Edit an Employee

Who can use this feature?



This article will show you how to edit an employee.


  1. Select the employee you would like to edit
  2. Fill in Employee Information fields:
    • Employee Personal:
      • First, Middle, Last Name: Name of your employee.
      • Email: Employee's username and password when they first log in
        • Note: This email will also be used to send a system generated email.
      • Phone: Employee's phone number
      • AddressAddress 2, City, State, Zip: Employee's personal address
    • Job Information:
      • Location: Where the employee works
      • Supervisor: Person the employee reports to
      • Job Title: Determines what boarding forms and sections are pre-aligned when a new plan is made for this employee 
      • Hire Date and Start Date: Used for reporting purposes 
    • Quick Links:
      • Reset Password: Automatically resets the employee's password
      • Archive: Enter a Termination Date and Reason
        • Note: Select Archive button to finalize termination
    • Roles
      • Select appropriate check boxes for System Admin, Supervisor, Confidential Appraiser, and/or Hiring Manager
  3. Navigate to Activity tab
    • Note: The tab shows a timeline of changes for the employee. You can see all changes, who did them, and when. You can also enter an unlimited number of notes. 
    • Note: To add a new note, select Add New Note
  4. Navigate through Onboarding Plans: Add, edit, and delete plans for the employee
    • View our article Create Onboarding Plan for more information
    • Use edit and delete buttons to edit and delete existing plans

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