The job of this console
Search or filter to the screen guide that matches the menu you are about to use, then open that article — or use the in-app Guide button on the live page.
Documentation · Index
All screen how-tos
Every Guide-mapped screen reference in one place. Filter by module or feature, or search by page title, app route, or org flag.
In-app book icon opens the same pages. Step-by-step workflows: All scenarios.
Master map
Find the how-to before you open the console
This index lists unique screen guides — not scenarios and not live data. Use it when you know the menu name or route but not which docs folder owns the article.
Docs · How-to index
194 guides
Mapped from Guide button registry
Seat at the table
Anyone reading documentation. Admins, PMs, and HR leads use it most when onboarding to a new menu.
The working rhythm
Type a page or feature, narrow the module if needed, open the card, read the briefing, then work in the product.
Moments that bring you here
First week with Tracopus. A route you saw in the URL. Looking for leave vs payroll vs analytics docs without browsing folders.
ⓘ
Index, not a source
This page does not store business data. Each card opens a screen how-to; scenarios remain under the Scenario User Guide.
Browse how-tos
194 of 194 how-tos
Access Requests
Review and fulfill elevated access and asset requests from the universal approval inbox.
Admin consoles
How-to guides for governance screens. Each in-app Guide button opens the matching page below.
Admin Dashboard
Control-tower view of audit activity, access health, compliance readiness, and flag adoption for administrators.
API Keys
Issue, export metadata, and revoke integration keys. Secret material is shown once.
Approval Policies
Routing rules, SLA hours, escalation, and simulation for leave, timesheet, attendance, and related domains.
Audit & Compliance
Organization-wide audit event register and timeline — who did what, when, on which record.
Automation Rules
Build trigger → condition → action graphs, save drafts, then publish from the studio.
Compliance Export
Pack readiness and exportable evidence for audits — composed from live source entities.
Data Retention
Retention schedules, purge windows, and compliance holds for operational records.
Delegation Rules
Outgoing delegates and managers you are acting for — scoped to attendance, timesheet, and leave.
Developer Portal
Register apps, review usage, then manage API keys and webhooks from the same hub.
Feature Flags
Stage pilots, track adoption, and govern high-risk toggles — including the Work-Time Governance catalog on the same console.
Industry Templates
Apply a packaged industry template to seed Application Config lists, flags, and related setup — review the diff before apply.
Masking Policy
Persona-aware field masking and sensitive data posture for salary, bank, tax, and similar fields.
Notification Templates
Maintain subject lines, bodies, and channel settings for workspace notifications — with preview before publish.
Org Structure
Reporting lines, hierarchy nodes, and HRMS master lists sourced from EmployeeModel and Application Config.
Payroll Readiness
Validate mandatory gates, then jump into groups, structures, and publishing config.
Scheduled Jobs
ScheduleType inventory with last-run status and manual Run now / Run scan.
Setup Checklist
One-time day-one checklist with phased guidance, docs, console links, and an automation playbook.
System errors
Ops inbox for Salesforce, ZingHR, credentials, schedulers, health, and leave integration failures — with clear cause and next steps.
Vendor Register
Master vendors plus BidRequest and PurchaseOrder aggregates — not a shadow vendor ledger.
Webhooks
Subscribe to domain events, inspect deliveries, and retry failures.
Workflow Automation
Publish, pause, and monitor enterprise workflow rules that fire on domain events.
Agent Console
Conversation with domain agents that cite Employee, Project, Task, and related sources — never a second system of record.
AI Decision Audit
Masked run metadata for AI decisions — source references, not raw prompts, and not Admin → Audit.
Executive Briefing
Narrative briefing over control-tower sources — still citations, still not a board pack you edit as truth.
Knowledge & RCA
Curated corpus and RCA articles agents may cite — not the live project RCA register and not unmasked HR files.
Payroll Readiness Agent
Gate and exception hints before a run — payroll still calculates and publishes on payroll consoles.
Recommendations
Suggested next actions with source ids — you complete them on the owning console, not by ticking a shadow to-do ledger.
Risk Agent
Suggested risks and concentrations — you still write the row on Projects → Risks (or issues/RCA).
Staffing Agent
Staffing suggestions from skills and load — you still commit on Team capacity or a staffing request.
Timesheet Agent
Hints on hours and exceptions — you still enter and approve on the protected timesheet flow.
