Configuration

Configure settings. Enable automatic alerts when a user extends a break or reports late. Users have the option to pause the tool, and you can define the pause reasons here. Define email templates. These templates will be used by the system to send emails about various events. 

You can see various tabs for application settings.

● Apps: categorize your app into three groups. Based on this setting and the tracked application system, generate productivity reports for users.

● Untracked apps: List of application TeamOB agents found in your remote computers and they are not present in the app list. For each application, either you can select Track or Ignore.

● Ignored Apps: The TeamOB agent will ignore the apps present under the ignore list from tracking.

● Blocked applications: List of websites and applications you wanted to block on remote computers. Please enter the application name with caution. You should correct the image name on an OS basis. Click on Configure Menu from the left-side menu of your dashboard.

Incidents

Define incidents for content and email filters. You can define incidents for certain keywords.

1. Click on the Configure Menu.

2. Click on Incidents.

3. Set two types of content incidents.

4. a. Incident: Track the below keyword in the title and, if found, record it as an incident. 

5. b. Exclude: Pause tracking when the below keyword is present in the title. 

6. Click on the Add button.

7. Choose types.

8. Check the box if you want an email alert.

9. Click on the Submit button.

Set email incidents.

Click on the Email tab in Incidents. Click on the Add button.

Set up two email incidents.

1. Whitelist domains

2. Whitelist email

Click on the Submit button.

• Click on the Configure Menu from the Admin Panel.

• Click on the Settings tab.

• SMTP: You can change this setting as per your organization details, or you can keep the same. Generally, these settings are used to send trigger alerts to respected email addresses.

• General: 
  1) Show active/idle columns to users: If this option is on, on the user dashboard, the active and IDLE track times will be displayed.

2) Consider Same Shift On Date Change: On enabling this option, the system will continue to log time from the previous day even after 12 a.m. This will be helpful for night shift as a date change, but for example, if the current date is January 31, 2024, and the night shift end time is 2:00 am, then the TeamOB tool, instead of tracking work time on two different dates, will track for the 31st date as per shift hours from 9:00 p.m. to 2:00 a.m.

If this option is disabled, then it will track time for two different days for night shifts. 

   3) Filter Team Wise Attendance Report: Enabling this option will show the department dropdown instead of the      user dropdown to filter attendance reports.

   4) Ignore Tracking Hours: If we toggle on this option, then it will allow users to work and track outside defined            hours but send an email alert if someone reports late. 

For example.
From Manage/Users on edit or create new users, you can see the Tool Tracking Hrs section with Custom hrs entered if added. As we know, if custom hours are defined, then the TeamOB tool will only track work hours between this shift time, but if we enable this Ignore Tracking Hrs, the TeamOB tool will track all the time and send late alerts if someone logs in late as per the custom defined start time.

   5) Manager full access: On enabling this option, managers will be able to view all leader and associated team member logs. This will be helpful in cases where you do not need to manually map Team Leader users to the manager.

Here, you just need to map the Team Leader name to the Manager from the User Privileges option in Manage/Users.

  6) Dashboard View: You can set a list view or grid view to display the admin/team leader dashboard.

  7) Working Hours: Enter the number of hours the shift worked, like 9 hours or 12 hours, then put 9 or 12.

  8) Break hours: Enter the time of the break, for example, 30 minutes.

  9) Timesheet Approval: You can set timesheet approval by the admin or team leader as manual, which means the admin or team leader needs to approve the time. If it is set to automatic, whenever users fill in offline registered time from the user dashboard timesheet button, instead of sending approval to the admin or team leader, it will be auto-approved. 

• Triggers:  

 1) Offline users notification: If toggled on, then it will send a list of offline users once a day to admin.

2) Extended break notification: If enabled and set to 30, then it will send an email notification if users break beyond the defined limit.
3) Offline since last X minutes: If Enable ON and set time as 10, then it will send an email notification if the user has been offline for the last 10 minutes.

4) Users reporting late by more than X minutes: If enabled and set time as 10, then it will send an email notification if the user is late in reporting by more than 10 minutes.

5) Trigger Idle Notification: If enabled and set to 60, then it will send an email notification if the user has been idle for the last 60 minutes.

Muster Report Settings

1. Suppose the Shift is of 9:00 hrs. 

Enter half-day hours: 4:30 hrs (you can add as per requirement).

2. Present mark if employee completed full shift hours, like 9:00 hrs.

3.Half-leave mark if employee completed hours between 4 and 7 hours. 

4. Short leave mark if employee completed hours between 7 and 7:30 hrs.

Note: The above hours are examples. You can add as per your organization.

• Click on the Pause Reason tab.

• Click on the Add New button to add a new pause reason.

• Select the category of pause reason. (If you select Break, then it will not be calculated in productive hours; if you select Category as Meeting and Other, then Break, then such pause reason will add in productive hours.)

• Click on the IP Location tab. TeamOB IP Location used to track the user work location. If define IP in the teamob portal is captured then it may considered as user is working from office else user working remotely.

• Click on the Add New button to add a new IP Location.

• You can edit/delete the ip location.

• Click on the System Email tab.

• Click on the Add New button to create a new email template if needed.

• Click on the Submit button.

• Newly added emails will be added to the list.

• You can also edit the pre-created email template or use it to send emails from TeamOB.

• Click on the holiday tab. 

• Click on the Add New button to add company-defined holidays.

• Click on the Submit button.

• Newly added holidays will be added to the list.

• In the Muster Report from the Attendance Report, you will be able to view the holidays marked as per the date added. 

• Click on the Shift tab. This option is used to create multiple shifts for your employees.

• Click on the Add New button to add a new shift.

• In the Create tab, add multiple shifts with shift type and time.

• Click on the Submit button.

• In the View tab, the created shifts will be listed.

• After Shift was created, from the Shift Roster Menu Action button:  

At first, select the date range to upload shifts on a weekly or monthly basis and download the sample template as per the date range selected. On .xlsx, for each date column, you can view the drop-down arrow by clicking on each cell. Select the shift as per employee; select week off, holiday, or paid leave as per the date of the employee. Save .xlsx and import it to the TeamOB Shift Roster from Action Import Rosters.