Edit Employee Information

Update employee information currently on file, or search for employee records.

1. In Traqspera, select Employees > Employee Management.

   The Employees page opens showing a paginated list of all employees in the system.

2. To narrow the list of employees, select Filter / Search (Click here to query employees) at the top of the page.

   This expands a group of fields that you can use to filter or search grid results:

   1. Enter information in any of the fields shown to filter or search by that field. For example, to filter for all active employees, select the Status field, and then select Active. To search for a an employee by name, you can enter that person's First Name and Last Name.
   2. When you are finished choosing filter options, select Search.

      The grid refreshes to show search results.

3. Select an employee name in the grid.

   The Employee Details page opens, showing tabs for the employee's Profile, Emergency Contact, Certifications, Earnings, and Personal Info.

   Note: Depending on your system configuration, some tabs may not be present.
4. Select a tab to edit information as needed.
   Note: Some fields may be locked depending on your system configuration. When integrated with HR Management for Spectrum, selecting Personal & Employment Info, Approvals, or History tabs will take you to the employee's record in HR Management for Spectrum. For more information, see Employee Details.
5. To change the employee's picture, select the Profile tab, and then do the following:
   1. Select Change Employee Picture on the left side of the page.
   2. Navigate to and select the image file for the employee.
6. To add attachments to the employee's file, select the Emergency Contact or Certifications tab, and then do the following:
   1. Select Attachments in the upper right of the page.
   2. In the Attachment Management pop-up window, you can either drag and drop a file or select Click to browse to upload an attachment.
   3. When you are finished adding files, select Upload Attachments.
   4. To remove an attachment, select Actions > Remove for that file.
   5. To preview all attachments, select Preview All Images. To preview a single attachment, select Actions > Preview for that file.
   6. To download all attached files, select Download All Attachments. To download a single attachment, select Actions > Download.
   7. When you are finished adding attachments, select Close in the Attachment Management window.
7. To add a certification to an employee's record, select the Certifications tab, and then do the following:
   1. Select Add Certifications.
   2. In the Add Employee Certification pop-up window, select the Certification Name and Issued Date. You can also enter the expiration date and any comments related to the certification.
   3. To upload a certification document, select Choose Certification Attachment, and then navigate to and select the file to upload.
   4. When you are finished, select Add Certification.
   5. To remove a certification from an employee's record, select Actions > Remove for that record on the Certifications tab.
8. To remove an employee's record:
   Note: You must have the appropriate permissions to complete this task.
   1. Select the Profile, Emergency Contact, or Certifications tab.
   2. Select Delete Employee in the upper right of the page.
9. When you are finished editing information, select Save Changes.