Payroll Help

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How Do I Edit Employee Personal or Work Information

Background

At some point, you may need to update your records to reflect changes to an employee’s personal or work information.

Employees can update most of their personal information in their employee portal. Share our help article, “Editing My Personal Information,” with employees. 

How to change employee information 

Need help changing employee address or updating employee marital status? You can edit employee information (and more) by following these steps:

  1. Go to Payroll > Employee List > Select Employee Name 
  2. On the “Employee Info” tab, click the “Edit Employee Info” button.
  3. Update the employee’s information as needed.
    • Personal information
      • Name
      • Marital status /Maiden Name
      • Social Security number
      • Birthday
    • Contact Info
      • Mailing Address and Alternative mailing address
      • Email and alternative email address
      • Phone (Cell and home)
    • Eligibility Information (used for new hire reporting)
    • Work Info
      • Work location
      • Time zone
      • Hire date
    • Status info (Active, Leave of Absence, Inactive, Terminated)
    • Demographic info
      • Sex
    • State specific fields for reporting (if applicable)
  4. Click “Save Employee” at the bottom of the screen

View changes to the employee’s information immediately on the “Employee Info” tab. You can also run the Employee Census Report to see updated names, emails, phone numbers, addresses, and status info for all employees. 

Related articles:

  1. Editing Employee Pay Information
  2. Editing Employee Tax Information
  3. Employee Level Deductions
  4. Employee Level Contributions 

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