The Employees screen provides a comprehensive list of all employees and other users. Here, you can view crucial information such as a user's first and last login times, the computers they've accessed, their current status (e.g., active, idle, locked), whether they are currently being monitored, and if they have Two-Factor Authentication (2FA) enabled, etc.

1. Click the New Employee button to create a new employee. See the Creating a New Employee section below for more information.

2. The report comes with three pinned filters (Monitored, Name, Online) applied by default. You can apply additional filters by clicking the Filters button. Check out the Filters section to learn more about filters.

3. You can click the Checkbox in front of an employee to select one or more employees to perform actions on them, such as enable/disable, archive (delete) them, etc. Check out the Multi-Employee/Batch Actions section to learn more.

4. Click the Three Dots at the corner to access the Context Menu. From the Context menu, you can: reset the dashboard, import employees, export the report as a CSV or PDF.

5. Click the Grid icon to add or remove columns from the report. For instructions on organizing columns and rows within a grid widget, refer to the Adjusting Columns and Rows section.

Here’s a description of each column:

When you click the New Employee button on the Employees dashboard, a panel on the right side of the screen will let you create the profile. The profile comes with several tabs:

You can edit personal details like names, email addresses, phone numbers, etc., from this tab.

Language:

You can set the employee’s language from this field. If the Default value is used, then the global language setting will be used for the employee.

Default Task:

Allows you to set the default task. This is applicable if the employee is using a Stealth Agent. Check out the Configurations > Tasks section to learn how to create tasks for your employees.

Access Level:

Allows you to select the employee’s access level (role) / account type. There are four types of access levels you can choose from:

Check out this article on our Knowledge Base to learn more about account access levels.

Allow self-history playback:

If enabled, it will let the user playback their screen recordings (see Session Player for more information). If this option isn’t enabled, the user will be able to see just their Snapshots dashboard but won’t be able to play the video.

Allow viewing activity reports:

If enabled, the user will be able to view the Applications & Websites dashboard.

User can clock in and out using Web interface:

If enabled, the user will be able to use the web clock-in feature to log their task and time.

User can login to Teramind Dashboard:

If enabled for a regular user, the user will be able to log into the dashboard and view their own reports.

External user:

Enabling the "External user" option designates this user as an Active Directory user. By default, their domain password will be synchronized from Active Directory using LDAP.

However, if you enable "External user," an additional option, "Don't synchronize from LDAP," will appear. If you select "Don't synchronize from LDAP," the following will happen:

Can see own online presence:

This option is applicable to administrators and privileged users (who have the permission). If enabled, the logged-in user will be able to view their online status on the Online Employees widget, the List of Employees screen, etc. If disabled, the information such as “Last Login”, “Last Login Computer”, etc. columns will not record the user’s status, and they will be shown as empty:

Note that if this option is enabled, then you will be able to toggle the User can clock in and out using Web interface setting (see below).

Disable self snapshots report:

Will disable the Snapshots dashboard.

Disable self productivity report:

Will disable the Productivity dashboard. Otherwise, these reports will be available to the user.

Disable self session report:

Will disable the Login Sessions dashboard for the employee.

Disable daily digest report:

Applicable to users with the Administrator access level. By default, all administrators receive a daily digest email that shows all the users’ activities, such as emails sent, rules violated, etc. If you enable this option, then the admins will not receive the daily digest report. The report looks like this:

Disable self edit:

This option allows you to toggle whether an employee can edit their own profile information, including their name, email address, phone number, etc.

New Password:

This option lets you change the user's account password. If you don't assign a password yourself and instead use the Send Invite & Submit button, the Invite users option on the Agent Download screen, or the Email the invitation to the employee option on the Import Employees screen, the system will automatically generate a temporary password for the user.

If the user was imported from Active Directory, you will see their LDAP Attributes. The attributes are read-only.

On this tab, you can configure the monitoring settings for the employee.

1. You can specify which monitoring profile to apply to this employee.

2. Several sub-tabs allow you to adjust individual monitoring options. If you manually change any of these settings, a "Custom profile" will be automatically created and assigned to the employee. Each employee can have their own unique custom profile. A custom profile will override any other monitoring profile(s) the employee is part of.

For more detailed information about monitoring profiles and settings, please refer to the Monitoring Profiles section.

You can click the Submit button anytime to save an employee's details. Keep in mind, though, that you might need to fill out the information on other tabs (like Account or Monitoring) for the employee to be properly monitored or managed.

To save the employee's information and send them an email invitation to install the Teramind Agent at the same time, click the Send Invite & Submit button.

You can edit an employee's profile by selecting the Edit Profile option from the Employee Actions Menu.

Editing a profile is similar to the process of creating a new employee.