WBS Assistant
Draft work breakdowns you still save as Task and TaskActivity on a Project — not a parallel WBS database.
AI Insights
Insight cards composed from canonical entities — each card cites a source id, never a standalone AI ledger.
Analytics Hub
Launch pad onto domain analytics — workforce, delivery, finance, payroll — still composed from canonical registers.
Approvals Analytics
SLA and volume on the universal approval engine — charts on live requests, not a second inbox.
Delivery Analytics
Throughput and slip on Project, Task, and TaskActivity — not the board and not a second WBS.
Executive Analytics
Deeper exec charts than the control tower — still a view on the same projects, people, and commercial entities.
Executive Control Tower
Steering view over projects, people, and commercial health — KPIs composed from live entities, not a second ledger you type into.
Financial Analytics
Commercial grain on purchase contracts, invoices, and project financials — not the invoice editor and not payroll.
Payroll Analytics
Pay-cycle themes on published runs and structures — masked, never a place to calculate a run or store bank details.
Report Builder
Ad-hoc definitions over canonical domains — saved views, not a warehouse you load by hand and not Project → Reports catalogs.
Resource Intelligence
Load, bench, and skill coverage composed from assignments and Employee — not the live capacity planner.
Risk Intelligence
Cross-portfolio risk themes on project risk/issue registers and commercial signals — not the risk log itself.
Scheduled Reports
Cadence and recipients for saved report definitions — delivery config, not a new metric store.
Work Graph Analytics
Analytics on Work Graph nodes and edges — masked summaries and source references, not a second copy of salary, bank, or reviews.
Workforce Analytics
Headcount, joiners, attrition, and attendance themes on Employee — charts, not the employee file and not payroll.
Benefits Carrier Files
Exchange files with carriers — generated from enrollments, not a manual census spreadsheet as source.
Benefits Enrollment
Elections on Employee against published plans — self-service and HR assist, not a second people table.
Benefits Plans
Plan catalog — what can be elected — not the payroll run and not medical files in Work Graph.
Benefits Reports
Permission-scoped benefits exports — snapshots of plans and elections, not a warehouse.
Dossiers
Evidence packs composed from live entities — projects, tickets, invoices — with governance sign-off, not a shadow document mart.
Billing Plans
How a contract will be billed over time — plans on PurchaseOrder / project, not the invoice register itself.
Credit Notes
Credits against platform invoices — adjustments to bills, not a rewrite of the purchase order as source.
Expenses (Finance View)
Finance operations view of employee expense claims — the same expense records employees submit, not a second petty-cash book.
Finance Dashboard
Finance control tower over POs, invoices, and project financials — charts on live commercial entities, not a warehouse you type into.
Project Financials
Cost, billed, and margin on live projects and their POs — not a second project list.
Revenue Forecast
Forward look composed from POs, plans, and pipeline — a forecast view, not a second set of contracts.
Revenue Leakage
Unbilled, under-billed, or leaked value vs delivery and contract — a detective view, not a write-off register.
Revenue Recognition
Policies, schedules, entries, and period close for recognized vs billed — composed from contracts and invoices, not a shadow GL.
Vendor Costs
Cost against vendors and POs — spend lens, not a second vendor master and not employee expenses.
Vendor Invoices
Supplier bills — AP documents against vendors and POs, not platform customer invoices.
Write-offs
Uncollectible amounts — explicit write-off documents, not a silent edit of invoices or leakage charts.
Absence Cases & Return to Work
Register view for extended absences, case status, and return-to-work clearance — create/update via forms when available, or API.
Application Configuration
Application Configuration — Tracopus user guide for enterprise work intelligence.
Attendance
Month matrix for present / absent / leave, manager approvals, regularization requests, leave-to-attendance sync, and soft payroll lock (no matrix export).
Employee Dashboard
Two-tab dashboard: My dashboard for individuals and Team dashboard for managers with org-wide workforce analytics.
Employee Profile
Multi-section profile: general info, security settings, notifications, account activity with charts.
Employees Directory
Browse, filter, and create employees with nine summary chart panels covering demographics, tenure, skills, and org structure.
Holidays
Maintain public and company holidays by location so leave day counts and calendars stay accurate.
HRMS Overview
Personal and team people analytics, workforce directory charts, weekly timesheets, leave management, approval workflows, unified audit trail, attendance matrix,
Invoice Details
Deep view of one invoice — line items, totals, linked employees, status transitions, PDF via document layout.
