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Configurations > Productivity Profiles

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Introduction to Productivity Profiles

The Productivity Profiles screen is where you create and manage classification profiles for applications and websites. First, you define productivity Categories (such as “Productive”, “Unproductive”, or custom ones). Then, you use these categories to build the actual classification Profiles.

The screen is organized into three tabs: Profiles, Categories, and Unclassified apps/domains.

Profiles

The Profiles screen is where you create classification rules for applications and websites, labeling them as “Productive”, “Unproductive”, or a custom category. You can then assign these profiles to individual employees, groups, or entire departments. These assignments are critical, as the profiles directly determine how productivity metrics (like Productive Time and Unproductive Time) are measured and displayed on dashboards and reports.

Parent vs Child Profiles and Inherited vs Owned Rules

In the Profiles screen, you'll see a tree view displaying all parent and child profiles. A child profile inherits all classification rules from its parent profile but can also ‘own’ its unique rules. This hierarchy and the ability to inherit and own rules saves you time by preventing the need to duplicate or manually re-enter rules for multiple profiles.

1. Click the New Profile button to create a new productivity profile.

2. Click the Right Arrow icon in front of a parent profile to expand it and view its child profiles. Click the Down Arrow icon to collapse it.

3. Click the Three Dots in front of a profile to access its Context Menu:

  • Select Edit Profile to edit a profile. You can also edit a profile by clicking its name. Editing a profile is similar to creating a new profile.

The system includes a Default profile. This is the main parent profile, and all other profiles are a part of it. You cannot edit this profile. But you can edit all other profiles under it.

  • Select Create Child Profile to create a new profile nested under the selected parent profile. Creating a child profile is similar to creating a new profile.

  • Select Remove Profile to delete the profile.

4. The Update Past Classifications button allows you to update classifications past activities. See the Updating Past Classifications (Retroactive Classification) section below.

Creating a New Productivity Profile

Click the New Profile button near the top-right corner of the Productivity > Profiles screen. A panel will open on the right side of the screen.

1. Give the profile a name.

2. Select a parent profile.

3. Click the Submit button. The Edit productivity profile screen will open:

4. You can change the profile Name.

5. Select the employees/departments the profile will be Assigned To. If you select none, “Nobody” will be assigned.

6. Click the Add New Rule button to add a new rule.

7. Click the Three Dots in front of a rule to access its Context Menu:

  • Select Edit to edit a rule.

  • Select Remove to create a child profile under the selected parent profile.

8. Rules inherited from a parent profile are shown in a lighter color and cannot be edited. Their Context Menu shows only one option, Rule inherited from <parent profile name>. Select this option to go to the rule’s parent profile.

9. Click the Apply changes button to save the profile.

You can also apply the Productivity Profiles to classify apps and websites from several dashboards, like the Applications & Websites, Keystrokes, etc. Check out the Classifying Applications and Websites as Productive/Unproductive section to learn more.

Adding a New Productivity Rule

1. From a productivity profile, click the Add New Rule button. The Create Rule Object panel will open on the right side of the screen:

2. Select a Rule Object Type. You can choose from the following types: Activity, Regexp, and Category. What you choose here will determine what you can enter/select in the Rule Object Value field below.

3. In the Rule Object Value field, enter or select a value that corresponds to the Rule Object Type you selected:

  • For Activity type, enter a specific application or website, such as “reddit.com”, “word.exe”, etc.

  • For Regexp type, enter a regular expression. For example, “.*\.outlook\.com”.

  • For Category type, select from a predefined list of website categories. For example: “Entertainment”, “Advertisement”, etc.

4. For Category, select from a list of available categories (see the Categories section below to learn how to create or edit categories).

5. Click Submit when done.

Editing a Productivity Rule

Editing a productivity rule provides powerful batch-editing functionality. Unlike creating a new rule, editing allows you to simultaneously assign multiple Productivity Profiles and Categories to a rule object (like an application or website). This is a much quicker way to tailor classifications for different users or groups based on their roles.

For Example: You can classify "facebook.com" as "Unproductive" in a profile named "General" and simultaneously classify the same site as "Productive" in a different profile named "Marketing". This means that when an employee from the Marketing department uses Facebook, their activity will be treated as productive, but all other employees visiting the site will be treated as unproductive. This efficient method saves you the time of individually creating the rule in each profile.

