Workflow to Terminate an Employee

To prepare to terminate an employee, you can disable that user's access to your portal and then generate their final check in Spectrum.

This prevents the employee from being notified about their final paycheck before receiving news of their termination.
Tip: As a recommended alternative to the following process, you can set up an other pay type in Spectrum called FINAL and apply that pay type during Time Card Entry or Layoff Check Entry. See Manage Bonus Checks and Final Checks for details.

This process requires System Administration user credentials in Traqspera and operator access to the employee's data in Spectrum.
  1. Coordinate the date and time to remove the employee's access with the HR admin.
  2. Log in to Spectrum.
    1. Generate the final check for the employee (Payroll > Data Entry > Layoff Check).
    2. Change the employee's status to Terminated (Payroll > Maintenance > Employees > Employee Main Properties).
  3. In Traqspera, change the user's email from their work email to their personal email:
    1. In Traqspera, navigate to Settings > User Management.
    2. Locate and select the employee.
    3. Select Edit User.
    4. Change their email to their personal email.
    5. Select Save.
    6. Select Relink. This disconnects the employee's existing Trimble ID from their employee record.
      The employee is sent an email to create a new Trimble ID with their personal email. Upon creation, they regain access to their employee record.
    Non-federated users also have the option to log into myprofile.trimble.com and update their email.