Action Tracker WEB Manager Manual English Instructions for using the web version of the Action Tracker system My Team Overview In the My Team section, the manager can view the most complete information on the team, namely these elements: - user profile, - activity history, - calendar and work schedule — attendance records, - activity, - status in the system, - schedule for today, - schedule. My Team Interface - User's first and second name, - Email, user's primary email (additional email addresses are in the profile), - action currently performed, - status in the system, - schedule assigned for today, - work schedule, - user profile, - activity history, - calendar and work schedule — attendance records. - create report button, - request to create new user button. - filter for displaying the list of contractors by the selected criterion. Working with My Team If the team is large, the easiest way is to use the search field. The search is performed on any user data from the profile (name, nickname, email). Just enter a few characters, and the system will start looking for matches.You can select a user from the provided list of commands Or you can use the filter to filter the list of contractors by selected parameters.. To view the profile of the selected user or additional menu, press the required button; a window with detailed information will open. “User profile” window. This section contains basic information about the user profile that has been added to the Action Tracker system. First and second contractor`s name assigned nick name direct supervisor department position contract assigned date working schedule by business time zone paymant type: hourly rate/fixed rate busines time zone working schedule:weekdays/weekends, schedules`s start date country holiday schedule city office fixed lunch time limit of paid vacation/sick leave days primary and additional emails contractor`s personal id The manager can see all user information entered into the database. If the information in the profile is incorrect, you need to contact support (email: support.team@a-tracker.net ), or the manager can make corrections independently. To start editing, click the "Edit user" button To close the “User profile” window and go back, click the arrow in the upper left corner, as shown in the screenshot. To edit a data field you need to point the cursor over the input field or select text you want to edit and perform typing new data. To change “Schedule” fields simply click on the clock ico and select the correct time. (Won’t work in firefox browsers as this feature is not supported by browser. For Firefox browser keyboard input available only) When editing the "Schedule/schedule period start" schedule, it is important to set the start date of the schedule after selecting a specific schedule Make edits and be sure to save the data After saving, the changes will be displayed in the calendar Important: a manually set schedule has a higher priority than an automatic schedule. All fields can be edited, except: - Timezone, - Supervisor, - Contract signed. To save changes, click the "Save changes" button. After saving, the changes will be applied immediately. To cancel the changes, click "Cancel" and close the window. “Action History” window The selected user’s check-in, check-out, pause start, and pause stop data is accessible from this window. To close the window, press the arrow in the upper left corner. You can filter events by date by specifying the period of interest and the type of event. When the period and type of the event are selected, press the “Filter” button to display the matching values: Schedule window — calendar and work schedule This window displays a calendar with the selected user’s working schedule marked. The color of each cell fill corresponds to an event. The supervisor can edit the work schedule calendar for the selected user. List of events in the calendar: DOW - DayOff/Weekend - absence, unpaid RS - Regular Shift - paid VA - Vacation - absence, paid SL - Sick Leave - absence, paid DS - Duty Shift - paid HL - Holiday - absence, paid BT - Business Trip - paid RW - Remote Work - paid, mark the day of work from home This menu shows statistics for the selected month and for the calendar year Detailed editing of a user's work schedule is described in the "My team Schedule" section. Request new user This menu provides the function of sending a request to add a contractor to the team. You need to click the button, then a window with fields to fill in will open. Please fill in all the fields as much as possible and click the “Send request” button, the request will be sent to technical support for processing. Contractor`s