ActivTrak Release Notes

Effective August 1, 2027, ActivTrak will stop processing data from any device running an agent version below 9.0. This change applies to all Windows and macOS accounts.

What's changing

ActivTrak is establishing a minimum agent version requirement of 9.0 across all accounts. Beginning September 1, 2026, devices running sub-9.0 agents will be automatically updated on a rolling schedule organized by account size. Any device still on an older version after August 1, 2027 will stop processing data to ActivTrak until you update the agent.

Why we're making this change

Agent 9.0 introduces enhanced security hardening that isn't available in earlier versions. Standardizing on 9.0 as the minimum supported version ensures every account benefits from these improvements and allows ActivTrak to retire legacy agent infrastructure that adds engineering overhead without delivering ongoing value to accounts.

What you need to do

Most accounts will not need to take any action. ActivTrak will handle the update automatically on your account's scheduled rollout date, and you'll receive an advance email notification before that date arrives.

Your required action depends on your agent version and operating system.

Your account has auto-updatable agents

If your devices run agent versions above the auto-update threshold, ActivTrak will update them automatically. No action is needed. You may also update manually at any time before your scheduled date if you prefer to manage the transition on your own timeline.

Your account has agents that cannot auto-update

Windows agent versions that cannot auto-update:
Any version below 8.0.12.0

macOS agent versions that cannot auto-update:
Any version below 8.2.11.0

Your devices run Windows 7 or Windows 8

Agent 9.0 is not compatible with Windows 7 or Windows 8. Devices on these operating systems cannot be auto-updated and are not included in the standard rollout.

ActivTrak will stop ingesting data from Windows 7 and Windows 8 devices on August 1, 2027, regardless of the agent version installed.

In most cases, moving off Windows 7 or Windows 8 requires new hardware, not just a software upgrade. We recommend beginning your hardware transition planning now. See the Product Update: ActivTrak Agent Version Requirements and Update Guide for more guidance.

Rollout timeline

Your account will receive an advance email notification before its scheduled auto-update date. The rollout proceeds by account device count over approximately six months. We will send an initial notification on August 31, 2026. Your account will then receive a notification seven days before the auto-update.

Learn more

• Product Update: ActivTrak Agent Version Requirements and Update Guide
• Contact Support. For accounts with an assigned CSM, contact your CSM directly.

Original source

Release date: August 26, 2026

Critical information

Status

• General Availability (GA): This is a template version update. Accounts with the ActivTrak for BI - AI Insights template installed can upgrade to v1.1 in their BI workspace.

Availability

Packages

• Productivity Optimization and the Workforce Management + Productivity Optimization Bundle with the AI Insights (Add-on) and ActivConnect API (Add-on)

Rollout schedule

• Immediate for all qualifying ActivConnect API (Add-on) enabled accounts

Requirements

Agent version

• No minimum agent version required.

Add-ons

• AI Insights (Add-on) and ActivConnect API (Add-on)

BI Platform

• Power BI Pro or Premium license

Permissions

• Admins and Configurators have access by default. Power Users and Viewers can be granted access via the Role Access settings. See the User Roles & Permissions article for more information.

Commercial

• AI Insights (Add-on) required

What's new:

ActivTrak for BI - AI Insights v1.1 adds a new Compliance report page that flags unsanctioned "shadow AI" tool usage, and restructures the Impact page's productivity comparison to show baseline-relative deltas instead of flat, side-by-side figures. Together, these changes extend the template from answering "is AI adoption happening and is it working" to also answering "is that usage safe and sanctioned."

Key capabilities

• Compliance report page: A new page dedicated to AI governance, with Approved vs. Unapproved headline cards, an AI Tools Discovered table sortable by usage hours, a team-level exposure breakdown, and a usage trend chart tracking approved vs. unapproved adoption over time.
• Baseline-relative Impact page: The former flat productivity table is now a Stage 0 baseline reference card paired with Stage 1-3 delta comparisons, using arrow indicators to show how each AI adoption maturity stage differs from users with no AI usage.
• Two new productivity metrics: Workday Span (Hrs) and % Focused Time join Overall Utilization % and Core Activity Efficiency % on the Impact page, giving a finer-grained view of how AI adoption affects the shape of the workday.
• Team-level adoption rollup: The Adoption page's user-level detail table is now a team-level "AI Adoption by Team" table, with per-user usage signals expressed as team averages.
• Relocated trend chart: The User Distribution by AI Adoption Maturity chart moved from the Impact page to the Adoption page, alongside a new % AI Usage overlay.

Use the new Compliance page to catch unsanctioned AI tool usage before it becomes a governance risk, and use the restructured Impact page to make a clearer, baseline-relative case that AI adoption is shifting time toward higher-value work.
The primary audience for the new Compliance page is IT leaders, security and compliance teams, and HR leaders evaluating AI governance exposure. Executives and people leaders building the business case for AI enablement investment will get the most value from the restructured Impact page.

How to access:

• Access Requirements: ActivConnect API (Add-on)
• Request access: Contact your Customer Success team to confirm eligibility and enable the AI Insights paid add-on for your account.
• Download directly from within the app. Log in to ActivTrak and navigate to API & Integration > ActivConnect & BI

Additional information

Accounts upgrading from v1.0 will see the Impact page's productivity table replaced by the Stage 0 baseline and delta view, and the Adoption page's user-level table replaced by the team-level rollup. You can still reach per-user detail on the Adoption page by scoping the page's Team filter to a single team. The update does not remove any data or historical trend information; the underlying AI Adoption Maturity stage model and thresholds remain unchanged.

Implementation

• Standard setup: Less than 30 minutes
  • 5-10 minutes - Power BI template installation
  • 5-10 minutes - Initial data load and validation

Resources:

Documentation

• AI Insights (Add-on)
• ActivTrak for BI - AI Insights
• Glossary: ActivTrak for Power BI - AI Insights
• Setup Guide: ActivTrak for Power BI - AI Insights

Original source

Release date: August 31, 2026

Critical information

Status

• General Availability (GA): Fully released and available to all eligible direct (trial and paid) accounts on NGUM. Free accounts, accounts in contraction, and MSP accounts continue to use the existing (legacy) overage flow and are out of scope for this release.

Availability

• Packages: Available to all packages
• Rollout schedule: Phased rollout
• Rollout start date: August 31, 2026
• Limitations: This update applies to most paid and trial accounts, including VAR and license pool accounts. MSPs and a small number of true-up accounts are excluded.
• Requirements: Admin role required

What's new

Feature description

Improved Overage Management replaces ActivTrak's previous all-or-nothing overage enforcement (which blocked all reporting once an account exceeded its license count) with targeted, per-agent enforcement. When an account exceeds its purchased license count, only the excess user agents are routed to a new "Pending Licenses" state; agents within the paid license count keep full reporting access. Admins get a dedicated Pending Licenses tab to review, approve, remove, or merge those excess agents on their own timeline.

