Help center
Frequently asked questions
282 answers about login, navigation, documentation, scenario guide, HRMS, leave, attendance, timesheet approval, projects, sales, billing, payroll, workspace, people ops, mobile, charts, admin, audit trail, troubleshooting, and application configuration.
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📚 Documentation & screen guides
10 questions
Where is the main Tracopus documentation?
Open Documentation at /doucuments/index.html — screen-by-screen guides for HRMS, Project, Sales, Mobile, Charts, and Admin.
What is the difference between screen docs and the Scenario Guide?
Screen docs describe each UI screen (fields, charts, permissions). The Scenario Guide walks through end-to-end workflows (Feature → Scenario → Steps) for testers and end users.
How do I find documentation for a specific screen?
Use the header module mega-menu, home page module cards, or global search (Ctrl+K). Each screen doc includes breadcrumbs back to its module index.
Where is Getting Started?
getting-started.html — first-day orientation: login, navigation, Luxury UI, and links to HRMS, Project, and Sales modules.
Where is the chart type reference?
charts.html explains donut, bar, area, line, funnel, and treemap patterns used in summary strips and dashboards.
How do I open Application Configuration documentation?
HRMS → Application Config in docs (hrms/application-config.html) plus linked config FAQ sections at the bottom of this page.
Are documentation pages updated with the app?
Docs are static HTML in the repo — version query strings on CSS/JS (?v=…) bust cache after releases. Hard-refresh if styles look stale.
Can I link directly to a section in a screen doc?
Yes — copy the URL with the heading anchor (e.g. hrms/timesheet.html#weekly-grid). Breadcrumb and sidebar help you navigate back.
Who maintains the documentation?
Your workspace administrator or internal product team. Report gaps with the screen URL and expected behavior.
Is there a printable or offline copy?
Use the browser print dialog on any page. For bulk export, clone the doucuments/ folder from your deployment package.
🎯 Scenario user guide
10 questions
Where is the Scenario User Guide?
/documentation/user-guide/index.html — 73 scenarios across 15 modules with step-by-step instructions, including Work-Time Governance.
How is a scenario page structured?
Each scenario shows roles, prerequisites, numbered steps, outcome, tips, and links to related scenarios and screen docs.
What extra detail do enriched scenarios include?
Permissions tables, org/feature flags, warnings, role-specific behavior notes, and a QA verify checklist — useful for testers and trainers.
How do I find a scenario for my task?
Browse by module index, open All scenarios, or search from the scenario home. Scenarios are grouped by feature (Login, Timesheet, Bid Requests, etc.).
Can I use scenarios for UAT test cases?
Yes — copy the verify checklist and steps into your test plan. Link the scenario URL as traceability to requirements.
Why does a scenario mention a permission I do not have?
Scenarios document all supported roles. Your effective permissions come from Application Configuration role templates on your org unit.
How do scenarios link to screen documentation?
Related links at the bottom point to matching screen guides (e.g. timesheet scenario → hrms/timesheet.html).
How often are scenarios updated?
When new modules or workflows ship. Regenerate pages with node user-guide/generate-pages.js after editing scenarios-data.js.
Is the Scenario Guide different from FAQ?
FAQ answers short common questions. Scenarios are procedural walkthroughs for completing real tasks end-to-end.
Mobile scenarios — where are they?
Scenario Guide → Mobile App module covers QR login, PIN, timesheet, tasks, and insights on Android.
🔐 Login & account access
10 questions
How do I sign in to Tracopus?
Open your organization URL, enter username and password on the Luxury login screen, then click Sign In. SSO users click Sign in with Microsoft instead.
What is Microsoft SSO?
Single Sign-On redirects you to Microsoft Entra ID (Azure AD). After corporate authentication you return to Tracopus already logged in — no separate password required.
I forgot my password — what should I do?
Click Forgot Password on the login page, submit your username or email, and follow the reset link. Contact your admin if mail does not arrive within 15 minutes.
Why am I stuck on the login page after SSO?
Your account may be inactive, not provisioned, or missing a default team. Ask your workspace administrator to verify employee status and role assignment.
How do I activate a new employee account?
Open the activation link from your welcome email (/user/activateaccount/…), set a password, then sign in. Links expire — request a new invite from HR if needed.
Can I stay signed in on my laptop?
Yes — sessions persist in the browser. Always sign out on shared machines via the header account menu.
Why does my session expire?
Security policy may enforce idle timeout or daily re-auth. SSO tenants often require re-login after token expiry — sign in again normally.
What landing page do I see after login?
Your default module dashboard (Project, HRMS, or Sales) depends on role permissions configured by your administrator.
How do I change my password?
Account menu → Profile → Security, or use the forced change link at /user/changepassword/… when prompted.
SSO user — why is password change hidden?
Credentials are managed by your identity provider. Use Microsoft account settings or IT helpdesk for password resets.
🧭 Navigation & Luxury UI
10 questions
Where is the main module menu?
The left sidebar lists HRMS, Sales, and Project modules. Expand each to see permitted screens for your role.
What is the icon rail?
