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Employee Demographic - Edit

Overview

  • Employee demographic records include Branch, Class, Department, and Division.
  • Only one active demographic record is allowed on each employee.
  • The options available are based on the Company/Demographic records entered.
  • Class is also used for the Affordable Care Act (ACA) to determine eligibility for health care reporting.

Edit Demographic

  1. Menu: Employee>Demographic
  2. Click the Action button next to the record to make changes.
  3. Select the applicable item from the list.
  4. The 'Add New/End Existing' option will create a new record and end the existing record one day prior to the effective date of the new record.
  5. For the 'Make change' option, update the data and click the Save button.
  6. The 'Void' option will enter an End Date on the record one day prior to the Start Date.
  7. If a demographic record was added in error and has not been used in payroll, it may be removed completely.

  1. For the Make Change option:
  2. Update the necessary information.
  3. If the Demographic record change relates to benefit eligibility, add a new Demographic record with a new Start Date. Once saved, the prior Demographic record will be ended automatically.
  4. Click the Save button.

What's Next

Related Links:

Employee Menu
Company Branch
Company Class
Company Department
Company Division