User Policy Configuration ( Leave, Holiday & Weekly Off)

• How to configure User Policy – Weekly Off, Holiday & Leave Configuration?

  What is a User Policy? The User Policy allows administrators or authorized users to configure weekly offs, holidays, and leaves for individuals, teams, or the entire organization. These settings help automate employee availability and absence tracking across the system. Overview Displays a list of users along with the Leave Policy, Holiday Policy, and Weekly OFew readers

Leave Management

• How to apply Leave on Flowace?

  How to Apply for Leave Applying for leave in our system is simple. Just follow these steps: 1. Go to the Leave Management Section Open the Leave Management section from your dashboard. 2. Start a New Leave Request Click on the “Add Leave” button under the Apply Leave tab. 3. Select the User Admins: Can apply leave for any user in the organization. Employees: Can apply leave for themselves or others, depending on their permissions.Few readers

Onboarding

• How to Manually Add, Edit and Remove Time in Flowace?

  How to Manually Add, Edit and Remove Time in Flowace? Who Can Add, Edit Time and Remove? Default Admin has the authority to Add, Edit and Remove the Timesheet for all the User. Admin can control whether a user can Add, Edit and Remove time. By giving permission under Admin Setting >Web >Timesheet. (https://storage.crisp.chat/users/helpdesk/website/-/6/7/1/e/671eefeed0317800/imageSome readers

• How to Enable Privacy Mode in Windows?

  Step 1: Enabling Privacy Mode in the Admin Settings Log in to the Flowace Admin Dashboard: Open the Flowace Admin Dashboard using your login credentials. Go to Member Settings: Navigate to the Member Dashboard where the list of users will be displayed. Edit PerSome readers

• How to Set Up Custom Alerts in Flowace?

  Customize your alerts to keep track of productivity and identify problematic user behavior. What Types of Alerts Are Available? Flowace offers two types of alerts— Daily and Weekly. How does Alert Work? Flowace enables you to set up customized alerts to help monitor attendance and productivity effectively. These alerts can be scheduled as daily or weekly notifications, tailored to your organizational requirements. Admins can create alerts for all employees in the organization. TheySome readers

• How to add new teams and assign new users?

  1) Click on your name in the top right corner to access your account settings. Click on top right on your name 2) Click on Admin Settings. Click on Admin SetFew readers

• Timesheet Locking

  Timesheet Locking To ensure accurate time tracking and maintain the integrity of logged work,allows you to configure timesheet locking.This feature helps prevent unauthorized or accidental changes to past time entries,ensuring that records remain consistent for reporting and billing purposes. How It Works? In the settings, administrators can define the number of past days for which changes are allowed. For example, if the locking value is set to 7 users will only be able to: Add neFew readers

• How Does Keyboard and Mouse Activity Tracking Work in Flowace?

  Flowace offers tracking of keyboard and mouse activity while time is being monitored through the Flowace desktop application. The application records whether there is activity on the keyboard and mouse, with each screenshot showing the level of usage for both. Important: Flowace is not a keylogger software. We strictly do not track which specific keys are pressed, as we respect user privacy. Instead, we count how often any key is pressed or the mouse is moved. Each screenshot captures theFew readers

• How to create teams on Flowace?

  Creating a Team on the Flowace Platform 1) Click on the top right of your name Click on top right on your name 2) Click on Admin Setting Click on Admin SetFew readers

• How to delete and suspend a user in Flowace?

  How to Delete or Suspend a User in Flowace 1) Click on the top right of your name Click on top right on your name 2) Click on Admin Settings Click on AdFew readers

• How can I assign or unassign teams in bulk?

  1) Click on your name in the top right corner to access your account settings. Click on top right on your name 2) Click on Admin Settings. Click on Admin SeFew readers

• How to add employee id in Flowace?

  1) Click on the top right of your name 2) Click on Admin Settings 3) Click on Add user or Edit user 4) Click on ADDITIONAL FIELDS. (https://storage.crisp.chat/usersFew readers

• How to create a new user in Flowace?