The narrow vertical rail on the left edge provides quick links: Search, Taskboard, Calendar, Notes, Chat, Files, theme palette, and settings.
How do I change the color theme?
Click the palette droplet on the icon rail and pick a Luxury palette (Emerald, Indigo, Sapphire, etc.). Choice syncs to mobile after login.
What does SHOW / SORT / Filter mean?
Standard list header controls: SHOW = status presets, SORT = column order, Filter = text search on the register below.
What is the summary strip?
Collapsible KPI and chart row at the top of many list screens. Expand for analytics; collapse for a wider data table.
How does global search work?
Header search (or icon rail Search) finds projects, tasks, employees, and more. Results respect your team scope and permissions.
Why is a sidebar item missing?
Your role lacks module or page permission. Administrators enable routes in Application Configuration and role templates.
Can I bookmark a screen?
Yes — copy the browser URL. Module routes like /hrms/timesheet open directly when you have access.
What is the breadcrumb trail?
The path under the header (e.g. Home → HRMS → Invoices) shows where you are in the documentation or app hierarchy.
How do I collapse the summary charts?
Click the summary strip toggle/chevron on list screens — state may persist in browser storage for your session.
🏠 Workspace, tasks & approvals
10 questions
What is the Workspace module?
Your personal hub: My Work, task queue, pending approvals, notifications, and quick links to Project and HRMS screens.
Where do I see items waiting for my approval?
Workspace → Approvals (or notification bell) lists timesheets, leave requests, and other workflow items assigned to you as approver.
How do I open my task queue?
Icon rail → Taskboard or Workspace dashboard — shows assigned deliverables and work items across projects.
What is My Work?
Aggregated view of your active assignments, due dates, and status mix — complements the Project task board with a personal lens.
How do notifications work?
In-app notifications appear in the header bell. Email delivery depends on org notification lists in App Config and your profile preferences.
Can I approve from mobile?
Some approval types are mobile-friendly; complex reviews may redirect to the web app. Check your org's mobile rollout policy.
Why is my approval list empty?
You may have no pending items, lack approver role flags, or team scope filters exclude other teams' requests.
What is the difference between Workspace and HRMS dashboard?
Workspace focuses on cross-module tasks and approvals. HRMS dashboard emphasizes utilization, attendance, and personal HR KPIs.
How do I snooze or dismiss notifications?
Open the notification panel — mark read or follow the link to resolve the underlying item (approve, reject, or complete).
Where are notes, chat, and files shortcuts?
Icon rail on the left — quick access to shared notes, team chat, and file manager without opening a full module first.
👥 HRMS & employee records
12 questions
Where is my personal dashboard?
HRMS → Dashboard shows attendance strip, utilization donut, task queue mix, and quick links for the current week.
How do I view another employee's profile?
HRMS → Employees → click a row. Managers see direct reports; HR admins see the full roster.
What is on the employee profile?
Tabs for personal info, skills, security, notifications, and activity. Self-service users edit contact details; HR edits org fields.
How are departments and bands assigned?
Values come from Application Configuration org data (department, band, grade) on the employee wizard and profile.
What is utilization on the HRMS dashboard?
Billable hours vs capacity for the selected period — read the donut and KPI tiles in the summary strip for trends.
Can I export the employee list?
Use list export controls if your role includes export permission — typically HR and admin roles.
What is attendance vs timesheet?
Attendance tracks check-in/out and device events. Timesheet tracks billable/non-billable hours against projects.
How do I enable MFA?
Profile → Security — follow prompts to register an authenticator if your org requires multi-factor authentication.
Who updates my skills list?
You or your manager on the profile Skills section. Options are defined in App Config skills key.
Why can't I see HRMS at all?
Your role lacks hrmsModules visibility flags. Request HRMS access from your workspace administrator.
What is the employee create wizard?
Multi-step flow: personal details, org assignment, skills, and security — used by HR when onboarding new staff.
How do team filters work on HRMS lists?
Header team scope limits rows to your org unit or selected team — managers often default to their delivery team.
🌴 Leave management
14 questions
Where do I request leave?
HRMS → Leave Management — create a request with type, date range, and optional notes. Some orgs also allow leave rows on the timesheet.
What leave types are available?
Configured in App Config NONPROJECT categories (annual, sick, holiday, etc.). Your HR admin maintains the list per org unit.
How do I check leave balance?
Leave Management summary or employee profile may show balance — depends on org policy and whether balances are tracked in your deployment.
Who approves leave requests?
Typically your manager or HR approver role. Workflow routes appear in Workspace → Approvals and the requester's leave list status.
Can I cancel a submitted leave request?
If status is still Pending, open the request and cancel or ask your approver to reject. Approved leave may require HR to adjust.
Why was my leave request rejected?
Common reasons: overlapping requests, insufficient balance, blackout period, or missing approver. Check comments on the request record.
How does leave appear on the timesheet?
Approved leave often maps to non-project categories on the weekly grid — hours may auto-fill or require manual entry per org rules.
Can I book leave for past dates?
Controlled by role flags allowLeaveAndHolidayForPast and allowLeaveAndHolidayForFuture in Application Configuration.
Half-day or hourly leave — supported?