Invoices
Invoice list with status chips, FY scope, segment bar, monthly billing bar, and outstanding panel.
Leave Agreements & Contract Overrides
Register view for leave agreements and contract overrides — create/update via forms when available, or API.
Leave Anomaly & Fairness
Register view for anomaly rules, flagged reviews, and fairness snapshots — no self-serve write UI; seed via API. Flags never auto-reject leave.
Leave Configuration
Administrator guide: enable leave, publish policies, map holidays and working weeks, assign employee balances and jurisdictions, then prove apply → approve end
Leave Documents
Register view for document rules, review queues, and retention — create/update via forms when available, or API.
Leave Integrations
Register view of leave connectors, run history, and error queues — no self-serve write UI; seed and triage via API.
Leave Localization
Register view for locale packs and policy translations — no self-serve write UI; seed via API.
Leave Management
Apply for leave, track balances, submit for approval, and see manager decisions — with working-week and holiday aware day counts.
Leave Management — One-Stop Guide
Everything needed to configure, assign, schedule, apply, and approve leave — plus a technical data-flow tab for debugging. Built from the live Tracopus leave en
Leave Policies User Guide
One place for supported leave policies, how to configure them in Global Policy Center, go-live scenarios, and how new CFA requirements map to shipped Tracopus f
Leave Policy Test Lab
Register view for policy scenarios, batch runs, and regression compares — create/run via forms when available, or API.
Leave Workforce Planning
Register view for leave bidding, roster coverage rules, and optimizer preview — no self-serve write UI; seed via API.
Legal Calendars & Working Days
Legal calendars, working-day rules, and impact preview. Holiday import is operator-assisted; use
Persona Navigation
Turn things off for everyone, or pick a page and choose which personas can open it. Saves to org Application Config.
Roles & permissions
Persona-first RBAC: choose which personas a role may use, set the default and switcher, preview page access, and open Advanced for the full module CRUD matrix.
Settings
Lux settings hub for admins: device registration, cron schedulers, service health, company info, localization, notifications.
Shift Policies
Define working-week calendars (workdays, start time, timezone) that leave day-counting and attendance can inherit.
Timesheet
Monday–Sunday grid for billable, non-billable, and leave hours — with week navigation, validation, optional approval, and submit on behalf.
Timesheet Approval
Submit weeks (or day batches) for manager approval — including on-behalf submit — then resolve conflicts and lock payroll periods.
Unified Audit Trail
A single luxury timeline for meaningful actions — who did what, when, and on which record — across projects, HR, and profile activity.
Work-Time Governance
A code-owned catalog of timesheet, approval, planning, attendance, and integration features. Catalog defaults are
API Access
Tokens and scopes for external callers of Tracopus APIs — not Admin API keys for in-product apps, and not a connector password.
Connections
Installed connector instances and credentials — environment config, not the field map and not platform API keys.
Connector Adapters
Runtime adapters that translate vendor payloads into canonical entities — including generic work-time import/export.
Connector Marketplace
Catalog of connector types you can install — installing still creates a Connection, not a new source table.
Data Mapping
Field contracts from vendor payloads onto Employee, Project, PurchaseOrder, Task, and time — the map is not the data.
Import/Export Jobs
Connector batches — not Admin scheduled jobs, and not the payroll or timesheet UI itself.
Integration Hub
Launch pad for connectors that write Employee, Project, PurchaseOrder, Task, or time — not a parallel business database.
Integration Logs
Payload and error detail for connector runs — operational logs, masked, not Admin audit and not a business register.
Sync Monitor
Last run, lag, and errors per connector — a monitor, not the place you map fields or edit Employee.
Learning Assignments
Who must take which course — assignments onto Employee, not a mailing list beside the LMS.
Learning Compliance
Overdue and complete training against assignments — a view on Employee completions, not a second HR file.
Learning Courses
Course catalog HR publishes — not the policy handbook and not a second document vault.
Learning Reports
Permission-scoped learning exports — snapshots of assignments and completions, not a warehouse you type into.
My Learning
Assigned courses for the signed-in employee — complete them here; HR tracks compliance on the admin view.
Insights Dashboard
Four analytics sections: Time & utilization, Selected day, Week trends, and Portfolio.
Login & Registration
Three login modes plus first-time registration flow with mandatory PIN setup and optional biometrics.