Key capabilities

• Pending Licenses tab: A new tab on the Users page shows agents that exceed the account's purchased license count, with a counter badge, Device Login, User type (associated new/existing Users), Data History (age of oldest reported data, up to 30 days), First Log, and Last Log columns. It's visible even when no licenses are pending.
• Admin-controlled approval, removal, and merging: Admins can approve pending agents individually or in bulk (consumes one license per agent, subject to availability), permanently remove a pending agent and its data (adds the device to Do Not Track), or merge a pending agent into an existing user record (with or without consuming an additional license, depending on whether the admin chooses to merge the underlying agents).
• Continued data collection during the pending period: Agents in pending status keep collecting productivity data in the background for up to 30 days, even though that data isn't visible in reports until the agent is approved. Data older than 30 days is automatically purged.
• Manual User Approval mode with auto-restore: Admins can optionally turn on manual approval to review all new users before they consume a license, even below their limit. When an account enters overage, the system automatically turns this setting on and prevents the admin from turning it off until the account is back at or under its license limit and the pending queue is empty - at which point the system restores whatever the setting was before overage began. All auto-restore actions are logged to the audit trail.
• Email notifications: Admins receive email notifications when their account has agents on the Pending Licenses tab. This version removes in-app banners and Intercom popups for overage.

Use cases

• An account slightly exceeds its purchased license count when a few new devices start reporting. Rather than losing access to all reports, the admin retains full visibility into their paid-for agents and can review the excess agents in the Pending Licenses tab on their own schedule - approving them if they add licenses, merging them into existing users, or removing them.
• An admin wants to vet every new user before they consume a license, even when under their limit. They can proactively enable Manual User Approval to review and approve new agents on their terms rather than having them auto-consume a license.

Target audience

• Primary personas: Account Administrators (this is the primary and only persona referenced throughout the source doc - it's an admin-facing capability)
• Fit indicators: Accounts that have recently experienced license overage and been frustrated by losing all reporting access; accounts with fluctuating or growing headcount relative to their purchased license count

How to access

• Direct access: https://app.activtrak.com/#/app/settings/users/pending
• Navigation path: Settings> Users & Groups > Users > Pending Licenses tab

Additional information

Known limitations

• Not available to MSP accounts, which continue on a separate license management workflow
• Built for ActivTrak's current agent-based licensing model
• Pending agent data history is capped at 30 days; anything older is purged from the system

Support contacts

• General Support: https://www.activtrak.com/support/

Original source

Critical information

Status

• General Availability (GA): Fully released and available to all eligible accounts with an active HRIS Integration (Add-on).

Availability

• Packages: All packages with the HRIS Integration (Add-on)
• Rollout schedule: Immediate
• Go-live date: August 31, 2026

Requirements

• Integrations: HRIS Integration (Add-on) (must be active, configured, and actively syncing Time Off data)
• Permissions: Users who can edit Schedules
• Technical Prerequisites: HRIS Integration (Add-on) must be fully configured and syncing Time Off, not just purchased, for Company Holidays to appear in reporting. User identifiers (email or employee ID) must match exactly between the HR system and ActivTrak for holiday assignments to resolve correctly.
• Other: Managed through user groups, configured in Settings> Schedules > Holidays tab

What's new

Feature description

• Company Holidays lets admins mark company-recognized days off directly in ActivTrak and assign them to one or more user groups. Once assigned, those dates are automatically excluded from time-off calculations, productivity averages, and capacity metrics, closing a gap left by HRIS systems, which sync individual approved time off (vacation, sick leave) but typically store company holidays centrally by region rather than per employee.

Key capabilities

• Flexible entry: Add a single holiday through a form, or bulk import multiple holidays and group assignments via CSV.
• Group-based assignment: Assign holidays to user groups rather than individual users; group membership stays dynamic, so new hires and transfers automatically pick up (or drop) the correct holidays going forward.
• Native reporting integration: Company Holidays are stored as a distinct Time Off type and flow into the same pipeline as HRIS-synced PTO, appearing in Absence & Time Off views and correctly excluded from Productivity Metrics, Active Days, and Capacity Planning calculations.
• Safe, additive CSV re-imports: Re-uploading a CSV is non-destructive. Existing holidays (matched on Holiday Name + Start Date) are recognized and skipped rather than flagged as errors, while new holidays or group assignments in the file are added.
• Full edit control via UI: Holiday name, dates, and group assignments can be updated at any time through the Holidays page; CSV import remains additive-only and cannot rename, edit, or remove groups from existing holidays.

Use cases

• Multi-regional organizations (for example, US and UK offices) can create region-specific user groups and upload a single CSV assigning the correct national and regional holidays to each group, avoiding a parallel holiday calendar. Accounts can also perform annual or mid-year updates, such as adding next year's Thanksgiving date, by re-importing an updated CSV: previously imported holidays are automatically skipped, and only new entries are added.

How to access

• Direct access: https://app.activtrak.com/#/app/settings/schedules/holidays
• Navigation Path: Schedules > Holidays

Additional information

Known limitations

• No recurring-holiday engine: dates that repeat on a shifting schedule (for example, Thanksgiving, the 4th Thursday of November) must be pre-populated for each specific year and updated annually.
• Holiday assignments are inclusive only. There is no way to exclude a specific user from a holiday assigned to their group; you must manage exclusions by adjusting group membership.
• CSV import is additive only. It can create new holidays and add group assignments, but cannot rename a holiday, change its dates, or remove a group assignment. Those changes require the UI.
• Reporting for holiday dates that have already passed is not recalculated retroactively if group membership changes afterward. Membership changes only affect upcoming holiday dates.

Support:

Support resources

• Documentation: HRIS Integration (Add-on)

Support contacts

• General support: https://www.activtrak.com/support/
• Customer success: Reach out to your Customer Success Manager

Original source

Release date: August 31, 2026

Critical information

Status

• General Availability (GA): Fully released and available to all eligible direct (trial and paid) accounts on NGUM. Free accounts, accounts in contraction, and MSP/VAR accounts continue to use the existing (legacy) overage flow and are out of scope for this release.

Availability

• Packages: Available to all packages
• Rollout schedule: Phased rollout
• Rollout start date: August 31, 2026
• Limitations: This update applies to most paid and trial accounts, including VAR and license pool accounts. MSPs and a small number of true-up accounts are excluded.
• Requirements: Admin role required

What's new

Feature description

Improved Overage Management replaces ActivTrak's previous all-or-nothing overage enforcement (which blocked all reporting once an account exceeded its license count) with targeted, per-agent enforcement. When an account exceeds its purchased license count, only the excess user agents are routed to a new "Pending Licenses" state; agents within the paid license count keep full reporting access. Admins get a dedicated Pending Licenses tab to review, approve, remove, or merge those excess agents on their own timeline.

Key capabilities

• Pending Licenses tab: A new tab on the Users page shows agents that exceed the account's purchased license count, with a counter badge, Device Login, User type (associated new/existing Users), Data History (age of oldest reported data, up to 30 days), First Log, and Last Log columns. It's visible even when no licenses are pending.
• Admin-controlled approval, removal, and merging: Admins can approve pending agents individually or in bulk (consumes one license per agent, subject to availability), permanently remove a pending agent and its data (adds the device to Do Not Track), or merge a pending agent into an existing user record (with or without consuming an additional license, depending on whether the admin chooses to merge the underlying agents).
• Continued data collection during the pending period: Agents in pending status keep collecting productivity data in the background for up to 30 days, even though that data isn't visible in reports until the agent is approved. Data older than 30 days is automatically purged.
• Manual User Approval mode with auto-restore: Admins can optionally turn on manual approval to review all new users before they consume a license, even below their limit. When an account enters overage, the system automatically turns this setting on and prevents the admin from turning it off until the account is back at or under its license limit and the pending queue is empty - at which point the system restores whatever the setting was before overage began. All auto-restore actions are logged to the audit trail.
• Email notifications: Admins receive email notifications when their account has agents on the Pending Licenses tab. This version removes in-app banners and Intercom popups for overage.

