Administrators / ​Executives / ​Company Settings / Explore Your Batch Tools / Add/Edit Employee's Employment Information
EDIT EMPLOYEE DETAILS
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This could include logging any changes to benefits, employment perks, salary, who the person reports to, etc.
Please note: Only Director ($), Executive ($), and Administrators can access employee sensitive information including the Employment and Compensation tabs.
  • Click into your EMPLOYEE MANAGEMENT / PEOPLE section.
  • Click on the name of the employee you would like to update information for.
  • Click the EMPLOYMENT tab.
  • Click on the green "Edit Details" button.
  • Update any information such as:
    1. Position
    2. Division
    3. Employment Type
    4. Who they Report To
    5. Employee #
    6. Employment Start / End Date
    7. Location
    8. Benefits
    9. Salary
    10. Bonuses
    11. Time Off Entitlement
  • Scroll down and click the blue button to Save Employee.
PROMOTE/CHANGE TITLE FOR AN EXISTING EMPLOYEE
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  • Log in as an Administrator. Please note: Only an Administrator can edit the Account Type for an employee.
  • Click on the PEOPLE tab.
  • Click on the name of the employee that is getting a promotion.
  • Click on the green "Edit Details" button.
  • Update any information (i.e., under Account Information there is a drop down for title changes (Account Type).
  • Scroll down and click the blue button to Save Employee.
  • Click on the EMPLOYMENT tab at the top.
  • Click on the green "Edit Employment" button.
  • All fields can be changed to set the new requirements.
  • Scroll down to bottom and click the blue button to Save Employee.