.3.4. Detailed Functionality Description

3.2.3.4.1. Create a Main Work Schedule

1.     Select the company, department, or employee in the employee tree to whom you want to assign a schedule.
2.     In the panel on the right, click Set schedule.
3.     Enter the start and end times of the workday.
4.     If the workday ends on the following day, select Next day.
5.     Choose Workdays and breaks. A maximum of three breaks can be configured for a single schedule.
6.     Click Add.

3.2.3.4.2. Edit a Work Schedule

1.     Select the company, department, or employee whose schedule you want to edit.
2.     In the panel on the right, click the Edit button.
3.     Make the required changes.
4.     Click Update.

3.2.3.4.3. Delete a Work Schedule

1.     Select the company, department, or employee whose schedule you want to delete.
2.     In the panel on the right, click the Delete button.
3.     In the confirmation dialog, click Delete.

3.2.3.4.4. Create a Custom Work Schedule

1.     Select the company, department, or employee to whom you want to assign a schedule.
2.     In the panel on the right, switch the toggle to Custom.
3.     Click Set schedule.
4.     Enter the start and end times of the workday.
5.     If the workday ends on the following day, select Next day.
6.     Choose Workdays and breaks.
7.     Click Add.

3.2.3.4.5. Switch to an Inherited Work Schedule

1.     Select the company, department, or employee.
2.     In the panel on the right, switch the toggle to Inherited.
3.     In the confirmation dialog, click Inherit.

3.2.3.4.6. Create a Schedule Exception

    Note: The main schedule must not be inherited.

1.     Select the company, department, or employee for whom you want to create a Schedule exception.
2.     In the panel on the right, below the calendar, click Create a schedule exception.
3.     Enter the exception details.
4.     Click Create.

3.2.3.4.7. Delete a Schedule Exception

    Note: The main schedule must not be inherited.

1.     Select the company, department, or employee.
2.     In the panel on the right, below the calendar, locate the Schedule exception you want to remove.
3.     Click the Delete button.
4.     Confirm the deletion.

3.2.3.4.8. Edit Late Starts and Early Departures Settings

1.     Select the company, department, or employee whose settings you want to modify.
2.     Go to the Late starts and early departures tab.
3.     Switch the toggle to Custom.
4.     Enter the required values. Settings can be configured from 5 to 60 minutes in increments of 5 minutes.

3.2.3.4.9. Switch Late Starts and Early Departures Settings to Inherited

1.     Select the company, department, or employee whose settings you want to modify.
2.     Go to the Late starts and early departures tab.
3.     Switch the toggle to Inherited.
4.     Confirm the changes.

3.2.3.4.10. Create Time Off for an Employee

1.     Select the employee in the employee tree.
2.     Go to the Time off tab.
3.     Click Create time off.
4.     Enter the required information.
5.     Click Create.

Available Time Off Types:

•     Paid leave
•     Unpaid leave
•     Business trip
•     Sick leave
•     Unexcused absence

3.2.3.4.11. Delete Time Off for an Employee

1.     Select the employee in the employee tree.
2.     Go to the Time off tab.
3.     Locate the record in the table.
4.     Click the Delete button.
5.     Confirm the deletion.

3.2.4. Data Collection and Storage

The Data Collection and Storage section is designed to manage data retention settings for reports and screenshots captured from employees' workstations.

The system uses an inheritance model with support for individual customization:

•     The company defines the base rules.
•     A department can inherit company rules or override them for a group of employees.
•     An employee can inherit department/company rules or have individual settings.
•     Priority order: Employee custom settings → Department → Company.

3.2.4.1. Available Actions in This Section

    Configure report data retention settings.

    Configure screenshot collection and storage settings.

3.2.4.2. Section Navigation

Select a department or employee in the company tree and navigate using the tabs displayed to the right of the tree.

When you click an item in the employee tree, all settings related to that item are displayed in the panel on the right.

3.2.4.3. Access Rights

•     Super Admins and Admins: Full access to the section.
•     Managers: Access to employees within the visibility scope of their User Account.

3.2.4.4. Default Settings

•     Report data retention: 1 year
•     Screenshot collection: Disabled

3.2.4.5. Detailed Functionality Description

3.2.4.5.1. Change Report Data Retention Settings

1.     Select the company, department, or employee in the employee tree whose settings you want to modify.
2.     Go to the Reports tab.
3.     Switch the toggle to Custom (skip this step when configuring settings for the entire company).
4.     Configure the required settings.
5.     Click Save changes.

3.2.4.5.2. Switch Report Data Retention Settings to Inherited

    Note: Available only for departments and employees.