Use cases

• An account slightly exceeds its purchased license count when a few new devices start reporting. Rather than losing access to all reports, the admin retains full visibility into their paid-for agents and can review the excess agents in the Pending Licenses tab on their own schedule - approving them if they add licenses, merging them into existing users, or removing them.
• An admin wants to vet every new user before they consume a license, even when under their limit. They can proactively enable Manual User Approval to review and approve new agents on their terms rather than having them auto-consume a license.

Target audience

• Primary personas: Account Administrators (this is the primary and only persona referenced throughout the source doc - it's an admin-facing capability)
• Fit indicators: Accounts that have recently experienced license overage and been frustrated by losing all reporting access; accounts with fluctuating or growing headcount relative to their purchased license count

How to access

• Direct access: https://app.activtrak.com/#/app/settings/users/pending
• Navigation path: Settings> Users & Groups > Users > Pending Licenses tab

Additional information

Known limitations

• Not available to MSP accounts, which continue on a separate license management workflow
• Built for ActivTrak's current agent-based licensing model
• Pending agent data history is capped at 30 days; anything older is purged from the system

Support contacts

• General Support: https://www.activtrak.com/support/

Original source

Release date: July 31, 2026

Critical information

Status

• General Availability (GA): Fully released and available to all eligible accounts.

Availability

• Packages: Available to selected packages
• Go-live date: July 31, 2026
• Limitations: Historical auto-detected offsets are not backfilled prior to activation. Manual overrides do not support effective-date tracking in this phase. Some legacy pages continue to use Account Time Zone for consistency.

Requirements

• Integrations: None specified
• Permissions: Account Admin role required
• Technical prerequisites: When User Time Zone is enabled, auto-detection begins after a 24-hour warm-up period.

What's new

Feature description

User time zone reporting lets you view productivity and activity data for each monitored user's local time zone. This improves the readability of reports for distributed teams by eliminating split-day distortions and reducing the need for manual time conversions.

With this release, you can choose how time is calculated and displayed across Live Reports, Insights, ActivConnect, and the Activity Log - either using a single Account Time Zone or each user's local time zone.

Key capabilities

• Account-level time zone configuration: A new setting under Settings > Time Zone allows administrators to choose how activity data is calculated and displayed: Account Time Zone (default), where all metrics are calculated using the account's configured time zone, or User Time Zone, where metrics are calculated using each monitored user's local time zone.
• Auto-detect offset (user time zone mode): When User Time Zone mode is enabled, the system automatically detects each user's UTC offset based on observed activity. Offsets are derived using activity continuity logic. Daylight saving time changes are supported through observed offset changes. If no offset is available, the system falls back to the Account Time Zone.
• Manual user time zone assignment: On the Users page, Admins can view each user's effective time zone, keep the default Auto-Detect Offset, assign a specific named time zone (e.g., America/Chicago), and apply bulk time zone updates. Manual assignments take precedence over auto-detection.
• Updated dashboards using Live Data: Productivity by User, Productivity Trends, Daily Work Metrics, and Schedule Adherence now respect the selected time zone mode. In User Time Zone mode, each user's metrics are calculated using their local midnight-to-midnight boundaries.
• Updated dashboards using Insights: Insights dashboards reflect your selected time zone mode during the next scheduled refresh (within 24 hours). Visible time zone indicators have been added to Workload Balance (Users tab) and Personal Insights - Your Working Habits.
• Activity Log dual timestamp view: The Activity Log now displays two timestamp columns for the same event: Activity Date/Time (Account Time Zone) and Activity Date/Time (User Time Zone).

Use cases

Organizations with distributed teams can now view reports that reflect when work actually occurs in each user's local time zone, improving schedule visibility and trust in productivity data. Admins can standardize reporting for specific users or validate schedule adherence when business needs require a fixed time zone.

Target audience

• Primary Personas: Account Admins, Managers with access to Live Reports

How to access

• Account-level time zone configuration: Navigate to Settings > Time Zone and select your preferred configuration mode.
• Manual user time zone assignment: Go to the Users page and locate the Time Zone column, and select a time zone from the dropdown.

Enhancements

• Standardized IANA time zone list used for both account and user selection.
• Improved labeling across reports to clearly indicate time zone context.
• Export updates to include the user's time zone where applicable.
• Audit log events now capture time zone configuration changes and user-level overrides.

Additional information

Known limitations

• Historical auto-detected offsets are not backfilled prior to activation.
• Manual overrides do not support effective-date tracking in this phase.
• Some legacy pages continue to use Account Time Zone for consistency.
• Auto-detected offsets apply only to activity generated after User Time Zone is enabled.

Switching modes

• Switching from Account Time Zone to User Time Zone applies new logic only to activity generated after activation (post-warm-up).
• Switching from User Time Zone to Account Time Zone resolves all timestamps to the account time zone.
• Auto-detected offsets may continue to be collected for up to 30 days after switching back, allowing detection to resume quickly if User Time Zone is re-enabled.
• No stored activity data is rewritten when switching modes.

Coaching Opportunities

When the account time zone configuration changes:

• Existing streaks are deleted.
• Coaching opportunities are not recalculated retroactively.

Support

Documentation

• Product Update: Reporting by User Time Zone
• Time Zone Settings

Support contacts

• General support: https://www.activtrak.com/support/
• Customer success: Reach out to your Customer Success team

Original source

Release date: July 10, 2026

Critical information

Status

• General Availability (GA): Fully released and available to all eligible users.

Availability

• Packages: All packages with the ActivConnect API (Add-on)
• Rollout Schedule: Immediate

Requirements

• ActivConnect (Add-on): Required
• BI platform: Power BI Pro or Premium license (Tableau and Data Studio support coming in future releases)
• Agent deployment: The ActivTrak Agent must be deployed to the user machines
• Permissions: Admin role required for setup
• Report access: Based on Power BI configuration permissions

What's new:

ActivTrak for BI - Customizable ActivTrak Reports v5.0 brings smarter scheduling awareness, time-off intelligence, and faster data performance to your workforce analytics. Users with HRIS Integration enabled now see approved time off reflected in metrics, schedule-based productivity splits, and utilization classifications—eliminating false penalties for planned absences. Incremental refresh on the Power BI online service ensures faster, lighter data loads while maintaining a rolling 12-month history.

Key capabilities:

• Schedule awareness: View Flexible and non-flexible schedules alongside Productive Time split by scheduled vs. non-scheduled hours, plus Late Start and Early End metrics aligned to individual schedules.
• Time Off (PTO) intelligence: When the HRIS Integration (Add-on) is enabled, approved time off automatically excludes from per-day averages and Active Days calculations—no performance penalties for planned absences.
• Consolidated application and site names: Cleaner filters and columns with one entry per tool instead of raw name variants.
• Incremental refresh: Publish to Power BI online service for faster scheduled refreshes that query only recent days instead of full history—far lighter data source load.
• User-level location and utilization reporting: Each user classified as Remote Only, Office Only, or Hybrid (location) and Healthy, Overutilized, or Underutilized (productivity)—so dashboards count people, not user-days.
• Alarm Logs Analysis: New dedicated page with alarm breakdowns by name and user, volume trends, and individual event logs.
• Time bucket flexibility: Toggle between Quarter, Month, Week, or Date grain across time-based visuals.
• Column selectors: On certain pages, choose which columns display in tables.

