How to Edit Employee

Use this workflow to update an existing employee record.

When to use this workflow

Edit an employee when the existing record needs updated name, job title, department, pay information, PIN, hire date, end date, or active status.

Use editing instead of creating a replacement employee record. Duplicate employee records can split attendance and payroll review history.

Before you start

Confirm the employee ID is the correct employee record. Be especially careful when changing hourly rate, PIN, active status, and employment end date.

Steps

1. Open Dashboard > Human Resources > Employee Records.
2. Select the employee row.
3. On the Employee Details tab, select Edit.
4. Update the needed fields.
5. For PIN, enter the new PIN or leave it blank if the employee should not have a PIN.
6. For Status, choose Active or Inactive.
7. If the employee is inactive, enter Employment End Date when appropriate.
8. Select Save.
9. Confirm the updated values on the employee detail record.

What happens behind the scenes

Saving updates the employee master record.

Blank PIN is saved as no PIN. Blank hire date or employment end date is saved as no date.

Setting Status to Inactive keeps the employee record but removes the employee from the normal active employee list. This is safer than creating a duplicate or attempting to delete history.

Hourly rate changes affect future payroll review calculations. Existing payroll exports or previously reviewed pay data are not automatically reissued.

Editing an employee does not change existing attendance rows, clock the employee in or out, create payroll payments, or post accounting.

Related docs

• Employee Detail Overview
• Employee Records Overview
• How to Add Employee
• Attendance Dashboard Overview
• Payroll Overview