Mobile Overview
End-to-end guide for install, login, navigation, task execution, insights, and time recording on mobile.
Projects Hub
Access project data in the field with quick filters and compact project detail sheets.
Tasks Hub
Task cards, day strip filtering, status chips, and bottom-sheet details for mobile execution.
Timesheet & Record
Record time with week navigation, day entry forms, and access-controlled date validation.
NPD
New product development tower — ideas, gates, launch — on NPD records that still respect Project when delivery starts.
NPD Gates
Stage-gate decisions on NPD items — process decisions, not leave approval and not project governance RAG.
NPD Ideas
Idea intake for new products — not a task backlog and not a bid request.
NPD Launch
Go-to-market / launch readiness for passed NPD items — not payroll publish and not production deploy tickets unless you link them.
Benefits (Payroll)
Benefits as they hit pay — payroll seat on plans/enrollments, not the only benefits admin UI.
Compensation
Compensation programs on Employee — cycles and awards with masking — not the salary-structure editor and not performance ratings as pay.
Deductions
Withholding schedules on Employee — statutory and voluntary — inputs to the run, not the paycheck editor.
Employee Finance
Workspace for benefits, compensation, and employee money on a person — a hub over those registers, not a third ledger.
Expenses (Employee)
Submit and track your expense claims — the same records finance reviews, not vendor bills.
Paychecks
Org-wide published slips from finalized runs — operators’ view of what employees see on My paychecks.
Payroll Dashboard
Run readiness, open cycles, and payroll health — a tower on groups, runs, and gates, not the run editor itself.
Payroll Groups
Populations a run can cover — groups of Employees, not a second directory.
Payroll Reports
Permission-scoped payroll exports — snapshots of runs and slips, not a ledger you type into.
Payroll Runs
Draft, calculate, and finalize cycles for a payroll group — the run is the cycle, paychecks are the outputs.
Reimbursements
Paying approved employee expenses — payout register on claims, not vendor AP.
Salary Structures
Earnings and deduction components that compose employee pay — assigned to Employees, not offer letters as the live structure.
Assets
Asset register assigned to employees — laptops, badges, kits — fulfilled with access requests, not a parallel CMDB chat log.
Documents
Employee document vault — contracts, IDs, and files on the person — with masking and retention, not a public drive.
Offboarding
Exit cases, asset return, and access wind-down on the same Employee row — not a deleted-people warehouse.
Onboarding
HR operator register for joiner cases and templates — cases hang off Employee, not a second people table.
Organization Chart
Read-only view of reporting lines sourced from Employee manager fields — the editable tree lives on Admin org structure.
Policies
Published company policies and acknowledgements — versioned documents people sign, not Application Config lists and not leave policy math.
1:1 Notes
Manager–employee conversation notes — private talent records, not project chat and not the review form.
Calibration
Fairness meeting on review drafts — adjusts distribution, does not replace the review record as the write-up.
Continuous Feedback
Ongoing peer/manager notes on Employee — not project stakeholder campaigns and not the annual review form.
Goals / OKRs
Objectives on Employee — aligned to work, not a second task tracker and not the review form itself.
Growth Plans
Development plans on Employee — learning and career actions, not the LMS catalog and not a PIP unless you model it that way.
Performance Dashboard
Goals, reviews, and growth at a glance — a tower on those registers, not a second rating store.
Performance Reviews
Write-ups on Employee for a cycle — ratings and narrative, masked, not the compensation award itself.
Review Cycles
Windows that open performance reviews — cycle admin, not the review write-up itself.
Accounts
Manage account/team/client hierarchy and monitor completeness through quality-centric charts.
Calendar
Coordinate events and work schedules through week-focused calendar interfaces.
Chat
Coordinate with teammates through threaded messaging and conversation panels.
Deliverable Details
Single deliverable page for execution management and collaboration around one output.
Deliverables
Manage project deliverables (tasks) before drilling into granular work items.
Delivery Sprints
Sprint slices on existing tasks and work items — timeboxes, not a second backlog product.
Feedback
Manage feedback templates and campaigns with response visibility across projects.
File Manager
Manage project-related files with list/grid views, type filters, and pagination.
Global Search
Find entities quickly when exact location is unknown, instead of browsing multiple lists.
Governance
Steering pack: RAG across milestones, risks, issues — composed from those registers, not a slide deck as source.
