Issue counseling for an occurrence

Support > Issue counseling for an occurrence

Issue counseling for an occurrence

Updated on January 25, 2023

This support guide is coming soon.

Get access to TrackPath when your location already uses it

How to get your own TrackPath login when your account or location is already set up, and what to do if your invite has expired.

Choose who receives your invoices

Add or remove the finance email addresses that get your TrackPath invoices, and change your primary billing contact.

Unlock your account

Steps to unlock your TrackPath account when it has been locked due to unpaid invoices.

Enter associate occurrence history

Backfill historical occurrence data when first setting up your account

Subscription invoices and receipts

Where to find your subscription invoices and receipts.

Self-reported absences

Save time by letting associates self-report absences by calling a phone number.

Handling self-reported absences

Learn how to take action on self-reported absences

Import associates

Learn how to import associate data in TrackPath

Add an occurrence

Learn how to add an occurrence to an associate in TrackPath

SMS Consent Best Practices for Cover Shifts

Essential guidelines for obtaining proper employee consent before using SMS notifications for Cover Shifts

Remove an associate (terminate) and undo it

Learn how to remove an associate from TrackPath, including duplicates, and how to undo a termination

Transfer users to another account or cost center

Learn how to transfer an existing user to a new account or cost center

Cover shifts overview and account setup

Learn how to set up and use Cover Shifts to automatically fill open shifts with qualified associates.

Add a cover shift

Learn how to create a cover shift to quickly fill open shifts with qualified associates.

User access levels

Learn about the different user access levels that TrackPath offers

Uploading Counseling/Expiry

Learn about how counseling expires and how to upload supporting documents

Counseling breaks

Learn about counseling breaks with TrackPath

How to add an associate

Learn how to add associates in TrackPath

How to edit account settings

Learn how to edit account settings in TrackPath

How to add a supervisor

Learn how to add supervisor users in TrackPath

How to add a manager

Learn how to add manager users in TrackPath

Transfer associate to cost centers

Learn how to transfer an associate to another cost center using TrackPath

Add work rule violations

Learn how to add work rule violations using TrackPath

Add excused absences

Learn how to add excused absences using TrackPath

Change how you pay: credit card or direct billing

Check whether your TrackPath subscription is paid by credit card or direct billing, and how to switch between them.

Enter associate occurrence history

Backfill historical occurrence data when first setting up your account

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