uTRAC

How to manage and schedule your workforce.

Managing Staff

Staff and subcontractor profiles can be added via the Staff page.

How do I add a staff member

Up to 250 staff can be uploaded in bulk to uTRAC via csv file.

How to import staff

The uTRAC App is available on web and in the app stores allowing staff to check for shifts and manage availability.

The uTRAC App for staff

Staff members can be invited to login to the uTRAC app for staff via the Staff page sidebar.

How to send staff members their login details

Staff members can login to uTRAC to view shifts and also be upgraded to have supervisor or manager level access.

How to manage a staff user's permissions

Guides to help you introduce uTRAC to your staff

Onboarding Staff

Staff can be dragged into any vacant shift on the Planner Page if they are eligible and available to work the selected shift.

How to assign staff via the Planner Page

Staff can be dragged from the sidebar into a vacant shift if the staff member is qualified and available to work.

How to assign individual staff to shifts via the Project Page

Staff can be send details about their assigned shifts by right-clicking a shift or project on the Planner and selecting 'Send Email'.

How to email shift details to assigned staff

Job board allows schedulers to advertise upcoming work to eligible staff from selected locations

How to post to job board

QuickFill streamlines assigning staff, allowing you to immediately assign multiple available and eligible workers to projects and shifts.

How to QuickFill a project or shift

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

How to apply supplemental payments to a staff member

Booking Staff for Shifts

Set which days individual staff members can or cannot work via the Staff Page

How to manage a staff member's availability

Qualifications with expiry dates can be attributed to staff profiles to enable them for restricted shifts for a limited period of time.

How to manage a staff member's qualifications

Managers can quickly find staff that are available to work a specific time via the Planner page

How to find available staff for a shift

Staff Eligibility and Availability

Find answers and get help from Intercom Support and Community Experts

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