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Home
Features ⌄
Feature Roundup
Recruitment
Sales
Automation
Marketing
Job Boards
Collaboration
Back Office
Reporting
VMS
Solutions ⌄
Plans
Professional Services
Staffing Agencies
Direct Hire & Search
Corporate Recruiting
Industries
Insights ⌄
Blogs
Automation Playbook
Software Comparisons
Recruitment Trends
Case Studies
Webinars
Podcast
Feature Releases
Company ⌄
About Us
Testimonials
Press Releases
Contact
Support
Get A Demo
Login
Get a Demo
Tracker Consulting
Tracker Consulting Services
Achieve Strategic Goals with Tracker through Personalized Consulting Services
Implementation
Success
Training
Consulting
Support
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
Delivery
Virtual
Format
Interactive Small Group
Buy Now
Request More Information
Check Out Our Full Catalog of Consulting Courses
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Schedule Consulting Services
Go to our Professional Services Scheduling page here to request the consulting (and training) courses your teams need to succeed.
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Courtney Harchak
Team Leader for Client Success
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