This lesson explains the Settings within Application Settings
CURRENCIES
The Currencies section contains the options to select your default Currency, but you can add as many currencies to the list below as you require. You can then select alternative Currencies within a Job record if the invoice is to be sent to a different Country.
If you wish to edit what is already there, click into the relevant row and select 'Edit' on the right. To delete a Currency, click into the row and hit 'Delete' on the right and to add a new Currency, select the green 'New' button. Add a code for the Currency, such as USD, the Currency Name and the symbol that represents it, along with where the symbol goes (before, or after the value) and then add the decimal symbol and separator symbol if the Currency has one.
EXCHANGE RATES
| Exchange Rates |
Adding an exchange rate is critical for both a Job record and reporting. You may use a Base Currency of Dollar, but you also need the amount in pounds at the current exchange rate. This needs to be set from the date your system (or data) starts and if the exchange rate alters, you would add a new one in and add the date that the new excange rate became effective. Therefore, the system will know that anything added before the date the new exchange rate came into effect, will need to be calculated at the exchange rate that preceeds it. You may add as many exchange rates as required and the system will calculate this based on the Currency used against the base Currency. Click on a row to edit or delete and use the appropriate button to the right of the box, or hit the green 'New' button to add additional Exchange Rates.
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PAYROLL TAXES
| Payroll Taxes |
If you need to add a Payroll Tax or Fee of any description, on a regular basis to an invoice, you can add them here and you will be able to select one or more from the dropdown list. Click on a row to edit or delete and use the appropriate button to the right of the box, or hit the green 'New' button to add additional Taxes or Fees. |
TERRITORIES
When you go live with TrackerRMS you will see that the Territory for your system represents the Country you are in. In most cases, this is sufficient and will not have any relevance other than this. However, if you have multiple offices, around the Country, or offices in other Countries for instance and your data will be completely different to that of another office, you can have multiple Territories to allow for this. You can then allocate specific users to the relevant Territory and they will only see the data for the office (or Territory) they work in. You may also add a privilege for certain users to be able to view 'All Territories' so they have an overview of the data across all offices (Territories).
To edit or delete a Territory, click into the relevant row, and select from the edit or delete buttons to the right. To add a new Territory, click the green 'New' button and add the Name, Country, and Currency Code.
Please note that if the is data already in a Territory and you delete it, the data will be lost!
DEPARTMENTS
| Departments |
Departments can be added here which you will see at the Client, Contact, Lead, Job and Candidate level. This Department is relevant to the Department in which the record relates to internally. So if you have Department within YOUR business which deals with all things IT, you would set the record to a Department of IT and the users who work in the IT Department will see these records. To edit or delete what is already here, click into the relevant row and use the appropriate button to the right. To add a new one, hit the green 'New' button and add a User Team Name. |
SECTORS
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Sectors
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If you need to segment jobs, sectors can be a great identifier. For example, you may want to report on the number of jobs that are in the Accounting or HR sector to identify which area you need to put more focus on. If you have many jobs being filled within the HR sector you might want to focus on finding candidates with that criteria. You can add as many sectors as you would like and they will appear in a drop down list in job records, under the Job Sector area of the Job Profile:
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USER TEAMS
| User Teams |
If you need to put your staff into Teams, you can do so by adding the Team Names in this section and then assigning the individuals to the relevant Team in their User Record. To edit or delete what is already here, click into the relevant row and use the appropriate button to the right. To add a new one, hit the green 'New' button and add a User Team Name. |
SOURCES
| Sources |
Knowing the Source a Client originated from can be very useful for reporting purposes as it gives you an insight as to what form of marketing or particular type of contact works in generating your business. In this section you can add as many Sources as you like and they can be selected from the 'Source' dropdown in the Client record. To edit or delete what is already here, click into the relevant row and use the appropriate button to the right. To add a new one, hit the green 'New' button and add a new 'Source'. |
COMPLIANCE PACKS
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Compliance Packs
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You can choose only save verified compliance packs (where all required items have been completed. You can also set a photo verification threshold that uses AI to compare the picture you upload vs the picture that you take via your smartphone to make sure its the same person. There is a verification failure action that will either send the compliance pack for review by the consultant (whomever is listed as the candidate owner) or reject the pack if there is verification failure. |