June 2025 Updates – What’s New in TrackoField

June brought in some exciting updates and additions to TrackoField.

Our field force management software now offers kanban view in tasks, auto generates overtime benefit requests, and lets you track all staff metrics in employee 360 report.

But that’s not all!

Keep reading to learn what’s new in TrackoField in the month of June.

Major Updates to TrackoField in June 2025

Update 1- Auto Generate Overtime Benefit Requests

Now you can automate overtime benefit request generation for your employees on weekly off/public holidays.

Here’s how to enable this function:

• Go to “Company Profile.”
• Navigate to “Other” settings.
• Tick the “Auto-Generate Overtime Benefit Requests” option.

You can either choose to offer salary or comp off as overtime benefits.

The parameters for both remain the same – completion of 25%, 50% or 100% of the shift hours.

Depending on the criteria, you can set the benefits in terms of days. So, your employee will either get fixed number of comp offs or salary worth those days.

✅ This way, you save time on manual approvals and ensure fairness in overtime payouts.

Update 2 – Employee 360 Degree Report

We have introduced Employee 360 Report in TrackoField. It consolidates all the reports’ data and presents them in one single report.

Thus, you no longer have to juggle between multiple reports and can get a holistic view of field employees’ performance, efficiency, and engagement in one place.

How Employee 360 Degree Report Benefits All Your Stakeholders:

1. Unified View of Field Operations

No more navigating multiple modules. Employee 360 report combines multiple data points (location history, task completion, attendance, order capture, visit outcomes) into a single, comprehensive report.

2. Head Office Visibility

Employee 360 report lets Head Office teams track state-wise, territory-wise, or department-wise performance from a single report.

This makes MIS preparation, strategy reviews, and manpower decisions faster and more accurate.

3. HR & Compliance Simplified

Your HR department’s job just got a bit easier, thanks to employee 360 report. It lets HR managers:

• Auto-generate summaries for attendance, productivity, and field hours.
• Eliminate manual collation for payroll/leave audit.
• Reduce dependency on multiple teams or manual inputs.

4. Get Time & Task Efficiency Insights

Track and easily compare employee time spending metrics like:

• Actual working hours & idle time
• Task turnaround time
• Task completion time

5. Performance Benchmarking

Employee 360 report allows for comparison across teams or regions.

Field managers can instantly assess:

• Who is performing
• Who needs support
• Where inefficiencies lie

And all this without piecing data from 3-4 different exports!

6. Accountability & Transparency

Employee 360 report provides complete traceability for all field activities with mapped activities, geolocation tagging, and timestamped logs.

Must Read: How to Access TrackoField’s Employee 360 Degree Report?

Update 3 – Kanban View in Tasks

We have implemented Kanban view in Tasks with status-based columns for better visual task tracking.

You can toggle to switch between List and Kanban view in the Task Module on web version of TrackoField. You can also directly edit tasks from the Kanban View mode.

Update 4 – Role Based Promotion [FE to Manager]

We have enabled role-based promotion so you can easily promote Field Executives to Managers. Here’s a few things to keep in mind:

• All pending requests of the promoted executive will be cancelled.
• Managers can only promote executives to designations below them in the hierarchy.

Update 5-  Now Create Single Entry & Multi Entry Custom Forms

Dear managers, you can now create Single Entry & Multi Entry custom Forms in the TrackoField’s web app.

What ‘s Single Entry Custom Forms?

A single-entry form is filled once per task or visit and is considered final unless reset by an admin. You can now create it and use it when data is needed only once with no repeats or edits expected.

✅ Ideal for: Installations, final approvals, site surveys.

What’s Multiple Entry Custom Forms?

A multiple-entry custom form can be submitted multiple times for the same task or user. You can use it for recurring tasks or when capturing data over time or in batches.

✅ Ideal for: Daily logs, repeated site visits, or even fuel refill logs.

The Perks?

• Entries submitted via Multi-Entry Forms are automatically included in the Task Report, making it easier to analyze submitted data.

We’ve added info  icon for Single and Multi-Entry Forms on both form creation and edit screens.

It briefly explains when, where and how to use each form type. 

Here’s how the new Form Creation Menu looks like in the TF desktop app for: 

1) Single-Entry Form

2) Multi-Entry Form

Multi-entry forms, as the name suggests, lets field reps collect data of multiple users within a single form. This way, they won’t have to create new tasks if they want to use a fresh form.

Update 6 – Managers Can Login Our Executive App

Great news, managers can now log in to the TrackoField’s executive app to mark attendance, apply for leave, complete tasks, and submit expense/conveyance requests.

What’s New in Attendance & Leave Module

• Leave Module for Managers: Managers can now apply, track, and manage their own leaves directly from the TF executive app.
• Managers can also categorize public holidays (e.g., National, Regional, Company-specific).
• We have modified the leave escalation guidelines. If pending beyond a defined duration, leave requests will be auto escalated to the next hierarchy level.
• You now also get better clarity in accrual rules. We have added Half-Yearly leave credit option and informational icons in Leave Settings.

New Updates in Payroll Module

We have introduced custom formula-based payroll components. This feature allows you to set payroll rules that match your company’s exact structure and requirements.

You can calculate earnings and deductions based on percentage of an already defined payroll component.

Using this feature, you can:

• Define percentage-based rules for each salary head.
• Set allowances (like HRA, Daily Allowance) based on Basic Pay.

What’s New in Reports

• We’ve created a new “On/Off Duty Report” under the Attendance section. It allows you to track real-time duty status of executives. We’ve also implemented pagination for easy navigation and made it downloadable in Excel.
• ‘Schedule Report’ module has been merged into the main Report section and removed from the left panel for convenience.
• Task Location Cluster Map display is enabled in downloaded Activity Reports based on location type and date range.
• You can also now view new reports under the Distance category to calculate distance ‘within a task, ‘between’ tasks and ‘from task end to task end location’.

What’s More

• We introduced password restriction to prevent the reuse of the most recent password.
• Promotion module has been enhanced to show an accurate default comment for rejected requests.
• We launched a new Client Specific report, “Filtered Distance Report” to calculate travel within 30 KM from the office and 3 KM beyond home.
• The conveyance settings are updated to ensure manager designations are visible in the designation list at the company level.
• We have provisioned managers leave visibility in leave reports for improved transparency.
• Roles Assignment module is now updated to include new distance-related and cluster map reports under the Reports section.
• We have refactored Heat Map API shapes for better performance and maintainability.
• Managers in the web app will now be restricted from editing in-progress tasks assigned to them in their executive role.
• Managers can now submit, and track expense and conveyance claim directly from the iOS app.

We bring exciting releases every month. So, stay tuned for more exciting updates to TrackoField. 

Catch Up On ->

TrackoField’s May 2025 What’s New