How do I edit employee profiles (add team, department, role)?

Employee profiles store personal and professional information. Administrators can edit professional details such as Cost center, Position, Team, Department, Subsidiary and Locations.

This is useful for reorganizing teams and reflecting organizational changes. Only users with permissions can edit these fields.

1. Open the employee profile

   • In People, locate the employee.

   • Click the name to open the profile.
     
     

2. Edit professional details

   • In the profile’s side menu, select Employee details.

   • Update the following fields:

     • Cost center – select an existing cost center or create a new one.

     • Position – choose the position; click + New if needed.

     • Team – assign a team.

     • Department – select the appropriate department.

     • Subsidiary – choose the subsidiary or branch.

     • Locations – add or remove locations associated with the employee.
       
       

3. Save changes

   • Click Save to apply.
     
     

4. Review permissions (optional)

   • Assign additional roles in the Permission roles tab if necessary.
     
     

Other actions available on this screen

• Edit personal details (name, ID, email, phone) under Personal details.

• View linked devices under the Device management tab.

Tips or troubleshooting

• Use + New only when the desired option doesn’t exist.

• When changing team or department, ensure schedules and pay policies match the new assignment.

• Changes apply immediately after saving.

Best practices

• Keep professional data up to date.

• Standardize names for positions, departments and teams to simplify reporting.

• Periodically review assigned locations.

Frequently Asked Questions

1. Does creating a new position affect other modules? No. New positions are simply made available for selection.

2. How do I remove an associated location? Click the “x” next to the location to remove it.