These improvements help managers and analytics teams get faster answers from cleaner data, with schedules and time off automatically factored in—so metrics reflect actual working days, not calendar days.

The target audience includes analytics managers, HR operations teams, and anyone running workforce reports who needs schedule-aware, time-off-intelligent metrics. Organizations with HRIS Integration enabled see immediate value; all accounts benefit from faster refresh and consolidated data cleanup.

How to access:

• Download directly from within the app. Log in to ActivTrak and navigate to API & Integration > ActivConnect & BI
• Access Requirements: Active ActivConnect subscription

Documentation

• ActivTrak for BI - Customizable ActivTrak Reports
• Glossary: ActivTrak for BI - Customizable ActivTrak Reports
• Setup Guide: ActivTrak for Power BI - Customizable ActivTrak Reports
• Setup Guide: ActivTrak for Google Data Studio - Customizable ActivTrak Reports
• Setup Guide: ActivTrak for Tableau - Customizable ActivTrak Reports

Support

• Customer Success: Contact your Customer Success team
• Contact Support: https://www.activtrak.com/contact/

Original source

Critical information

Status

• Early Access (EA): Available to select customers upon request. Production-ready but with a focused initial feature set. Additional capabilities are planned for future releases.

Important Notice (EU AI Act Compliance)

In accordance with the EU AI Act and ActivTrak's updated Master Services Agreement, this notice is provided 30 days in advance of the June 30, 2026 Early Access release. Ask ActivTrak Work Advisor must be manually enabled by an account administrator — it is not activated by default. This feature is classified as a general-purpose AI tool providing advisory output only.

Availability

• Packages: Workforce Management (WFM), Productivity Optimization (PO)
• Rollout schedule: Included for all WFM & PO packages beginning July 1, 2026.
• Go-live date: June 30, 2026
• EA limitations: Contractual usage limits apply at the daily, monthly, and account levels. Usage is tracked but not enforced during the Early Access period (enforcement expected approximately 6 months post-EA launch).

Requirements

• Agent version: No minimum agent version required.
• Browser: N/A
• Integrations: N/A
• Permissions: Admin or Configurator role required to enable and access Ask ActivTrak Work Advisor. See the User Roles & Permissions article for more information.
• Commercial: Included with WFM and PO. No additional add-on required during Early Access.
• Technical prerequisites: Account administrator must manually opt in to enable Ask ActivTrak Work Advisor. Feature is not enabled by default.
• Implementation timeline: Access is available immediately upon opt-in by an account administrator.
• Other: Ask ActivTrak Work Advisor is designed for team-level workforce insights only. Individual-level personally identifiable information (PII) is not surfaced in responses.

What's new

Feature description

Ask ActivTrak Work Advisor is a conversational AI interface that enables workforce leaders to ask natural language questions about their teams and receive data-driven insights — without requiring deep product expertise or manual report navigation. Ask ActivTrak Work Advisor connects directly to ActivTrak workforce data to support faster, more informed decisions around staffing, scheduling, and team utilization. All responses are advisory in nature and are designed to support human decision-making, not replace it.

Key capabilities

• Natural language workforce queries: Ask questions about your workforce in plain language and receive responses grounded in your ActivTrak data — including schedule adherence, user activity, PTO, and absences.
• Privacy-first design: All responses are limited to team-level data. Individual PII is not exposed, and access is controlled by existing role-based permissions.
• Governance and compliance observability: Visibility into how Ask ActivTrak Work Advisor is being used across the account, supporting responsible AI adoption.
• Fair use monitoring: Session usage is tracked at the daily, monthly, and account levels. Usage data is available for review during Early Access (enforcement is not active during this period).
• Deep links to existing reports: Responses include direct links to relevant ActivTrak reports, enabling users to verify data and explore further without manual navigation.

Use cases

Staffing decisions

HR leaders and workforce managers can ask natural language questions to evaluate whether headcount changes are warranted — without manually cross-referencing dashboards and reports.

Example questions Ask ActivTrak Work Advisor can answer:

• "Two marketing team members left — should we backfill their roles?"
• "The head of Sales requested three new hires. Should we approve or deny based on recent utilization?"
• "Which teams need additional headcount next quarter?"

Ask ActivTrak Work Advisor evaluates team utilization levels, workload distribution, and capacity trends to surface an evidence-based advisory response. Each response includes a workload interpretation (High, Low, Optimal, or Varied), supporting metrics, and a short rationale — helping leaders move from days of manual analysis to a faster, more consistent decision process.

Workforce utilization maximization

Operations leaders and managers can identify capacity gaps and imbalances across teams and redistribute workload before issues escalate.

Example questions Ask ActivTrak Work Advisor can answer:

• "Which teams are under capacity this month?"
• "Who can absorb additional workload without increasing overtime risk?"
• "Which team members are consistently over 110% utilization?"

Ask ActivTrak Work Advisor analyzes utilization trends across 1-week, 4-week, and 12-week windows and surfaces teams operating above or below target thresholds. When one team is over capacity and another is under, Ask ActivTrak Work Advisor identifies the redistribution opportunity — helping organizations optimize existing resources before pursuing new headcount.

Schedule adherence

Managers can surface patterns in how well employees are following their configured work schedules, including recurring late starts, early finishes, and extended periods of inactivity during scheduled hours.

Example questions Ask ActivTrak Work Advisor can answer:

• "Who has recurrent punctuality issues?"
• "Which teams have schedule adherence below 80%?"
• "Who is taking more than one hour of break time per day?"

Ask ActivTrak Work Advisor evaluates adherence against each user's configured schedule — or, if no configuration exists, a default 9:00 AM to 5:00 PM schedule — and flags users or teams that consistently fall below the 80% adherence threshold. Responses include the number of occurrences, the trend's duration, and whether a configured or default schedule was applied.

Attendance validation

HR partners and managers can identify employees with days of zero activity that lack a corresponding PTO or time-off record, supporting more accurate compliance tracking and reducing liability exposure.

Example questions Ask ActivTrak Work Advisor can answer:

• "Who has taken days off without approved time off?"
• "Which teams have the highest number of unsubmitted PTO entries?"
• "Who hasn't submitted PTO in the last 90 days?"

Ask ActivTrak Work Advisor cross-references activity data against attendance records within a configurable look-back window (default: 90 days) to flag potential unreported absences, PTO mismatches, and teams with above-average absence rates. Responses are advisory and evidence-based — designed to support HR review, not replace it.

Target audience

• Primary personas: HR leaders, workforce managers, operations leaders, and executive stakeholders who need fast answers from workforce data without deep platform expertise
• Fit indicators: Organizations with hybrid or distributed teams, accounts currently using Workforce Management features (schedule adherence, working hours, utilization), and teams looking to reduce time spent on manual data analysis

How to access

For EA features

• Access location once activated: Once enabled by an account administrator, Ask ActivTrak Work Advisor is accessible via "Ask ActivTrak" in the left navigation menu. The page header displays "Ask ActivTrak Work Advisor."

Resources

Documentation

• Coming soon!

Support

• General support: activtrak.com/support
• Feature-specific support: Contact your Customer Success Manager for questions about Ask ActivTrak Work Advisor configuration, access, or the interpretation of responses.

