How do I edit an employee's employment details? (Mobile)

Modified on Wed, 29 Nov 2023 at 10:51 AM

It can be useful to keep employees' employment details up to date so that you know who they are and what they're supposed to be doing. Not that you'd forget. Of course not.

You can also update an employee's pay rates or remove them from your account when editing their profile.

  1. Head over to the team page by clicking on the 'More' button at the bottom of your screen and choose 'Team' from the list.
  2. Find the team member, either by scrolling through the list or using the search bar at the top of the screen.
  3. Once you've found the team member click on them, then select the Employment Details tab.
  4. Select the section you want to edit and make any necessary changes. Most of the fields are self-explanatory, but to help you out:
    1. The 'Permissions' field controls the level of system access the employee has. If you're not sure which is best then take a look at our full guide to the different permissions.
    2. 'Default job role' is the employee's usual job role. If the employee has more than one job role and you assign them a shift that doesn't specify a role then we'll fall back to the default.
    3. 'Employee group' allows you to assign the employee to a particular group to make it easier to order your schedule. You can add and edit these in your settings.
    4. 'Job Roles' are the different roles that the employee works as. You can add and edit these in your settings if the one you need isn't showing in the dropdown.
    5. 'Employee Attributes' are skillsets or qualifications that you can assign to employees to help you to choose the right person to work a particular shift. As with job roles, you can add and edit these at will 
    6. The 'Leave Approver' is the team member who is responsible for supervising the employee's annual leave. If the new employee will book unavailability rather than leave then you can leave this field set to the default and disable their leave instead.
    7. The 'Line Manager' is the team member's direct manager. They'll be able to view and edit the employee's profile.
  5. Once you're done click the 'Save Details' button at the bottom of the screen; this will only appear if you've made changes.
  6. You can also make changes by going back to the employee's profile and selecting the 'Where & When tab'.
    1. The employee's work pattern is the days that they usually work. If we know these we can make sure that when an employee books leave we only deduct the days when they would typically be working from their allowance; for instance, if they usually work Monday to Friday and they book off Thursday to Monday we'll only take 3 days from their allowance, not 5. 
    2. If you have more than one location set up you can choose which the employee should be assigned to.
    3. You can also choose which schedules the employee should show on.

You're on the Mobile version of this article.

To view the Desktop version see How do I edit an employee's employment details? (Desktop)

Struggling to find this feature in your Shiftie account?

Check our permissions and plan pages to make sure you have access.

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