Adding them helps you identify people faster in the Members list, timesheets, and reports, especially when you have members with similar names.

Only the Owner and Admins can add or edit these fields.

Go to the Member Details page

Go to Members from the left sidebar. You will see the list of all the active members of your organization.

Click on the name of the member you want to update.

This will take you to the Member Details page for that member.

Add Display Name, Employee ID, and Designation

On the Member Details page, scroll down a little. Right under the line "Display name, employee ID, and designation are organization-specific", you will find the three fields side by side.

Display Name – Add the nickname or short name you want to see for this member across the app. Click on the "Not Set" text, type the name, and save it.

Employee ID – Add the internal ID your organization uses for this employee. Click on the "Not Set" text, type the ID, and save it.

Designation – Click on the "Search or add new designation…" field, type the designation (for example, Jnr. Software Engineer), and add it.

How the Designation dropdown works

The first time you use a designation, you have to type it in. Once you add it, that designation is saved for your organization.

From the next time, you don't have to type it again. Just click on the field, and you'll be able to pick it from the dropdown list. You can also start typing to filter the list.

To rename, remove, or organize the designations you have already created, click on (Manage Designations) beside the Designation label.

After it's saved, the designation will show right under the member's name on the Members page.

Still got any queries? Reach out to us here: Support@apploye.com or knock us in the Live chat.

What you can ask

Here are the kinds of questions your AI assistant can answer once Apploye is connected:

Time and activity

• "How many hours did each member track last week?"
• "Show me Tuesday's breakdown for the design team."
• "Who hasn't tracked any time in the last three days?"

Projects and budgets

• "How many hours has the Grasshopper project used so far?"
• "What's the hourly rate set on this project?"
• "Which tasks are still open, and who's assigned to them?"

Apps and URLs

• "What apps did the team spend the most time in this month?"
• "Compare this month's app usage to last month's."

Payroll and invoices

• "Which invoices are still unpaid?"
• "What do we owe each member for August?"

Leave

• "Who's on leave next week?"
• "What's the remaining leave balance for each member?"

What data it covers

MCP access is grouped into eight areas. You choose which ones to turn on when you create your MCP key:

Screenshots are off by default. Because screenshots can contain personal information, you have to turn on the toggle yourself after creating the key.

Why teams use it

For owners and admins: Get a straight answer without opening five report pages. Ask about last week's hours, an unpaid invoice, or a project's budget and move on.

For managers: Spot the things that are easy to miss, e.g. someone tracking far more hours than usual, a project quietly running past its budget, a member who stopped tracking mid-week.

For developers: Skip the integration work. Your AI tool discovers what's available on its own, so there's no need to read API docs or hardcode endpoints before you can pull data.

Good to know

• It's read-only. MCP can look at your data, but it can't change it. Nothing can be created, edited, or deleted through it.
• Your key controls what's visible. Your AI assistant only sees the areas you turned on. Leave an area off and its tools won't appear at all.
• Data stays within your organization. An MCP key is tied to one organization and returns only that organization's data.
• Your MCP key is separate from your regular API key, so you can revoke or rotate it on its own at any time.

Setting it up

Your MCP key is created in the same place as your API keys. Go to API & MCP page and click on "Generate Key" to create the MCP key.

After that, you'll need to add the key into configuration file and share that file with your AI tool.

👉 See Connecting an AI client for the setup steps for Claude, Codex, Cursor, and other tools.

👉 MCP is part of the API Access add-on. See Apploye Addons Overview to turn it on.

Still have questions? Email us at support@apploye.com. We're happy to help.

Before you export

Set up your time off structure first. Apploye can only export requests that were submitted against a policy, so the pieces have to exist in this order:

1. Leave period: the cycle your allowances reset on, usually your calendar year or fiscal year.
2. Time off types: sick leave, casual leave, earned leave, or any custom category your company uses.
3. Time off policy: how many days of each type members get, and any restrictions on how they're taken.
4. Assigned members: a policy will be inactive until people are attached to it.

If any of these are missing, your export will come back empty or incomplete. Start with How to set a time off policy and How to set a time off type, or watch the Time Off Management feature overview video for the full picture in a few minutes.

