⚓User Setup
Setup is your organizational backbone. From Setup, you can personalize your TeamTrace experience by setting up your Departments, Designation, Branches, Skills, Holiday list, and many more.
A tailored approach to handling resources, tasks, and operations, streamlining workflows, and enhancing overall efficiency and accuracy within the organization.
Department
Step 1- Log in to the Teamtrace Portal
Step 2- Head over to set up via the side navbar. You can find it underneath the settings
Step 3- Click on Setup and select Department
Step 4- To add a new department click on the Add button. Here you can also see the total count of employees by department.
Step 5- Enter a department name of your choice. In this case, it is ‘Marketing’. Click on Add to save your entry. Note that if a department works with that same name the platform won't allow you to add it.
Alternatively, if you want to edit your already created department, click on the ellipsis(three dots) next to the department name to edit.
Edit the name and click update
Additional Features- You can search, export, and print the data from this section as well
Activities
Step 1- Head over to Activities underneath the Department in setup. Please note you will need to set up at least one Department to use Activities.
Step 2- Click on Add to enter a new activity. You can also see the activity and the department it is tagged with from here
Step 3- Select the department and enter the activity name. Here the department selected is ‘administrative’ and the activity entered is ‘leave management’. Click on Add to save your entry. Please note that if the same activity exists under that department then the platform won't allow you to add it.
Alternatively, if you want to update the activity then click on the Ellipsis on the side and click ‘Update’.
Edit the activity and click update to save the changes.
You can also choose to delete the activity by clicking on the Ellipsis and selecting ‘Delete’
Click on OK if you are sure you want to delete the activity or Cancel to cancel the action.
Additional Features- You can filter by Activity and Department, export and print the data from this section as well
Designation
Step 1- Head over to Activities underneath the Department in setup. Please note you will need to set up at least one Department to use the Designation
Step 2- Click on Add to enter a new Designation. You can also see already created Designations and the department as well as who they report to from here.
Step 3- Provide the designation name, department (click on the drop-down of the Department box), and reporting person name (click on the drop-down of the Reports to box)’ while creating the designation. To add more than one reporting person click on the ‘Plus sign Click on ‘Add’ to complete to save the newly added designation.
Step 4: To edit the created designation details click on the ellipsis (three-dot menu) within the action section.
Step 5: Edit the changes and click Update
You can also choose to delete the designation by clicking on the Ellipsis and selecting ‘Delete’.
Click on OK if you are sure you want to delete the activity or Cancel to cancel the action.
Additional features: You can search by Department from this section as well.
Skills
From the skills section, you can create department-specific skills that employees from different departments can tag in their profiles.
Step 1- Head over to Skills underneath Designation in setup. Please note you will need to set at least one Department to use Skills
Step 2- Click on Add to enter a new skill. You can also see already created Skills and the Designation they are tagged to.
Step 3- Select the Designation and enter the Skill name. Here the department selected is ‘Admin’ and the skill entered is ‘Employee Management’. Click on Add to save your entry. Please note that if the same Skill exists then the platform won't allow you to add it.
Alternatively, if you want to update the Skill then click on the Ellipsis on the side and click ‘Update’.
Edit the skills and click Update to save your changes
Additional Features- You can filter by Department and search specific skills, export and print the data from this section as well
Branch type
From the branch type section, you can set up different branch types to tag your Branches with. Not all branches serve the same purpose. Some may be dedicated accounting offices, marketing, hiring, or even satellite offices. This branch type will help you manage your branches better.
Step 1- Head over to Branch and type underneath Service in setup.
Step 2- Click on the add branch type to enter a new branch type. You can also see already created Branch types and the number of branches associated with them.
Step 3- Enter the Branch type. Here the branch type entered is hiring.
Alternatively, if you want to edit the branch type then click on the Ellipsis on the side and click ‘Edit’.
Make your changes and click on Update to save your edit
You can also delete a branch type by clicking on the Ellipsis on the side and clicking delete.
Click on ‘OK’ to delete the branch type or ‘Cancel’ to cancel the action
Branches
From the branches section, you can set up your branch details for offices in different locations.
Step 1- Head over to Branches underneath Branch type in setup.
Step 2- Click on Add Branch type to enter a new branch. You can also see the already created Branch and their details as well.
Step 3- Enter the Branch name along with the details
When creating a branch you have the option to add multiple numbers and email IDs and mark only one of them as the primary. You can also tag it with a branch type and a parent branch.
Alternatively, if you want to edit the branch details, click on the Elissipsis and select ‘Update branch’
Click on update to save your changes
If you want to delete the branch then select delete.
Click OK to delete the branch or cancel to cancel the action.
Additional features- You can export and print the data from here as well.
Holiday
From the Holiday section in the setup menu, you can set your global holiday list with a few simple clicks.
Step 1- Head over to Holiday underneath Branches in setup
Step 2- Click on Add to create a new holiday. You can also see your current holiday list from here.
Step 3- Enter the holiday details and click add to save the entry. Here the holiday name is Hanukkah and the date is 7th December 2023.
Alternatively, if you want to edit the branch type then click on the Ellipsis on the side and click ‘Update’.
Make your edits and click on update to save your changes.
If you want to delete the holiday from the list then click on the Ellipsis and select ‘Delete’
Click OK to delete the holiday or cancel to cancel the action.
Additional Features- You can filter by session years and search for specific holidays.
Client Source
In the client source section, you can create different sources to track the medium through which you found your clients.
Step 1- Head over to Client Source underneath Holiday in the setup
Step 2- Click on Add to create a new client source. You can also see the client sources created here
Step 3- Enter the Client source and click add to save the entry. Here the client source is an Affiliate.
Alternatively, if you want to edit the source then click on the Ellipsis on the side and click ‘Update’.
Make your edits and click on update to save your changes.
If you want to delete the client source from the list then click on the Ellipsis and select ‘Delete’ Note- You cannot delete a source if it is tagged with at least one client.
Click OK to delete the Source or cancel to cancel the action.
Additional Features- You can search for specific sources
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