uTRAC

Guides to help you configure your uTRAC account.

Account Setup

How to set up new tasks and manage their pay/charge rates.

How to create tasks for your company

Tasks can be set with qualification and staff label restrictions to control which staff are eligible to work those tasks.

How to set restrictions on tasks

Rate cards are an advanced way calculating pay and charges for different tasks.

How to manage rate cards

Tasks refer to the role that will be performed on each shift. Each task can have its own rates and eligibility rules.

Managing Tasks

How to add clients

Each of your company's clients can be given a contacts list. Client contacts can be used for providing staff with a manager on shifts.

How to create contacts for a selected client

Clients can be easily switched between active and inactive status, helping maintain an organized and up-to-date client list.

How to deactivate a client

Clients can be set with rules so only staff with defined labels can work certain tasks for that client.

How to create shift restrictions for clients

A client can be any person, organisation, or venue that you wish to schedule shifts for.

Managing Clients

How to create a new manager for your account

How to add new managers

If a user can no longer access uTRAC, there are a variety of ways they might reset their username's and passwords.

How to reset a user's login details

Users can be restricted via the Admin page should you wish to change what they can and cannot do in the system.

How to manage a user's access permissions

The staff app is used to send shift details to staff and companies can configure which details are communicated to their workers.

How to manage staff app permissions

Users are individuals you would like to access your uTRAC account

Managing Users

Cost centre's allow you to group projects under a single umbrella. They can be used as departments, regions, offices etc.

How to create Cost Centres

Staff labels are a list of attributes or skills that are allocated to staff for the purposes of getting the right team members into shifts.

How to manage staff labels for your company

Qualifications are types of attributes that have expiry dates and can be associated with staff members

How to manage qualifications for your company

When emailing staff, companies can reuse templates to save on time retyping out the same content.

How to create email templates

Shift labels add context to the kind of work to be completed on a shift.

How to create shift labels

Shift labels can be set with staff label restrictions adding further eligibility restrictions on certain shifts.

How to set restrictions on shift labels

uTRAC can send text messages to staff via supported Bulk SMS services

How to enable staff texting in your account

Supplemental payments are additional amounts that can be allocated to a staff member's booking in addition to their task rate.

How to manage Supplement settings

uTRAC offers endpoints for enterprise customers wishing to facilitate advanced workflows and integrate 3rd party applications.

API Integrations

Advanced configuration options for your uTRAC account

Additional Settings

Find answers and get help from Intercom Support and Community Experts

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