Trackifi Documentation

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User Page ​

Detailed information about an individual user, including their profile, metrics, project assignments, time records, and working schedule.

The user page has two main tabs:

  • General: User profile, status, analytics, and data tables
  • Schedule: Working schedule and calendar view

A date range picker is available at the top right to filter data for specific time periods (months only).

General Tab ​

User Profile Card ​

Located on the left side of the page, the profile card displays:

  • Name and Email: Basic user identification with user type chip (Employee/Freelancer)
  • Weekly Working Hours: Editable field (click pencil icon to modify)
  • Default Customer Rate: Editable field with inline editing (click pencil icon to modify)
  • Default Self Rate: Editable field with inline editing (click pencil icon to modify)
  • Total Customer Billing: Lifetime customer billing amount
  • Total Costs: Lifetime self billing amount
  • Total Hours Logged: Lifetime hours logged across all projects
  • Projects Worked On: Total number of projects the user has worked on

Hours per Tag Chart ​

Below the profile card, displays a pie chart showing the distribution of logged hours across different tags/categories for the selected date range.

Status Panel ​

Displays four key metrics for the selected date range:

  • Logged Hours: Total hours logged with comparison to monthly working hours (if set)
  • Allocation: Total allocation hours with percentage
  • Absences: Total absence hours
  • Balance: Hours balance (positive or negative)

Allocation Chart ​

Shows a ±6 months view of the user's allocation and logged hours as a bar chart, allowing you to:

  • Track monthly allocation trends over time
  • Compare allocated hours against logged hours
  • Identify periods of over or under-allocation
  • View historical and future allocation patterns

Data Tables Section ​

Contains three tabs with CSV export functionality:

Projects Tab ​

Lists all projects the user is assigned to, with details such as:

  • Project Name: Click to navigate to project details page
  • Duration: Project start and end dates (shows "Ongoing" if no end date)
  • Logged Hours: Visual progress bar against allocation with detailed tooltips
  • Allocation: Total hours and percentage allocated to this project
  • Customer Rate: Hourly rate charged to customers for this project
  • User Rate: Hourly rate paid to the user for this project

Records Tab ​

Displays individual time records with server-side pagination:

  • Date: When the work was performed
  • Project: Associated project (clickable to navigate to project)
  • Time: Hours logged for that record
  • Description: Work description/notes

Absences Tab ​

Shows all absence records for the user:

  • Type: Absence type (PTO, Sick Leave, Unpaid Leave, Parental Leave, Vacation)
  • Start Date: When the absence begins
  • End Date: When the absence ends
  • Time: Total hours for the absence
  • Description: Additional notes about the absence

Contract Tab ​

Working Schedule And Contract Management ​

  • Contract Form: Set values for users contract.
    • Start Date: When user contract starts. User can log hours from this day.
    • End Date: When user contract expires. User cannot log hours after this.
    • Contract Percentage: Percentage the user will be working. eg, 100% for full time.
  • Weekly Pattern Configuration: Set working days and hours for each day of the week
  • Schedule Summary: Shows working days, non-working days, total hours, and balance
  • Calendar View: Monthly calendar showing:
    • Working days with scheduled hours
    • Time records with project colors and details
    • Absences with type indicators
    • Holidays and weekends
    • Detailed tooltips for each day

Schedule Features ​

  • Visual Indicators: Color-coded days for different statuses (working, weekend, holiday, absence)
  • Interactive Calendar: Hover on days to see detailed breakdowns in tooltips
  • Multi-month View: Displays multiple months with clear separation

Note!

Note that the percentages set in the contract form and the schedule must much. eg. If you contract percentage is 50% you must match the hours in the scheudle so match that.

Tooltips provide detailed status information including:

  • Progress percentage
  • Status description (On track, Behind by X hours, Ahead by X hours, Over allocation)
  • Color legend for status indicators

Export Functionality ​

  • CSV Export: Available for Projects, Records, and Absences tabs
  • Combined Export: Records and Absences can be exported together
  • Date Range Specific: Exports respect the selected date range filter

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