1.     Select the company, department, or employee in the employee tree.
2.     Go to the Reports tab.
3.     Switch the toggle to Inherited.

3.2.4.5.3. Change Screenshot Collection and Storage Settings

1.     Select the company, department, or employee in the employee tree whose settings you want to modify.
2.     Go to the Screenshots tab.
3.     Switch the toggle to Custom (skip this step when configuring settings for the entire company).
4.     Configure the required settings.
5.     To enable screenshot collection, move the slider to the right.
6.     Select the screenshot capture frequency.
7.     If screenshots should only be captured during scheduled working hours, select Work schedules only.
8.     Select the retention period for storing screenshots on your Server.
9.     Click Save changes.

3.2.4.5.4. Switch Screenshot Storage Settings to Inherited

    Note: Available only for departments and employees.

1.     Select the company, department, or employee in the employee tree.
2.     Go to the Screenshots tab.
3.     Switch the toggle to Inherited.

3.2.5. Productivity Labeling

The Productivity labeling section is designed to manage productivity settings for applications and websites. Applications and websites can be organized into Categories.

The system uses an inheritance model with support for individual customization:

•     The company defines the base rules.
•     A department can inherit company rules or override them for a group of employees.
•     An employee can inherit department/company rules or have individual settings.
•     Priority order: Employee custom settings → Department → Company → Category settings.

3.2.5.1. Available Actions in This Section

•     Edit default application and website categories.
•     Create new application and website categories.
•     Edit and delete custom categories.
•     Move applications and websites between categories.
•     Add new applications and websites to categories.
•     Assign custom Productivity ratings to applications and websites for departments and employees.
•     Configure the Idle interval.

3.2.5.2. Section Navigation

The section contains three tabs:

•     Categories
•     Custom settings
•     Idle interval

Categories Tab

On the left side, there is a list of categories.

•     A filled circle next to a category name indicates a default category.
•     An unfilled circle indicates a custom category.
•     The color of the circle represents the category's Productivity rating.
•     The counters displayed to the right of the category name show the number of applications and websites assigned to the category.
•     The panel on the right displays the complete list of applications and websites belonging to the selected category.

If you select Without Category, you will see all applications and websites used by employees that have not yet been assigned to a category.

You can view applications and websites used during a specific month by selecting a month from the filter located above the applications and websites list on the right.

Custom Settings and Idle Interval Tabs

The left side contains the organization tree. When you select an employee, department, or company item, the corresponding settings are displayed in the panel on the right.

On the Custom settings tab, you can filter data by:

•     Usage type
•     Usage time
•     Productivity rating
•     Rating type (custom or inherited)

3.2.5.3. Access Rights

•     Super Admins and Admins: Full access to the section.
•     Managers: Full access to the Categories tab. Access to the other tabs is limited to employees within the visibility scope of their User Account.

3.2.5.4. Default Settings

•     Approximately 60 categories and 10,000 applications and websites are provided by default.
•     The default Idle interval is 40 seconds.

3.2.5.5. Detailed Functionality Description

3.2.5.5.1. Create a Category

1.     Open the Categories tab.
2.     Click Add.
3.     Enter the category name and select a Productivity rating.
4.     Click Save.

    Note: The selected category rating will apply to all applications and websites in the category by default, except for employees who have custom ratings configured.

3.2.5.5.2. Edit a Category

1.     Open the Categories tab.
2.     Select the category you want to edit from the list.
3.     Click the Edit icon.
4.     Make the required changes.
5.     Click Save.

    Note: For default categories, only the Productivity rating can be changed. The category name cannot be modified.

3.2.5.5.3. Delete a Category

1.     Open the Categories tab.
2.     Select the category you want to delete.
3.     Click the Delete icon.
4.     Confirm the deletion.

    Note: Default categories cannot be deleted.

3.2.5.5.4. Add an Application or Website to the Current Category

1.     Open the Categories tab.
2.     Select the category to which you want to add an application or website.
3.     Click the Add icon.
4.     Enter the application or website information:

Name

For applications:

•     Enter the full executable file name.
•     Example: skype.exe

For websites:

•     Enter the top-level domain including subdomains if applicable.
•     Example: mail.google.com
•     Click Save.

3.2.5.5.5. Remove an Application or Website from the Current Category

1.     Open the Categories tab.
2.     Select the category.
3.     Locate the application or website in the right panel.
4.     Click the Delete icon.
5.     Confirm the deletion.

