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Quick Tips

These short Quick Tip videos are an easy way to learn more about People-Trak HR software.

Browse by
  • Latest
  • Topic

Introduction/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!)


Modify Report Spacing & Alignment
1:57


Send New Hire Notifications
2:31


The Employee Anniversary Reminder
2:39


The ‘=My’ Operator
3:07


Change the Module Name & Phrase
1:40

Screenshot:Field Security
The Three Stages of Field Security
3:00

Screenshot:Auto-numbering
Use Auto-Numbering to Assign ID’s to Records
2:39

Screenshot:Standard Workflow
Change the Standard Workflow for a User
1:43

Screenshot:Freeform
Set Freeform Reports to Run-Only
1:24

Screenshot: Between and Outside
The ‘Between’ and ‘Outside’ Operators
3:43

Screenshot: In and Not In
The ‘In’ and ‘Not In’ Operators
1:56

Screenshot: Set and Forget
“Set and Forget”
Schedule Triggers
3:35

Screenshot: Have It Your Way
“Have It Your Way”
Field Customization
3:08


“On Holiday”
Attendance Transactions
5:21

Screenshot: Personal Space
“Personal Space”
Custom Screen Backgrounds
2:34

Screenshot: F5 Is Alive
“F5 Is Alive”
Function Key Shortcuts
2:55

Screenshot: You Want It When
“You Want It When”
Schedule Monthly Reports
5:13

Screenshot: Meet Quick Search
“Faster Than a Speeding Bullet”
Meet Quick Search
2:04

Screenshot: Groupies
“Groupies”
Edit a Lookup Group
1:42


“Triple Play”
Making Tables Mandatory (or Not)
5:21


“Document Everything”
Attach Emails to Notes
6:18


“Order in the Court”
Changing Screen Order
1:23


“Don’t Be Alarmed!”
Using Alarms
2:39

Version 8



“The Proper Care & Feeding of your People-Stik”
(meet Pete!) 2:58


Date Stamp

(featuring Pete) 2:41

Screenshot: Autonumbering
Auto Numbering

(featuring Pete) 3:53


Audit Reporting

(featuring Pete) 2:39

Company Logos
Company Logos

(featuring Pete) 2:29

Screenshot: Reverse Populate Tables
Reverse Populate Tables
1:46

Screenshot: Database Backup
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

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