  1) Click on your name at the top right Click on your name on top right 2 ) Click on Admin Settings Click on Admin Settings (https://images.tango.us/workfloFew readers

• How to add users by CSV import?

  1) Click on your name in the top right corner to access your account settings. Click on Jatin 2) Click on Admin Settings. Click on Admin Settings (https://iFew readers

• How to Set or Update an Employee’s or Organisation’s Time Zone

  1) Click on your name at top right Click on your name on top right 2) Click on Admin Settings Click on Admin Settings (https://images.tango.us/workflows/bFew readers

• How to reset a user password on Flowace?

  Click on the Admin Settings icon located at the top right side, below your name. Select Members from the menu on the left side. Enter the name of the user in the search field. ChecFew readers

• How to upload users in bulk?

  Bulk Upload of users in Flowace 1) Click on Jatin Click on Jatin 2) Click on Admin Settings Click on Admin Settings (https://images.tango.us/workflows/f2b7Few readers

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Install Interactive Apps

• How to install Flowace Interactive App on Ubuntu?

  Step 1: Download the Interactive App. Log in to the platform. Click on your name in the top-right corner of the screen. Click on Download. Choose Interactive Mode from the options. Click on the Linux. (https://storage.crisp.chat/users/helpdesk/website/-/6/7/1/e/671eefeed0317Some readers

• How to Uninstall the interactive app on windows?

  Uninstall the Flowace desktop app. Go to Programs and Features under Control Panel and uninstall the following Programs:Flowace (x64) After uninstalling the programs, please open Task Manager by pressing CTRL + Shift + Esc. 
 Go to the Details Tab and kill all the processes related to “Flowace”. (https://Some readers

• How to install New Flowace Interactive App on Windows?

  Step 1: Download the Interactive App Log in to the platform. Click on your name in the top-right corner of the screen. Click on Download. Choose Interactive Mode from the options.Some readers

• How to install Flowace Interactive App on Mac?

  Step 1: Download the Interactive App Log in to the platform. Click on your name in the top-right corner of the screen. Click on Download. Choose Interactive Mode from the options.Some readers

• How to install Flowace Interactive App on Windows?

  Step 1: Download the Interactive App Log in to the platform. Click on your name in the top-right corner of the screen. Click on Download. Choose Interactive Mode from the options.Few readers

• How to Uninstall the Flowace Interactive App on a Mac?

  Step 1: End the Flowace Interactive app Process. Open Activity Monitor (you can find it by searching for it in Launchpad). In Activity Monitor, search for the Flowace process. Select the process and click the Stop X) button in the top-left corner to force quit it. Step 2: Remove the Interactive App. Go to your Applications folder. Find the Flowace app.Few readers

• How to Uninstall interactive app on Ubuntu?

  Step 1: Show Hidden Files Open the Home directory. Click on the three-line menu icon (or three dots) in the top-right corner of the file manager window. Select the option “Show Hidden Files” to display all hidden folders (hidden files and folders start with a dot, e.g., .local). Step 2: Delete the Plugin Locate and open the .local folder (this is now visible because you enFew readers

Silent Tracking Configurations

• How to add a silent app user in Flowace?

  Steps to Add Silent App Users in Flowace: 1) Click your name on the top-right. Click on your on top right 2) Click on Admin Settings. Click on AdminSome readers

• How to link silent users with computers?

  Click on Data Visuals Click on IT And Admin Click on Slient App Tracking Click on Inactive Computers. Each row will display device information. (https://flowace.ai/supporFew readers

• How to Uninstall the Silent App on a Mac?

