Tracopus · Scenario User Guide
How to do it — step by step
Every workflow documented as Feature → Scenario → Steps. Use this guide for onboarding, QA test scripts, and day-to-day help when you need to complete a task in Tracopus.
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How this guide is organized
Pick a module below, then a feature, then open the scenario you need. Each scenario includes permissions, org/feature flags, warnings, role-specific behavior notes, numbered steps, verification checklist, and links to screen reference docs.
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Before you test
Confirm Application Config flags and role permissions for your pilot org unit. Behavior changes when flags are off — menus hide rather than show disabled controls. Use persona-specific test accounts (employee, manager, HR admin).
Feature (e.g. Employees) → Scenario (e.g. Create a new employee) → Steps (numbered actions)
Screen documentation
This guide covers how to complete workflows. For page-by-page screen reference — charts, filters, permissions tables, and FAQs — use the main documentation.
Documentation homeModule indexes and reference guides
HRMS screensDashboard, timesheet, employees, attendance…
Project screensTaskboard, capacity, reports, deliverables…
Sales screensBid requests and purchase orders
Getting StartedLogin, SSO, navigation, core concepts
Admin & AccessPermissions, config, timesheet rules
Scenario modules
Authentication & Account
Sign in, activate, and manage credentials
5 scenarios
Workspace
My work, approvals, and notifications
3 scenarios
HRMS
Employees, time, attendance, and billing
13 scenarios
People Ops
Onboarding, offboarding, policies, and Employee 360
6 scenarios
Project Delivery
Projects, deliverables, tasks, and capacity
9 scenarios
Sales & Contracts
Bid requests and purchase orders
5 scenarios
Resource Intelligence
Skills, staffing, bench, and utilization
2 scenarios
Finance
Invoices, billing, and expenses
1 scenarios
Payroll
Salary structures, runs, and paychecks
3 scenarios
Performance
Goals, reviews, feedback, and growth
2 scenarios
Analytics
Dashboards, reports, and control tower
3 scenarios
Integrations
Connectors, sync health, and mappings
3 scenarios
AI Assist
Agent console and knowledge base
2 scenarios
Administration
Roles, persona navigation, audit, and automation
13 scenarios
Mobile App
Android companion workflows
3 scenarios
Quick paths for testers
Create employee
HRMS → Create employee — 5-step wizard
Create project
Project → Create project — 7-step wizard
Log timesheet
Work-time governance
Approve work