3.2.5.5.6. Assign an Application or Website to a Category

1.     Open the Categories tab.
2.     Select Without Category.
3.     Locate the application or website in the right panel.
4.     Click the Assign icon.
5.     Select the category to which the application or website should be assigned.

3.2.5.5.7. Create a Custom Productivity Rating

1.     Open the Custom settings tab.
2.     Select a company, department, or employee from the organization tree.
3.     Click Create rating.
4.     Enter the application or website information and select a Productivity rating.
5.     Click Save.

3.2.5.5.8. Edit a Productivity Rating for a Department or Employee

1.     Open the Custom settings tab.
2.     Select a company, department, or employee.
3.     Locate the application or website whose rating you want to modify.
4.     Click the Edit icon.
5.     Select a new Productivity rating.

3.2.5.5.9. Delete a Custom Productivity Rating for a Department or Employee

1.     Open the Custom settings tab.
2.     Select a company, department, or employee.
3.     Locate the application or website with the custom rating.
4.     Click the Delete Rating icon.
5.     Confirm the deletion.

3.2.5.5.10. Change the Idle Interval

1.     Open the Idle interval tab.
2.     Select a company, department, or employee from the organization tree.
3.     Select a new idle interval.

    Note: Historical report data will not be recalculated.

3.2.6. Mail Server

The Mail server section is used to configure email notifications sent by the system. Configuring a mail server is required if you want to use Self-monitoring in your company. When Self-monitoring is enabled, the system sends Invites to employees by email, allowing them to access and monitor their own activity through the Server web interface.

3.2.6.1. Available Actions in This Section

•     Configure Mail server settings.

3.2.6.2. Access Rights

•     Super Admins and Admins: Full access to the section.

3.2.6.3. Detailed Functionality Description

3.2.6.3.1. Configure Mail Server Settings

1.     Open the Mail server settings.
2.     Fill in all required fields.
3.     Click Save.
4.     Click Send test email.
5.     Enter the email address where you want to receive the test message.
6.     Click Send.
7.     Open your mailbox.
8.     Verify that the test email has been received.

3.2.7. Security

The Security section is used to configure the protocol used to access the Server web interface and to define secure connection parameters.

3.2.7.1. Available Actions in This Section

•     Change the protocol and port used to access the Server web interface.

3.2.7.2. Access Rights

•     Super Admins and Admins: Full access to the section.

3.2.7.3. Detailed Functionality Description

3.2.7.3.1. Change Security Settings

•     Open the Security settings.
•     Make the required changes.
•     Click Save.

3.2.8. Events and Notifications

The Events and notifications section is designed for creating events that require special attention, assigning those events to employees, and configuring notifications about events for employees and managers.

3.2.8.1. Available Actions in This Section

1.     Create Events.
2.     Edit Events.
3.     Delete Events.
4.     View Event assignment for employees.
5.     Enable and disable event assignments for employees.
6.     Enable and disable notifications for assigned events for employees.
7.     Configure manager notifications.
8.     Set notification message texts for employees.

3.2.8.2. Access Rights

•     Super Admins and Admins: Full access to the section.
•     Managers:
  •         Full access to creating, editing, and deleting Events.
  •         Full access to configuring manager notifications.
  •         Access to Event assignment and employee notification settings is limited to employees within the visibility scope of their User Account.

3.2.8.3. Section Navigation

The section contains three tabs:

•     Events
•     Event assignment
•     Notification settings

The Events tab contains all events created within the company.

You can:

•     Search for events using the Search field.
•     Filter events by Event type.

Event Assignment Tab. On the left side, there is an employee tree.

On the right side, there is a panel containing assigned events and employee notification settings.

You can:

•     Search for events using the Search field.
•     Filter the list to display only assigned events.

The Notification settings tab allows you to:

•     Configure email notifications for managers based on recorded events.
•     Define notification message texts that employees receive when events occur.

3.2.8.4. Event Recording Rules by Event Type

3.2.8.5. Detailed Functionality Description

3.2.8.5.1. Create an Event

1.     Open Events and notifications.
2.     Go to the Events tab.
3.     Click Add.
4.     Enter the event name and select an Event Type.
5.     Configure the remaining event attributes.
6.     Select the employees to whom the event should be assigned, if necessary.
7.     Click Create.

3.2.8.5.2. Edit an Event

1.     Open Events and notifications.
2.     Go to the Events tab.
3.     Select an event from the events table.
4.     Click the Edit button in the event row.
5.     Modify the required event attributes.
6.     Click Save.

3.2.8.5.3. Delete an Event

1.     Open Events and notifications.
2.     Go to the Events tab.
3.     Select an event from the events table.
4.     Click the Delete button in the event row.
5.     In the confirmation dialog, click Delete.

