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Organizational chart: Groups

In this panel, you can create and modify your employee groups. Having a group structure will allow you to:

- Visualize the organizational chart in an organized way and quickly locate employees.
- Analyze activity data at the company level, by groups, or subgroups, depending on the desired hierarchical level.
- Configure work schedules, expected activity, and offline activity query options for the entire company or for a specific group.

Before accessing the options in the "Groups" panel, remember the following:

- All employees belong to the virtual group "Everybody".
- Each employee can belong to a maximum of one group or subgroup.
- If an employee does not belong to any group, they are considered to belong to "Everybody", and the settings for this group will apply to the employee.
- You can create a hierarchical group structure, allowing you to create subgroups within the main group.
- By default, subgroups will inherit the settings from the main group, but they can be edited later.
- The rules configured for a group will be applied to all employees within that group.
- Users with "Administrator" permissions can view data for any group, while those with "Group manager" permissions will only see information for the group they have been assigned.

Create or delete groups

To create a group, go to Settings > Organizational chart > Groups, then hover over the "Everybody" group and click the + icon. You can also create a subgroup within another group. You can nest as many subgroups as needed to reflect your company’s structure.

To delete any group, click the trash can icon, except for the "Everybody" group (which cannot be deleted). You can hide or show the groups/subgroups already created by clicking the ">" or "˅" symbols that appear to the right of the group name.

Edit groups

Just as you can create and delete groups, you can also edit an existing group by clicking the edit icon that appears to the right when you hover over the group name. You have the following configuration options:

- Group name: The name that will represent the employee group (it can be a department in your organization or any other criterion you find suitable).
- Expected activity: The estimated time of activity per day for group members. If your employees work 8 hours daily, that should be the value configured in this field.
- Enable tracking without PC: If enabled, the times for breaks and offline activity performed by the group outside of the PC will be tracked.
- Assign calendar: This option allows you to assign the work calendar for this group. Learn more about calendar configuration.
- Stop activity tracking: Allows you to set a time limit after which employee activity will no longer be tracked.
- Group manager: Allows you to specify the manager(s) in charge of a specific group.
- Agreements: This option allows you to define the agreement each worker belongs to.

Within "Edit Group", we also find the "Advanced options" section, which includes options related to digital disconnection and digital well-being.

Assign group managers

By clicking on the icon, a dropdown menu will appear displaying a list of the managers for each group.

Additionally, to facilitate supervision for group managers, in the first column, starting from the left, you will see a numerical indicator showing the number of employees in each group.

Advanced options

Digital disconnection and digital well-being

The advanced options allow you to define digital disconnection rules.

These options ONLY apply to windows operating systems.

To configure the digital disconnection rules, go to:

Settings > Organizational chart > Groups > Edit group > Advanced options.

Configure digital disconnection rules

Once in "Advanced options", you can configure the digital disconnection rules based on expected activity and/or working hours.

Based on expected activity:

Stop recording: This means that the recording will stop when the user’s activity reaches the expected activity level, or the effective working activity.
Flexible workday: This option allows you to add a 10-hour flexibility pool, and the calculation is done over a 4-month period. That is, the recording will stop when, over a 4-month period, the actual activity reaches the expected activity, plus the 10 hours of flexibility.

Stop recording based on schedule:

You can select the time range during which you want data to be recorded. For example, data will be recorded from 09:00 to 18:00.

You also have the recommended option to notify the employee through a pop-up message when the recording will stop.

Configure digital well-being rules

Within the advanced options, you can also configure a reminder for employees to take a break after a specified period of uninterrupted concentration/activity (ranging from 1 hour to 3 hours).

You also have the recommended option to notify the employee through a pop-up message when the recording will stop.

Minimum break time before offline activity query

You can customize the "Minimum break time before offline activity query". Initially, it can be configured in the general options and applied to the entire company.

Exceptions can also be applied by groups and subgroups in Settings > Organizational chart > Groups.

By default, the value used is the one from the general options, but it is possible to modify the minimum break time before the offline activity query. Subgroups will inherit the rule from the main group, unless a different rule has been defined for a specific subgroup.

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