In this article we will go over the position billing and location payroll settings as well as additional attributes and how you can edit them for a location.
- How to Manage Position Billing Settings
- How to Manage Position Payroll Settings
- How to Manage Position Additional Attributes
How to Manage Position Billing Settings
To manage the position billing settings:
1. Log onto the Trackforce Valiant web portal as an Admin or Supervisor.
2. Hover over the TLM Module and click Position in the Schedule Maintenance section.
3. Click on the position you want to manage the Position billing settings for.
4. In the Main Form section at the left hand side of the page click Billing Settings in the Related Information sub-section.
5. There are 5 individuals sections of information in a viewable format.
To view the information of any section click the expand button on the left.
6. To edit the information of any section click the Edit button on the bottom right hand side of the page.
This will open the information fields and allow you to edit.
7. Once all sections have been filled out as desired click the Save button at the bottom right hand side of the page.
8. A green SUCCESS banner will let you know that the billing settings for the position has been successfully created.
How to Manage Position Payroll Settings
To manage the position billing settings:
1. Log onto the Trackforce Valiant web portal as an Admin or Supervisor.
2. Hover over the TLM Module and click Position in the Schedule Maintenance section.
3. Click on the location you want to manage the position payroll settings for.
4. In the Main Form section at the left hand side of the page click Payroll Settings in the Related Information sub-section.
5. There are 3 individuals sections of information in a viewable format.
To view the information of the Mileage Expense and Premiums sections click the expand button on the left.
6. To edit the information of any section click the Edit button on the bottom right hand side of the page.
This will open the information fields and allow you to edit.
7. Once all sections have been filled out as desired click the Save button at the bottom right hand side of the page.
8. A green SUCCESS banner will let you know that the payroll settings for the position has been successfully created.
How to Manage Position Additional Attributes
To manage position additional attributes:
1. Log onto the Trackforce Valiant web portal as an Admin or Supervisor.
2. Hover over the TLM Module and click Position in the Schedule Maintenance section.
3. Click on the location you want to manage the position billing settings for.
4. In the Main Form section at the left hand side of the page click expand the Additional Attributes sub-section.
5. There are 7 individual additional attributes you can view and edit.
Available Shifts (1)
Clicking the Available Shifts option allows you to create shifts for this position that will be available to place onto the schedule.
To create an available shift click the Actions drop down arrow and click Create New.
Fill in the shift information and click the Save button or click the Save & New to add additional shifts.
Contacts (2)
Clicking the Contacts option allows to to view any existing location contacts or click the Create New button to add a contact(s) to a location.
If creating a new contact fill out the desired fields of contact information.
Once the information is filled out you can click the Save button at the bottom right hand corner or you can add additional contacts by clicking the Save & New button.
Employee Matrix (3)
Clicking the Employee Matrix option allows you to view any existing employee matrixes set up for this specific location.
An Employee Matrix allows the employee pay or bill rate to be overridden for this position.
How to Create an Employee Matrix will be discussed in another Help Center Article.
Other Pay/Bill Categories (4)
Please see the Help Center Article: Other Pay/Bill Categories.
Qualification (5)
A qualification is a link between a position, an employee and a scheduled shift.
For example: a specific shift at a specific location requires an armed guard.
Clicking the Qualifications option allows you to view and or create a criteria for a position, an employee and a scheduled shift.
To create a qualification click the Create New button at the top left hand side of the page.
If the position already has qualifications you can click the drop down arrow to view and select from the list.
If the position does not have qualifications click the Create button.
Rate Effective Dates (6)
This allows to to modify rates for an existing position.
To modify the rate Effective Date right click anywhere on the horizontal columns and click Edit.
NOTE: For a more detail explanation please see the Help Center Article: TLM Position Pay and Bill Rate Creation and Management
Make the desired edits and modifications and click the Save button at the lower right hand corner of the page.
Vantage Phones (7)
Clicking the Vantage Phones option allows you set up a land line phone number that an employee can call from and clock in.
NOTE: This is an individual module that is purchased separately.
To add a vantage phone to clock in from click the Create New button.
Add a land line phone number in the Allowed Vantage Caller ID: field.
Once the allowed Vantage Caller ID number has been added you can click the Save button at the the lower right hand corner of the page or click the Save & New button to add additional numbers.