3.2.8.5.4. View Assigned Events and Notifications

1.     Open Events and notifications.
2.     Go to the Event assignment tab.
3.     Select an employee or department in the employee tree to view assignments.

Notes:

•     If the first toggle in the event row is switched to the right, the event is assigned to the selected employee or department.
•     If an event is not assigned to the selected employee or department, notifications for that event cannot be enabled (second toggle).
•     If the inheritance toggle for the selected employee or department is set to Inherited, all event assignments and notification settings are inherited from the nearest parent department in the employee tree.
•     If the inheritance toggle for the selected employee or department is set to Custom, inheritance rules do not apply.

3.2.8.5.5. Switch to Custom Assignments

1.     Open Events and notifications.
2.     Go to the Event assignment tab.
3.     Select an employee or department in the employee tree.
4.     Switch the inheritance toggle to Custom.
5.     In the confirmation dialog, click Apply.

Note:

Immediately after switching the inheritance toggle to Custom, all inherited settings are cleared, and all events and notifications become unassigned for the selected employee or department.

3.2.8.5.6. Switch to Inherited Assignments

1.     Open Events and notifications.
2.     Go to the Event assignment tab.
3.     Select an employee or department in the employee tree.
4.     Switch the inheritance toggle to Inherited.
5.     In the confirmation dialog, click Apply.

Note:

Immediately after switching the inheritance toggle to Inherited, all custom assignment settings are cleared, and the selected employee or department inherits settings from the nearest parent department in the employee tree.

3.2.8.5.7. Enable or Disable an Event

1.     Open Events and notifications.
2.     Go to the Event assignment tab.
3.     Select an employee or department in the employee tree.
4.     Find the required event in the panel on the right.
5.     In the event row, move the first toggle:
   •         Left — disable the event.
   •         Right — enable the event.

3.2.8.5.8. Enable or Disable All Events

1.     Open Events and notifications.
2.     Go to the Event assignment tab.
3.     Select an employee or department in the employee tree.
4.     In the panel on the right, move the top event toggle located above the event list:
   •         Left — disable all events.
   •         Right — enable all events.

3.2.8.5.9. Enable or Disable Event Notifications

1.     Open Events and notifications.
2.     Go to the Event assignment tab.
3.     Select an employee or department in the employee tree.
4.     Find the required event in the panel on the right.
5.     In the event row, move the second toggle:
   •         Left — disable notifications.
   •         Right — enable notifications.

Note:

After notifications are enabled, employees will start receiving notifications on computers where the Agent is installed whenever the event occurs.

By default, employees receive the following notification:

    The event "<Event Name>" has been triggered.

The notification text can be customized in the Notification settings tab.

Notifications cannot be enabled for events of the Work schedules violations type.

3.2.8.5.10. Change the Event Notification Text for Employees

1.     Open Events and notifications.
2.     Go to the Notification settings tab.
3.     Select an event and click the Edit button.
4.     In the Employee notification text field, enter the text that employees will receive in notifications.

3.2.8.5.11. Configure Event Notifications for Managers

1.     Open Events and notifications.
2.     Go to the Notification settings tab.
3.     Select an event and click the Edit button.
4.     Enable the Manager notifications toggle.
5.     Add the email addresses of managers who should receive event notifications.
6.     Enter the notification text for managers.
7.     Enable Screenshot required if you want a screenshot to be captured and attached to the email when the event is triggered.
   1.         Available only for events with the Continuous Time or Instant Trigger trigger types.
8.     Click Save.

Note:

To send notifications to managers by email, Mail server settings must be configured.

3.2.9. Branding

The Branding section is designed for customizing the product's appearance for employees. If you do not want employees to see the product name in the interfaces, you can configure your own branding settings.

3.2.9.1. Available Actions in This Section

•     Set a custom product name.
•     Upload a product logo.
•     Change the header color and the color of action buttons.

3.2.9.2. Access Rights

•     Super Admins, Admins, and Managers: Full access to the section.

3.2.9.3. Detailed Functionality Description

3.2.9.3.1. Change Branding Settings

•     Open the Branding settings.
•     Make the required changes.
•     Click Save.

3.2.9.3.2. Restore Default Branding

•     Open the Branding settings.
•     Click Return to standard branding.

3.3. Live Monitoring

The Live Monitoring section is designed for real-time monitoring of employees' primary activity.

In this section, you can view:

•     Employee status (Online, Idle, or Offline).
•     The application or website currently being used by the employee in real time.
•     The employee's Work-related activity for the current day.

