TrackStar
PTO can be used as a stand alone solution, or can be integrated into a more
robust Time, Expense and Project Tracking system. ISC makes it easy to add
additional modules or users later. A link at the bottom of this page will take
you to other product description pages.
The
sections that follow describe features of TrackStar PTO, and show sample
screens to help you understand its’ capabilities.
Getting Started
Scheduled Time
Off
Building a Time Off Request
Globalization
Balance Calculations
Management
Approvals
Unscheduled
Time Off
Leave Management
Determining Department Coverage
Making
Balance Adjustments
Formula Builder
Time Off Analyzer
Email Notification
Calendar
Integration
Reporting
Administration
Tools
Outstanding
Support
Paid Time Off Software Attributes
Paid Time Off Software Features
Features Common to all TrackStar
Modules
Benefits/Justification
Customer Comments
Licensing Options
TrackStar Pricing
Next Steps
Getting Started
You access TrackStar by clicking on a browser link. The system provides multiple
levels of security and encryption, so your data is safe and secure.
Each employee logs on to TrackStar using their unique ID and password. Once
signed on, a menu system is presented that reflects the capabilities that have
been granted each user. Though simple to use, multiple levels of help are
provided to assist users if needed.
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Scheduled Time Off
Employees use the HR Request tool to request time off. The tool keeps a history
of HR Requests, and shows the approval status and detailed information. A
permanent record of requests is kept for each employee, so they can see when
requests were made, approved, denied, or other pertinent facts.
Employees can check their balance, and check for department conflicts before
entering requests for time off.
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Building a Time Off Request
Building a Time Off Request couldn’t be simpler. Employees specify the type of
request, and select the dates using a point-and-click interface that is
intuitive and simple to learn. Once a request has been built, it is sent
to management for approval and processing.
The software supports many system preferences, such as one to prevent
requests on weekends. Also, company holidays, when entered through the
holiday setup tool, are automatically reserved. These customizable points
make it easy to tailor TrackStar to fit your organization perfectly!
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Globalization
TrackStar is a global solution, and supports deployment to multiple countries with different cultures.
Tools are provided to setup accrual rules and events specific to one country or group.
Balance displays can be tailored for various groups, and support is included for
Spanish language (other languages being developed).
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Balance Calculations
The system calculates and maintains balances on multiple
accounts or categories that you
setup. Employees and managers use the system to display balances
online. The balance form includes historical information, showing every
credit or debit to the balance. The system also supports balance
adjustments, which can be used to make adjustments when needed.
The balance form is configurable at installation time. You can choose from
numerous “buckets” that are maintained on each account, such as Current
Balance, Year End Balance, etc. You can choose to display information in
hours or days, and choose various other totals for display.
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Management Approvals
When employees request time off, the system routes the request to
their manager (or optionally others) for approval. Managers are informed
of pending requests via email and then review requests online and make approval
decisions. From the approval form, they can check the employees balance,
check for conflicts with other employees, and then approve or reject the
request with one button click. If configured, the system will send an
email notification to the request originator, indicating the approval status of
their request.
Approving multiple requests is fast and easy, through use of the scroll arrows
provided. A manager can accomplish all approvals in one session, with a
minimum of effort!
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Unscheduled Time Off
It is often useful to enter time taken that was not scheduled in advance.
For example, if an employee calls in sick, you would want to track the event by
entering unscheduled time off. TrackStar allows for entry of unscheduled
time by administrators and managers who have the proper security. Once
time has been entered, a permanent record is created and balances are adjusted.
Time can be entered as a full or half day, or by system preference, in hours.
Defining the event types, such as Vacation or Sick time, is a system setup
function.
Time entered using this form does not need approval. The information
immediately affects employee balances when entered.
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Leave Management
Extended leaves are another type of time off. The system supports tracking
of extended leaves, such as Military leave or FMLA, by entering the start and
end dates of the leave period. During leaves, you may choose to suspend
accruals of PTO earnings, as defined by your company policy.
TrackStar is a comprehensive Tome Off Tracking software, and includes features not
found in many competitive products!
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Time Off Calendar
Often managers need to know who will be in (or out) for a specific period, such
as Thanksgiving holidays, or other times when many employees are requesting
time off. TrackStar provides forms to check for conflicts, and to display
employees who are requesting time off for a selected month. Managers use
this to determine if adequate employee coverage is available for selected
dates.
