Length 0:51Org chart: who reports to whom
See how the TracefyHR org chart builds itself from each person's manager: search for anyone, focus on one team, switch layouts and keep salaries off the chart.
For managers, HR and employees
Video guide · People and time off
How to manage employee records in TracefyHR
People keeps every employee profile and document in one place, so everyone works from the same up-to-date record. In this short video you find someone in seconds, add a new employee in about a minute, import a team from Excel, open a profile and archive someone who has left.
- 1:11 long
- For managers and HR
- English captions and transcript
What you'll learn
- How to find anyone in seconds with the filters on the employee list
- How to add an employee with their name, email, job title, salary and start date, and what their welcome email gives them
- How to import everyone at once from an Excel template
- What a profile shows, from leave history to documents, and which personal details employees fill in themselves
- How archiving someone who leaves keeps their history
Prefer reading?
Adding employees
The same task in the user guide, step by step with screenshots.
Open the articleTranscript
The full narration of the video. Select a time to jump to that moment.
0:00Every employee in one place
0:01Employee details spread across emails, folders and spreadsheets? Let's fix that.
0:07People is your team's single source of truth. Every profile and every document, in one place.
0:15Find anyone in seconds.
0:17Add a new employee
0:19Adding someone takes about a minute. Name, email, job title, salary and start date.
0:27Add them, and they get a welcome email with their own login.
Common questions
How do I add an employee in TracefyHR?
Click Add Employee on the People page and fill in their name, email, job title, salary and start date. It takes about a minute, and the new employee gets a welcome email with their own login.
Can I import employees from Excel?
Yes. On the Bulk Import tab you download the template, fill it in and upload it, and TracefyHR checks the file before anyone is added. The import runs from a manager account.
What happens when I archive an employee?
They move to the Archived tab and their record stays. Their leave history and documents are kept, so nothing is lost.
Can employees update their own details?
Yes, their personal details. Employees fill in things like their address and emergency contact from their own portal, so HR doesn't have to type everything.
More video guides
All video guidesLength 0:51
Length 1:11Leave: requests and approvals in one click
Watch how TracefyHR handles leave: employees request time off and see their balance, managers approve in one click, and requests export to Excel.
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Length 1:14Attendance & daily reports
See how TracefyHR attendance works: staff check in on the web or mobile app with a daily plan, and managers see who is in, approve fixes and export to Excel.
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