You can also capture an instant screenshot of an employee's workstation if the employee is currently online.

3.3.1. Access Rights

    Super Admins and Admins: Full access to the section.

    Managers: Access is limited to employees within the visibility scope of their User Account.

3.3.2. Detailed Functionality Description

3.3.2.1. Select Employees for Monitoring

1.     Open the Live Monitoring section.
2.     Click Select employees.
3.     Use the checkboxes to select employees you want to monitor in real time.
4.     Each system user can select up to 25 employees simultaneously.
5.     Click Save.

3.3.2.2. Capture an Instant Screenshot

1.     Open the Live Monitoring section.
2.     Select an employee from the table.
3.     Click Take screenshot.
4.     To download the screenshot, click Download in the screenshot window.
5.     If you close the screenshot window, the screenshot will be permanently deleted.

3.4. Time & Attendance

The Time & Attendance section is designed for monitoring employee working time.

The section consists of three tabs:

•     Time & Attendance Report
•     Timesheet
•     Offline Activity

3.4.1. Access Rights

•     Super Admins and Admins: Full access to the section.
•     Managers: Access is limited to employees within the visibility scope of their User Account.

3.4.2. Detailed Functionality Description

3.4.2.1. Time & Attendance Report

The Time & Attendance Report allows you to see how employees use their working time.

Select the required filters, and the report will be generated automatically.

Above the table, you can view summary metrics, including:

•     Percentage of Work-related activity relative to total time.
•     Percentage of Unproductive Time relative to total time.
•     Percentage of Productive Time relative to total time.
•     Number of Late starts.
•     Number of Early departures.

To the right of the main metrics, percentage changes compared to the previous reporting period are displayed.

You can customize the columns displayed in the table. To do this, click the Column Settings button and select the fields you want to display.

To export the report, click the Export button.

To sort report data, hover over a column header and click the sorting icon that appears.

3.4.2.2. Timesheet

The Timesheet allows you to view the number of hours and days worked by employees.

Select the required filters, and the report will be generated automatically.

You can choose which time calculation method to use:

•     Actual Time — the difference between the employee's last and first recorded activity of the day.
•     Active Time — the total amount of activity, including Offline Activity. Idle Time is not included.

If the Scheduled hours only option is enabled and an employee has a Time off record during the reporting period, the corresponding absence code will be displayed in the table cell for that day.

If you want to export the report, click the Export button.

If you want to sort the data in the report, hover over a column header and click the sorting icon that appears.

3.4.2.3. Offline Activity

This subsection is relevant only if Self-monitoring is enabled for employees in the Organization settings and employees are allowed to record what they were doing while away from their workstations.

When employees log Offline Activity, those records are displayed in this section so that managers with access to the employee can approve, edit, or delete them.

If more than 14 days have passed, the employee's Offline Activity is approved automatically and can no longer be edited or deleted.

3.4.2.3.1. View Offline Activity

1.     Open the Time & Attendance section.
2.     Go to the Offline Activity tab.
3.     Apply the required filters.
4.     To sort data in the table, hover over a column header and click the sorting icon that appears.

3.4.2.3.2. Approve Offline Activity

1.     Open the Time & Attendance section.
2.     Go to the Offline Activity tab.
3.     Apply the required filters.
4.     Find the offline activity record you want to approve.
5.     Click the Approve button.

3.4.2.3.3. Edit Offline Activity

1.     Open the Time & Attendance section.
2.     Go to the Offline Activity tab.
3.     Apply the required filters.
4.     Find the offline activity record you want to edit.
5.     Click the Edit button.
6.     Select a different Productivity rating.

3.4.2.3.4. Delete Offline Activity

1.     Open the Time & Attendance section.
2.     Go to the Offline Activity tab.
3.     Apply the required filters.
4.     Find the offline activity record you want to delete.
5.     Click the Delete button.
6.     Confirm the deletion.

3.5. Productivity Analysis

The Productivity Analysis section is designed to analyze employee productivity.

In this section, you can view:

•     Overall metrics.
•     Activity chart.
•     Productivity heatmap.
•     Metrics that require special attention.
•     Employee ranking.
•     Department ranking.

You can also compare employees and departments.

Limitation: You can compare no more than 10 employees or departments simultaneously.

3.5.1. Access Rights

•     Super Admins and Admins: Full access to the section.
•     Managers: Access is limited to employees within the visibility scope of their User Account.

3.5.2. Section Navigation

Select the required report parameters, and the report will be generated automatically.

The comparison period is the equivalent previous period.

If you want to view information only during scheduled working hours according to configured Work schedules, enable the Scheduled hours only option.