Additional information

Known limitations

• Ask ActivTrak Work Advisor does not surface individual user PII — all insights are scoped to the team level.
• Ask ActivTrak Work Advisor is designed to handle workforce-related queries only. Non-work-related or out-of-scope requests are not supported.
• Exportable charts and visuals supporting AI responses are not available at EA launch — planned as a fast-follow enhancement.
• Universal account-level rules and guidelines (allowing administrators to set standing context for the advisor) are not available at EA launch — planned as a fast-follow enhancement.
• Navigation may be affected when the left menu is collapsed — a fix is planned for a future release.
• Ask ActivTrak Work Advisor provides advisory language only (for example, "data seems to suggest") and is not designed to make or recommend hiring, firing, or other consequential employment decisions without human review.

Coming soon

• Exportable charts and visuals supporting Ask ActivTrak Work Advisor responses
• Account-level rules and guidelines for administrators to configure standing context
• Additional Productivity Optimization use cases (app usage insights and AI-powered recommendations) — targeted for Q4 2026
• Enterprise add-on with higher usage limits, MCP server integration, and proactive analysis capabilities — targeted for Q1 2027

Feedback and performance

• Feedback channel: Ask ActivTrak Work Advisor includes an in-product feedback mechanism (thumbs-up/down with detailed options) for each response. Customers may also share feedback directly with their Customer Success Manager.
• Success metrics: Time saved on manual report pulling and data analysis; frequency of Ask ActivTrak Work Advisor sessions; quality ratings via in-product feedback; use case coverage relative to team workflow needs.

Original source

Critical information

Status

• General Availability (GA): Fully released and available to all eligible accounts.

Availability

Packages: All new packages are available to new accounts and renewals starting July 1, 2026.

Rollout schedule: Phased:

• July 1, 2026: New plans available for new accounts and renewals
• August 7-28, 2026: Migration of existing accounts
• September 1- October 30, 2026: MSP account migration

Legacy plan migrations: ActivTrak is committed to providing seamless service to all customers and will automatically migrate existing accounts to the equivalent new plan:

• Essentials/Advanced → Workforce Management for Small Business
• Essentials Plus → Workforce Management
• Professional/Premium → Workforce Management + Productivity Optimization

This migration ensures continued feature coverage, with the same capabilities available under new plan names. It will not trigger a price change for customers.

Requirements

Agent version: N/A

Browser: N/A

Integrations: N/A

Permissions: N/A

Technical prerequisites: None for existing accounts. Migration is automated.

Implementation timeline: Immediately upon account migration.

What's new

ActivTrak is transitioning from its legacy three-plan architecture to two focused solutions— Workforce Management and Productivity Optimization — plus an offering for small businesses and a bundle option for enterprise organizations with more complex needs.

New packages

Workforce Management for Small Business provides visibility into whether employees work expected hours. It covers schedule adherence, basic compliance tracking, website and app usage, real-time workforce visibility and compliance alarms. It's for small businesses that need operational accountability. Please note: Work Advisor is not included in this plan.

Workforce Management translates workforce utilization data into dollar figures, helping leaders reduce labor costs, enforce RTO/hybrid policies and make confident headcount decisions. Get full visibility into:

• Schedule adherence and trends
• Daily work metrics with real-time visibility
• Usage by app, site and category
• Activity and USB alarms
• Contractor billing
• Timesheet validation

And now, with Work Advisor, leaders can ask questions about staffing, workforce utilization and more — and receive data-driven answers. No manual analysis needed.

Productivity Optimization maximizes high-value work without the employee-relations risk associated with traditional monitoring tools. This plan provides full visibility into:

• Workload balance
• Capacity planning
• Coaching opportunities
• Activity alignment
• Team-level productivity goals
• Focus and collaboration
• Technology utilization and adoption

Work Advisor is also included with this plan. Leaders can ask questions about coaching opportunities, activity alignment and more for data-driven answers. No manual analysis required.

The Workforce Management + Productivity Optimization Bundle is designed for organizations that need a foundation for compliance and schedule adherence, with a full productivity optimization layer. Purchase Workforce Management and Productivity Optimization together to receive a discount.

Current add-ons remain unchanged. Learn more here.

How to access

Workforce Management for Small Business, Workforce Management, Productivity Optimization, Workforce Management + Productivity Optimization Bundle and Screen Details (Add-on) are all available in the self-service cart. Add-ons, such as AI Insights and the HRIS integration, require Sales to purchase. Reach out to them here: [email protected].

Existing accounts: No action required. Accounts will automatically migrate to the equivalent new plan beginning August 7, 2026. Customers will maintain all current functionality and pricing.

New feature: Workforce Management, Productivity Optimization and Workforce Management + Productivity Optimization Bundle customers will now have access to Work Advisor, a feature exclusive to these plans.

Additional information

Migration notes

• What's changing: The new plan structure will replace the legacy plan architecture (Advanced, Essentials, Essentials Plus, Premium, Professional).
• Action required: No action required for existing accounts. Migration is automatic.
• Migration guarantees: Zero functionality loss and the same price at migration. If you have questions about your migration mapping, contact your Customer Success team.
• Migration start date: August 7, 2026

Resources

Documentation

• Product Update: New ActivTrak Packages

Support

• General support: activtrak.com/support
• Feature-specific support: Contact your Customer Success team for questions about Pending License Management configuration or access.

Feedback and performance

• Feedback channel: Contact your Customer Success team or submit feedback via the support portal

Original source

Critical information

Status

• General Availability (GA): Fully released and available to all eligible users.

Availability

• Plans: All ActivConnect subscription tiers
• Rollout Schedule: Immediate

Requirements

• ActivConnect (Add-on): Required ActivConnect subscription
• BI platform: Power BI Pro or Premium license (Tableau and Data Studio support coming in future releases)
• Agent deployment: The ActivTrak Agent must be deployed to the user machines
• Permissions: Admin role required for setup
• Report access: Based on Power BI configuration permissions

What's new

• Schedules sync from the ActivTrak platform: Each user's scheduled days and hours come directly from their ActivTrak schedule configuration—the same source that powers the web app's Schedule Adherence Trend dashboard. No more shift parameters to configure per template.
• Time Off (PTO) awareness: Approved Time Off days are automatically excluded from per-day averages and shift compliance counts, so users aren't penalized for planned absences. Requires HRIS Integration (Add-on).
• Direct measurement against scheduled times: The template now measures directly against scheduled start and end times, aligning the logic with the Schedule Adherence Trends dashboard.
• Cleaner naming and labels: Refreshed shift-level metric names (e.g., "% of Shifts Comply Schedule," "Start Late," "End Early"), renamed the "Group" filter to Team, and tightened tile labels (Prod. Goal, Prod. During Schedule).

How to access

• Download directly from within the app. Log in to ActivTrak and navigate to API & Integration > ActivConnect & BI
• Access Requirements: Active ActivConnect subscription

Documentation

• ActivTrak for BI - Schedule Adherence
• Glossary: ActivTrak for BI - Schedule Adherence
• Setup Guide: ActivTrak for Power BI - Schedule Adherence
• ActivConnect API (Add-on)

Support

• Customer Success: Contact your Customer Success team
• Contact Support: https://www.activtrak.com/contact/

Original source

Critical information

Status

• Early Access (EA): Available to select accounts upon request. Production-ready but limited to opt-in direct customer participants during this phase.