Data correction The Action Tracker system implements the functionality of making adjustments to the activity of contractors who are added to the team. To start making adjustments, you need to go to “My team”, find the right contractor and open their calendar. In the calendar, find the desired day, click on it. A window opens with the parameters that can be edited. Click the “EDIT” button, the fields that can be edited are highlighted. The following fields are available for correcting and entering data: Schedule Type Work Hours - work hours of reverse day employment Check-in/Check-out Data Pause Total Overtime To save the corrected data, click the “Save” button. After saving the corrected data, the system will recalculate the hours. When generating a report, the corrected data will be used and a mark will be set on the adjustments made. Schedule Types: DOW - DayOff/Weekend - absence, unpaid RS - Regular Shift - paid VA - Vacation - absence, paid SL - Sick Leave - absence, paid DS - Duty Shift - paid HL - Holiday - absence, paid BT - Business Trip - paid RW - Remote Work - paid, mark the day of work from home Important! You can only correct data for previous periods. Supervisor cannot change the data himself. You can only edit existing data: Check-in/Check-out. Change in payment type Hourly rate/Fixed income The Action Tracker system allows you to change the payment type in the contractor's profile to Hourly rate/Fixed income. To change the payment type, open the profile of the relevant contractor, click on the date selection button - “Alternation date” and save the changes. When the selected date arrives, the Action Tracker system will change the payment type for the contractor, after which reports will be calculated according to the corresponding algorithm for calculating working hours. Reports Important note The Action Tracker system provides functionality that allows you to generate reports on the activity of contractors in a team for a period and download them in pdf and csv formats.. The system implements two types of reports that differ in the logic of calculating the time worked by marks Check-in/Check-out: Hourly Rate - implies payment by the hour. Fixed Rate - involves a flat rate of pay Report Hourly Rate - applies to contractors who have an hourly payment type. You can check which type is set for a contract employee in their profile Key features of the report Hourly Rate: The total time between the executed Check-in та Check-out A fixed 1-hour pause is automatically deducted from the total time of the work shift. Overtime, are automatically recorded in the report. The manager may include unrecorded overtime in the contractors employment schedule. Report Fixed Rate - applies to contractors whose payment type is fixed rate. You can check which type is set for a contractor in his profile Key features of the report Fixed Rate: The report takes the hours specified in the contractor`s schedule. A fixed pause of 1 hour is automatically deducted from the working hours defined in the employment schedule. Overtime, are not recorded in the report. Overtime hours are entered manually by the manager. Important: it is not recommended to generate a report for a period longer than 30 days, especially if you have a large team. This can take a lot of time. Getting started with Reports To generate the report, go to the "My Team" section, select the users for whom you want to get the report, and click "Create Report". Specify the reporting period in the next window. After you select the period, go to the generated report. To do this, press “Form report”. In the next window is a report on selected users for the specified period. The report can be downloaded as a pdf or csv by pressing the button, as shown in the screenshot below. A new window will open in the browser, which allows you to download the report. If you want background coloring to be printed as well, press “More settings” and check “Background graphics” in the “Options” section, as shown in the screenshot below. My Team Schedules Overview The My Team Schedules section is designed to view and control the schedule of the entire team. In this section, the manager can: - View the list of team members. - Check the schedules established for the team. - See who made the changes to the work schedule and is waiting for approval. - View statistics for a selected contractor. - Change work schedule. - Set holidays in the schedule. Team Schedule Window. - displayed month, - list of team members, - search in the team, - filter By, - calendar, - actions — actions of the user awaiting the approval of schedule changes. - Set Holiday - button to add Holiday (day off). List