Smartforce - TLM

Reporting

• Running and Exporting Reports From the Reports Library

FAQ - Frequently Asked Questions

• Understanding Trackforce Schedule Exceptions

TLM Implementation Forms/Templates

• Employee Data Import
• TLM Average and Actual Pay Method Defined

Getting Started with Smartforce

Employee Management

• Hiring a New Employee - Using the Quick Hire Option
• Creating a Smartforce HR Employee Personal Profile
• Managing an Employee TLM Profile
• Managing the Employee HR Profile
• Creating a New Applicant in Smartforce

Customers, Locations and Positions

• Enabling Break Functionality
• Creating a New Smartforce Customer
• Creating a New Smartforce Location
• Creating a New Smartforce Position
• Smartforce Quick Create Customer, Location, Position
• Understanding Customer Billing and Payroll Settings and Additional Attributes

Scheduling

• Calculating Payroll in Smartforce
• Undo Split Shift in Smartforce
• Understanding the Smartforce Scheduling Hierarchy
• Understanding the Basic Method for Creating a New Shift (Position)
• Smartforce Shift Quick Create Options
• Understanding the Smartforce Scheduling Filters

Shift Postings

• Creating Shift Offers
• Viewing Published Shift Offers
• Approving or Declining an Employee for an Accepted Shift Offer 
• Creating Shift Postings - Answering Some Frequently Asked Questions
• Employee View - Self Service TLM Portal - View Schedules and Accept Shift Offers
• Employee View - Managing Shift Offers with the Valiant Mobile App

TLM Pay/Bill Setup and Maintenance

• Understanding and Managing the Pay Rate Hierarchy
• Managing the TLM Position Pay and Bill Rate
• Creating and Managing a Smartforce TLM Employee Matrix
• Adding and Managing Holiday Defaults
• Location Rate Differential Management
• Smartforce – Payroll Adjustment 

Billing

• Finalizing Invoice Batches in Smartforce
• Calculating Billing in Smartforce
• Generating Invoice Batches in Smartforce
• QuickBooks Setup and Directions for Export
• Managing the Customer Billing Settings
• Managing the Location Billing Settings

Biometric Clocks

• Understanding and Using the Valiant Tablet Kiosk Application