How To Manage Help Lists
How To Manage Help Lists
Time & Payroll How To’s
Time & Payroll How To’s Contents 1. How To Assign Employees To A Supervisor And Manager 2. How To Assign Available Activities And Jobs For Employees 3. How To Assign An Employee To A Workgroup 4. How To Assign pcTrac and iTrac Users 5. How To Change First Day of Payroll Week 6. How To […]
HR & Payroll Setup
HR & Payroll Setup Contents 1. HR & Payroll – Setup 2. Payroll Rules 3. Time Tracking Rules 4. Tardy Policies 5. Employee Schedules 6. Employee Work Groups 7. Customizing Employee Records 8. Paid time off accrual 9. Payroll Burden 10. Activity-based Compensation 11. Worker’s Compensation Insurance 12. Prevailing Wage HR & Payroll – Setup […]
Time & Payroll Setup
Time & Payroll Setup Contents 1. Time & Payroll Overview 2. How do I set up Time Tracking? 3. How to I Set Up Employee Payroll? 4. What is the difference between Exempt and Non-Exempt employees? 5. How do I setup Payroll Rules? 6. What are Pay Types? 7. How do I set up Worker’s […]
Getting Started
Getting Started Contents #1 – Installation Setup #2 – Setup Wizard #3 – Complete Any Remaining Data Entry #4 -TracManager Users #5 -Set up Data Capture #6 – Operate the System – Capture Time Data #7 Review, Edit and Approve Timesheets Follow these Steps to get up and running on the first phase of the […]
Release 2022
Release 2022 ** New Feature ** A new menu item named Locations now appears on the Materials Tab. This new feature allows the user to create, delete, rename and drag-n-drop material locations and bins. Scheduling now supports multiple employee qualification profiles with effective dates. You may now set skill profiles that begin and end on […]
Release 2021
Release 2022 New Report Type: Project Cost located under the List category. Applies to estimating module. Import Budget from Spreadsheet now consolidates same Part Number and Description into a single entry New report type ‘Purchase Requisition’ for the Materials & Inventory Module. This new reporting feature provides insight into future requirements based on allocated materials. […]
Profit Summary
Profit Summary The profit summary is located on the Job Cost Analysis Dashboard and provides a list of jobs for quick analysis of financial performance. Choose a Summary type from the drop-down selector None – this selection is provided to disable loading the job list which may take several seconds. Job Profit w/Revenue – provides […]
Job Cost Analysis
Job Cost Analysis Contents 1. The Job Cost & Analysis Module Features 2. Job Center 3. Job Cost Tracking and Reporting The Job Cost & Analysis Module Features * Job labor and material budgets Job Progress with percent complete Material list with costs (Unless Materials & Inventory Module is activated) Worker’s compensation costs Job Center […]
Materials Module
Materials Contents 1. What is a Materials & Inventory List? 2. Materials & Inventory List: Preview/History 3. Materials & Inventory List: What are the functions of the buttons? 4. Materials & Inventory List: Sort Button 5. Materials & Inventory List: Purchase Button 6. Materials & Inventory List: Edit Button 7. Materials & Inventory List: New […]