Editing basic information

You can update an employee's name, contact details, date of birth, gender, and address from the Contact Information card on their profile.

1. Employees — Open the Employees group in the menu.
2. Active — Then choose Active.

Steps

1. Open the employee's profile (from the Human Resources section of the menu, Employees → Active, then click the person).
2. On the Overview tab, find the Contact Information card and click the edit (pencil) button.
3. In the Edit Contact Information panel, update any of: First Name, Last Name, Email, Phone, Alternate Phone, Date of Birth, Gender (Male, Female, or Other), and Address.
4. Click Update to save, or Cancel to close without saving.

Tips

• Phone numbers must be 10 digits.
• If a value can't be saved (for example an email that's already used), the panel shows the error next to that field.