How to Update a User's Information | Teamphoria

How to Update a User's Information

As an Admin, you have the ability to update a user’s information in Teamphoria. This guide will walk you through the steps of updating a user’s profile information such as name, job title, start date, etc., adding users to groups, and adding users to a manager.


Updating a User’s Information

Step 1: Select the Team Members link in the left-hand navigation.

Step 2: Search for the team member and select their picture to be taken to their profile.

free performance management software employee page

Step 3: Once on the user’s profile, select the pencil icon to update the user’s information.

Step 4: After the updates have been made, select Save.

employee profile on performance management software

You can also update a user's work information by selecting the pencil icon next to the Work title. Make any changes, and then select Save.

adding manager, job title, start dates, and employee communication groups on employee profile

 


Adding users to groups and managers

Step 1: Select Admin Settings on the left-hand navigation.

Step 2: Select Hierarchy on the Admin Settings page.

setting up employee manager relationship for annual performance reviews


Step 3: Search for the user and then select the downward arrow next to the user’s name to reveal a drop down box. Then select Edit Team Member.


adding managers for tracking employee performance


Step 4: To add the user to a manager select +Add Manager and type in the manager’s name. To add the user to a group, select +Add Group and type in the name of the group you wish to add the user to. From this view you can also remove a user from managers and groups. Once you are finished, select Save Team Member.


managers can use employee profile for tracking employee recognition

employee communication groups and employee managers can be added to engagement software


That’s it! You’ve now updated a user’s information in Teamphoria.