  Step 1: End the Silent app Process. Open Activity Monitor (you can find it by searching for it in Launchpad). In Activity Monitor, search for the Plugin process. Select the process and click the Stop (X ) button in the top-left corner to force quit it. Step 2: Remove the Silent Mode App. Go to your Applications folder. Find the Plugin app. Right-click onFew readers

Install Silent Apps

• How to install/uninstall Flowace silent at the MACHINE LEVEL for MULTIPLE USERS on Windows via Command Prompt, Desktop Central, or Intune

  Step 1: Note: Please do not install the application manually. Install through the following steps using cmd Download the setups as per your system specifications (64 Bit or 32 Bit) Flowace MSI installer 64 bit ( https://s3-ap-southeast-1.amazonaws.com/updates.windows.squirrel.stealth.generic/download/release/v17.1.5/x64/Setup.msi (https://s3-ap-southeast-1.amazonaws.com/updates.windows.squirrel.stealth.generic/download/release/v17.1.5/xPopular

• How to install and uninstall Flowace silent App on Windows via Command Prompt, Desktop Central, or Intune?

  Step 1: Download the Windows Silent App 1.) Log in to the platform. 2.) Click on your name in the top-right corner of the screen. 3.) Click on Download. 4.) Choose Silent Mode from the options. (https://storage.crisp.chat/users/helpdesk/website/-/6/7/1/e/671eefeed0317800/image17supvt.pnPopular

• How to Install Silent app on Ubuntu?

  Step 1: Download the Silent App Log in to the platform. Click on your name in the top-right corner of the screen. Click on Download. Choose Silent Mode from the options. Click on tSome readers

• How to install the silent app on Mac?

  Step 1: Download the Silent Mode App Click on your name in the top right corner. Click on Download. Select Silent Mode on the screen. Click on Mac. (https://storage.crisp.chat/usFew readers

• How to Uninstall the Silent App on Ubuntu?

  Step 1: Show Hidden Files Open the Home directory. Click on the three-line menu icon (or three dots) in the top-right corner of the file manager window. Select the option “Show Hidden Files” to display all hidden folders (hidden files and folders start with a dot, e.g., .local). Step 2: Delete the Plugin Locate and open the .local folder (this is now visible because you enFew readers

Employee Monitoring

• How to turn on the screenshots or screencasts feature?

  1) Click on your name in the top right corner to access your account settings. Click on top right on your name 2) Click on Admin Settings. Click on Admin SSome readers

• How to turn on the internet connectivity or internet usage feature?

  1) Click on your name in the top right corner to access your account settings. Click on top right on your name 2) Click on Admin Settings. Click on Admin SFew readers

• How to capture screenshots silently on the interactive mode?

  1) To hide screenshots in the desktop app, toggle on the “Hide Screenshot” option by navigating to Admin Settings >Permissions >Screenshot >Hide Screenshot. 2) To hide screenshots in the web app, uncheck the “View Screenshots” option by navigating to Admin Settings >Permissions >Web >View Screenshot. (https://storage.crisp.chat/users/helpdesk/website/-/6/7/1/e/671eefeed03Few readers

Websites and Apps

• How to exclude idle time for certain apps and websites?

  SCENARIO: Imagine your team members spend hours on Google Meet or Zoom meetings. Even if they aren’t actively typing on their laptops or using their mouse, they are still engaged in work-related activities. A system should recognize that this time is active and not treat it as idle. Therefore, it’s important to exclude idle time for these specific apps and websites to ensure accurate tracking of work hours and activities. STEPS: 1) Click on your name in the top right corner toSome readers

• How to label websites & apps as productive, unproductive or neutral?

  1) Click on your name in the top right corner to access your account settings. 2) Click on Admin Settings. (https://images.tango.us/workflows/f8eced82-0fSome readers

• How to adjust productivity ratings for companies, teams or users?

  1) Click on your name in the top right corner to access your account settings. 2) Click on Admin Settings. (https://images.tango.us/workflows/d1f4f35f-85cFew readers

Alerts

• How to set up inactive timesheet alerts?

  1) Click on the Admin Settings 2) Click on the ‘Timesheet’ option from ‘Settings’ 3) Set the desired configurations. Email Addresses for Notifications Enter a list of email addresses, separated by commas, to receive notifications when employees are inactive. Inactive Days ThresFew readers

Projects & Tasks

• How to create and assign projects & tasks?

