How do I edit an employee's details?
Life happens, and so do detail changes! You can update an employee’s record any time their info changes — no need to remove and re-add them.
To edit an employee
- Log in to the Employer Portal.
- Go to Employees.
- Find the employee you want to update and click the ⋮ menu next to their name.
- Select Edit employee. From here you can update their first name, last name, email address, phone number, employment start date, employment status, and number of dependents.
- Click Save changes and you're done!
A few things to know
Once an employee has verified their email, that field locks up to keep their account secure, so you won't be able to change it here anymore. Until then, updating it changes where their Benefits Portal invite and notifications land — just make sure it's an inbox they actually check. And if you're updating employment status to terminated, head over to properly terminating an employee instead, since ending someone's coverage follows its own process.