Issues & Actions
Realized project problems and actions — not tickets unless you promote them, not risks that have not happened.
Lessons Learned
Institutional memory from delivery — stored as lessons on projects, with masked summaries if they touch people-sensitive topics.
Milestones
Named delivery dates on a project — governance markers, not a replacement for Task deliverables.
Notes
Capture lightweight tasks and reminders without leaving project workflows.
Portfolio
Portfolio control tower over live projects — health, risk, and scenarios — not a second project register.
Project Dashboard
Two perspectives: My projects for personal execution and Manager overview for portfolio-level decision making.
Project Details
Deep-dive page for one project including metadata, team, activity, attachments, and delivery-linked tabs.
Project List
Primary project register with chips, sort controls, and chart-backed summary strip for portfolio health.
Project Overview
Navigate from portfolio dashboards to delivery operations including taskboard, capacity planning, and collaboration tools.
Reports
Run permission-scoped reports with date/team filters and export result tables.
Risks
Project risks on live projects — register and RAG, not a side RAID spreadsheet as source.
Root Cause Analysis
Structured cause analysis on delivery failures — hangs off project/incident context, with masked people-sensitive notes.
Task Activity
Month view and activity registers that combine scheduling context with execution analytics.
Task Board
Drag-and-drop workflow board with summary visuals and card-level detail actions.
Team Capacity
Plan and rebalance team load using utilization charts, heatmaps, timeline views, and assignment controls.
Tickets & Service
SLA-backed service desk — the team register My tickets slices — not project issues unless you keep them separate on purpose.
Timeline / Gantt
Gantt of project, milestone, and task dates — a calendar lens on the delivery chain, not a separate schedule file.
Work Items
Track fine-grained activities including assignees, statuses, estimates, and logged effort.
Candidates
People in the hiring pipeline — applicants on requisitions, not Employees until hired.
Interviews
Scheduled interviews on candidate × requisition — calendar coordination, not the project calendar of delivery work.
Offers
Offer letters on candidates — compensation drafts with masking — not Purchase Orders and not salary structures until they are Employee.
Recruiting
ATS control tower for requisitions, candidates, interviews, and offers — live recruiting records, not a second HRIS.
Requisitions
Open roles the ATS is hiring for — demand that staffing and offers hang off, not a capacity assignment.
Bench & Roll-off
Availability and roll-offs on Employee — the ready pool for staffing, not a punishment list and not candidates.
Capacity Simulation
What-if staffing and bench moves before you commit the roster — Team capacity remains the live planner.
Skills Matrix
Proficiency, certifications, and gaps on Employee — then staff from capacity and bench, not a shadow talent table.
Staffing Requests
Demand tickets to place people from skills and bench onto projects — fulfilled as assignments, not as a second project team table.
Utilization & Demand
Utilization, demand, bench, and skill signals in one planning view — charts on Employee assignments and staffing demand.
Bid Details
Full bid fields, study metadata, status workflow, linked POs — opened from list or View Bid Details sidebar.
Bid Requests
Full bid register with quick filters, SHOW/SORT, pipeline funnel diagram, and comprehensive summary analytics.
Purchase Order Details
Contract terms, delivery statistics charts, general info, linked projects — PO detail statistics include KPI donuts and bars.
Purchase Orders
Purchase order list representing contracts that may link to bids and spawn delivery projects.
Sales Overview
Track bids from first intake to won/lost, manage purchase orders, and analyze pipeline health with 20+ chart panels.
My Approvals
Universal approval inbox — filter by status, domain, and priority, then approve or reject without leaving the page.
My Onboarding
Tasks on your live onboarding case — documents, acknowledgements, and HR checkpoints — not a second HR file.
My Paychecks
Published payslips and paycheck history for your employment — only what payroll has already finalized.
My Tickets
Service tickets you opened or are assigned — the same ticket records the project service desk uses.
My Work
Tasks, activities, and focus items assigned to you across projects — the same Task and TaskActivity rows delivery already uses.
Notifications
Alerts, mentions, and system updates that deep-link to the record that changed — not a second inbox of work.
Work Graph
Connected operational truth across modules — nodes and edges that point at Employee, Project, Task, and similar sources, with masked snippets.
Workspace Home
Persona-aware home with shortcuts to approvals, work, and notifications — a launch pad, not a second work tracker.
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