  1) Click on Tasks 2) Click on Client (https://images.tango.us/workflows/88940672-0c42-4871-a9bb-85079f042bab/steps/948f1eff-5d60-41bd-8140-15694207b9b7/3Some readers

• How to track time on tasks and projects using a dropdown menu?

  1) Open the hidden icons from the system 2) Open Flowace Application 3) Click on top left turn on the bubble and select the bubble (https://images.tango.us/worFew readers

• How to reopen/unarchive closed tasks in bulk?

  1) Log in to the web portal and click on ‘Tasks’ from the left-side menu list. 2) Click on ‘Bulk Operations’ from the ellipses or 3-dots on the top right of your screen. 3) Click on the ‘Active Tab’ followed by a click on the ‘Export Button’ to export all archived/closed tasks. (https://storage.crisp.chFew readers

• How to archive or close tasks in bulk?

  1) Log in to the web portal and click on ‘Tasks’ from the left-side menu list. 2) Click on ‘Bulk Operations’ from the ellipses or 3-dots on the top right of your screen. 3) Export all active tasks by clicking on the ‘Export Button’. (https://flowace.ai/support/wp-content/uploads/2024/05/Export-Active-TaFew readers

Reporting & Dashboards

• How to personalize your ‘Dashboard’?

  1) Navigate to Dashboard and click on the Manage Widgets button. 2) Click on the Add Widget button to add the desired widget or gadget. 3) Click on the Remove Widget button to remove the desired widget or gadget. 4) Use the search box to seSome readers

• How to Use the Timeline Feature in Flowace

  The Timeline feature in Flowace gives you a clear view of your team’s daily activities, showing real-time data on when employees are working and how long they’ve been active. Here’s how to easily access and use the Timeline feature. Step 1: Accessing the Timeline Feature In the left-hand menu, go to the Data Visuals section. Click on the Attendance dropdown and select TimelinFew readers

• Understanding how to view different types of ‘Data Visuals’?

  1) Click on Data Visuals 2) Click on Attendance (https://images.tango.us/workflows/98d8b0df-498e-4d8c-b45e-08acbc46f783/steps/f518ac6b-538a-409b-8cc8-8cdFew readers

• How to check ‘Attendance Report’ of your employees?

  1) Navigate to ‘Data Visuals’. 2) Click on the ‘Attendance Report’ 3) You can use the search box to search by teams, user names, email, and employee ids 4) You can use the date picker to selectFew readers

• How to generate different types of reports in Flowace?

  1) From the left-side menu, click on the “Reporting” option. 2) Click on Web App Usage Report for websites and applications report (https://images.tango.Few readers

• How to generate ‘Web & App Usage’ report?

  1) Navigate to ‘Reporting’ from the left-side menu 2) Click on the ‘Web App Usage Report’ 3) Click on the ‘Generate Report’ button to export the CSV. 4) Additional details for generating the report:Few readers

• How to generate the ‘Resource Utilization Report’ for in & out time, actual time, productive time and time on client projects?

  1) Navigate to ‘Reporting’ from the left-side menu 2) Click on the ‘Resource Utilization Report’ 3) Click on the ‘Generate Report’ button to export the CSV. 4) Additional details for generating the repoFew readers

• How to generate ‘Timesheet Summary Report’ for your project timesheets?

  Download the sample report from the public link provided here 1) Navigate to ‘Reporting’ from the left-side menu 2) Click on ‘Timesheet SumFew readers

• Shift Data Integration Across Widgets

  We are excited to introduce a new feature on the Flowace platform—Shift Data Integration! This enhancement allows all time-based data across your dashboard to align with each employee’s specific shifts. Whether you are reviewing productivity analysis or app usage, every widget now reflects data according to work shifts, providing more accurate insights into performance. What’s New: With Shift Data Integration, you can easily view shift-based data across all your dashboard widgets, includinFew readers

Work Schedules, Shifts and Leaves

• How can I add holidays to my company’s or team’s calendar year?