of events in the calendar: DOW - DayOff/Weekend - absence, unpaid RS - Regular Shift - paid VA - Vacation - absence, paid SL - Sick Leave - absence, paid DS - Duty Shift - paid HL - Holiday - absence, paid BT - Business Trip - paid RW - Remote Work - paid, mark the day of work from home Working with Team Schedule The manager will see the list of members of their team for a calendar month (current month by default). - Users who have made changes to their work schedule will be highlighted in red, and the manager can approve or reject changes as shown in the screenshot below: - Also, the Action Tracker system will send a notification to the manager's email (primary email) about the changes made by the team member - To see what changes the contractor has made, you need to open their calendar. By default, the user's calendar displays the confirmed employment schedule, and to display the changes that are expected, click the button "Show Pending" : - Pending changes will be displayed: - The manager can independently customize the work schedule for contract workers in the team. To do this, select or find a contractor in the list and click on the highlighted field. - We will go to the “My schedule” section of the selected user. Highlighting the necessary dates with the mouse cursor, you can proceed to editing the employment schedule: Depending on the type of work schedule we set, you can add a comment or Custom Working Hours that will be applied to the selected days Important: in this case, the change in the contract employee's work schedule is applied immediately, without the need for confirmation from the manager. After confirming the changes, the calendar will be updated. We can see that the “Duty Shift” work schedule type has been applied with Custom Working Hours 07:00am - 09:00am and the following comment entered. In the “Team schedule” menu, the employment schedule of the selected contractor is repainted in a different color, in accordance with the updated employment schedule Auto Schedule 5/2, 4/4, 4/3 The Action Tracker system allows you to set up an automatic schedule for team members, with a start date for the schedule. At this stage the following automatic charts are available for use: 5/2 - five-day work schedule 4/4 - 4 weekdays and 4 weekends 4/3 - 4 weekdays and 3 weekends To set the automatic schedule you should go to “My Team” and open the profile of the selected contractor. Select from the drop-down list in the contractor's profile It is important to set the start date of the chart and save the changes afterwards.The work shifts are set, followed by weekend shifts. The Action Tracker system will recalculate and update schedule.You can view the entered data in the calendar or in the “Team Schedule” menu.You can see that 4 regular shifts and 4 day off are set. Pay attention: A manually schedule has a higher priority than an automatic one.. If the schedule has already been set manually, the automatic schedule will not replace it, but will only supplement it. The automatic schedule can only be applied to one contractor at a time. Holiday Schedule Holiday Schedule - necessary for setting holidays, must be applied separately for each contractor in the team. This type of event in the employment schedule is counted as a paid day off. To configure the holiday setup for the selected contractor, open the profile of the relevant contractor, click the “Edit User” button, and select the setup from the drop-down list. Then click the “Save changes” button. The action will be accompanied by a window about successful execution. In the “Team Schedule” menu, the holiday will only apply to the selected contractor. Pay attention to: The holiday will not apply to a contract employee who already had a personal schedule for that day. The holiday will not apply to a contract worker who has less than one year to sign the contract. Contractor`s Data and Schedule corrections The Action Tracker system implements the functionality of making adjustments to the activity of contractors who are added to the team. To start making adjustments, you need find the right contractor and open their calendar. In the calendar, find the desired day, click on it. A window opens with the parameters that can be edited. Click the “EDIT” button, the fields that can be edited are highlighted. The following fields are available for correcting and entering data: Schedule Type Work Hours - work hours of reverse day employment Check-in/Check-out Data Pause Total Overtime To save the corrected data, click the “Save” button. After saving the corrected data, the system will recalculate the hours. When generating a report, the corrected data will be