How to edit personal and work information in HR
Rise HR platform lets HR Owners edit personal and work information for employees. If you use Rise Payroll, this information is automatically synced to Payroll.
Under default settings, Administrators and HR managers have full editing access. To learn how to customize Roles and Permissions, check out our How to manage employee roles and permissions article.
1. In People Management, navigate to People by clicking the icon in the left-hand navigation bar.
2. Click the employee's name you would like to edit or enter their name in the search bar.
3. Within the Personal tab, you can update an employee’s personal, contact and emergency information. To update information in any section, click the Edit icon.
4. Under Personal Information you can update the employee’s name, date of birth, gender, marital status, and pronouns. Click Save changes once completed.
5. Under Contact Info you can update the address, email, and phone numbers of the employee. Click Save changes once completed.
6. Under Emergency Contacts you can update the name, phone number, relationship, address, and email of the emergency contact for the employee. Up to three emergency contacts can be added. Click Save changes once completed.
7. Within the Work tab, you can update an employee’s work information, such as employee code, start date, SIN, and region of employment.
8. Under Work Info you can update employee code and start date. Click Save changes to continue.
9. Under Compliance Info, you can update the employee SIN. Click Save to continue.
10. To change the employee status, position, or manager, navigate to the Journey tab and click Add an Event.
11. Select the event type Status update from the dropdown and choose an effective date. Select the new employee status (under the To column) from the dropdown.
13. Click Create event once completed.
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