Select your platform and then browse by platform category

Who are you and what section are you in?

How to edit employee employment details

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following User Access level: Admin    

The Employment Details feature within the Employee File module, lets you update details like assigned team, start date, location, and more. You can also make these changes individually or in bulk if there are multiple employee records needing to be updated. If the Company Email field is not populated in the employee's HR File and an email is triggered to the company email, the message will instead be sent to their account email.

Interactive learning

Change an employee's employment details
Bulk-update employee files via CSV template
Bulk update an employee's manager via CSV

Helpful Hint

In step 3 below, select the Update Employee Employment Details CSV template and update the primary manager in column N and secondary manager in column O.

Editing data

Edit employment details

Below are the steps to change an employee's employment details, including things like job title, manager, start date, company email, company mobile etc.

  1. Log into Employment Hero.
  2. Click the  People option on the left-hand side menu.
  3. Click the Employees List option.
  4. Select the employee whose details you need to update.
  5. In the Employment Records tab, click the Employment Details tab.
  6. Click the  Edit button.
    Screenshot of employee file screen, highlighting details tab and edit button
  7. Edit the following fields:
    • Employing entity

      Helpful Hint

      Here, you can assign your employees to an employing entity. To learn how to create a new entity, refer to this article.

    • Employee code
    • Location

      Helpful Hint

      Here, you can assign the employee's primary work location. To learn how to create new work locations, refer to this article.

    • Primary cost centre
    • Additional cost centres

      Important

      To use the Primary cost centre and Additional cost centre fields, you will require a connection to Employment Hero Payroll.

      Additional cost centres allow an employee to access a location that is not their primary cost centre. For example, when submitting a timesheet, it provides the employee with their primary and additional cost centre.

    • Employment type
    • Job title

      Important

      To edit Employment type and Job title, go to the employee's Employment history tab. To read more about the Employment History feature, refer to this article.

    • Primary manager

      Important

      If Employment Hero is showing the same employee multiple times in the drop-down, this means there are duplicate employees on Employment Hero. To learn how to correct this error, refer to this article.

    • Secondary manager
    • Start date
    • Termination date
    • Probation length
    • Company email
    • Company mobile
    • Company landline
    • Teams

      Helpful Hint

      To learn how to create new teams, refer to this article. If you have assigned a team to a custom security group, Employment Hero will automatically apply this security group to any new employees assigned to the team. To learn more about this feature, refer to this article.

  8. Click the Save button.
    Screenshot of employment details highlighting save button
Edit employment details in bulk

Here you can choose to bulk-upload employee information using an Employment Hero CSV template.

  1. Log into Employment Hero.
  2. Click the  People option on the left-hand side menu.
  3. Click on the Import Employees option.
  4. Select the Update Employee Employment Details Template option.
    choose your csv template
  5. When you download the CSV template, choose whether you want the CSV template to contain the existing employee information within it.
    tick the box to include existing user information
  6. When you download the CSV template, choose whether you want the CSV template to contain employee information for terminated employees.
    tick the box to include terminated users
  7. Click on the Download button.
    click on download to download your chosen csv template
  8. Add your employee information to the CSV template. 
  9. Either Drag and drop your file or click the Upload Box and select your file.Upload the completed CSV template
  10. Click Yes on the import file popup box.
    Upload the completed CSV template
  11. Next, map your data by ensuring that your CSV template columns match with the correct Employment Hero fields. 
  12. Click the Continue button.
    Map your data to correct Employment Hero field
  13. Your employee fields will now be updated. Click on Go to Employees Page to view the updated employee files.
    screen will show imported successfully
Edit an employee's start date
  1. Select the People menu
  2. Select the Employee List submenu.
  3. Select the employee that needs ‌their start date edited.
  4. In the Employment Records tab, click the Employment Details tab.
  5. Click the Edit button.
    startdate01.jpg
  6. Click the Start Date box, then use the date selector to enter the employee's start date.
    startdate02.jpg
  7. Click the Save button.
    startdate03.jpg
Edit an employee's team

To remove a team, just follow these steps in the Employee File screen:

  1. Select the People menu
  2. Select the Employee List submenu.
  3. Select the employee who needs their team details edited
  4. In the Employment Records tab, click the Employment Details tab.
  5. Click the Edit button.
    startdate01.jpg
  6. Click on the Teams (Optional) dropdown.
  7. Click the team you want to remove.
    Screenshot of employment details highlighting teams dropdown

    Helpful Hint

    You will see that the team you have just clicked has been deselected.

    Screenshot of employment details with team dropdown active
  8. After that, click the Save button.
    Screenshot of employment details with team dropdown highlighting save button

Further information

What you can change in the Employment Details section
Below is a list of the details you can change for an employee within their Employment Details section:
  • Employing entity
  • Employee code
  • Location
  • Primary cost centre
  • Additional cost centre
  • Employment type
  • Job title
  • Primary manager
  • Secondary manager
  • Start date
  • Termination date
  • Length of probation
  • Company email
  • Company mobile
  • Company landline
  • Teams

Explore related content

  • Manage assigned certifications This feature allows your employees to complete their assigned certifications and view a history log of their uploaded documentation.
  • Manage bank account details  This feature allows you to add an employee's bank account, specify the account number, and the pay going into each account.
Was this article helpful?
9 out of 33 found this helpful