Usage & deployment guides
User guide, policy review, deployment, security and endpoint guidance for Worklix.
39 articles
01
18 articlesWorklix User Guide
Introduction to WorklixUnderstand the Worklix workspace, core records, and the recommended order for setting up a team.→Main workspace and navigationLearn where teams, time, attendance, reports, projects, communication, and controls live.→Dashboard overviewRead current workforce signals without treating one activity metric as the whole story.→EmployeesAdd, organize, review, and manage employee records and status.→DepartmentsGroup people by operating team and keep reporting and access easier to review.→AttendanceReview expected schedules, arrivals, absences, and attendance exceptions.→Time trackingUnderstand automatic and manual time records, corrections, and manager review.→ScreenshotsConfigure screenshot visibility with clear privacy and access boundaries.→Apps and websitesUse application and website context to understand work patterns by role.→ProductivityInterpret productivity signals with role, schedule, workload, and output context.→ReportsBuild a repeatable review process for time, attendance, activity, and operational reports.→Work schedulesSet expected work windows and use schedules as context for attendance review.→Projects and tasksConnect tracked time to projects, client work, and delivery tasks.→Team chatKeep daily coordination close to the same workforce workspace.→File sharingShare work files while keeping access and ownership clear.→Roles and permissionsLimit workforce visibility to the managers and teams that actually need it.→Device managementReview registered devices and the device context behind workforce records.→Workspace settingsReview timezone, workweek, account, privacy, and workspace-level settings.→
02
8 articlesPolicy & Review Guide
Before creating workforce rulesDefine the operating problem, employee context, and review owner before adding rules.→Create a monitoring policyCreate a policy that explains purpose, scope, visibility, and employee expectations.→Configure activity rulesUse app, website, and activity context carefully when a workflow needs review.→Configure schedule rulesDefine the schedule exceptions that should create a manager review.→Define rule actionsChoose whether an exception should inform, flag, or escalate a review workflow.→Review policy incidentsInvestigate exceptions with surrounding records before making a decision.→Build fair productivity categoriesClassify apps and work patterns by role instead of one company-wide label.→Sample policy workflowsSee practical examples for attendance, overtime, project time, and monitoring reviews.→
03
8 articlesDeployment Guide
Plan a Worklix rolloutPrepare scope, owners, employee communication, privacy boundaries, and success checks.→Install the desktop appPrepare a device for time, attendance, and approved activity context.→Deploy Worklix to Windows teamsPlan a Windows rollout with installation, permissions, validation, and support ownership.→Deploy Worklix to macOS teamsPlan a macOS rollout with required permissions and post-install checks.→Configure remote teamsSet up schedules, time zones, role visibility, and communication for distributed work.→Configure in-office teamsConnect office schedules, attendance, and manager review without adding unnecessary tracking.→Configure hybrid teamsUse one consistent operating model across office and remote days.→Validate a deploymentConfirm records, permissions, reports, and employee expectations before wider rollout.→
04
5 articlesSecurity & Endpoint Guide
Security overviewUnderstand the practical controls that protect Worklix accounts and workforce records.→Antivirus and EDR allowlistingPlan endpoint-security review when protection tools affect Worklix installation or connectivity.→Network requirementsCheck connectivity, filtering, and managed-network conditions when records stop syncing.→Data retention and accessKeep retention, export, and role access aligned with the organization’s policy.→Troubleshoot endpoint visibilityWork through installation, permission, connectivity, and account checks in a clear order.→
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Use the guide first.Then configure the workflow.
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