Tracker Consulting

Tracker Consulting Services

Achieve Strategic Goals with Tracker through Personalized Consulting Services

Back Office Consulting

Work with a Tracker rep to adjust Projects and Timesheets settings so they are tailored to your organization and their workflow

What's Covered

  • Assignment Settings
  • General and Workflow Settings
  • Setting Assignment Types, Statuses, and Priorities
  • Configuring Assignment Tasks
  • Setting Default Assignment Values
  • Shift Settings
  • Setting Shift Compliance Items
  • Creating a list of Compliance Items
  • Configuring Timesheet Settings
  • Workflow Settings
  • Portal Setup
  • Timesheet Template Settings
  • Auto Attach Time and Expense Approvals
  • Combine approvals with emailed invoices
  • Setting Templates for Timesheet Activities
  • Expense Settings
  • Setting Default Expense Values
  • Invoice Settings
  • General Settings 

What to Expect

  • Complete overview of Time and Expenses
  • Understanding of timekeeping process from start to finish including sending for approvals
  • Understanding which tasks are for candidates and which can be made internal

What You'll Develop

  • The ability to accurately assign timekeeping or other tasks to candidates so they can record their hours or progress on the assignment
  • Skills to manage all timesheets submitted including bulk follow up activities and approval internally and externally
  • An understanding of how to add Expense items and generate invoices for payment
  • The ability to manage the entire timekeeping process within Tracker

Duration(2) 1 Hour Sessions
DeliveryVirtual
FormatInteractive Small Group

Schedule Consulting Services

Go to our Professional Services Scheduling page here to request the consulting (and training) courses your teams need to succeed.
courtney headshot

Courtney Harchak
Team Leader for Client Success

Tracker