Time & Payroll How To’s

How To Assign Employees To A Supervisor And Manager *

Step By Step:

  1. Time and Payroll Module
  2. Employees Folder
  3. Employee Center
  4. Choose Employee
  5. Manager & Supervisor Drop Down Boxes

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How To Assign Available Activities And Jobs For Employees *

Step By Step:

  1. Help Lists
  2. Activities (or Jobs)
  3. Choose Workgroup From Drop Down Box
  4. Choose Activities (or Jobs) From left list
  5. Use “Add” Button To Assign Activities (or Jobs) To All Employees of That Specified Workgroup

 

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How To Assign An Employee To A Workgroup *

Step By Step:

  1. Employees
  2. Employee Center
  3. Choose Employee From List
  4. Use “Workgroup” Drop Down Box

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How To Assign pcTrac and iTrac Users *


Step By Step:

  1. Setup
  2. pcTrac/iTrac Users
  3. Choose Employee From List (On Left)
  4. Use “Add” Button To Assign Employee pcTrac/iTrac License

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How To Change First Day of Payroll Week *


Step By Step:

  1. Administrate
  2. Setup Wizard
  3. Time & Payroll Tab
  4. First Day Of Payroll Week
  5. Use Drop Down Box

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How To Create A Customer *


Step By Step:

  1. Customers/Jobs/Budgets
  2. Customer List
  3. Menu, Create New Customer
  4. Fill In All Necessary (And Optional) Information

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How To Create A Holiday *


Step By Step:

  1. Employees
  2. Holidays
  3. Type In Holiday Name
  4. Choose Holiday Date
  5. Add

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How To Create A Job *


Step By Step:

  1. Customers/Jobs/Budgets
  2. Job List
  3. Menu, Create New Job
  4. Fill In All Necessary (And Optional) Information

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How To Create A Sales Rep *


Step By Step:

  1. Customers/Jobs/Budgets
  2. Sales Rep
  3. Menu, Create New Sales Rep
  4. Fill In All Necessary (And Optional Information)

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How To Create A Schedule *


Step By Step:

  1. Employees
  2. Schedules
  3. Menu, Create New Schedule
  4. Fill In All Necessary (And Optional) Information

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How To Create A Workgroup *


Step By Step:

  1. Employees
  2. Workgroups
  3. Menu, Create New Workgroup
  4. Fill In All Necessary (And Optional) Information

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How To Create An Activity *


Step By Step:

  1. Labor Activities
  2. Activity Center
  3. Choose Category For Activity From List
  4. Menu, Create New Activity
  5. Accept Prompted Activity Code (Unless Otherwise Instructed)
  6. Fill In All Necessary (And Optional) Information

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How To Create An Employee *


Step By Step:

  1. Employees
  2. Employee Center
  3. Menu, Create New Employee
  4. Fill In All Necessary (And Optional) Information

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How To Create Customer Notes And Reminders *


Step By Step:

  1. Customers/Jobs/Budgets
  2. Customer List
  3. Choose Customer From List
  4. Insert (For Notes) Or Reminder

 

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How To Edit Timesheets *


Step By Step:

  1. Timesheets
  2. Timesheet Center
  3. Double Click On Specific Timesheet Requiring Edits (Or Approval)

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How To Make A New Administrator *


Step By Step:

  1. Administrate
  2. View/Edit TracManager Users
  3. New User
  4. Type In User Name
  5. Change User Type To Administrator
  6. Set Password

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How To Post Overhead *


Step By Step:

  1. Administrate
  2. Post Overhead

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How To Set Employee Notes And Reminders *


Step By Step:

  1. Employees
  2. Employee Center
  3. Choose Employee
  4. Contact Notes & Reminders
  5. Insert (For Notes) Or Reminder

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How To Set Passwords For pcTrac And iTrac Users *


Step By Step:

  1. Setup
  2. pcTrac/iTrac Users
  3. Choose Name of Employee From List On Right
  4. Use “Password” Box To Change User Password
  5. If Password Is Hidden, Uncheck the “Hide Password” Box

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How To Setup Payroll Rules *


Step By Step:

  1. Setup
  2. Payroll Rules
  3. Fill In All Necessary (And Optional) Information

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How To *

Step By Step:

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