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 OSome readers

Best Practices

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Feature Permissions

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Users & Teams

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Reports & Analytics

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Workforce Management

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Time on Projects & Tasks

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Productivity across Apps and Websites

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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.Some readers

• Leave Balance & Leave Report

  Overview Both Leave Balance and Leave Report are available only for Admins. These modules help admins track assigned leaves, consumed leaves, and overall leave movement for every user. 1. Leave Balance What is Leave Balance? The Leave Balance section shows all leave types assigned to a user and how many leaves are currently available for each leave type. It provides: Total leave types assigned to the user How many leaves were allotted for each type This is a quick sumFew readers

Notifications & Alerts

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Screenshots, Keyboard & Mouse Activity

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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. &x20; (https://storage.crisp.chat/users/helpdesk/website/-/6/7/1/e/671eefeed0317800/imageSome readers

• How to Enable Privacy Mode?

  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 Create Teams in Flowace & Assign Users?

  How to Create a Team in Flowace This article guides you through the steps to create a team and add members on the Flowace platform. Step-by-Step Instructions 1. Access Admin Settings Click on your name in the top-right corner of the screen. From the dropdown, select Admin Setting. 2. Open Teams In the left sidebar menu, click Teams under *Some 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/workfloSome 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

• 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 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 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 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 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

Install Interactive Apps

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Silent Tracking Configurations

• How to add a silent app user in Flowace?

  How to Add Silent App Users in Click your name in the top-right corner. Select . Click . Enter the uSome readers

• How to Map silent users with computers?

  How to Link Inactive Computers to Users in Go to . Select . Click on — this will display a list of devices with relevant details. (https://storage.cSome readers

Install Silent Apps

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Employee Monitoring

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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

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 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/worSome 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 sePopular

• 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 TimelinSome 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

• 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 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

• How to generate 'Task & Subtask Report'?

  Step-1: Navigate to Report Go to the left-side menu and Select Reporting. Reporting → Project And Tasks → Task And Subtask Details Report Step-2: Choose Report Level Select how you want to view the report: Task Wise Report (Default) Member Wise Report Step-3: Select FiFew 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

Time on Mobile Calls

• 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

• 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

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&x20; Step 2: Select a employee or team&x20; (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 make payments 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 managSome 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

• How to Manage Widget (Add/Remove)

  Managing Widgets on Your Dashboard To on : Go to . Click “” on any available slot. Select the widget you want to insert and color ecFew readers

• Overview of Plans Subscription tiers ― Flowace offers three paid subscription plans (plus a trial) for per‑user licensing: Basic, Standard

  Overview of Plans Subscription tiers: *Flowace offers three paid subscription plans (plus a trial) for per‑user licensing: Basic, Standard, and Premium. Flowace plans Here’s a quick summary of what each tier offers:Few readers

• Feature Permissions

  Feature Permissions Overview This section lets admins control which features are enabled or disabled across the organization (tenant-level). How to Access Feature Permissions Log in to Flowace as an Admin Navigate to Admin Panel → Default Settings → Feature Permissions Use the toggle switches to enable or disable each feature Refresh the page after changes to apply new settings 🔹 Key Feature Permissions ExplainedFew readers