Processes for administrators
How to set up your company and manage day-to-day requests
- How to terminate a contract or manage a dismissal — We are going to see how to carry out a termination request, to inform the platform of the dismissal of an employee. To do this we can either…
- What to do if you have reached the employee limit? — If we have reached the employee limit in our company, we must acquire new licenses. If we click on the New employee button (from the People…
General
- Access support and help from TramitApp — We show you how to access the TramitApp Academy platform from your TramitApp profile and view articles to resolve all your doubts.…
- Access the billing section — ➡️ Only administrators with billing permissions will have access to the Billing section. If these permissions are not active, please contact…
- Accessing TramitApp's settings — Let's see how to access the tool's settings.
- Dashboard customization — In TramitApp, platform administrators can customize the dashboard view based on employee roles. From the configuration wheel, in the top…
- How do I upload documents to TramitApp? — To upload the documents, we must go to the Company > Employee Documents section. From here we can upload documents that our employees can…
- How to manage employees' overtime in TramitApp — The overtime worked by the employee must be clocked in. Based on this, the request will be processed, indicating which hours, corresponding…
- How to set up your company on the TramitApp platform — The first step to set up TramitApp as a time control tool is to upload the employee data to the platform. You may want to configure the…
Processes
- Configure double approval for transactions — With the double approval of TramitApp, you can determine which employees require the approval of two people when processing vacations or…
- How to create a medical leave request — Add the medical leave document you have been given, review it, and validate or reject it as you see fit.
- How to manage excess or deficiency of clocked hours on TramitApp — Excess and/or deficiency of hours worked on TramitApp can be managed both manually and automatically as there are two separate hour banks:
Users
- Granting administrative permissions to an employee or external user — Administrative permissions grant the user the ability to manage the entire platform and entire workforce. This user with permissions will be…
- How to activate users on TramitApp — Let's see how to activate our employees' users within the platform. To do this, we have two ways to check if it's active or not. The…
- How to change a user's email — Before modifying the email of an employee already created in TramitApp, it's necessary to delete the user's access to the platform. Once the…
- How to create a new employee in TramitApp? — First, we click on the People tab, and we go to the Employees tab. Here we click on the New Employee button and fill in the information.
Teams and groups
- How to change an employee's team — In this article, we will explain how to change an employee's work team. If you want to know beforehand about the hierarchical division of…
- How to configure a team? — Teams are a hierarchical division of the workforce. Therefore, when creating a team, an approval range is established between the team…
- Teams and collectives in TramitApp — From the configuration wheel, access Teams. Once here, you can create as many teams and/or collectives as you need and add the employees you…
Hiring and settlements
- Differences between renewal and rehiring in TramitApp — A rehiring process is done on a former employee who is no longer active on the platform, it serves to 'recover' a former employee.
- How to do a rehiring process — To rehire a former employee, we go to the People tab to access the Employee List. Here we can check all the employees currently registered…
- How to renew a contract? — To renew a temporary contract, we have two options to access: