Edit or offboard an employee

An up-to-date employee record means leave, attendance and reports show the right person in the right team.

Edit an employeeCopy Anchor Link

1. Open HRM › Members and select the employee to open their record.
2. Check the Overview and Details tabs.
3. Select Edit at the top of the record.
4. Update what changed, such as Job title, Position, Department, Manager, Employment status or Termination date. If the position isn't in the list, choose Create position… to add it.
5. Update Emergency contact or Payment details if needed.
6. Select Save member.

You're done when the record shows the new details after saving.

Offboard someone who leavesCopy Anchor Link

1. Open HRM › Members.
2. Open the employee's Actions menu and select Offboard.
3. Confirm with Offboard.

You're done when they show as offboarded. Their past leave and attendance stay on record. If they're still clocked in, they're clocked out at that moment, with a note on the day.

Offboarding is about HR records only. If they could sign in, they still can. To end their access and hand their work to someone else, open their record and select Remove from workspace. See Remove a teammate.

Use Offboard, not delete, when someone leaves. Deleting a member removes their HR profile and its history, and it doesn't change their access or their work either. Once deleted, their profile doesn't come back when they open Attendance.

Good to knowCopy Anchor Link

• Employment type can be full-time, part-time, contract or intern. Employment status can be active, on leave or terminated.
• The Department list shows your teams from HRM › Teams. Add a missing team there first.
• When a manager changes, check their pending leave requests and attendance corrections so nothing waits on the old manager.
• Only people with permission to manage HRM see the edit and offboard actions.

RelatedCopy Anchor Link

• Add an employee
• Remove a teammate
• Set up teams
• HRM settings