Employers can edit employee’s information during the onboarding process and through the employer portal once the plan has been fully onboarded. In this article, we will go over how to edit employee information after onboarding.
There are two sections that can be updated on the employer portal:
- ID & Contact Info
- Employment
ID & Contact Info
From the employer portal:
- Navigate to the employee’s tab on the left side of the employer portal, this takes you to the employee overview page.
- Select the employee’s name then navigate to the “ID & Contact Info” card and select “Edit”, from here you may edit employees information depending on their registration and employment status.
Employee Status
Currently employed and not registered employees. Employers can edit the following fields:
- First Name
- Middle Name
- Last Name
- Personal Email address
- Date of birth
- Address Line 1 & 2
- States, City & Zip Code
- Work email address
Note: An employee’s email address can only be edited while the employee is not registered.
Currently employed and registered employees. Employers can edit the following fields:
- First Name
- Middle Name
- Last Name
- Date of birth
- Work email address
After the updates to the employee's information have been made select the “Update” button to save the changes.
Employment
1. Navigate to the employee's tab on the left side of the employer portal, this takes you to the employee overview page.
Select the employee's name then navigate to the "Employment" card and select "Edit", from there you may edit the employee's hire date, termination date, and rehire date.
Note: Please make sure that any updates made here are also synchronized with your payroll system or payroll file. Failure to do so may result in the changes made being overwritten during the next payroll run.
If you have any questions please contact us at clientsuccess@vestwell.com