Before you start: You'll need Admin access to edit a team member. If you can't see the edit options below, ask an admin on your account to update your role.
One admin can't edit another admin. Each admin has to update their own information. If you're stuck on a special case, contact support and we'll help.
Where to go to edit user information?
Open a Team Member's Profile
Click the Team Members section (human icon) in the left sidebar.
Set the Status filter to Active and pick the Role you want. This trims the list so the right people show up.
Find the person, then either select the user or the actions bar menu on the right and choose Edit.
Their profile has three tabs: Pay & Overtime Settings, Personal & Job Info, and Settings. Each one saves on its own, so finish one before starting the next.
Update Pay & Overtime Settings
Open the Pay & Overtime Settings tab.
Click the pencil icon on the right.
In this section you can make edit changes for:
Pay Type
Pay Rate
Annual Salary
Workers' Comp (WC) Code
Exemption Status
Overtime Rule
Meal Break Policy
3. Make changes what you needed, then save.
Want to add a new Pay & Overtime Rule ?
Select the green + Pay & Overtime Rule button in the top right.
Good to know: If you add a new rule, the newest one (by date) is the one that counts. Older rules stay on file for your records.
Update Personal & Job Info
This tab has two sections, each with its own pencil icon. Click the pencil, make your changes, then save.
Personal Information:
Employee Name
Email Address
Mobile Phone
Job Information:
Start Date
End Date
Job Title
Time Approver(s)
Role
Optional: At the bottom, you'll also see Cost Code Groups and Assigned via Team which are two additional items this user needs to be assigned to.
Update Settings:
Use this tab to pick which rule group applies to the person
(handy if your organization has more than one rule group).
Open the Settings tab.
Click the Rule Group dropdown.
Pick the rule group you want.
Click Save.
Frequently Asked Questions:
Why can't I see the pencil or edit options? You need Admin access to edit a team member. Ask an admin on your account to update your role.
Why can't I edit another admin's info? Admins can only edit their own information. Each admin updates their own profile. For special cases, contact support.
I changed one section but another stayed the same. Why? Each tab and section saves separately. Save your changes in one spot before moving to the next.
I added a new pay & overtime rule. Which one applies? The newest rule (by date) is the one that applies. Older rules stay on file for history.
Will the team member know I changed their info? Changing their Email Address or Mobile Phone changes how they log in. Contact them so they aren't locked out by surprise.
Next Steps
Learn more about setting up rule groups for your organization.
See how to add a new team member to your account.
If you are needing assistance , please reach our support team at: help@workyard.com or (213) 348-7631.