To refresh the report without changing its settings, click the Refresh button.

3.5.3. Detailed Functionality Description

3.5.3.1. View the Report

The first section contains the main metrics for the selected employees:

•     Productive Time percentage.
•     Unproductive Time percentage.
•     Neutral Time percentage.
•     Idle Time percentage.

To the right of each metric, percentage deviations compared to the previous period are displayed.

Below the main metrics is the activity chart for the selected employees.

Hover over the chart area to view detailed information in text form.

Below the activity chart is the productivity heatmap.

Further down is the Pay Attention section.

This section displays the activity metrics with the most significant deviations, both for departments and individual employees.

Percentage deviations compared to the previous period are displayed to the right of each metric.

Below this section is the employee ranking.

By default, employees are ranked in descending order of Productive Time.

Using the filter within the block, you can select another activity type or Idle Time for ranking.

To sort the ranking, hover over a column header and click the sorting icon that appears.

To export the report, click the Export button.

To the right of the employee ranking is the department ranking.

This block is displayed only when more than one department is selected in the report filters.

By default, departments are ranked in descending order of Productive Time.

Using the filter within the block, you can select another activity type or Idle Time for ranking.

To sort the ranking, hover over a column header and click the sorting icon that appears.

To export the report, click the Export button.

3.5.3.2. Compare Employees or Departments

By default, the comparison block contains no data.

1.     Click Select.
2.     Choose an employee or department.
3.     To the right, select another employee or department for comparison.
4.     To remove an employee or department from the comparison, click the Remove button.

3.6. Apps and Websites

The Apps and Websites section is designed to provide information about the applications and websites used by your employees.

In this section, you can view:

•     The percentage of time spent using applications and websites that belong to the Artificial Intelligence category (AI platforms).
•     The top 10 categories most frequently used by employees.
•     The top 10 applications and websites most frequently used by employees.
•     Metrics that require special attention.
•     Detailed information about employee application and website usage.
•     Detailed information about categories.

You can also quickly assign categories to applications and websites that have been used by employees but have not yet been assigned to any category.

3.6.1. Access Rights

•     Super Admins and Admins: Full access to the section.
•     Managers: Access is limited to employees within the visibility scope of their User Account.

3.6.2. Section Navigation

Select the required report parameters, and the report will be generated automatically.

You can change the comparison period used in the report.

If you want to view information only during scheduled working hours according to configured Work schedules, enable the Scheduled hours only option.

To refresh the report without changing its settings, click the Refresh button.

3.6.3. Detailed Functionality Description

3.6.3.1. View the Report

The first block displays the percentage of time selected employees spent using AI applications during the selected reporting period.

To the right, you can view the most frequently used applications and websites of the selected employees according to the report settings.

Further to the right, you can see applications and websites that have not yet been assigned to any category. To assign an application or website to a category, select the category name from the drop-down list.

Below these blocks is a chart displaying the Top 10 app and website categories used by the selected employees according to the report settings.

Hover over the chart to view detailed information in text form.

Next to the time value, you can see the deviation compared to the selected comparison period.

To the right of the chart is the Top 10 websites used by the selected employees according to the report settings.

Next to the time value, you can see the deviation compared to the selected comparison period.

Further down is the Pay Attention section.

This section displays the most significant deviations in category usage, as well as individual applications and websites.

Percentage deviations compared to the previous period are displayed to the right of the main metrics.

Below is a table containing detailed information about applications and websites used by the selected employees according to the report settings.

Additional filters can be applied within this table.

To view data for different employees and departments, select them in the employee tree.

To switch to detailed category information, click the Categories button above the table.

Additional filters are also available in the categories table.

To sort data in the report, hover over a column header and click the sorting icon that appears.

3.7. Activity History

The Activity History section is designed for analyzing employees' activity history throughout the day.

In this section, you can view:

•     Employee activity history in graphical and calendar views.
•     A complete second-by-second activity history.
•     Day details for employees.

3.7.1. Access Rights

•     Super Admins and Admins: Full access to the section.
•     Managers: Access is limited to employees within the visibility scope of their User Account.

3.7.2. Section Navigation

Select the required report parameters, and the report will be generated automatically.

The report can only be generated for a selected calendar day.

If you want to view information only during scheduled working hours according to configured Work schedules, enable the Scheduled hours only option.

To refresh the report without changing its settings, click the Refresh button.

3.7.3. Detailed Functionality Description

3.7.3.1. Activity History – Graphical View

In this report, employee activity history is displayed in graphical form.

The minimum chart granularity is 5 minutes.