used and a mark will be set on the adjustments made. Schedule Types: DOW - DayOff/Weekend - absence, unpaid RS - Regular Shift - paid VA - Vacation - absence, paid SL - Sick Leave - absence, paid DS - Duty Shift - paid HL - Holiday - absence, paid BT - Business Trip - paid RW - Remote Work - paid, mark the day of work from home Important! You can only correct data for previous periods. Supervisor cannot change the data himself. You can only edit existing data: Check-in/Check-out. holiday weekends Ukraine Holidays (6) Holidays 2026 transferring a day off 2026 New Year 01/01/2026 - International Women's Day 08/03/2026 09/03/2026 Easter 12/04/2026 13/04/2026 Remembrance and Reconciliation Day 08/05/2026 - Independence Day of Ukraine 24/08/2026 - Christmas 25/12/2026 - Ukraine Holidays (10) 2026 year Holidays 2026 transferring a day off 2026 New Year 01/01/2026 - International Women's Day 08/03/2026 09/03/2026 Easter 12/04/2026 13/04/2026 Remembrance and Reconciliation Day 08/05/2026 - Day of the Holy Trinity 31/05/2026 01/06/2026 Constitution Day of Ukraine 28/06/2026 29/06/2026 Day of Ukrainian Statehood 15/07/2026 - Independence Day of Ukraine 24/08/2026 - Day of Defender of Ukraine 01/10/2026 - Christmas 25/12/2026 - USA Holidays USA Holidays 2026 New Year 01/01/2026 Remembrance Day 05/25/2026 Independence Day 07/04/2026 Labor Day 09/07/2026 Thanksgiving Day 11/26/2026 Christmas 12/25/2026 Europe Holidays Europe Holidays 2026 New Year 01/01/2026 Easter 05/04/2026 International Workers' Day 01/05/2026 Day of the Holy Trinity 09/06/2026 Assumption of Mary 17/08/2026 All Saints' Day 02/11/2026 Christmas 25/12/2026 Poland Holidays (10) Poland Holidays 2026 New Year 01/01/2026 Epiphany 06/01/2026 Easter Monday 06/04/2026 International Workers' Day 01/05/2026 3 May Constitution Day 03/05/2026 Armed Forces Day 15/08/2026 All Saints' Day 01/11/2026 Independence Day 11/11/2026 Christmas (day one) 25/12/2026 Christmas (day two) 26/12/2026 Poland Holidays (12) Poland Holidays 2026 New Year 01/01/2026 Epiphany 06/01/2026 Easter Monday 06/04/2026 International Workers' Day 01/05/2026 3 May Constitution Day 03/05/2026 Day of the Holy Trinity 31/05/2026 Corpus Christi 04/06/2026 Armed Forces Day 15/08/2026 All Saints' Day 01/11/2026 Independence Day 11/11/2026 Christmas (day one) 25/12/2026 Christmas (day two) 26/12/2026 Kazakhstan Holidays Holidays 2026 New Year 01.01.2026 International Women's Day 09.03.2026 Nowruz 23-25.03.2026 Kazakhstan People's Unity Day 01.05.2026 Defender of the Fatherland Day 07.05.2026 Victory Day 09.05.2026 Day of the Capital 06.07.2026 Constitution Day 31.08.2026 Republic Day 26.10.2026 Kazakhstan Independence Day 16.12.2026 Ethiopia Holidays Holidays 2026 New Year 11.09.2026 Finding of the Cross 27.09.2026 Mawlid 24.08.2026 Christmas 07.01.2026 Epiphany 19.01.2026 Victory of Adwa 02.03.2026 Good Friday 10.04.2026 May one 01.05.2026 Patriot’s 05.05.2026 Eid Aldha 27.05.2026 Nigeria Holidays Holidays 2026 New Year's Day 01.01.2026 Worker's Day 01.05.2026 Children's Day 27.05.2026 Democracy Day 12.06.2026 National Day 01.10.2026 Christmas Day 25.12.2026 Eid al Kabir 26.05.2026 Eid al Fitiri 19.03.2026 Good Friday 03.04.2026 Easter Monday 06.04.2026 Turkey Holidays Holidays 2026 New Year 01/01/2026 National Sovereignty and Children's Day 23/04/2026 Labor and Solidarity Day 01/05/2026 Commemoration of Atatürk, Youth and Sports Day 19/05/2026 Democracy and National Unity Day 15/07/2026 Victory Day 01/09/2026 Republic Day 29/10/2026 Ataturk Commemoration Day. 10/11/2025 Ramadan According to the lunar calendar used by Arabs. Eid Al Adha According to the lunar calendar used by Arabs. India Holidays Holidays 2026 New Year 01.01.2026 Republic Day 26.01.2026 Holi 14.03.2026 Good Friday 18.04.2026 Raksha Bandhan (Rakhi) 09.08.2026 Independence Day 15.08.2026 Mahatma Gandhi Jayanti 02.10.2026 Diwali/Deepavali 20.10.2026 Govardhan Puja 22.10.2026 Christmas 25.12.2026 Uzbekistan Holidays Holidays 2026 New Year 01.01.2026 International Women's Day 08.03.2026 Nowruz 23.03.2026 Remembrance Day 09.05.2026 Eid-Al Fitr 20.03.2026 Independence Day of Uzbekistan 01.09.2026 Teachers' Day 01.10.2026 Constitution Day 08.12.2026 Bosnia and Herzegovina Holidays Holidays 2026 New Year's Day 1/1/2026 Remembrance Day 05/26/2026 Independence Day 07/04/2026 Labor Day 09/01/2026 Thanksgiving Day 11/26/2026 Christmas Day 12/25/2026 Eid Al-Fitr 03/20/2026 Eid Al Adha 05/27/2026 Mexico Holidays Holidays 2026 New Year 01/01/2026 Mexican Constitution Day 26/02/2026 Birth of Benito Juárez 16/03/2026 Holy Days 02-03/04/2026 Labor Day 01/05/2026 Mexican Independence Day 16/09/2026 Mexican Revolution Day 16/11/2026 Christmas 25/12/2026