Depends on org configuration and leave type. Use the hours field on the request or timesheet row if enabled.
Manager — how do I approve team leave?
Workspace → Approvals, or HRMS → Leave Management filtered to your team. Approve or reject with an optional comment.
Where do I configure leave policies and holidays?
Use
Admin → Leave admin → Global Policy Center for jurisdictions, templates, publish, and holiday calendar assignment. Set opening balances under
Employee leave config. Manage the holiday ledger under
People → Holidays. Full guide:
Leave Configuration.
Why does leave day count skip a public holiday?
Working-day calculation excludes weekends and holidays from fs_holiday_model whose locations match the team’s assigned holiday calendar key. Publish Legal Calendars or create People holidays, then assign the key in Global Policy Center → Holiday calendars.
How do I import ZingHR / legacy leave opening balances?
On
Admin → Employee leave config, click
Download OB template, fill
entitlementAmount/
amount from your HR export (do not invent values), then call
POST /api/v2/admin/data-import/leave-balance?dryRun=true. Fix
reportCsv failures, then re-POST with
dryRun=false. Scenario:
Bulk import opening balances.
Why do employees have zero leave balance after policy publish?
Publishing a Global Leave policy does not invent opening balances. Load balances via Employee leave config (template import or Adjust balance) or wait for the accrual schedule. Empty ledgers after cutover tooling-only deploy are expected until HR imports real data.
📍 Attendance & presence
8 questions
Where is attendance tracked?
HRMS → Attendance — check-in/out events, device punches, and daily presence summary for your team scope.
How is attendance different from timesheet?
Attendance records presence (when you were at work). Timesheet records what you worked on (projects and hours).
Can I check in from mobile?
If mobile attendance is enabled for your org, use the mobile app check-in action — geo or device rules may apply.
Why is my attendance missing a day?
Forgot check-in, device offline, or exempt role. Contact HR to correct with audit justification.
What devices register for attendance?
HRMS → Settings → Devices — admins register kiosks or mobile devices used for punch capture.
How do managers review team attendance?
Attendance list with team filter and date range — summary strip may show late, absent, or incomplete patterns.
Does attendance affect payroll?
In integrated deployments, attendance exceptions may feed payroll runs — confirm with your HR/payroll administrator.
Remote work — how is presence recorded?
Policy varies: timesheet-only, manual attendance, or honor system. Your org defines required signals in HRMS settings.
⏱ Timesheet & time entry
13 questions
Where do I log hours?
HRMS → Time Sheet — weekly grid with billable project rows, non-project categories, and leave types.
How do I pick the correct week?
Use the week selector in the header. Past weeks may be read-only depending on role policy (enablePastTimeSheetView).
What is a work item on the timesheet?
A granular activity under a deliverable/project. You log hours against work items when billable project time is required.
Can I copy last week's rows?
Use copy/pre-fill actions if enabled on your timesheet — saves re-selecting the same projects each week.
Why is last week locked?
Role policy may set disableLastMonthAfterXDays — after day X of the month, prior month becomes read-only for payroll.
What are non-project hours?
Internal categories (training, admin, PTO) configured in App Config — separate from client billable project rows.
How do managers approve timesheets?
Approval workflows depend on org setup — check HRMS settings and your role's approve flags; some orgs use export-only review.
Why can't I add a project row?
Project may be closed, you may not be a member, or enableTimeSheetEdit is false for your role.
What is max hours validation?
Daily caps from role config (maxHoursAllowedToEnter) prevent accidental over-entry — split across rows if needed.
Mobile timesheet — same rules?
Yes — mobile HRMS timesheet respects the same permissions and week locks as the web app.
How do billable hours reach an invoice?
Approved billable timesheet hours aggregate into the invoice pool for the billing period on HRMS → Invoice.
What happens if I forget to submit?
Hours may remain draft — managers and finance reports show gaps. Catch up before month lock date.
Can I submit someone else's timesheet?
Yes, if your role has switchEmployeesEnabled and enableTimeSheetSubmissionOnBehalfOf, the week is already saved, and that employee is in your team scope. The grid stays read-only — you cannot edit their hours. Approval still goes to their manager or timesheet delegate.
✅ Timesheet approval & locking
11 questions
Where do managers approve timesheets?
HRMS → Timesheet Approval — review team weekly grids, approve, reject, or request corrections.
What is submit vs approve?
Submit — the owner (or a permitted on-behalf actor) finalizes the week. Approve — manager (or delegate) confirms hours for billing and payroll. enableTimeSheetSubmissionOnBehalfOf does not grant Approve/Reject.
Can I approve partial weeks?
Depends on workflow — some orgs require full-week approval; others allow day-level review. Check status chips on the approval register.
What happens after approval?
Hours become eligible for invoice pools and utilization reports. Reopening may require admin or payroll role.
How do I reject a timesheet?
Open the employee week in Timesheet Approval → Reject with a comment. Employee edits and resubmits.
What is timesheet lock?
Payroll or admin locks a period so no further edits occur — often after month-end close (disableLastMonthAfterXDays).
Can I switch employees on the approval screen?
