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General options

The "General Options" section is divided into six tabs: Preferences, permissions, PC/MYAPP Options, data editing, calendar, and projects.  

In this section, you can configure the most general settings of the software, such as the organization's name or more basic aspects like the tool's language.

Additionally, you'll have tooltips on the most relevant elements, making it easier to understand and navigate the platform.

In the top right corner, you'll find a help icon that links directly to the corresponding article in our Help Center.

Preferences

• Effective work calculation: Allows the calculation of employees' effective work based on productivity or activity.

Example:

USER reported 6 hours of activity yesterday.

Expected for USER's group: 8 hours.

Today, USER edits and fills in 2.5 hours of offline time -> 6 + 2.5 = 8.5 > 8 -> validation will be requested for those 2.5 hours.

Permissions

• Enable organizational chart: When checked, users will be able to view the company’s organizational chart.

• View today's data: This option allows you to disable the "Today" panel.

• They can view the TODAY panel: This option can be disabled, or enabled only for your group or subgroup, or for the entire organizational chart.

• Default access for new employees: When checked, new users will, by default, have the option to access their account.

• Password expiration for access accounts: Sets the maximum time for password expiration for access accounts. Passwords can expire after 3, 6, or 12 months, or never.

PC/MYAPP options

PC

In this section, you will find the settings for the client installed on the PC.

• Enable or disable tracking of activity outside of the PC.

• Enable or disable the Time Coach.

MyApp

Here, you can configure options for the WorkMeter mobile application, MyApp:

• Stop when the expected activity for the day is reached: If the expected activity for the day has been completed, no further activity can be logged in MyApp for that day.

• Show calendar: Allow the calendar to be displayed in MyApp.

• Show notifications: Allow notifications to be displayed in MyApp.

• Ask for activity to be performed when starting the timer: When starting a new activity timer in MyApp, you can select the offline activity performed.

Data editing

These options are used for:

• Activity editor enabled: If the activity editor is enabled, employees will be able to add offline activity that was not captured by the tool and assign it to the corresponding project. By default, this option is always enabled.

• Require authorization for manual data reporting: This allows configuring a maximum editing time, after which the employee’s manager must approve or deny the added time. If the employee adds multiple activity entries on the same day, the time will accumulate, and once it exceeds the limit, manager approval will be required. By default, this option is disabled.

• Require authorization when total time exceeds the expected: The employee will need to request approval if the offline activity time they want to add, combined with the activity recorded for that day, exceeds the total expected activity.  

• You can choose not to limit this by enabling the "No limit" box, or decide to set a one-month deadline by enabling the "From the previous month, starting from day" box, or select specific days by enabling the "After the following number of days" box. For the last two options, the administrator must expand and select the number of days as needed.

• Allow employees to delete complete days of activity: The responsible manager will need to approve the request.

• Allow employees to replace day's data with offline time: This setting allows employees to replace the entire day's activity with offline time.  

For example: If an employee is traveling all day and uses the computer at some point but wants to count the entire day as "Travel," they can edit the entire day's activity and overwrite the automatically recorded activity.

Calendar

These options serve to:

• Allow managers to decide if group members share their calendars: Managers can determine whether the members of their group are allowed to share their calendars with others.

• Edit days in the calendar:

  • Employees cannot make modifications.

  • Employees can modify with approval.

  • Employees can modify without approval.

• Period for calculating accumulated hours: If digital disconnection with flexibility is enabled, this will be the number of days used to configure the flexibility hour bank.

Note: This option is configured for the entire organization, NOT by groups.

• Check "Enable incident notifications."

Note: This option is configured for the entire organization, NOT by group.

Projects

If we go to Settings > General Options, we can edit projects and activities separately. At the corporate level, you can enable editing only for projects, only for activities, or both.

• Project editor enabled: If you enable the project editor, you can add projects you have worked on that were not captured by the tool.  

Note: This option can only be viewed and modified if you have the WorkMeter project management software.

• Project editing mode: Configure whether projects are edited by days or by hours.