Requests have to actually be in Apploye: Share How to apply for time off as an employee with them so the employees can request time off in Apploye.

You need admin or owner or team manager access. Time off data not available for normal employees. Employees can see their own requests but won't have the download option.

Exporting the data

Firstly, From the left side panel, go to Attendance → Time Off. Then, Click the download icon in the top-right corner of the page.

Now, in the popup, choose the team members, time off type, and date range you want covered. Click Export.

The CSV file will be downloaded.

What's inside the file

Each row is one time off request. There are 14 columns:

Note:

"Created At" is not the leave date. It's when the request was submitted, which can be well after the leave was taken if someone backfills a sick day.

For exporting the hours-worked, use the timesheet or attendance export: How to generate a custom report and the Attendance overview.

Related articles

• Time Off Management feature overview
• How to set a time off policy
• How to set a time off type
• How to apply for time off as an employee
• Attendance overview in Apploye
• How to generate a custom report

Here's what happens behind the scenes, from creation to time tracking.

1. The task is created at the organization level

Global Tasks live outside of any single project. They are created and managed from Settings → Global Tasks, which acts as the central library for your organization.

Because they're stored centrally, any change you make to a Global Task is reflected everywhere that task is being used.

Check this article to learn more: How to create Global tasks in Apploye?

2. The task is made available to projects

A Global Task only becomes usable once it's attached to a project. There are two ways this happens:

• Manually — while creating or editing the Global Task, select the projects you want it to be available in.
• Automatically — turn on the "Use this task for future projects" toggle, and the task will be added to every newly created project without any extra steps.

3. A project-level task is generated automatically

When a Global Task is assigned to a project, Apploye creates a generated task inside that project behind the scenes. This is what makes the task selectable in the timer.

At the same time, all members of that project are automatically assigned to the task. You don't need to assign anyone manually — and manual assignment or unassignment isn't supported for Global Tasks.

4. Members track time the usual way

Nothing changes for your team. Users select a project + task in the timer and start tracking, exactly as they would with a regular task. Global Tasks appear alongside regular tasks in the task list.

In the web app, Global Tasks are shown with a Global Task icon, so it's easy to tell at a glance which tasks are centrally managed and which belong only to that project.

A global task will be marked with this icon:

5. Updates stay in sync

Because the task is managed from one place, editing it in Settings → Global Tasks updates it across every project it has been assigned to. There's no need to repeat the same edit project by project.

Controlling Global Tasks per project

Global Tasks are managed centrally, but each project still has a say. To turn them on or off for a specific project, go to Project Details → Settings and enable or disable Global Tasks for that project.

This is useful when a particular project needs a clean, project-specific task list without the organization-wide tasks appearing in it.

What Global Tasks can't do?

A few behaviors work differently from regular tasks:

• Status can't be changed. A Global Task can't be marked as completed the way a regular task can, since it's shared across projects.
• Members can't be assigned or removed manually. Assignment is handled automatically based on project membership.
• They aren't managed from inside a project. Edits happen in Settings → Global Tasks, not in the project's task list, not even from the Tasks page.

If you need a task that can be completed, assigned to specific people, or scoped to one project only, create a regular task inside that project instead.

Why use Global Tasks

• Create a task once and reuse it across your entire organization.
• Keep naming consistent so reports stay clean and comparable.
• Avoid duplicate tasks scattered across projects.
• Skip manual member assignment entirely.
• Add recurring tasks to new projects automatically.

Related articles

• Global Tasks vs. Regular Tasks

The Global Task feature allows organization owners and admins to create reusable tasks that can be assigned across multiple projects. This helps maintain consistency and eliminates the need to recreate the same task for each project.

Create a Global Task

To create a new global task: Go to Settings → Global Tasks.

Then,

1. Click the "+ New Global Task" button.
2. Enter a name for the task.
3. Click "Create Global Task" to save it.

Once created, the global task can be reused across multiple projects, making task management faster and more consistent throughout your organization.

You can also select projects for this task to be available right now.