Requires timeSheet.switchEmployeesEnabled — lets you open another in-scope week. Submit on behalf also needs enableTimeSheetSubmissionOnBehalfOf. Approve/Reject still needs manager or timesheet-delegate authority.
Why can't I approve my own timesheet?
Separation of duties — submitters cannot approve their own hours unless a special role exception exists.
Bulk approve — is it supported?
Some registers support multi-select approve for a team/week. Verify totals before bulk actions — mistakes affect billing.
Approval notifications — where?
Approvers receive in-app and optional email alerts when team members submit. Configure distribution in App Config notification lists.
Does submit on behalf let me approve the week?
No. On-behalf submit only files the week. The owner’s manager or timesheet delegate still approves. autoApproveOthersTimesheetEnabled is a separate flag and stays independent.
⚖️ Work-Time Governance
9 questions
What is Work-Time Governance?
A default-off catalog of timesheet validation, approval-chain, reminder, import/export, estimate, and attendance-source features. Configure it from
Admin → Feature flags. Screen guide:
Work-Time Governance.
Where do I turn catalog features on?
Admin → Feature flags (requires
adminGovernanceEnabled and
featureFlagsAdminEnabled). Choices persist in Application Config. Scenario:
Enable work-time catalog features.
Does governance replace timesheet approval?
No. The existing timesheet grid and manager approval stay the source of truth. When approvalChainFallbackLegacy is true, manager approval continues until a TIMESHEET chain policy is published.
WARN vs BLOCK validation — what is the difference?
WARN shows hints and still allows submit. BLOCK disables submit. The timesheet UI has no late-reason field, so an exception mode that required a reason would block until that field exists.
Why did period lock not run?
timesheet.period-lock is inert while lockAfterDays is 0. Set a positive day count and a schedule before expecting auto-lock.
Does attendance resolve update the attendance matrix?
No. Swipe ingest can persist raw swipe rows when enabled. Source resolution is a composed
read (leave → swipe → timesheet WFH → regularization). Matrix writes stay on
Attendance.
Is there a vendor project-tracking import?
Generic project import and timesheet export adapters exist when those catalog features and role gates are on. A named vendor adapter, delivery receipt, and dead-letter queue are not bundled.
Are Teams or WhatsApp timesheet updates included?
No. Alternate chat channels are out of current product scope.
How does deadline preview work?
With timesheet.reminders or timesheet.late-workflow on, the timesheet page loads GET …/timesheets/deadline-preview for the selected week. The UI follows that server preview — it does not guess Friday 18:00 locally. If both features are off, preview is DISABLED and not late.
📜 Audit trail & activity history
8 questions
Where is the unified audit trail?
HRMS → Audit Trail — searchable history of creates, updates, status changes, and logins within your permission scope.
What events are logged?
Typical entries: employee profile edits, timesheet changes, invoice status, project updates, config saves, and authentication events.
How do I filter audit records?
Use date range, actor, entity type, and text filter on the register. Team scope limits rows to your org visibility.
Who can see audit trail?
HR admins, compliance roles, and workspace administrators — controlled by module and list permissions on the role template.
Is audit trail the same as Project Task Activity?
Task Activity is delivery-focused (deliverables/work items). Audit Trail is cross-module compliance history.
How long is audit data retained?
Retention is deployment-specific — consult your administrator for archive and export policy.
Can I export audit logs?
Use list export if your role includes export permission — common for compliance reviews.
Why can't I find a specific change?
Actor may be a system job, timestamp outside your filter, or the change occurred on an entity your role cannot list.
👔 People ops & lifecycle
10 questions
What is People Ops in Tracopus?
Onboarding, offboarding, policies, and Employee 360 views — complements core HRMS employee records.
Where is the onboarding checklist?
People Ops module (Scenario Guide → People) — tasks for IT, HR, and manager steps when a new hire starts.
How do I offboard an employee?
Deactivate status on employee profile, revoke devices, reassign open tasks, and archive access — follow your org offboarding scenario.
What is Employee 360?
Consolidated view: profile, skills, utilization, leave, timesheet health, and project assignments for workforce planning.
Where are HR policies stored?
People Ops policy library or linked documents — version and acknowledgment tracking depends on org setup.
How do skills feed staffing?
Profile skills (from App Config skills) align with Resource Intelligence searches for bench and project staffing.
Can employees update their own emergency contacts?
Yes on self-service profile tabs — HR-controlled fields (department, band) remain admin-only.
What triggers a welcome email?
Employee create wizard completion with active status — activation link at /user/activateaccount/….
How do I transfer an employee to another team?
HR edits org assignment on profile or wizard — permissions inherit from the new org unit's role bar mapping.
People Ops vs HRMS Employees — difference?
Employees is the system of record list. People Ops adds lifecycle workflows and 360 analytics on top.
📁 Projects & delivery
14 questions
How do I create a project?
Project → Project List → Create (if permitted). Link account, team, dates, and optional purchase order.
What is a deliverable?
A planned outcome or task within a project — has status, estimates, assignees, and child work items.
What is a work item?
Granular unit of work under a deliverable where time is logged and progress tracked.
How do I open the taskboard?
