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. Click the Employment details tab.
6. Click the 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 the HR platform is showing the same employee multiple times in the drop-down, this means there are duplicate employees on your platform. 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

     Here, you can assign employees to a team.

     • To learn how to create new teams, refer to this article.
     • To learn how to remove a team from the employee profile, please refer to the Removing a team from the employee file tab in the Further information section of this article.

     Warning

     If you have assigned a team to a custom security group, the HR platform 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.
   

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. Under Step 1. Prepare your personnel data in one CSV template; select which CSV template you would like to use. Choose from the following options:
   • Update Employee Employment Details
   • Update Employee Pay Details (Xero, MYOB)
   • Update User Pay Details (Employment Hero Payroll, KeyPay, QuickBooks Online)
   • Advanced Import Employees (including pay details)
   • Quick-Import Employees
   • Update Employee Custom Fields
     
5. When you download the CSV template, choose whether you want the CSV template to contain the existing employee information within it.
   
6. When you download the CSV template, choose whether you want the CSV template to contain employee information for terminated employees.
   
7. Click on the Download button.
   
8. Add your employee information to the CSV template. 
9. Under Step 2. Upload your completed file in CSV format; click the box to upload your completed CSV template.
   
10. Click Yes on the import file popup box.
    
11. Next, map your data by ensuring that your CSV template columns match with the correct Employment Hero fields. 
12. Click Continue.
    
13. Your employee fields will now be updated. Click on Go to Employees Page to view the updated employee files.
    

• 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

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

1. Click on the Teams (Optional) dropdown.
2. Click the team you want to remove.
   
   
   

   Helpful Hint

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

   
3. After that, click the Save button.