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Making Balance Adjustments
It is sometimes helpful to make adjustments to employee balances when special
events occur. For example, if an employee worked a regularly scheduled
company holiday, you might compensate them by giving them an extra day of
vacation time.
The adjustment tool can be used for this purpose, as well as handling other
similar events that require balance adjustments.
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Formula Builder
The system includes a formula builder, which is used to define your company
policies to the system. Once defined, the system tracks accruals on one
or more categories, such as PTO, Vacation, Sick, etc. You are free to
define as many categories as are needed to implement your policy. Also,
you may define different accrual rules or formulas, and assign them to
employees as needed. For example, a Standard Policy might grant 10 days
per year for the first 5 years of employment. An Executive policy might
grant 15 days over the same period. You use the system to create the
policies, and then link the policy to employees. This extremely flexible
and adaptable solution can be tailored to your business rules without programming!
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Time Off Analyzer
This form is used to display time taken by employees in a graphical form.
This view can be helpful in spotting trends, such as repeated absenteeism.
Each cell in the form is color coded to represent the type of time off. In
the example shown, orange indicate company holidays, while blue represents PTO.
You are able to select any color scheme you desire.
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Email Notifications
TrackStar integrates with your existing email system to keep managers
informed. Whenever approvals are pending, managers receive email messages
indicating there are requests for them to review. This feature keeps
managers aware of requests needing their attention, and helps keep data up to
date and accurate. Flooded with emails? Don’t worry. This is
a configurable feature.
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Calendar Integration
TrackStar integrates with Outlook (and other compliant calendar systems) to
block out time when subordinates will be out of the office. This interface
is optional and can be enabled by each manager. When managers
approve HR Requests, an email entry is sent to their calendar, which they
accept using the meeting interface. Reminders are supported as well, so
managers will always know when people are out.
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Reporting
Numerous reports are included in the Paid Time Off Tracking module to assist
managers and administrators in tracking balances, and various other
statistics. All reports are exportable to Excel, and can be further
manipulated, distributed, or archived. Reports can also be scheduled to
run on planned intervals, and are delivered via email to specified recipients.
In the event that a special view of the data is needed, TrackStar includes a
report writer that you can use to develop reports. User defined reports
are automatically integrated with the system, and appear in menus as standard
reports do. ISC also offers customization services, if you prefer to
contract for custom reports.
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Administration Tools
TrackStar includes a robust set of administration tools to help you configure
and tailor the system. You use the admin tools to load and maintain
employee, department, and various other data tables in the system. It
also includes a scheduling tool that can be used to generate background jobs or
tasks, such as data extracts and reports. For example, you can setup a
job so that balance information is automatically sent to your payroll vendor
monthly.
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Tool
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Use
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Department Maintenance
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Used to define your company's organizational structure.
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Employee Maintenance
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Used to enter and maintain the employees who use the software.
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Holiday Maintenance
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Used to define your company holidays.
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Balance Maintenance
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Used to enter starting balances for HR “accounts”.
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Event Maintenance
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Used to define HR categories.
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Formula Maintenance
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Used to define your business rules related to accruals.
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Report Maintenance
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Used to create custom reports.
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Schedule Maintenance
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Used to setup jobs to run at preset intervals.
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Security Maintenance
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Used to define employee access to system functions.
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System Preferences Maintenance
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Used to setup operational preferences.
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User Field Maintenance
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Used to define custom fields to extend TrackStar.
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User Code Maintenance
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Used to enter coded fields for choice lists.
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Outstanding Support
ISC provides world-class support for its software. When you have a
question or problem, our staff provides the answers you need, when you need
them. For ASP customers, the support fees are built-in to the monthly
fee. This includes updates, bug fixes, and periodic enhancements. For
in-house customers, our support plan is required in the first year and optional
thereafter.
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| Support/Service Offerings |
| ASP Support -
Included with ASP plan. |
| Annual Support -
Offered to in-house customers. |
| Per-Incident Support -
Provides support on a per-call basis. |
| Training Services -
Administrative training for TrackStar. |
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Paid Time Off Software Attributes
- 100% web based software.
