Update employee records

This guide shows you how to update employee records in your organization.

Required permissions

Account Owners, Super Admins, Account Managers, and Org Admins can update any employee record.

Prerequisites

• You have the required permissions (see above)
• At least one employee exists (Create employees)

Instructions

Do this with AI

Through Klarify’s AI Assistant or Klarify MCP server, just ask:

Update Sam Lee’s work telephone to +1 555 0100

The AI previews the change for your approval before applying it. See the employee tools.

Navigate to the People page in the left sidebar and select the Employee tab. Open the Edit employee modal using one of these methods:

• Click on an employee to open their profile panel, then click Edit in the top-right corner.
• Click the overflow menu (···) next to an employee in the list and select Edit.

Step 1: Update basic information

1. Edit any of the following fields:
   • First Name (required)
   • Middle Name
   • Last Name (required)
   • Display Name
   • Work Email (required)
   • Work Telephone
2. To change the profile picture:
   • Click Upload picture to add or replace the current photo.
   • Click Remove picture to delete the existing photo.
3. Click Next to collapse the section.

Step 2: Update address and timezone

1. Click Edit next to Home address to expand the section.
2. Update the address fields as needed.
3. Click Edit next to Timezone to expand the section.
4. Select a new timezone from the dropdown.

Step 3: Update positions

1. Click Edit next to Positions to expand the section.
2. Search for and select a new Primary Position.
3. Optionally update the Secondary Position.

Tip

If the employee hasn’t been invited to Klarify yet, you can check Invite [Name] to join Klarify to send an invitation when you save.

Step 4: Choose notifications

If your changes affect eligible members, Notify affected employees appears near the bottom of the form. Notifications are off each time the modal opens.

1. Turn on Notify affected employees to select every listed recipient.
2. Review the Recipient and Notification columns.
3. Deselect any notification you do not want to send.

Saving the employee does not require a notification selection.

Step 5: Save your changes

1. Click Update employee.

The employee record is updated immediately.

Edit employees directly in the table

Use table edit mode when you need to update several employee records without opening each employee modal.

1. On People → Employee, use search or filters to narrow the table if needed.
2. Click Edit above the table.
3. Select a cell and update its value. Each cell saves independently when you finish the edit.
4. Continue editing other rows or columns, then click Edit again to leave edit mode.

You can edit names, contact details, addresses, timezones, position assignments, profile pictures, and access levels from the table. Columns you do not have permission to change remain read-only. For example, Account Managers can edit employee details and content access but cannot change position assignments or admin access from this table.

Troubleshooting

Issue	Solution
Position doesn’t exist	Click Add position in new tab to create the position first, then return and search for it.
Cannot find the employee	Use the search bar to filter the employee list by name or email.