Edit an employee

Editing an employee lets you keep their profile up to date — from job details and department to compensation, work schedule, and status.

Steps

1. Open the employee from the Employee Directory, or click Edit on their profile.
2. Update any fields you need. You can change name, email, phone, Department, Manager, Job Title, and Employment Type.
3. Set the Status (Active, Inactive, Terminated, or On Leave). You can also record a termination date.
4. Adjust personal details, address, emergency contact, compensation, and work schedule as needed.
5. Click the save button to apply your changes.

Warning: A termination date must be on or after the hire date.

Status and the linked login account

If the employee has a linked login account, changing their status keeps the account in sync:

• Setting the status to Terminated or Inactive deactivates their login account.
• Setting a previously terminated or inactive employee back to Active reactivates the account and sends them a welcome email to set up their password again.

Managing the login account

• If the employee has no account yet, you can turn on Create User Account to create a new one or link an existing user.
• If the employee already has a linked account, you can unlink it.

Related: Add an employee | Remove (terminate) an employee