Available to Basic Payroll, Full Service Payroll
At some point, you may need to update your records to reflect changes to an employee’s personal or work information.
Employees can update most of their personal information in their employee portal. Share our help article, “Editing My Personal Information,” with employees.
How to Change Employee Information
Need help changing employee address or updating employee marital status? You can edit employee information (and more) by following these steps:
Go to Payroll > Employee List > Select Employee Name
Click the Edit Employee Info button on the Employee Info tab
Update the employee’s information as needed
Personal information
Name
Marital status /Maiden Name
Social Security number
Birthday
Contact Info
Mailing Address and Alternative mailing address
Email and alternative email address
Phone (Cell and home)
Eligibility Information (used for new hire reporting)
Work Info
Work location
Time zone
Hire date
Status info (Active, Leave of Absence, Inactive, Terminated)
Demographic info
Sex
State specific fields for reporting (if applicable)
Click Save Employee at the bottom of the screen
View changes to the employee’s information immediately on the Employee Info tab. You can also run the Employee Census Report to see updated names, emails, phone numbers, addresses, and status info for all employees.
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