Edit a New Hire's Personal Information

If a new hire's status is Invited, you can update their personal information or add a note to their onboarding record.

An HR specialist must have the Manage New Hires permission to edit a new hire's personal information.
Note: New hires provide personal information, including name, email address, and phone number, as the first step in the onboarding process. Some personal information prefills based on the onboarding invitation. If the I-9, W-4, or TD1 forms are included as onboarding tasks, the new hire's personal information prefills portions of those forms. If a new hire needs to change their information after submitting their forms, see Allow a New Hire to Edit Submitted Forms.
  1. From the home page, in the 新進員工導入 section, select 新進員工儀表板.
    Note: Alternatively, select main menu icon in the upper left corner of the home page, and select HR Management > 新進員工儀表板.
  2. Select a new hire's name.

    The New Hire Details page opens.

  3. Under the new hire's name, select Edit Personal Info.
    Note: The Edit Personal Info option is available only if the new hire's Status is Invited.
  4. Edit the information as needed.
    You can update the new hire's name, address, phone number, email address, date of birth, and social security number. The new hire's first and last name and birth date are required.
  5. When you are finished, select Save Changes.

    The system returns to the 新進員工詳情 page.

  6. Optionally, add notes or other comments in the Notes box in the Personal Information section.
  7. To return to the 新進員工儀表板, select the New Hire Dashboard tab.