We sat down today with LCPtracker’s Director of Client Services, Aliecia Taormina, for a quick Q & A session discussing user support and a few of the more underutilized tools and features that some contractors may not be taking advantage of in LCPtracker products.
Q: In light of everything that’s going on right now with Covid-19, would you say LCPtracker’s attention or focus has shifted in any way?
A: I think our focus is exactly where it always has been, with maybe the exception that we’re really doubling-down on our efforts to provide the best support that we possibly can to all of our users during a time like this. With every interaction now occurring virtually, it’s more important than ever that we ensure continuity throughout our services. In fact, I think we’re all optimistic that we can use this time as an opportunity to go above and beyond in helping our user base.
Q: What’s the best way to go about doing that?
A: Well, I think it starts with encouraging our users, especially contractors, to optimize the software and use it more efficiently. As a previous contractor and LCPtracker user, myself, I know that there is always more to learn. As a matter of fact, I’m sheepish at how much I thought I knew before and how much I’ve learned in the last three years. I continue to uncover something new about the system every single week. And as it is with any software, sometimes it can be easy to learn a basic function and stick to it, even if there are multiple (and possibly better) ways to do it. If we never deviate from that same routine, we could be missing a shortcut that could save us quite a bit of time and effort. LCPtracker, like many applications, has plenty of those.
Q: What’s an example of a feature that might sometimes get overlooked?
A: Well, for one, during the initial setup for new projects, some contractors may not know that they are able copy worker records from one account to another.
Q: When would a function like that that be useful?
A: Many contractors are often working on multiple projects awarded from different agencies. It’s very possible that some of the agencies have their own separate LCPtracker license that they require their contractors to submit certified payroll under. This means a contractor may have many different accounts to choose from once they log in. However, even though a user has access to multiple accounts, it doesn’t mean they need to repeat employee setup each time. We always cringe whenever we hear a horror story of a user that hasn’t been taking advantage of this shortcut to copy employees. It’s exactly what we want to avoid, and it’s precisely why we provide a training materials section in LCPtracker to help users optimize the use of the system. Users can find a document there entitled Copy Employees that shows them exactly how to take advantage of this feature.
Q: Where can users find these training materials?
A: For both LCPtracker and LCPcertified, there’s a bright yellow button at the top of the page once a user has logged in that is labeled Training Materials. We have a host of documents and videos in there that walk through features and time-saving tools – with everything from a beginners’ user guide and account setup, to reports and other more advanced tools.
Q: Aside from the setup process, are there any shortcuts for data entry? What are some underutilized features for this process?
A: Ah, yes. This is one of the most time-consuming aspects of creating certified payroll reports. For starters, much like the Copy Employee feature, there is a similar tool to copy a payroll (called Copy Previous Payroll in the Training Materials documents). This can save a lot of time when workers commonly work the same hours week-after-week. Rather than enter them individually, contractors can just enter one payroll and then copy it for the next week, making any necessary edits. Plus, you can take things a step further and utilize the bulk processing feature to create multiple certified payroll reports with one click. These can be for payrolls across multiple weeks or even multiple projects.
Q: Is it possible to streamline data entry even further?
A: Yes. In fact, this is one thing that I wish every user was aware of. Contractors often say that the worst part about doing certified payroll is reentering data onto certified payroll reports after already having entered it once before into their payroll system. And because of this, we’ve continually worked to provide users more options to import data from their payroll software. Users can check out our website to find which payroll providers we’re currently partnered with. These companies provide an Excel or .csv file which can be exported from their system and imported into LCPtracker or LCPcertified to upload data. And if a contractor happens to be using a provider other than one of our partners, they can also choose to purchase a service where we map out an interface specifically to match with their software’s export file. Or, there’s also our free spreadsheet template that they can utilize to map their own payroll file.