Use the Profile tab on an employee's profile to view and edit personal, contact, and employment details. The Employee Profile tab shows Personal Info, Contact Info, and Other Info on one page. Use the Subgroups tab to review or change subgroup assignments.

Employers and Feature Admins who can open that employee's profile can view Profile. Feature Admins must share at least one assigned subgroup with the employee. Connected Brokers / Benefit Providers can view the profile. Employers and Feature Admins can edit profile fields when the employee's onboarding is verified and the employee is not attached to another employer.

1. Select Employees in the top navigation menu.
2. On the List secondary navigation, select the employee's name.
3. Confirm Profile is selected in the tertiary navigation under the employee's photo. The profile opens on the Employee Profile tab by default.

You can also open a profile from the Search Employees field by selecting a result.

On the Employee Profile tab, scroll to review each section:

• Personal Info — name fields, Birthday, Gender, Language, Social Security Number, and Job Title.
• Contact Info — street address, city, state, zip code, phone, email or username, alternate email, and Use Personal Address as Work Address?.
• Other Info — Manager (or your employer's manager label), expected hours, overtime settings, Employment Status, Hire Type, timezone, Hire Date, employee ID, and Salary. Salary is view-only on this page.

Your employer may also show custom profile sections and Onboarding Answers when those records exist. The sidebar under the photo summarizes Employee Status, contact details, hire and termination dates, Manager, and Direct Reports. Name links in the sidebar open that person's profile; they do not switch sections on this page.

1. Open the employee's profile and stay on the Employee Profile tab.
2. Find the section to update (Personal Info, Contact Info, or Other Info).
3. Select the pencil icon at the top right of that section.
4. Update the fields, then select SAVE. Select CANCEL to discard changes.

The gear icon at the top right of the profile is for account actions such as Masquerade, Terminate, and Resend Email. It does not edit Personal, Contact, or Other Info fields.

Select the Subgroups tab to review the employee's subgroup assignments by Type and Subgroup. To change an assignment, use the row action wheel and select Change subgroup. Changing a Benefits subgroup can move Employee Status to Awaiting elections. For full steps and side effects, see Changing Employee Subgroups. For subgroup types and setup, see Subgroups.

If the employee has spouse or dependent records on file, the Dependents tab also appears under Profile. See Dependents Tab - Employee Profile.

From Employer List, open the employer, select Employees, then select the employee's name and open Profile.