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Update employee records

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

Update any employee (Admin)

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.

Step 4: Save your changes

  1. Click Update employee.

The employee record is updated immediately.

Update your own profile (Employee)

Any employee can update their own profile information from the Settings page.

Click your profile icon in the top-right corner and select Settings. Under the Me section, click Profile.

You can edit the following fields by clicking Edit next to each:

  • Profile picture — Click Change to upload a new photo or Remove to delete it.
  • Full name — Update your first and last name.
  • Phone number — Update your work telephone number.
  • Home address — Update your address details.
  • Timezone — Select your timezone from the dropdown.

Changes are saved automatically when you confirm each edit.

Next steps