How do I add and update People records?
1. Login to Tririga
2. From the Main Menu
Click Portfolio, then click the down-arrow for People and select Employees from the menu.
3. This action will display the Employees page.
Click the Add button in the Employees page.
Complete the pop-up Employee record as necessary.
Click the Create Draft button and then Activate button at the top right hand side of the new record to create the new People record.
NOTE: Add new Consultants and External Contacts following this same process.
4. To update a People record
Click the name of the employee located in the Employees page.
Click the Revise button.
Update the pop-up Employee record as necessary.
Click Save at the top right hand side of the record, or Activate to make the record immediately active in Tririga.
NOTE: Update Consultants and External Contacts records following this same process.