Agiled Docs

Keep employee records current so HRM reports, payroll, self-service, and attendance workflows use the right information.

Fields You Can Update

Employee edit covers identity, employment, reporting structure, contact details, location, emergency contact fields, and bank/payment fields.

Edit An Employee

Open HRM > Employees.
Open the employee.
Select edit.
Update the relevant fields.
Save the changes.

If the edit changes reporting, payroll, or access context, tell the affected manager or HR owner before payroll or review cycles run.

Confirm whether the change is a simple correction or an employment event. A typo in a phone number can be fixed directly. A department move, manager change, termination, or bank change should follow the HR process your team uses for review and approval.

If the edit affects payroll, access, manager approval, or legal employment history, collect approval before saving. These changes can affect more than the employee profile page.

Important Fields

Employment: employee ID, job title, department, position, manager, join date, termination date, employment status, and employment type.
Contact: email, phone, location, and address.
Emergency contact: name, phone, and relationship.
Bank information: bank name, account name, account number, and payment reference.

Employment type options include full-time, part-time, contract, and intern. Employment status options include active, on leave, and terminated.

Department, Position, And Manager

Department, position, and manager fields come from HRM settings and employee records. If a value is missing from a dropdown, configure the department or position first, or create the manager employee record.

Employment Changes

For department, position, manager, status, and termination changes, check downstream effects: headcount, payroll, leave approvals, attendance review, and self-service access. Update related team instructions when the change affects who approves or reviews work.

For manager changes, review pending leave requests, attendance corrections, tasks, and approval queues. Updating the profile may not automatically resolve work already waiting on the previous manager.

Before Saving

Check changes carefully when editing:

employment status, because it affects active workforce and headcount reports;
termination date, because it should match offboarding records;
department and manager, because they affect reporting structure;
bank fields, because payroll reviewers may rely on them.

Do not use employee edits to record salary changes. Add or update salary records so compensation history stays clear.

After Saving

After important edits:

reopen the employee profile and confirm the saved values
check headcount or HRM reports if department, position, status, or manager changed
review payroll inputs if bank, employment status, or termination details changed
check self-service access if email or active status changed
update team assignments when a manager or department changes

Sensitive Field Guidance

Bank, emergency contact, employment status, and termination details should be edited only by users who own HR operations. If you are correcting a typo in a sensitive field, record why the change was made according to your internal HR process.

After editing sensitive fields, reopen the profile and verify the saved values before payroll or emergency contact information is needed.

Edit Review Checklist

Before closing the profile:

confirm the saved value
check related HRM reports if structure changed
review payroll inputs for bank or status changes
confirm self-service user link when email changed
notify HR or manager owners when approval workflows are affected

Edit Employee Details