Manage employee records

Edit roles, positions, managers and more.

For: Managers & HR · Category: Your team & roles

The Manage tab lists everyone and lets owners/admins/HR edit employee records - role, position, department, employment type, reporting manager and the details captured at onboarding.

Steps

1. Open Manage - Go to HR -> People tab -> Manage.
2. Open a person - View their job details, employment type and onboarding information.
3. Make changes - Update their role, department, manager or other fields, and save.

Tips

• Changing someone's reporting manager updates how their approvals route.

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