  1) Click on your name in the top right corner to access your account settings. 2) Click on Admin Settings. (https://images.tango.us/workflows/ede8be03Few readers

• How to schedule recurring shifts ?

  Step 1: Click on your name in the top right corner to access your account settings. Step 2: Click on Admin Settings. Step 3: From the left-side menu, click on the “Shifts” option. Step 4: Create a new shift by clicking on create new, enter all the mandatory details and save the creFew readers

• How to assign shifts via excel upload?

  Step 1: Click on your name in the top right corner to access your account settings. Step 2: Click on Admin Settings. Step 3: From the left-side menu, click on the “Shifts” option. Step 4: To create a new shift by clicking on create shifts, enter all the mandatory details anFew readers

• How to use shifts overview

  Overview Tab: In the Overview tab, you can edit shifts in two ways: Individual Shift Editing: Modify the shift for a specific user on a specific date. Bulk Shift Editing: Apply shift changes for multiple users on a given date simultaneously, saving time and effort Note: After changing a shift, it becomes visible two days later (T‑2 days). Example: If you modify today’s shift on 01/01/2025, the updated schedule will only be visible on 03/01/2025. StepFew readers

Time on Mobile Calls

• How to generate reports for your time on mobile calls?

  1) View the report by navigating to the ‘Calls’ section from the left side menu. 2) You can perform the following actions. View Report Download report Select a date range Select member to view his/her call logsFew readers

• How to track time on mobile calls?

  1) Log in to your account by downloading the Flowace App from Google Play Store 2) From the bottom navigation bar, tap on the third icon to open calls. Give permissions to access call logs. 3) Once permissions are given, your screen will look something like this. It will show you the list of incoming, oFew readers

Approval Workflow

• Overview Approval Request

  Approval Request When an employee submits a request that meets the predefined criteria, the system automatically creates an “under approval” request and displays it for review. Step 1: Select Expense or Manual Entry any one of the tab accordingly Step 2: Select a employee or team (https://storage.crisp.chat/users/helpdesk/website/Few readers

• Setting Up an Approval Workflow for Manual Entry

  Approval Workflow for Manual Entry An approval workflow is a step-by-step process where a request (like an expense, Manual entry) is reviewed and approved by the right people before it’s finalized. Click on the profile Icon. Select admin settings. Select Approval workflow. ClFew readers

• How to configure Leave Aprroval?

  Approval Workflow for Leave An approval workflow is a step-by-step process where a request (like an expense, Manual entry) is reviewed and approved by the right people before it’s finalized. Click on the profile Icon. Select admin settings. Select Approval workflow. Click on the new bFew readers

• Setting Up an Approval Workflow for Expense

  Approval Workflow for Expense An approval workflow is a step-by-step process where a request (like an expense, Manual entry) is reviewed and approved by the right people before it’s finalized. Step 1: Click on the profile Icon Step 2: Select admin settings Step 3: Select Approval workflow (https://storage.crisFew readers

Others

• How to do payment on Flowace?

  Introduction This guide provides detailed information about the Flowace billing process, including how payments are handled for manual and automated methods. Whether you’re subscribed to a monthly or annual plan, you’ll find instructions on how to make payments, manage your billing cycle, and resolve any billing-related issues. Flowace aims to make your billing experience as smooth as possible, and this guide will help you navigate through payment options, invoices, and subscription managFew readers

• Streamline Your Flowace Experience with Modularization

  We’re thrilled to introduce an exciting new feature on the Flowace platform: the ability to hide less relevant modules! This enhancement allows you to personalize your workspace by displaying only the tools and information you need, boosting both performance and user experience. Benefits of Hiding Modules: Simplified Navigation: Focus on the features you use most, without unnecessary clutter. Enhanced Focus: Eliminate distractions by hiding irrelevant modules. PersonalizedFew readers