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

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: Save your changes

1. Click Update employee.

The employee record is updated immediately.

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.