
Quick Tips
These short Quick Tip videos are an easy way to learn more about People-Trak HR software.
Browse byIntroduction/Personalization
- Customize a Desktop
- Post Events and Bulletins
- Meet Quick Search
- Create and Use an Email Closing Template
- Add your Signature to Templates
- Personalize Look & Feel
- Retrieve a Forgotten Password
- Change Screen Order in the Standard Workflow
- Using Alarms
Setup
- Change the Standard Workflow for a User
- Meet Quick Search
- Use Auto-Numbering to Assign ID’s to Records
- The Three Stages of Field Security
- Company Logos (v8)
- Database Backup (v8)
- Email Setup (v8)
- Spanning (v8)
- Dupe Check (v8)
Data Entry
- Edit a Lookup Group
- Use Function Keys
- Make Tables Mandatory or Optional
- Use Attendance Transaction Codes
- Date Stamp (v8)
- Reverse Populate Tables (v8)
- Notes & Attachments (v8)
Query & Reporting
- Modify Report Spacing & Alignment
- The “=My” Operator
- The “In” and “Not In” Operators
- The “Between” and “Outside” Operators
- Set Freeform Reports to Run-Only
- Audit Reporting (v8)
- Label Templates (v8)
- Design Mode (v8)
- Advanced Lookup (v8)
- Report Spanning (v8)
- Favorite Lookups (v8)
Customization
- Change the Module Name and Phrase
- Customize Fields to Suit Your Needs
- Use a Space Picture as a Screen Background (Strategic)
- Field Customization (v8)
Process Automation
- Send New Hire Notifications (Strategic)
- The Employee Anniversary Reminder
- Schedule Monthly Reports
- Save Emails to Notes
- Scheduler (v8)
Other
- The Proper Care & Feeding of Your People-Stik (meet Pete!)
The ‘=My’ Operator 3:07
Version 8
“The Proper Care & Feeding of your People-Stik” (meet Pete!) 2:58
Date Stamp
(featuring Pete) 2:41
Auto Numbering
(featuring Pete) 3:53
Audit Reporting
(featuring Pete) 2:39
Company Logos
(featuring Pete) 2:29
Database Backup 2:20
Email Setup 2:48
Label Templates 3:23
Design Mode 2:59
Spanning 3:03
Advanced Lookup 4:22
Dupe Check 2:12
Field Customization 2:35
Report Spanning 1:53
Notes & Attachments 2:38
Scheduler 2:21
Favorite Lookups 2:23