Before you start
Access is permissions-based. If you can’t edit profiles, ask a Company Admin.
Steps
Open People
Go to People from the main navigation.
2. Find the employee
Use Name/Email and set User Type as needed to locate the user, then click their name to open the profile.
3. Edit profile information
Use the left-hand tabs to update details:
Account Details — First name, Last name, Email (mandatory), plus contact info.
Permissions — Job Type, Leave Tier, Roles & Permissions; reset password; toggle notifications.
Locations & Regions — Assign Regions and Locations (a Region grants access to all its stores).
Contacts — Add emergency contact / next of kin.
Contract — Contract type, start date, and other terms.
Notes — Internal notes about the employee.
Compliance — Locum compliance documents (where applicable).
Accreditations & Skills — Store related documents.
Payroll — Tax code, payroll reference, NI number, etc.
Annual Leave — Track allowances and balances.
Personal Details — Additional personal information.
4. Save
Click Save (green) to apply changes.
Tips
Update Permissions and Locations & Regions together to ensure the right access on day one.
Use Notes for context on recent changes (role moves, contract updates).
Keep Payroll and Annual Leave in sync when changing hours or contract type.
Troubleshooting
Save is disabled: Check mandatory fields (e.g., Email) are completed.
Tab or field missing: You may lack permissions for that area—ask a Company Admin.
Need help? Click the chat button in the bottom-right corner of the screen to contact our support team.