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Lite - How to Update an Employee's Profile
Lite - How to Update an Employee's Profile
Stevie McIntyre avatar
Written by Stevie McIntyre
Updated over 10 months ago

A step-by-step guide detailing the process to update a colleague's profile.

Once you log into your profile, you will need to navigate to the ‘People’ tab located on the top left-hand side of the main navigation panel.

On the ‘People’ tab you will note the ability to search for the user you wish to update by ‘Name/ Email’ & ‘User Type’:

Once you have located the user who you wish to update, click on their name as this is a hyperlink that will take you to the employee profile modal:

From here you can navigate the tabs on the left-hand side of the screen to:

Edit Account Details - update users' personal information and contact details, etc. ‘First Name’, ‘Last Name’ & ‘Email’ are all mandatory fields.

Edit Permissions - update ‘Job Type’, ‘Leave Tier’, ‘Roles and Permissions’. As well as resetting the user's password and enabling or disabling notifications.

Edit Locations & Regions - associate the relevant ‘Regions’ & store ‘Locations’ to the user. Allocating a ‘Region’ will grant access to all stores within the ‘Region’.

Add Contacts - the ability to add an emergency contact or next of kin.

Add Contract details - Here you can detail the contract type, start date, etc.

Payroll - Here you can store tax codes, payroll references, national insurance numbers, etc.

Edit Personal Details - Here you can add address details, D.O.B, gender, etc.

To finish updating this user, click on the green ‘Save’ icon.

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