Project → Task Board or icon rail shortcut — Kanban columns: Planned, To do, In progress, Done.
What is team capacity?
Project → Team Capacity shows allocation and availability charts for staffing decisions.
How do project members get access?
Project Details → Members tab — add employees with appropriate project role. They then see the project in lists and timesheet.
What is a project account?
The client or org node from Accounts — ties billing, invoices, and reporting to the customer record.
Can a project link to a purchase order?
Yes — when Sales PO exists, link on project create or details for AP alignment and revenue tracking.
Where are project files?
Project → File Manager or project details Files panel — folder tree with upload/download per permissions.
What is project feedback?
Project → Feedback captures client or internal feedback records linked to delivery milestones.
How do I run project reports?
Project → Reports — catalog of utilization, status, and financial reports filtered by team and date.
What closes a project?
Status transition to Complete/Closed on project details — may lock new timesheet rows depending on policy.
What is the project dashboard?
Summary KPIs, health charts, and active deliverables for projects you manage or belong to.
How does global project search work?
Project → Search or header search — finds projects, deliverables, and tasks by keyword within scope.
💼 Sales, bids & purchase orders
10 questions
Where are bid requests?
Sales → Bid Requests — pipeline list from intake through won/lost with status chips and filters.
How do I create a bid?
Click Create on Bid Requests — fill commercial details, account, and study type from configured dropdowns.
What happens when a bid is won?
Workflow may spawn a purchase order and optionally a project — follow your org's sales-to-delivery handoff.
Where are purchase orders?
Sales → Purchase Orders — contract records linked to accounts and often to projects.
Why do invoices need a PO number?
Client AP teams reject invoices without PO reference — copy PO from Sales when creating HRMS invoices.
Can I attach files to a bid?
Bid Details includes documents panel — upload RFP, proposals, and signed contracts per permissions.
What statuses does a bid pass through?
Typical flow: Draft → Submitted → Under review → Won / Lost — exact labels from App Config sales lists.
Who can see all bids?
Sales managers and admins with cross-team scope — ICs often see only assigned accounts.
How do bids link to projects?
On win, link PO and create project with bid reference — traceability from sales pipeline to delivery.
What is bid details vs list?
List is the register; Details is single-record view with tabs, timeline, files, and status actions.
🧾 Invoices & billing
10 questions
Where is the invoice list?
HRMS → Invoice — billing register with status, amount, account, and fiscal year scope.
How are invoice amounts calculated?
Primarily from approved billable timesheet hours × rates, plus manual adjustments on invoice details.
What invoice statuses exist?
Draft → Pending → Approved → Paid → Closed (labels may vary by org configuration).
How do I create an invoice?
Click Create on the invoice list — pick account, billing period, and billable pool (permission required).
Where is the PDF?
Open invoice → Invoice Details → PDF preview or download after lines are finalized.
What is the fiscal year selector?
Filters register and summary charts to the selected FY — important for monthly billing bar trends.
Can I invoice without a project?
Some orgs allow manual line items — default is project-linked billable hours from timesheet.
Who marks an invoice paid?
Finance role typically — updates status and summary KPI tiles on the list.
Why is my draft missing hours?
Timesheets for the period may be unapproved or still open — lock and approve before billing.
What is the outstanding panel?
Summary chart showing open amounts awaiting payment within the active FY filters.
💰 Payroll & compensation
8 questions
Where is payroll managed?
Payroll module (if enabled): salary structures, pay runs, and paycheck preview — often restricted to HR/finance roles.
How do timesheets feed payroll?
Approved hours export or sync into pay period calculations — integration depth varies by deployment.
What is a pay run?
Batch process that computes gross/net pay for a period from attendance, timesheet, and salary structure rules.
Who can view salary details?
Highly restricted — typically HR payroll admin. Employees may see payslips only if self-service is enabled.
Payroll vs invoicing — difference?
Invoicing bills clients for billable work. Payroll pays employees — different periods, rates, and approvals.
Why are payroll hours different from timesheet?
Payroll may use rounded units, exclude certain non-project categories, or apply separate approval lock — reconcile in pay run preview.
Can I rerun a failed pay run?
Payroll admins reverse or regenerate per org policy — document adjustments in audit trail.
Is payroll available on mobile?
No — use desktop HRMS/payroll screens for pay runs and structure edits.
📈 Resource intelligence & staffing
8 questions
What is Resource Intelligence?
Skills inventory, bench reporting, staffing recommendations, and utilization analytics across the workforce.
How do I find available people for a project?
Resource module search — filter by skill, practice, utilization band, and availability window.
What is bench reporting?
Lists consultants not fully allocated — helps sales and delivery managers staff new engagements.
How does team capacity relate to resources?
Team Capacity (Project) is project-centric allocation. Resource Intelligence is org-wide skills and bench view.
Can I export a skills matrix?
Use register export if permitted — matrix reports may live under Analytics or Resource reports.
Why is utilization different on two screens?
Date range, billable definition, and team scope may differ — align filters before comparing HRMS dashboard vs resource reports.
How do I update skills for staffing accuracy?