To add several employees quickly, you can import their information from a CSV file instead of entering each one manually.

1. Click the Three Dots at the corner of the Employees dashboard to access the Context Menu. From the Context menu, select Import employees. The Import Employees panel will open on the right side of the screen:

2. Click the Upload a file link or drop a CSV file directly on the Upload CSV section. You will see a confirmation message and a System Alert when the upload is completed:

3. If you want, you can click the Download Template (CSV) button to download a sample CSV file that shows you how the CSV file should be formatted before you upload it.

4. Alternatively, you can click the Required CSV Fields button and map the fields. Clicking the button will expand the section to let you map the fields with the columns in your CSV file:

5. You can turn on the Email the invitation to the employee option to send out email invitations to the employees to install the Teramind Agent. The email will look like this:

Note that the password will be automatically generated for the employee. The user will be asked to change their password when they log in for the first time.

6. Click the Add Employees button to begin the import process.

If there are any errors in your CSV file, a System Alert will appear, explaining what went wrong. For instance, if an employee's "Position" field in the CSV is set to "administrator," but "administrator" isn't a recognized position in the system, you'll get an error:

If your CSV file is valid, you'll see a success message, and the import window will automatically close:

Click on an employee’s name on the Employees dashboard to access the employee’s detailed monitoring reports.

1. On top of the screen, you will see several tabs. These tabs are similar to the built-in dashboards available under the Dashboard menu. For more information about each tab, check out the sections below.

2. The second set of options lets you apply filters. The report comes with two pinned filters (Computer and Date) applied by default. You apply additional filters by clicking the Filters button. Check out the Filters section to learn more about filters.

3. You can turn monitoring on/off for the employee by clicking the Monitor toggle button.

4. Click the Add/Remove Time button to manually add or remove time. This works similarly to how you add/remove time on the Live View > Snapshot dashboard.

5. Click the Edit Profile button to edit the employee’s profile, such as their personal information, account, and monitoring settings.

6. The Dashboard Actions Menu on the Employee's details dashboard comes with standard actions letting you archive and reset the dashboard, and export the data as a CSV file.

7. On the left side of the screen, just under the filters, you will see the employee's basic profile information and their online status.

8. The Active Behavior Policies section shows what behavior policies are currently being enforced on the employee. You can hover over a policy to view the rules under it.

If the policies don’t fit on the screen, you will see a See all applied policies button. Clicking it will open a panel showing all the active policies:

Click on a policy name to expand it - show rules under it. Click again to collapse it.

Clicking the Open icon next to a rule will open it in the Rules Editor on a new tab, where you can modify the rule.

9. Click the Three Dots in front of a row to access its Context Menu. From the Context menu, you can:

a. Show details record: will open an Activity panel on the right side of the screen, where you can see detailed info about an activity. You can also view the screen recording of the activity or print the details by using the View Record and Print buttons on this panel.

b. View Record: will launch the Session Player so that you can view the video recordings. Note: you can also click the Movie Camera icon next to a timestamp to view the screen recording.

c. Classify Activity: will open the Classify Activity panel, where you will be able to classify the apps/websites. See the Classifying Applications and Websites as Productive/Unproductive section to learn more.

10. Click the Grid icon to add or remove columns from the report. For instructions on organizing columns and rows within a grid widget, refer to the Adjusting Columns and Rows section.

While most columns and data points in the grid widget are self-explanatory, certain productivity time metrics (e.g., Productive Time, Unproductive Time) may require further explanation. You can find more information about these in this Knowledge Base article.

This tab shows the employee’s login session activities, such as which computer they logged in from, IP, login time, etc. It’s similar to the Login Sessions dashboard.

This tab shows the employee’s work time and activity levels, such as active time, idle time, etc. It has columns similar to the Productivity dashboard.

This tab shows behavior rule violation alerts. It’s similar to the Behavior Alerts dashboard.

This tab shows screen recordings of the employee. It’s similar to the Live View > Snapshots dashboard.

This tab shows the employee’s email activities. It’s similar to the Emails dashboard.

This tab shows the employee’s file activities, such as Access, Read, Write, Upload, etc. It’s like a combined dashboard of File Events and Web File Events dashboards.

This tab shows the employee’s printing activities. It’s similar to the Printing dashboard.

This tab shows the employee’s keystroke activities. It’s similar to the Keystrokes dashboard.

To access an employee's Actions menu, click the Three Dots icon next to their name. Here's what you can do:

1. Select one or more employees by clicking the Checkbox in front of an employee's name.

2. An Actions menu will be shown near the top-right corner. From the menu, you can select an action such as enable/disable monitoring, archive (delete) the employees, etc. The actions are the same as the Single Employee Actions. Once you've selected an action, the Apply button will become available:

3. Click the Apply button to apply the action.