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How do I edit an employee's information?

Need to update an employee's name, contact details, job title, or benefit classification? Here's how to make changes to a single employee's profile.

Keeping employee records up to date ensures their benefits and enrollment windows are set up correctly. Here's how to edit a single employee:

  1. Go to Manage Employees and click View next to the employee you want to edit

  2. Click the Edit Employee button at the bottom of the page

  3. Update any of the following fields:

    • Name, Email, Phone

    • Date of Birth or Gender

    • Hire Date

    • Job Title, Role, Class

    • Location

  4. Click Save Changes

Note: Changing an employee's hire date may trigger a new enrollment window for that employee.

Questions about editing employee records?

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