Changing operations systems is a daunting task. This article is made to outline and break down the basic tasks to be completed to get the best out of the software. This guide to onboarding will be split up into Data entry, Operations, configurations, Invoicing and Payroll.
Data Entry
Before you're able to utilize the system you must first input your resources into the system. These resources include employees, vehicles, client data, equipment, and skills. This stage is usually the most time-consuming but once those details are in, they're always available within the system.
Mandatory Data
Nice-to-have Data
Non-Essential data
Configurations
Your traffio portal can be to a point personalised to depict how your business operates. Only administrators or management are able to set up these configurations.
Mandatory
Suggested
Non-essential
Operations
Once you have input your data you're able to start utilising the operations and scheduling side of the software. Before going live we recommend creating dummy bookings and assigning yourself to see what your field workers will see and also to have data within the system so that you're able to start testing the invoicing and payroll. We typically recommend a week to two weeks' worth of data with jobs or different types.
Invoicing
Export Invoices
Payroll
Export Payrun