Availability

• Plans: All Plans
• Rollout schedule: Phased — available to opt-in accounts beginning June 11, 2026. General Availability planned for Q3 2026.
• Go-live date: June 11, 2026
• EA limitations: Available to direct, paid accounts. Access granted on a rolling basis through the EA period.

Requirements

• Agent version: N/A
• Browser: N/A
• Integrations: N/A
• Permissions: Administrator role required.
• Commercial: Included in all plans. No additional add-on required.
• Technical prerequisites: N/A
• Implementation timeline: Enabled at the account level upon CSM confirmation. Access available within 24–48 hours of CSM confirmation.
• Other: N/A

What's new

Feature description

Pending License Management replaces ActivTrak's previous all-or-nothing report lockout with a more flexible, admin-controlled workflow. When an account exceeds its purchased license count, reporting access is preserved for all users within the limit, and excess users are automatically routed to a new Pending Licenses tab on the Users page for admin review. Admins retain full control over how and when to resolve overages without disrupting access to critical workforce insights.

Key capabilities

• Preserved report access: Reports remain fully accessible for all users within the purchased license limit, even when the account is in overage.
• Pending Licenses tab: Excess users are automatically routed to a dedicated tab on the Users page, where admins can review and take action on their own timeline.
• 30-day data preservation: Activity data is collected and retained for pending users for up to 30 days, giving admins time to make informed decisions before approving or removing access.
• Flexible admin actions: Admins can approve pending users (when licenses are available), assign them to an existing user, merge them with an existing agent, or remove them entirely.
• Optional manual review mode: Admins can enable manual review for all new users — even within license limits — for tighter control over license consumption.
• Admin email notifications: When new users enter the Pending Licenses queue, email notifications are automatically sent to account admins, ensuring overages are visible without requiring admins to actively monitor the Users page.

Use cases

• License overage management: When a new device comes online and pushes an account over its license limit, the admin is notified and can review the pending user in the Pending Licenses tab — approving, merging, or removing at their own pace — rather than losing access to reports while scrambling to resolve the issue.
• Proactive license control: For organizations that want proactive control over license assignments, enabling manual review mode holds all new users in Pending Licenses before they consume a license, regardless of whether the account is currently over its limit.

Target audience

• Primary personas: IT Administrators, Account Administrators
• Fit indicators: Accounts with dynamic or growing user bases; organizations that have previously experienced report lockouts due to license overages

How to access

For EA features

• Request access: Contact your Customer Success team to enroll in Early Access.
• Access location once activated: Navigate to the Users page in ActivTrak (app.activtrak.com/settings/users) and select the Pending Licenses tab.

Resources

Documentation

• Coming soon!

Support

• General support: activtrak.com/support
• Feature-specific support: Contact your Customer Success team for questions about Pending License Management configuration or access.

Additional information

Migration notes

• Action required: No action required. Enrolled accounts will automatically begin routing excess users to the Pending Licenses tab rather than triggering a report lockout.

Change management

• Overage notifications updated: Pending License Management removes the previous in-app banner and notifications tied to the legacy overage flow. Admins should use the Pending Licenses tab and email notifications to review and act on pending licenses going forward.

Feedback and performance

• Feedback channel: Email us at [email protected]
• Success metrics: Reduction in support escalations related to report lockouts; average time to resolve the Pending Licenses queue.

Original source

Release date

June 30, 2026

Critical information

Status

• Early Access (EA): Available to select customers upon request. Production-ready but with a focused initial feature set. Additional capabilities are planned for future releases.

Important Notice (EU AI Act Compliance)

In accordance with the EU AI Act and ActivTrak's updated Master Services Agreement, this notice is provided 30 days in advance of the June 30, 2026 Early Access release. Work Advisor must be manually enabled by an account administrator — it is not activated by default. This feature is classified as a general-purpose AI tool providing advisory output only.

Availability

Packages

Workforce Management (WFM), Productivity Optimization (PO) Not included in: Workforce Management for Small Business (WFM for SB)

Rollout schedule

Included for all WFM & PO packages beginning July 1, 2026.

Go-live date

June 30, 2026

EA limitations

Contractual usage limits apply at the daily, monthly, and account levels. Usage is tracked but not enforced during the Early Access period (enforcement expected approximately 6 months post-EA launch).

Requirements

Agent version

No minimum agent version required.

Browser

N/A

Integrations

N/A

Permissions

Admin or Configurator role required to enable and access Work Advisor. See the User Roles & Permissions article for more information.

Commercial

Included with WFM and PO. No additional add-on required during Early Access.

Technical prerequisites

Account administrator must manually opt in to enable Work Advisor. Feature is not enabled by default.

Implementation timeline

Access is available immediately upon opt-in by an account administrator.

Other

Work Advisor is designed for team-level workforce insights only. Individual-level personally identifiable information (PII) is not surfaced in responses.

What's new

Feature description

ActivTrak's Work Advisor is a conversational AI interface that enables workforce leaders to ask natural language questions about their teams and receive data-driven insights — without requiring deep product expertise or manual report navigation. Work Advisor connects directly to ActivTrak workforce data to support faster, more informed decisions around staffing, scheduling, and team utilization. All responses are advisory in nature and are designed to support human decision-making, not replace it.

Key capabilities

• Natural language workforce queries: Ask questions about your workforce in plain language and receive responses grounded in your ActivTrak data — including schedule adherence, user activity, PTO, and absences.
• Privacy-first design: All responses are limited to team-level data. Individual PII is not exposed, and access is controlled by existing role-based permissions.
• Governance and compliance observability: Visibility into how Work Advisor is being used across the account, supporting responsible AI adoption.
• Fair use monitoring: Session usage is tracked at the daily, monthly, and account levels. Usage data is available for review during Early Access (enforcement is not active during this period).
• Deep links to existing reports: Responses include direct links to relevant ActivTrak reports, enabling users to verify data and explore further without manual navigation.

Use cases

Staffing decisions

HR leaders and workforce managers can ask natural language questions to evaluate whether headcount changes are warranted — without manually cross-referencing dashboards and reports.

Example questions Work Advisor can answer:

• "Two marketing team members left — should we backfill their roles?"
• "The head of Sales requested three new hires. Should we approve or deny based on recent utilization?"
• "Which teams need additional headcount next quarter?"

Work Advisor evaluates team utilization levels, workload distribution, and capacity trends to surface an evidence-based advisory response. Each response includes a workload interpretation (High, Low, Optimal, or Varied), supporting metrics, and a short rationale — helping leaders move from days of manual analysis to a faster, more consistent decision process.

Workforce utilization maximization

Operations leaders and managers can identify capacity gaps and imbalances across teams and redistribute workload before issues escalate.

Example questions Work Advisor can answer:

• "Which teams are under capacity this month?"
• "Who can absorb additional workload without increasing overtime risk?"
• "Which team members are consistently over 110% utilization?"

Work Advisor analyzes utilization trends across 1-week, 4-week, and 12-week windows and surfaces teams operating above or below target thresholds. When one team is over capacity and another is under, Work Advisor identifies the redistribution opportunity — helping organizations optimize existing resources before pursuing new headcount.

Schedule adherence

Managers can surface patterns in how well employees are following their configured work schedules, including recurring late starts, early finishes, and extended periods of inactivity during scheduled hours.