1. Open a productivity profile, then click the Three Dots in front of a rule object to access its Context Menu. Select Edit. The Edit Rule Object panel will open on the right side of the screen:

2. The first field shows the rule object (application, domain or URL) you have selected. You can change it if you want.

3. The first set of options shows the original Productivity Profile and its Category. You cannot change the profile here, but you can change the category.

4. To add another profile, click the Add Productivity Profile button, then select a Productivity Profile and a Category. If the rule object (from Step 2 above) doesn’t exist in this new profile, it will be added to the profile automatically and assigned the category you choose. If the rule object already exists in the profile, it will be updated with your new category selection.

In this example, if the "Marketing Dept" profile did not previously contain the "facebook.com" rule object, the object will be added. However, if the profile already had "facebook.com" but assigned a different category, it will now be updated to the "Productive" category.

You can add as many profiles as you need by clicking the Add Productivity Profile button.

5. Click the Submit button to save the changes.

Updating Past Classifications (Retroactive Classification)

To update older classification records using your current profiles, click the Update Past Classifications button from the Configurations > Productivity Profiles screen (the time of the last update is shown just below this button).

The Update Past Classifications panel will open:

1. Choose a time range from the Apply changes to past classifications? menu. You can select from: Last 1 month, Last 2 months or Last 3 months.

2. Optionally, check the Set as default box if you want to use this range in the future.

3. Click Submit to start the update process. Keep in mind that the update may take several minutes, as this process runs according to a daily internal schedule.

Retrospectively updating past classifications may take some time because the system executes these updates on a schedule. The duration of the update process also depends on the number of entries involved and how far back you selected for the historical update.

Categories

The Categories screen is where you create your own custom productivity categories. These categories are used within Productivity Profiles to classify websites and applications. The resulting labels appear in the “Classification” column on dashboards, such as the Application & Websites dashboard.

1. Click the New category button to create a new productivity category.

2. Click the Three Dots in front of a category to access its Context Menu:

  • Select Edit Category to edit a category. Editing a category is similar to creating a new category.

  • Select Archive to archive a category. Select Restore to restore an archived category.

3. Some categories, such as Productive, Unproductive, Unclassified, etc., are built in. You cannot edit or archive these categories.

Creating a New Productivity Category

Click the New Category button near the top-right corner of the Productivity > Categories screen. A pop-up window will open:

1. Give the category a name.

2. The category will be assigned a default color. However, you can enter a hexadecimal value in the color field. Clicking on the field will also open a color picker:

a. Click or drag the circle on the color spectrum at the bottom to select a hue.

b. Click or drag on the saturation circle to select the color.

3. Click the Apply Category button to save the category.

Unclassified Apps/Domains

Use this screen to view and classify any applications or website domains that your employees have used but remain uncategorized. It’s highly recommended to classify these activities because leaving too many unclassified entries will skew your team's productivity reports. Properly classifying this usage leads to more accurate reporting and better insights into team behavior.

You can classify apps/domains in two ways:

1. Single Item Classification: To classify a single app/domain, click the Three Dots in front of a row, and then select Classify (next, continue to Step 3 below).

2. Batch Classification: To classify multiple apps/domains:

a. Click the Checkboxes in front of the desired rows to select them.

b. Click the Classify button on top (next, continue to Step 3 below).

After completing Step 1 or 2, the Classify Activity panel will open on the right side of the screen:

3. The first field shows the rule apps/domains (rule objects) you have selected.

4. Select a Productivity Profile and a Category from the respective dropdown menus.

5. Click the Add Productivity Profile button to add additional profiles and categories.

If any of the apps/domains (from Step 3 above) do not exist in the selected profile(s), they will be automatically added and assigned the category you choose. If the apps/domains already exist in the profile(s), they will be updated with the new category.

In the above example, if the "General" profile did not contain apps/domains like "chatgpt.com" or "autho.openai.com", they will be added. If the profile already contained these apps/domains but assigned different categories, they will now be updated to the "Administrative" category.

6. In the Apply changes to past classifications? menu, you can select Do not apply if you want the classification(s) to affect future activities only. Alternatively, you can choose an option to update past activities for up to the last 30 days of data. Be aware that if you decide to apply the classification retrospectively to past activities, the system will need time to update the records, depending on the number of entries involved. A message will appear at the top of the screen to notify you while these records are being processed:

7. Click the Classify button to save and apply the changes.

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