Employee profile → Skills, or manager bulk updates — options from App Config skills and practiceMap.
Who owns resource planning?
Typically delivery managers and resource managers with cross-team scope — permissions on role template.
📱 Mobile app
10 questions
How do I register my phone?
After web login, open mobile User Login and scan the QR code from HRMS Settings → device registration.
Can I use PIN or biometric login?
Yes — after QR registration, set PIN or enable Face ID / fingerprint on the mobile login screen.
Does mobile show the same projects?
Mobile Projects lists assigned projects — tap for summary; deep links may open web for full details.
Mobile timesheet vs web?
Same data and permission rules — log hours on mobile when away from desk; week locks apply equally.
What are mobile insights?
Personal analytics charts: utilization, status mix, and weekly trends — mirrors web HRMS dashboard concepts.
Why did QR registration fail?
Ensure web session is active, camera permission granted, and device registration enabled in org settings.
Can admins use App Config on mobile?
No — Application Configuration is desktop admin only. Use a full browser session.
Do theme palettes sync to mobile?
Yes — palette choice on web syncs after mobile login refresh.
How do I log out of mobile?
Use sign out on mobile profile/settings — also revoke device in HRMS Settings if phone is lost.
Are push notifications supported?
Notification preferences are in employee profile — delivery depends on org mobile push configuration.
📊 Charts & analytics
8 questions
Where is the chart type reference?
Documentation → Charts explains donut, bar, area, line, funnel, and treemap usage.
Do charts respect filters?
Yes — summary strip charts on list screens recalculate when SHOW, team, date, or text filters change.
What is a utilization donut?
Billable vs available hours ratio for a person or team — common on HRMS dashboard and mobile insights.
What is a segment bar?
Horizontal stacked bar showing proportional mix (e.g. invoice status or task status) with color legend.
Why is a chart empty?
No data in the active filter scope — widen date range, clear text filter, or check team selection.
Can I export chart data?
Export list/register actions may include summary data — chart-specific export depends on screen implementation.
What is team capacity chart?
Project → Team Capacity — shows allocation vs availability for staffing planning.
How do I read the monthly billing bar?
HRMS Invoice summary — invoiced amount by month within selected fiscal year.
🔗 Integrations & data exchange
6 questions
What integrations does Tracopus support?
Common connectors: identity (Microsoft Entra), email, export to finance/ERP, and mobile push — exact set is deployment-specific.
Where do I check sync health?
Integrations module (if enabled) — last sync time, error queue, and field mappings.
How do I export timesheet data?
HRMS reports or list export — CSV/Excel for payroll or external BI. Permissions required.
Can invoices export to accounting software?
Finance integrations may push approved invoices — coordinate file format and GL mapping with your administrator.
SSO — which provider?
Microsoft Entra ID (Azure AD) is the primary SSO path documented in login scenarios and FAQ.
API access for custom integrations?
Contact your workspace administrator — API keys, scopes, and rate limits are tenant-controlled.
🛡 Admin, roles & security
14 questions
Who is a workspace administrator?
Users with App Config access, HRMS Settings, or elevated role templates — documented in Admin guide.
How are permissions assigned?
Role templates in Application Configuration attach to org units; users inherit via team membership.
What is the difference between role and org config?
Org nodes hold dropdown data and lists; role nodes hold CRUD and module visibility flags.
Can I give someone read-only project access?
Clone a manager role, disable create/update/delete flags on project permission groups, assign to org unit.
Where is Application Configuration?
HRMS → Application Configuration (/hrms/appconfig) — requires appconfigEnabled.
What is HRMS Settings vs App Config?
Settings = devices, schedulers, company info. App Config = org/role trees for lists and permissions.
How do I audit permission changes?
Rely on server audit logs and change-management — test role changes on a child org unit before Root edits.
Why can a user see a button but get an error on click?
UI visibility flags may differ from API enforcement — verify both module and CRUD permission groups.
What is team scope?
Filters data to the user's org unit/team — managers see their tree unless given broader scope.
How do I request access for a new hire?
HR creates employee record, assigns team and role — user receives activation email.
Where do I configure personas for a role?
Admin → Roles & permissions (/admin/roles). Persona access writes role.json → HRMS → personaModules (allowedPersonas, defaultPersona, personaSwitchEnabled).
Where do I turn pages or personas off for the whole org?
Admin → Persona navigation (/admin/persona-navigation) — Turn off and Page access tabs. Saves org.json → HRMS → personaNavigationAdditional.
Is the default in org.json or role.json?
Both: org seeds empty pagePersonaMap and empty disable lists; Site Admin role seeds all personas with default ADMIN. Product page defaults come from the sidebar catalog until you customize a path.
Where is the Application Config documentation?
hrms/application-config.html — cards for personaNavigationAdditional and personaModules, plus Admin & Access chapter admin.html#persona-access.
🔧 Troubleshooting
10 questions
Page loads but data is empty
Check team filter, SHOW preset, and date range. Confirm you have list permission for that module.
Changes not saving
Look for validation errors, unsaved indicator, or network errors in browser dev tools. Confirm update permission on your role.
Dropdown missing a new value
App Config change may be on wrong org node — verify user's team inheritance and refresh the form.
