Managers can change the categorization of the applications used by the contractors assigned to them. Although some applications are classified by default, managers can change or add new categories. This is useful because managers will have complete control over the application categories used by their contractors.
Adjusting activity categories will enable the manager to get a better idea of what their team is doing according to the Activity Plan and provide useful insights through the Activity scores for contractors.
- Manager role with direct contractors
- Select Activities app.
- Click on an employee's color-coded block of activity to see the applications they used and that are classified under that category.
- You can now modify the categories of the applications.
- Within a category, click the dropdown for a particular program or URL and select a new category from the dropdown.
You will also have the option to select if you want to apply this category to all your direct reports (will affect all your teams), to this entire team or to this user only.
The precedence of the scope will be as follows: User > Team > All direct reports
This means that User categorization will always override Team categorization, and Team categorization will always override All direct reports categorization.
- Click on Save to finish:
You will receive the message "Updating Activities" in the Activities application:
Also, you can follow steps 1-3 from the Solution section and confirm that the application is now using the new category: