This article will cover how to edit employee data and explain which data is editable.
Employers can only edit employee information if the employee belongs to one company and their employment status in the "Employees" dashboard is “Pending.” Under any other circumstance, the employee is responsible for updating their personal data through the program’s employee portal.
From the "Employees" page, select the employee whose information you wish to edit by clicking on their name, hyperlinked in blue.
The selected employee’s “Employment Status” card and “ID & Contact Info” card will be displayed with buttons to Edit.
Note: If an employee is not listed as “Pending” or is “Pending” but belongs to more than one company, there will be a lock icon at the bottom of the cards.
Employment Status Card
Selecting Edit on the "Employment Status" card will allow you to edit the employee's status from "Employed" or "Terminated.” The information in the "Employment Status" card within this tab can always be edited as the employer provides this information.
You can also optionally add the employee's external payroll ID. If applicable, the company may have a unique identifier for employees in addition to their SSN.
ID & Contact Info Card
Selecting Edit on the “ID & Contact Info” card will allow you to edit the employee's contact information and date of birth.
Note: Certain fields may not be editable as only the employee may update their personal information. Please contact the support team if you believe there is an error.
Hit Save once you have finished editing the employee’s data.
Note: Social Security numbers are never editable in the program’s employer portal.