Timesheet row rejected
Check daily hour cap, closed project, week lock, or missing work item permission.
Invoice total looks wrong
Compare billable pool on details vs timesheet approvals for the billing period.
SSO loop back to login
Clear cookies, try incognito, contact admin to verify IdP app registration and user provisioning.
Mobile QR won't scan
Renew web session, check camera permission, confirm device registration enabled in settings.
Search returns no results
Try shorter keywords, verify module access, and ensure spelling matches indexed fields.
Chart shows stale numbers
Hard refresh browser; charts refresh on filter change — cached session rarely stale.
Still stuck — who do I contact?
Your Tracopus workspace administrator or internal IT support with screen URL, username, and timestamp.
🔑 App config · Access & getting started
5 questions
Who can open Application Configuration?
Users whose role has hrmsModules.appconfigEnabled set to true (see Access control → HRMS Modules Access). Without this flag the /hrms/appconfig route is hidden from the sidebar.
What is the difference between Settings and App Config?
Settings (/hrms/settings) covers operational cards: devices, schedulers, company info, locale. App Config is the hierarchical org/role tree that drives dropdown lists, feature toggles, and permission templates across HRMS, Project, Sales, and Timesheet.
Why do I see an empty screen or “no config” message?
Ensure your user team has a valid org node selected. The page loads config via initializeConfig(currentUserTeamId) on mount. If the team is not mapped to an org unit, contact a super-admin to attach the team in the org tree.
Can I use App Config on mobile?
No — Application Configuration is a desktop admin screen only. Use a full browser session; mobile HRMS apps do not expose this route.
How do I get Site Admin–level access?
An existing admin must enable appconfigEnabled on your role template, assign that role to your org unit via Role Bar, and ensure your user belongs to the correct team.
🏢 App config · Organization tree & inheritance
6 questions
What is the difference between org nodes and role nodes?
Org nodes (type=org) store application data: departments, categoryMap, notification emails. Role nodes (type=role) store permission templates: CRUD flags, timesheet windows, module visibility. Use the left menu tabs Organization vs Roles to switch trees.
What does the chain icon do?
Linked chain (fa-chain) = inherit parentValue from the parent org unit. Broken chain (fa-chain-broken, overridden=true) = this node stores its own value. Click the chain button on a config block header to toggle.
What happens when I lock a setting?
locked=true prevents child org units from overriding that key. Combined with hidden=true, non-admin users may not see the block at all. Use lock on Root for enterprise-wide standards (e.g. categoryMap).
Should I edit Root or a child team?
Edit Root for defaults that apply everywhere. Edit a child org unit only when that team needs a local override (regional departments, team-specific notification list). Always test on a child before changing Root.
How do I create a new org unit or team node?
Organization tab → select parent → (+) add child. Set name, parent, and category in the hero bar → save identity fields. New nodes inherit all parent config until you break the chain on specific keys.
What does parentLocked mean?
When the parent node has locked a key, child nodes show parentLocked and cannot change inherit/lock/hide on that item — the chain and lock buttons are disabled.
💾 App config · Saving & filters
5 questions
When do I need to click Save?
Module-level Save persists value changes (updateConfig). Property-only edits (name, parent, category, overridden, locked, hidden) use updateConfigProperty and may save per-field. Watch for the unsaved-changes indicator before navigating away.
What do the All / Overridden / Locked filters do?
All — every visible config on the selected node. Overridden — keys where this node broke inheritance. Locked — keys locked on this node (children cannot override). Use with the search box to find keys quickly.
Do UI edits overwrite org.json on disk?
No. org.json and role.json seed deployment. Runtime edits persist to the database. Re-deploying from JSON without migration can overwrite DB changes — export or document before major releases.
Can I undo a change?
There is no global undo. Re-link the chain to inherit parent again, or manually restore previous values. For roles, clone Site Admin to a backup role before large permission edits.
Why is Save disabled or missing?
You may lack appconfigEnabled, the module may be disabled on this node, or the key may be parentLocked. Check role permissions and parent lock state.
📋 App config · Application config (org.json data)
8 questions
Where do employee dropdown values come from?
HRMS module keys: band, grade, department, designation, skills, etc. Changes appear on the employee create wizard and profile after users refresh or open a new form.
What is categoryMap used for?
Three-level tree: Service Line → Delivery Category → Task Category. Drives billable categorization on timesheets, project/deliverable forms, and reporting. Large trees affect picker performance — keep leaves meaningful.
What is practiceMap?
Two-level HR practice hierarchy (Primary → Secondary Practice) on employee profiles. Used for staffing filters and practice-based analytics, separate from project categoryMap.
How do notification email lists work?
Keys like defaultNotificationEmails, defaultPurchaseOrderNotificationEmails set default distribution when projects or POs trigger workflow emails. Finance-specific keys route to finance inboxes.
What are NONPROJECT categories?
NONPROJECT module → taskActCategory lists non-billable timesheet types (meetings, training, leave). excludeAdditionalFieldsForCategory hides extra fields for quick entry on Leave/Holiday rows.
Can I enable multi service line estimates?