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Available as an in-house solution or as an ASP service.
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Scaleable from a few users to thousands of users.
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Highly customizable through preference settings.
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Point-and-click interface makes learning easy.
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Comprehensive, affordable solution.
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Simple implementation, virtually maintenance free.
Paid
Time Off Software Features
- Supports entry of scheduled and unscheduled time
off.
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Supports multiple categories, such as Vacation, Sick, Choice Time, or PTO.
- Calculates balances for one or many categories.
- Handles different work days and accrual formulas
automatically.
- Handles multiple holiday lists, multiple event
lists, and multiple balance formats. Highly customizable!
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Calculates earnings or accruals based upon your company’s business rules.
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Provides tools for entering adjustments to balances.
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Provides tools for managing leaves, such as FMLA.
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Provides tools to detect and warn when employee PTO conflicts arise, which
would affect coverage.
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Provides numerous built-in reports, and includes a report writer you use to
generate your own custom reports.
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Provides a full suite of administration tools for system setup and ongoing
maintenance.
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Supports data extract in popular formats for interfacing with other systems.
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Interfaces with your email system to notify managers and employees of requests
and approvals.
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Interfaces with your Outlook calendar.
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Supports Spanish language for employee functions.
- Ability to automatically syncronize
employee information with external systems
- Ability to link to Active Directory
for single logon.
- Supports multiple cultures.
- Supports multiple web browsers.
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Eliminates overpayment of PTO or employee abuse. The system pays for
itself!
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Know exactly what employee PTO balances are, and have a complete audit trail of
how balances are derived.
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100% web based. Nothing to install or purchase. Just load and go!
Customer Comments
"Wow! Thank you so much for all of your work
on this. This is such and exciting tool! As the person who calculated all this
by hand for 210 employees this has literally changed a part of my life at work.
Thank You."
Rebeca Sharpe, Centex Homes
Licensing Options
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PTO Enterprise
is used by employees and managers alike. Employees make requests for time
off online. Requests are approved by managers online. The
Enterprise solution is offered as an in-house solution, or as an ASP.
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PTO Small Business
is used by administrators (or HR managers) to enter PTO data for their
employees. This low-cost solution is offered only as an ASP.
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Various support and service options available to ensure your ongoing success.
Time Off Software Pricing
TrackStar is priced on a per Active user basis. An active user is one
who has been entered in to the software and has the ability to log on.
Employees who terminate can be marked inactive, and no longer consume one of
your licenses.
A small number of administrative licenses are needed to perform setup and
maintenance. Admin licenses are priced separately from Time Off licenses.
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Sample Pricing
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Time Off Users
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Admin Users |
Monthly ASP Price
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One Time
In-house
Price
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52
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2 |
$150
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n/a
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100
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2 |
$220
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n/a
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150
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2 |
$286
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n/a
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250 |
2 |
$412 |
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$13,688 |
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500
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2 |
$711
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$23,128
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| 1000 |
2 |
$1,217 |
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$38,468 |
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>1000 |
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Please call! |
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Please call! |
A one-time setup fee of $1,250 is required for all configurations.
In-house price includes first year annual support.
Please see price quotes for the Small Business product by
following the link:
PTO for Small Business
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Next Steps
1. Fill out an
information request form by following the
Request Information
link. A sales representative will contact you and
can provide additional information, and pricing specific to your configuration.
2. Request demonstration access so you can experience the system first hand. ISC
will guide you through the system, and point out its features and capabilities.
3. Confirm configuration,
pricing and obtain approvals.
4. Review and execute our
standard ASP or License agreement.
5. Begin using TrackStar!
ISC makes getting started fast and easy. A complete planning guide is
provided to assist you with your data collection and policy definition
tasks. Once information has been gathered, you use the administration
functions of TrackStar
to enter/import data. Excel templates are provided
to help you organize your data and to simplify import. You can be
up-and-running in a few days!
Request Information
Learn about ISC
Learn about other ISC Products
Visit
ISC's home page
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Internal Systems Corporation
4600 Touchton Road East
Building 100, Suite 150
Jacksonville, Florida 32246
sales@InternalSystems.com,
800-952-0057
Delivering high quality tracking solutions since 1996.
©Copyright Internal Systems Corp. 2010
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