Introduction to the Productivity Profiles
Productivity profiles allow you to create rules to classify productive and unproductive applications and websites and assign them to individual employees, groups or departments. The profiles determine how Productivity Classification, Productive Time, Unproductive Time, etc. are measured and reported on the Business Intelligence (BI) Reports (for example, Productivity BI Report and the Applications & Webpages BI Report).
Parent vs Child Profile and Inherited vs Owned Rule:
The main window of the Productivity Profiles screen shows a tree-view of all the parent and their child profiles. Child profiles will inherit all classification rules from its parent profile(s). Each profile can also ‘own’ its unique rules. This parent-child hierarchy and the ability to inherit/own rules allow you save time by avoiding duplicating or manually entering same rules to multiple profiles.
Accessing the Productivity Profiles
- Hover your mouse over the CONFIGURE menu, then
- Select Productivity profiles from the sub-menu.
Viewing and Managing Productivity Profiles
- To filter profiles: You filter the list of displayed profiles using the Search field and/or the Filter by assignments list.
- To view all child profiles: If a profile has any child profile(s) you can click on its Up Arrow /Down Arrow icons to view or hide its child profiles.
- To change the parent of a child profile: Click the Inheritance button to change the parent of the profile.
- To delete a profile: Click the Delete button to delete / remove a profile.
When you delete a profile, all of its child profiles and rules will be deleted too.
You can also view a user’s productivity profile (but not change it) from the employee profile screen.
Adding a Productivity Profile
- Click the Add child profile button at the right side of a profile to add a new child profile under it. A pop-up window will open:
- Enter a PROFILE NAME.
- Select the employees/departments the profile will be ASSIGNED TO.
- Click the CREATE button to create the profile. You will be taken to the Edit productivity profile screen. Check Step 2-4 of the Editing a Productivity Profile and Classification Rules section below to learn how to configure a rule.
You can only assign one productivity profile to a user. If they are already part of a productivity profile, assigning them to a new profile will remove them from the previous profile.
Editing a Productivity Profile and Classification Rules
- Click a profile’s name to edit it. You will be taken to the Edit productivity profile screen:
- Click the Pencil icon next to the profile’s name to edit its name and change its assignment. Note that, you can only assign one productivity profile to a user. If they are already part of a productivity profile, assigning them to a new profile will remove them from the previous profile.
- You can change what rules are displayed by using the Search, Productivity, Type and Inheritance
- Click the Pencil icon next to a rule to edit it (see below for more information).
- Click the Delete icon to delete a rule. You can only delete a rule ‘owned’ by the profile.
- Click the Open Parent icon to leave the edit screen of the child profile and go to the parent profile screen.
- Click the Click the Override icon to create a copy of an inherited You can then save the inherited rule as a new owned rule.
- Click the ADD NEW RULE button to create a new rule. The filter area will change to let you enter the details for the rule:
- Select a type of rule. You can choose from Activity, Regexp and Category.
- Enter a value for your chosen rule type. The value will apply to website URLs and application file names. For Activity type rules, you can enter any text. For example:
word.exeetc. , Regexp will match with a regular expression1. For example,
.*\.outlook\.com. With Category type rules, you can select from a predefined list of websites categories2. For example:
1Teramind uses C++ standard regular expressions.
2Teramind uses inCompass® NetSTAR, a comprehensive web categorization and filtering technology to automatically categorize websites.
- Select a productivity classification such as Productive, Unproductive or Unclassified.
- Click the CREATE RULE button to create and save the rule or X button to cancel.
Reset / Retroactive Classifications
You can retroactively apply new classification profiles and rules to previous employee activities:
- Click the Reset classifications menu near the top-right corner. Select a reset option from the pull-down list.
- You can see when the profiles were last synced near the reset menu.