Each granule is highlighted using the color of the Productivity rating, Offline Activity, or Idle Time that occupied the largest portion of that granule.

To zoom in on the charts, click the Zoom In button.

To zoom out of the charts, click the Zoom Out button.

To return to the default zoom level, click the Reset Zoom button.

Hover over a chart granule to view detailed information.

To switch to the calendar view of activity history, click Read more.

3.7.3.2. Activity History – Calendar View

In this report, the data from the graphical view is displayed in calendar format.

Additionally, you can view:

•     Applications and websites used by the employee.
•     Titles of those applications and websites.

To open the Screenshots section while preserving the selected employee and report settings, click the Screenshots button.

To switch to the detailed activity history view, select Detailed View from the drop-down list located next to the export button.

To return to the graphical view, click the Graphical View button.

To export the report, click the Export button.

3.7.3.3. Activity History – Detailed View

This report contains the employee's complete activity history for the selected day without aggregation into 5-minute granules.

To open the Screenshots section while preserving the selected employee and report settings, click the Screenshots button.

To switch to the calendar view, select Calendar View from the drop-down list located next to the export button.

To return to the graphical view, click the Graphical View button.

To export the report, click the Export button.

3.7.3.4. Day Details

In the Activity History section, open the Day Details tab.

This report provides a detailed breakdown of employee time usage through charts and a pie chart.

The report also displays:

•     First activity time.
•     Last activity time.
•     Time at Work.
•     Productive Time.
•     Unproductive Time.
•     Neutral Time.
•     Undefined Time.
•     Idle Time.

If Scheduled hours only is enabled, the chart will display the start and end of the workday, as well as all breaks defined in employees' Work schedules.

To export the report, click the Export button.

To return to the graphical activity history view, open the Activity History tab.

3.8. Screenshots

In the Screenshots section, you can view all screenshots collected from employees.

Screenshots are collected only if screenshot collection is enabled for the employee. Screenshots are not collected while the workstation is locked.

In this section, you can view:

•     Employee screenshots collected during the selected period.
•     Screenshot details, including the active application or website.
•     Screenshot history grouped by capture time.

3.8.1. Access Rights

•     Super Admins and Admins: Full access to the section.
•     Managers: Access is limited to employees within the visibility scope of their User Account.

3.8.2. Section Navigation

Select the required report parameters, and the report will be generated automatically.

The report can only be generated for a selected calendar day.

If you want to view screenshots only for a specific application or website, use the corresponding filter.

A filter is also available for the Productivity Rating of the active application or website.

If you want to view screenshots collected only during employees' scheduled working hours, enable the Scheduled hours only option.

To refresh the report without changing its settings, click the Refresh button.

3.8.3. Detailed Functionality Description

Screenshots are sorted by capture time in descending order (newest screenshots first) and grouped by hour.

Each screenshot displays:

•     The exact capture time.
•     The active application or website.
•     The monitor identifier, if the employee was using multiple monitors.

The border around the screenshot is colored according to the Productivity Rating of the active application or website at the time the screenshot was taken.

To view a screenshot in full-screen mode and see its details, click the screenshot.

Within the screenshot details view, use the navigation arrows to move to the next or previous screenshot.

To download a screenshot, click Download Screenshot.

3.9. Events Report

The Events Report section is designed to provide information about events that have been triggered for your employees.

In this section, you can view:

•     Event chart.
•     Event ranking.
•     Employee ranking.
•     Metrics that require special attention.
•     Detailed information about events triggered for employees.

3.9.1. Access Rights

•     Super Admins and Admins: Full access to the section.
•     Managers: Access is limited to employees within the visibility scope of their User Account.

3.9.2. Section Navigation

Select the required report parameters, and the report will be generated automatically.

If you want to view information only during scheduled working hours according to configured Work schedules, enable the Scheduled hours only option.

If you want to view information only for specific event types, select the desired events in the Event Types filter. By default, the report includes all events.

To refresh the report without changing its settings, click the Refresh button.

3.9.3. Detailed Functionality Description

3.9.3.1. View the Report

The first block contains the employee event chart.

Hover over the chart area to view detailed information in text form.

Above the chart, you can see the total number of events recorded during the selected period.

Below the chart is the Event Ranking section.

By default, events are ranked in descending order by the number of times they were triggered.

Percentage deviations compared to the previous period are displayed to the right of the main metrics.

To sort the data, hover over a column header and click the sorting icon that appears.

To the right of the event ranking is the Employee Ranking section.

By default, employees are ranked in descending order by the number of triggered events.

