Centro de ayuda Tramitapp
General
- Basic operation of the App
- How to change the language in TramitApp?
- How to set up the personal leave policy
- How to upload your photo to TramitApp
- The TramitApp Dashboard
- The TramitApp Menu
- The TramitApp's Request list
Company setup
- Create projects or accounts on the platform
- How do I set up a team?
- How to activate users on TramitApp?
- How to add workplaces
- What types of users can we find in TramitApp?
- Configure Roaming Policy
- How to add a location
- Setting up clocking device policies
- How to add a calendar to your company
- How to add breaks to a schedule
- How to create a flexible schedule
- How to set up the Vacation Policy
Time Tracking
- Add a note to a clocking-in
- Approve mass clocking-in in the app
- How to clock in on TramitApp?
- Mass approval of clocking-ins in the website
- Why can't I clock in?
- How do I know which is my PIN for clocking in at the kiosk?
- How to clock in through the Kiosk with PIN?
- How to clock in using the kiosk with QR
- Kiosk check-in with facial recognition
- Adding a clocking in the app
- How to clock in from a mobile device?
- How to modify a clock in the app
- Modifying an open check-in in the App
- Adding a punch-in on the web
- How to clocking-in through the web?
- Modifying an open entry on the website
Smart Planer
- How to automatically reassign shifts
- How to carry out a shift exchange
- How to make a schedule change
- How to make a shift change or a sequence change
- Planner commands one by one
- What to check if there is an error in the shift exchange?
- How do I make weekends not be days off in my quadrant?
- How to check if the schedule complies with the hours according to the agreement
- What to do if an employee has vacation or a medical leave
- Assign shifts quickly per employee
- Basic concepts of planning: schedules, shifts, and sequences
- Basic concepts of visualization: Differences between the quadrant and the draft
- Create your first draft
- Differences between planning by needs and planning by rotating shifts and sequences
- How to create a shift sequence using a template from drafts
- How to create a simple schedule
- How to create open shifts and templates by needs
- How to plan with Artificial Intelligence
- How to publish drafts
- How to schedule shifts by codes
- What you need to keep in mind during planning
- How to generate a time stamp report
- How to know who is working
- How to set up locations in Smart Planner
- Job position settings in TramitApp Smart Planner
- Set up employees and activate users
- Why is it important to set up correctly before using the Smart Planner?
TramitApp Security
- Access TramitApp with Magic Link
- How to Access TramitApp (by credentials or SSO)
- How to enable 2FA on TramitApp
- I can't access my profile on TramitApp
- Reset an employee's password
- User password
Timekeeping Policy
- Configure Roaming Policy
- How to add blockouts to a schedule
- Setting up clocking device policies
- Limit sign-ins through the web to an IP address
- How to set up the kiosk?
- Program cards for punching in at the kiosk
- How to add a location
Schedule Administration
- Schedules, shifts, and sequences
- Add sequences and shifts from the TramitApp dashboard
- Create shift codes
- How to create a shift sequence using a template
- How to create loose shifts
- How to Add Breaks to a Schedule
- How to create a flexible schedule
- How to create a schedule for a specific period of time
- How to create a simple schedule
- How to make a schedule change
- Setting up a reduced work schedule
Calendars
- Add a holiday to the calendar
- Add a holiday-free calendar
- Creating holiday templates
- How to add a calendar to your company
Vacations
- How to make a modification to the vacation policy
- Setting up a vacation policy
- Vacation on calendar days or working days
- An employee's vacation days do not match up, where do I have to look?
- How to add or remove additional vacation days for a user
- How to set up the Vacation Policy
- Mandatory vacation process
- Requesting Vacations on the App
- Requesting Vacations through the Web
Payroll
- How to manage payrolls with TramitApp?
- How to manage the withholdings certificate?
- How to view your payrolls
Signature
- Certified email
- Creating Document Templates for Signing
- How to create a signature process for an employee.
- How to sign a document through the app?
- How to sign a document through the Web
- Mass Signature - Who has signed?
- Signature process in TramitApp
Expenses, Subsistance allowances and Mileage
Internal Communication
Quadrant
Processes for administrators
- How to terminate a contract or manage a dismissal
- What to do if you have reached the employee limit?
- Access support and help from TramitApp
- Access the billing section
- Accessing TramitApp's settings
- Dashboard customization
- How do I upload documents to TramitApp?
- How to manage employees' overtime in TramitApp
- How to set up your company on the TramitApp platform
- Configure double approval for transactions
- How to create a medical leave request
- How to manage excess or deficiency of clocked hours on TramitApp
- Granting administrative permissions to an employee or external user
- How to activate users on TramitApp
- How to change a user's email
- How to create a new employee in TramitApp?
- How to change an employee's team
- How to configure a team?
- Teams and collectives in TramitApp
- Differences between renewal and rehiring in TramitApp
- How to do a rehiring process
- How to renew a contract?
Employee Requests
- How to carry out a advance payment request
- Manage an expense claim on the web
- Request a mileage expense
- Telework Request
- How to request leave in TramitApp
- How to request medical leave as an employee
- Processing training, travel, and union hours on TramitApp
- How to cancel a vacation request
- How to request a half day of vacation?
- Processing overtime in the App
- Processing overtime on the web