Example questions Work Advisor can answer:

• "Who has recurrent punctuality issues?"
• "Which teams have schedule adherence below 80%?"
• "Who is taking more than one hour of break time per day?"

Work Advisor evaluates adherence against each user's configured schedule — or, if no configuration exists, a default 9:00 AM to 5:00 PM schedule — and flags users or teams that consistently fall below the 80% adherence threshold. Responses include the number of occurrences, the trend's duration, and whether a configured or default schedule was applied.

Attendance validation

HR partners and managers can identify employees with days of zero activity that lack a corresponding PTO or time-off record, supporting more accurate compliance tracking and reducing liability exposure.

Example questions Work Advisor can answer:

• "Who has taken days off without approved time off?"
• "Which teams have the highest number of unsubmitted PTO entries?"
• "Who hasn't submitted PTO in the last 90 days?"

Work Advisor cross-references activity data against attendance records within a configurable lookback window (default: 90 days) to flag potential unreported absences, PTO mismatches, and teams with above-average absence rates. Responses are advisory and evidence-based — designed to support HR review, not replace it.

Target audience

• Primary personas: HR leaders, workforce managers, operations leaders, and executive stakeholders who need fast answers from workforce data without deep platform expertise
• Fit indicators: Organizations with hybrid or distributed teams, accounts currently using Workforce Management features (schedule adherence, working hours, utilization), and teams looking to reduce time spent on manual data analysis

How to access:

For EA features

• Access location once activated: Once enabled by an account administrator, Work Advisor is accessible via "Ask ActivTrak" in the left navigation menu. The page header displays "Ask ActivTrak Work Advisor."

Resources:

Documentation

• Coming soon!

Support

• General support: activtrak.com/support
• Feature-specific support: Contact your Customer Success Manager for questions about Work Advisor configuration, access, or the interpretation of responses.

Additional information:

Known limitations

• Work Advisor does not surface individual user PII — all insights are scoped to the team level.
• Work Advisor is designed to handle workforce-related queries only. Non-work-related or out-of-scope requests are not supported.
• Exportable charts and visuals supporting AI responses are not available at EA launch — planned as a fast-follow enhancement.
• Universal account-level rules and guidelines (allowing administrators to set standing context for the advisor) are not available at EA launch — planned as a fast-follow enhancement.
• Navigation may be affected when the left menu is collapsed — a fix is planned for a future release.
• Work Advisor provides advisory language only (for example, "data seems to suggest") and is not designed to make or recommend hiring, firing, or other consequential employment decisions without human review.

Coming soon

• Exportable charts and visuals supporting Work Advisor responses
• Account-level rules and guidelines for administrators to configure standing context
• Additional Productivity Optimization use cases (app usage insights and AI-powered recommendations) — targeted for Q4 2026
• Enterprise add-on with higher usage limits, MCP server integration, and proactive analysis capabilities — targeted for Q1 2027

Feedback and performance

• Feedback channel: Work Advisor includes an in-product feedback mechanism (thumbs-up/down with detailed options) for each response. Customers may also share feedback directly with their Customer Success Manager.
• Success metrics: Time saved on manual report pulling and data analysis; frequency of Work Advisor sessions; quality ratings via in-product feedback; use case coverage relative to team workflow needs.

Original source

Release Date: May 29, 2026

Template versions:

• ActivTrak for BI - Financial Loss: Power BI v1.1
• ActivTrak for BI - Headcount Planning: Power BI v1.1
• ActivTrak for BI - Potential False Activity: Power BI v1.2
• ActivTrak for BI - Technology License Optimization: Power BI v1.1

Critical information:

Status

• General Availability (GA): Fully released and available to all eligible users.

Availability

• Plans: All ActivConnect subscription tiers
• Rollout Schedule: Immediate

Requirements

• ActivConnect (Add-on): Required ActivConnect subscription
• BI platform: Power BI Pro or Premium license (Tableau and Data Studio support coming in future releases)
• Data input: Google Sheets access
• Agent deployment: The ActivTrak Agent must be deployed to the user machines
• Permissions: Admin role required for setup
• Report access: Based on Power BI configuration permissions

What's new:

This release delivers performance and reliability improvements across four ActivTrak Power BI templates. All templates benefit from optimized query performance, and select templates include targeted fixes for data accuracy and interactive filtering.

Potential False Activity Template — v1.2

• Improved query performance through optimized data model structure

Technology License Optimization Template — v1.1

• Improved query performance through optimized data model structure

Headcount Planning Template — v1.1

• Replaced user_name with employee_id as the primary joining key, enabling more reliable employee matching between ActivTrak activity data and the Employee Roster
• Improved query performance through optimized data model structure
• Fixed: Formatted interactive bar chart measures unit type

Financial Loss Template — v1.1

• Overbilling rate tiers now properly cross-filter top visuals (user count, time, and billing metrics)
• Improved query performance through optimized data model structure

How to access:

• Download directly from within the app. Log in to ActivTrak and navigate to API & Integration > ActivConnect & BI
• Access Requirements: Active ActivConnect subscription

Documentation

• Setup Guide: ActivTrak for Power BI - Financial Loss
• Setup Guide: ActivTrak for Power BI - Headcount Planning
• Setup Guide: ActivTrak for Power BI - Potential False Activity Analysis
• Setup Guide: ActivTrak for Power BI - Technology License Optimization
• ActivConnect API (Add-on)

Support

• Customer Success: Contact your Customer Success team
• Contact Support: https://www.activtrak.com/contact/

Original source

Release date: May 29, 2026

Critical information

Status

• Early Access (EA): Available to select accounts upon request. Production-ready with a defined feature set. Additional capabilities are planned before General Availability.

Availability

• Plans: Professional and Premium with the AI Insights (Add-on)
• Rollout schedule: Immediate for all qualifying Professional and Premium accounts beginning May 29, 2026
• Go-live date: May 29, 2026
• Legacy plan handling: Available to qualifying accounts on Professional or Premium plans. Contact your Customer Success team to enable the AI Insights (Add-on)
• EA limitations: Available for purchase beginning May 29, 2026. Access is enabled by your Customer Success team after the AI Insights (Add-on) is activated.

Requirements

• Agent version: No minimum agent version required.
• Browser: Chrome, Edge, or Firefox (latest versions recommended).
• Integrations: N/A
• Permissions: Admins and Configurators have access by default. Power Users and Viewers can be granted access via the Role Access settings. See the User Roles & Permissions article for more information.
• Commercial: AI Insights (Add-on) required ($4/user/month introductory rate through the end of 2026).
• Technical prerequisites: ActivTrak agent deployed for users being measured; AI tools in active use within the organization.
• Implementation timeline: Access is activated within 24–48 hours of AI Insights (Add-on) enablement.

What's new

Feature description

AI Insights helps executives, IT leaders, and HR teams measure how AI tools are being adopted across the workforce and whether that adoption is translating into measurable productivity gains. By analyzing usage patterns, classifying users into AI adoption maturity stages, and correlating adoption with productivity outcomes, AI Insights gives organizations the data they need to make informed decisions about AI investments, enablement priorities, and resource allocation.