Percentage deviations compared to the previous period are displayed to the right of the main metrics.

To sort the data, hover over a column header and click the sorting icon that appears.

Below the rankings is the Pay Attention section.

This section displays the events with the most significant deviations compared to the previous period.

Percentage deviations compared to the previous period are displayed to the right of the main metrics.

Below is a table containing detailed information about events triggered for the selected employees according to the report settings.

You can search within the table by employee, event type, or event name.

To sort the report data, hover over a column header and click the sorting icon that appears.

To export the report, click the Export button.

3.10. Dashboard

The Dashboard section is designed to provide a consolidated view of employee data collected from all reports.

In this section, you can view:

•     Key metrics related to working time usage.
•     Percentage of AI usage.
•     Activity timeline.
•     Work-related activity ranking by employees and departments.
•     Unproductive activity ranking by employees and departments.
•     Events ranking.
•     Categories – TOP 5.
•     Popular websites and apps (TOP 5).
•     Metrics that require special attention.

3.10.1. Access Rights

•     Super Admins and Admins: Full access to the section.
•     Managers: Access is limited to employees within the visibility scope of their User Account.

3.10.2. Section Navigation

Select the required report parameters, and the report will be generated automatically.

If you want to view information only during scheduled working hours according to configured Work schedules, enable the Scheduled hours only option.

To refresh the report without changing its settings, click the Refresh button.

3.10.3. Detailed Functionality Description

3.10.3.1. View the Dashboard

The first row displays summary metrics:

•     Work-related activity
•     Productive activity
•     Unproductive activity
•     Late starts
•     Early departures

Percentage deviations compared to the previous period are displayed next to the main metrics.

Below is the AI usage block, which shows the percentage of time selected employees spent using AI-related applications during the selected reporting period.

To the right is the Activity timeline for the selected employees.

Hover over the chart area to view detailed information in text form.

Below are the Productive activity ranking and Unproductive activity ranking blocks for employees and departments.

By default, employees are ranked in descending order of activity.

Within each ranking block, you can select a different activity type or Idle Time using the available filter.

To sort data, hover over a column header and click the sorting icon that appears.

To switch from employee rankings to department rankings, click Departments.

To the right is the Events ranking block.

By default, events are ranked in descending order by the number of times they were triggered.

Percentage deviations compared to the previous period are displayed next to the main metrics.

To sort data, hover over a column header and click the sorting icon that appears.

Below is the Categories – TOP 5 chart showing the five most-used app and website categories for the selected employees according to the report settings.

Hover over the chart to view detailed information in text form.

Next to each time value, you can see the deviation compared to the previous period.

To the right is the Popular websites and apps block showing the five most-used websites and applications.

Next to each time value, you can see the deviation compared to the previous period.

At the bottom of the dashboard is the Pay Attention section.

This section highlights the most significant deviations compared to the previous period.

Percentage deviations compared to the previous period are displayed next to the main metrics.

3.11. Self-monitoring

The Self-monitoring section is intended exclusively for employees.

In this section, employees can monitor their activity throughout the day, assign Offline Activity during periods of Idle Time, and manage offline activities that have not yet been approved by managers.

Employees can manage Offline Activity only if managers or administrators have granted access to this functionality in Organization → Self-monitoring.

3.11.1. Access Rights

•     Employees: Full access to the section.

3.11.2. Detailed Functionality Description

Select a day, and the report will be generated automatically.

Below the report filters, you can view the key metrics for the selected day.

The table displays your activity map for the selected workday, grouped into 5-minute intervals.

If you have permission to create Offline Activity, you can add offline activities to periods marked as Idle Time.

To add an offline activity:

1.     Click Add Offline Activity.
2.     Enter the required information in the dialog window.
3.     Click Add.

The offline activity will be submitted to managers and administrators for approval.

If an offline activity has not yet been approved, you can edit or delete it.

To do so:

1.     Find the offline activity in the table.
2.     Click the Edit or Delete button.

4. Self-monitoring Interface on the Agent

This interface is designed to provide employees with quick access to information about their working time directly from the Agent.

If Self-monitoring is enabled for an employee in Organization → Self-monitoring, an icon with the product logo will appear in the system tray.

Clicking the icon opens the self-monitoring interface, where employees can:

•     View the working time timer for the current day.
•     Open the Server Web Interface to view detailed activity history.
•     Pin the self-monitoring window above all other windows.
•     Stop and resume data collection by the Agent (if this option has been enabled for the employee).
•     Record Offline Activity through a dialog window (if this option has been enabled for the employee). The dialog appears automatically after a period of Idle Time.