PROJECT toggles: enableServiceLineEstimate, enableServiceLineSelection, enableCategorySelection. When enabled, projects and POs show estimate panels per service line — coordinate with finance before toggling.
Can I delete a categoryMap leaf used in old timesheets?
Avoid hard deletes. Historical rows reference leaf IDs/names. Prefer stopping new use (hide/lock at Root) while retaining legacy values for reports.
How do I bulk-add list values?
In any list config block, use the multi-add textarea (toggle from single-line add) and paste one value per line from Excel, then save the module.
🔐 App config · Roles & access control
10 questions
How are roles assigned to users?
Roles attach to org units via ApplicationConfigRoleBar on an org node — not directly on user records. Users inherit the role mapped to their team’s org unit.
How do I create a custom Manager role?
Roles tab → (+) new role → configure module visibility and permission groups → save. Start from Site Admin and disable delete/archive/appconfig flags. Assign via Role Bar on delivery team org nodes.
Why can a user see a menu item but not perform actions?
Module visibility (*Enabled in hrmsModules/projectModules) is separate from CRUD groups (createEnabled, editEnabled). Enable both the module flag and the action flag in the correct permission group.
What is defaultRedirectPage?
Landing slug when the user opens a module (e.g. dashboard, activites, bidrequests). Set per role under HRMS/Project/Sales Modules Access.
How do report permissions work?
reporting group lists each report type as a boolean. Users only see reports they are allowed to run in the REPORT dropdown.
Can managers edit other employees’ timesheets?
Controlled by timeSheet.switchEmployeesEnabled, enableTimeSheetEdit, and related work-item flags. Set on the manager’s role template, not per user.
Where is persona access configured — org.json or role.json?
Role which personas a user may switch into: role.json → HRMS → personaModules (Admin → Roles). Org page→persona map and kill switches: org.json → HRMS → personaNavigationAdditional (Admin → Persona navigation). Product page defaults live in the sidebar catalog until you customize a path.
How do I use the simplified Persona navigation page?
Open /admin/persona-navigation. Turn off — chip toggles for personas/modules and a searchable page list. Page access — select one page, choose Product default or Custom, then toggle personas. Click Save changes once. Roles links here via the Organization access card.
What are the seed defaults for persona config?
org.json seeds empty pagePersonaMap and empty disabledPersonas / disabledPaths / disabledModules. Site Admin role.json seeds all personas allowed, defaultPersona: ADMIN, personaSwitchEnabled: true.
Do org kill switches override role persona access?
Yes. Evaluation order: role module flags → role personaModules → org pagePersonaMap (if set) → org disabledPersonas / disabledPaths / disabledModules (always win). Protected admin paths cannot be killed.
⏱ App config · Timesheet & work item rules
7 questions
Why can’t a user log time for last week?
Check enableTimeSheetEdit, enablePastTimeSheetView, disableLastMonthAfterXDays, and work-item window flags (disableProjectWorkItemCreateBeforeXWorkingDays, etc.) on their role.
What does disableLastMonthAfterXDays do?
Locks the previous month’s timesheet after X days into the current month (e.g. 5 = after the 5th, prior month is read-only). Common payroll control.
What is maxHoursAllowedToEnter?
Daily or per-entry hour cap validation on timesheet rows. Prevents accidental 24+ hour entries.
Why are non-project entries blocked?
Review disableNonProjectWorkItemCreateBeforeXWorkingDays / AfterXWorkingDays and NONPROJECT categories in org config. Value -1 often means rule disabled — check your deployment’s convention.
Can users book leave for future dates?
allowLeaveAndHolidayForFuture and allowLeaveAndHolidayForPast on the role control leave booking direction on non-project categories.
How do I let someone submit timesheets on behalf of others?
Roles → Timesheet Config → enable enableTimeSheetSubmissionOnBehalfOf and switchEmployeesEnabled. This is submit/resubmit only. The actor must already see that employee’s team. It does not grant Approve/Reject.
Does submit-on-behalf change timesheet approval?
No. The week still goes to the owner’s manager or timesheet delegate. autoApproveOthersTimesheetEnabled is a separate flag and stays independent.
🔧 App config · Troubleshooting
6 questions
Dropdown missing a value I added in App Config
Confirm you saved the module, selected the correct org node (user’s team scope), and refreshed the target form. Child teams inherit Root unless overridden — add the value on the node the team actually uses.
Permission change not taking effect
Ask the user to log out and back in. Clear browser cache if menu items persist. Verify Role Bar mapping on the user’s org unit matches the role you edited.
User sees App Config but changes fail
UI may show read-only if parent locked keys or module is disabled. Check API errors in network tab — server enforces permissions independently.
categoryMap picker is slow
Tree too large or too many leaf nodes. Archive obsolete branches, use lock at Root to prevent duplicate local trees, and limit depth to three meaningful levels.
Two teams see different department lists
Expected if one team overrode HRMS → department on a child org node. Compare org nodes in App Config with Overridden filter.
When do users see config changes?
List values: usually next page load. Permissions: often next session. Some caches may delay up to a few minutes — document your org’s refresh policy.