Key capabilities

• Impact dashboard: Correlates AI adoption maturity stages with workforce productivity metrics — overall utilization and core activity efficiency — at both the organizational and team level. Includes trend analysis to track how stage distribution and productivity shift over time.
• Adoption dashboard: Provides user-level details on AI tool usage, including top tools by time allocation, per-user maturity-stage classification, interaction frequency, and usage trends. Supports drill-down analysis via cross-filtering across all visualizations.
• Category configuration: Allows Admins and Configurators to define which application and website categories count as AI usage at the account level. Accommodates organizations that have customized the default AI Tools & Assistants category or created their own AI-related categories.
• AI Adoption Maturity Framework: Classifies users into one of four stages — No Usage, Research Assistance, Task Execution, and Workflow Integration — based on usage frequency, the percentage of productive time spent in AI tools, and average AI interaction frequency (sessions per day). Enables leaders to move beyond binary usage tracking to understand how deeply AI is embedded in daily work.
• BI & Custom Analysis (ActivConnect API (Add-on) required): For customers with ActivConnect, the AI Insights BI template unlocks the full AI impact story. It lets them integrate their own output and performance data to correlate AI adoption with business outcomes. The in-app dashboard tells you how people are using AI. The BI template tells you what difference it's making. For more information, see Release Notes: ActivTrak for BI - AI Insights.

AI Adoption Maturity

Every user is classified into a maturity stage based on three signals: usage frequency, percentage of productive time in AI tools, and average AI interaction frequency (sessions per day).

• Stage 0 - No Usage: User has not engaged with any AI tools
• Stage 1 - Research Assistance: AI is being tried, explored, or used for quick inputs or research
• Stage 2 - Task Execution: AI is actively used to draft, analyze, or refine work outputs
• Stage 3 - Workflow Integration: AI is embedded in workflows and decision-making, producing near-final outputs

How to access

For EA features

• Request access: Contact your Customer Success team to confirm eligibility and enable the AI Insights (Add-on) for your account.
• Activation timeline: Access is enabled within 24–48 hours of add-on activation.

Access once activated

• Navigate to Executive Summaries > AI Insights
  • Impact tab — Org-level maturity distribution and productivity correlation (landing page)
  • Adoption tab — User and tool-level detail
  • Configuration tab — Define AI categories for your account (Admins and Configurators only)
• To manage role access, go to Settings > Access > Role Access

Resources

Documentation

• AI Insights (Add-on)
• AI Insights
• Glossary: AI Insights

Support

• General support: activtrak.com/support
• Feature-specific support: Contact your Customer Success team for questions about AI Insights configuration, access, or dashboard interpretation.

Additional information

Coming soon

• Embedded AI measurement: Capture and measure AI activity from embedded features within everyday applications — such as Copilot in Microsoft 365, Gemini in Google Workspace, or AI assistants in Salesforce — in addition to standalone AI tools.
• Compliance dashboard: Identify unapproved AI tool usage to assess security risks, inform governance policies, and ensure compliance with approved AI standards across the organization.
• Additional productivity metrics: Track Working Day Span and Focused Time as signals of how AI adoption affects when and how work gets done.
• General Availability: Broad availability to all eligible Professional and Premium accounts via the AI Insights add-on.

Navigation update

• What's changing: The AI Adoption section in the main navigation has been renamed to AI Insights. The Organization sub-page is now Impact; the Team sub-page is now Adoption.
• Action required: None. Navigation updates are applied automatically.

Original source

Release date

May 29, 2026

Critical information

Status

• Early Access (EA): Available to select accounts upon request. Production-ready with a defined feature set. Additional capabilities are planned before General Availability.

Availability

Plans

Professional and Premium with the AI Insights (Add-on) and ActivConnect API (Add-on)

Rollout schedule

Immediate for all qualifying ActivConnect API (Add-on) enabled accounts beginning May 29, 2026

Go-live date

May 29, 2026

Requirements

Agent version

No minimum agent version required.

Add-ons

AI Insights (Add-on) and ActivConnect API (Add-on)

BI Platform

Power BI Pro or Premium license

Permissions

Admins and Configurators have access by default. Power Users and Viewers can be granted access via the Role Access settings. See the User Roles & Permissions article for more information.

Commercial

AI Insights (Add-on) required ($4/user/month introductory rate through the end of 2026).

What's new

Feature description

ActivTrak for BI - AI Insights helps executives, IT leaders, and HR teams measure how AI tools are being adopted across the workforce and whether that adoption is translating into measurable productivity gains. By analyzing usage patterns, classifying users into AI adoption maturity stages, and correlating adoption with productivity outcomes, AI Insights gives organizations the data they need to make informed decisions about AI investments, enablement priorities, and resource allocation.

Key capabilities

• Impact dashboard: Correlates AI adoption maturity stages with workforce productivity metrics — overall utilization and core activity efficiency — at both the organizational and team level. Includes trend analysis to track how stage distribution and productivity shift over time.
• Adoption dashboard: Provides user-level details on AI tool usage, including top tools by time allocation, per-user maturity-stage classification, interaction frequency, and usage trends. Supports drill-down analysis via cross-filtering across all visualizations.
• Category configuration: Allows Admins and Configurators to define which application and website categories count as AI usage at the account level. Accommodates organizations that have customized the default AI Tools & Assistants category or created their own AI-related categories.
• AI Adoption Maturity Framework: Classifies users into one of four stages — No Usage, Research Assistance, Task Execution, and Workflow Integration — based on usage frequency, the percentage of productive time spent in AI tools, and average AI interaction frequency (sessions per day). Enables leaders to move beyond binary usage tracking to understand how deeply AI is embedded in daily work.

AI Adoption Maturity

Every user is classified into a maturity stage based on three signals: usage frequency, percentage of productive time in AI tools, and average AI interaction frequency (sessions per day).

Stage | Maturity level | Behavior pattern

Stage 0 | No Usage | User has not engaged with any AI tools

Stage 1 | Research Assistance | AI is being tried, explored, or used for quick inputs or research

Stage 2 | Task Execution | AI is actively used to draft, analyze, or refine work outputs

Stage 3 | Workflow Integration | AI is embedded in workflows and decision-making, producing near-final outputs

How to access

• Access Requirements: Active ActivConnect API (Add-on) subscription
• Request access: Contact your Customer Success team to confirm eligibility and enable the AI Insights paid add-on for your account.
• Download directly from within the app. Log in to ActivTrak and navigate to API & Integration > ActivConnect & BI

Implementation

• Standard setup: Less than 30 minutes
  • 5-10 minutes - Power BI template installation
  • 5-10 minutes - Initial data load and validation

Resources

Documentation

• AI Insights (Add-on)
• ActivTrak for BI - AI Insights
• Glossary: ActivTrak for Power BI - AI Insights
• Setup Guide: ActivTrak for Power BI - AI Insights

Support

• General support: activtrak.com/support
• Feature-specific support: Contact your Customer Success team for questions about AI Insights configuration, access, or dashboard interpretation.

Additional information

Coming soon

• Embedded AI measurement: Capture and measure AI activity from embedded features within everyday applications — such as Copilot in Microsoft 365, Gemini in Google Workspace, or AI assistants in Salesforce — in addition to standalone AI tools.
• Compliance dashboard: Identify unapproved AI tool usage to assess security risks, inform governance policies, and ensure compliance with approved AI standards across the organization.
• Additional productivity metrics: Track Working Day Span and Focused Time as signals of how AI adoption affects when and how work gets done.
• General Availability: Broad availability to all eligible Professional and Premium accounts via the AI Insights add-on.
• Data Studio and Tableau support: Availability on additional BI solution platforms.

Original source