Prerequisites

Before starting, make sure you have an authenticator app installed on your smartphone or desktop. Apploye supports standard TOTP (Time-Based One-Time Password) apps, including:

• Google Authenticator
• Authy
• 1Password
• Microsoft Authenticator

Setup Instructions

1. Log in to your Apploye account, click your profile icon, and navigate to Profile Settings.

2. Select Sign in & Security.

3. Scroll down to the Two-Factor Authentication section. Click the toggle button to turn on 2FA. Now, select "Authenticator App" as the method. It will generate your account's unique setup key and QR code.

4. Open your authenticator app (e.g., Google Authenticator, Authy) and either scan the displayed QR code or manually copy and paste the setup key into the app. Enter the 6-digit verification code generated by your app to complete the link.

Upon successful setup, Apploye will issue one-time recovery codes. Download them as a TXT file or copy them to a safe location. These codes ensure you do not lose access to your account if you lose your phone or primary device.

You can also use a passkey (biometric or device PIN) as additional authentication.

Key Benefits of Global Tasks

• Create a task once and reuse it across multiple projects.
• Manage tasks from a single, centralized location.
• Ensure consistency across projects without creating duplicate tasks.
• Automatically assign project members to Global Tasks, reducing manual intervention.
• Optionally make Global Tasks available for future projects automatically.

How it works:

• A Global Task is created once at the organization level from the settings page.
• When it is assigned to a project, the system creates a project-level generated task behind the scenes, and all project members are automatically assigned to that task.
• Users still track time the same way as before, using the existing project + task flow.
• If enabled, a Global Task can also be auto-assigned to future projects.

In simple terms:

• Weekly Limit = Maximum allowed hours (tracking is blocked after reaching the limit).
• Weekly Target = Expected hours (tracking continues even if the target is exceeded or not met).

For example, if an employee has:

• Weekly Target: 40 hours
• Weekly Limit: 45 hours

They are expected to work 40 hours, but they can track up to 45 hours. Once they reach 45 hours, Apploye prevents any additional time tracking for that week.

Expected Days

Expected Days define the days an employee is supposed to work.

Purpose:

• Set the employee’s regular working schedule.
• Calculate attendance, working days, and productivity reports.
• Compare actual tracked time against expected working days.

Example:

• Expected Days = Monday to Friday
• The employee is expected to work on those 5 days.
• If they do not track time on Tuesday, it may appear as a missed working day.

Important: Expected Days do not prevent time tracking.

Blocked Days

Blocked Days define the days when an employee is not allowed to track time.

Purpose:

• Prevent tracking on specific weekdays.
• Enforce company policies.
• Stop accidental or unauthorized time entries.

Example:

• Blocked Days = Saturday and Sunday
• The timer cannot be started on those days.
• Manual or live tracking for those days is restricted.

Important: Blocked Days actively restrict time tracking.

Quick Comparison

Simple Example

Expected Days: Monday–Friday

Blocked Days: Saturday–Sunday

Result:

• The employee is expected to work Monday–Friday.
• If they miss Wednesday, reports may show an absence or missed workday.
• They cannot track time on Saturday or Sunday because those days are blocked.

A useful way to remember it:

Expected Days = “Should work”

Blocked Days = “Cannot track”

This creates a standard 5-day workweek and prevents weekend tracking.

To set expected work days, go to the Members section, click the Actions button for the specific member, then select Edit Member. On the Edit Member page, scroll down to find the Expected Work Days option.

To block tracking days, go to the Members section, click the Actions button for the specific member, then select Edit Member. On the Edit Member page, scroll down to find the Blocked Days option.

Simply select the days you want to block. Once those days are blocked, the employee will not be able to track time on the selected days.

The Daily Limit feature allows organizations to set a maximum number of hours a member can track in a day. Once the configured limit is reached, time tracking automatically stops, and the member cannot start a new tracking session until the next day.

This feature helps organizations enforce daily working hour limits and maintain accurate time tracking records.

After clicking on the Actions button <> Click on Edit Member. On the Edit Member page, scroll down to find the Daily Limit option.

Now, add the daily work time limit for your employees.

Once your employer completes the payment for your account, your access will be restored automatically.

Please contact your employer and ask them to complete the payment on your behalf.