Managing Employee Records

Quick process

1. Go to Employee Management → Employee Directory.
2. Use Search to find the employee (name or email). Filters by location/category/status also work.
3. Open the employee record from the results.
4. Click Edit (top right).
5. Make changes on the tabs (Basic, Work, Personal).
6. Click Save.

That’s it—no extra steps. Every save is logged with who changed what and when.

Tips

• If you can’t find the employee, clear filters or search by email.
• Update location/working pattern/time-off policy only after those items exist:
  • Locations: /organization/locations/
  • Working patterns: /timesheet-management/working-patterns/
  • Time-off policies: /leave-management/policies/
• For payroll-impacting changes (pay rate, status, bank details), double-check before saving.
• For working pattern updates during onboarding, see Updating Working Patterns

Impact: Location changes affect which shifts they can work and which managers can see them in team views.

Marking an Employee as Leaver

1. Open the employee record
2. Open action dropdown and select Mark as Leaver
3. Enter the Date of Leaving (last day of employment)
4. Click Submit

Related Topics

• Employee Management Overview - Core employee management concepts
• Adding Employees - Create new employee records
• Updating Working Patterns - Update working patterns during onboarding
• Employment Contracts - Manage employment contracts
• Document Management - Store employee documents