Edit employee details

HR can correct or update any field in the employee master. Every change is recorded on the employee's Timeline.

Before you start

• You need the employees.manage permission.

Steps

1. Go to People → Employees ( open Employees).
2. Click the pencil icon on the employee's row, or open the profile and click Edit.
3. Move between the Personal, Job, Statutory & bank, Address and Emergency contacts tabs and change what you need.
4. Click Save changes.

Things to know

• Status cannot be changed on this form. Use Change status instead, so the history is kept. See Change an employee's status.
• Reporting manager: you cannot pick someone who reports (directly or indirectly) to this employee, as that would create a loop.
• Aadhaar is shown masked. Type a new number only if you want to replace it.
• Bank details: if they are incomplete, the profile warns that salary can't go in the bank transfer file.

When employees ask for a change

Employees can update their own contact details, addresses and emergency contacts. Changes to name, date of birth, PAN or bank details come to HR as requests. See Approve profile change requests.