Level 2

Edit employee details

Update employee payroll details without accidentally changing inherited pay-group behaviour or invalidating future payroll review.

Who can do this: Payroll edit access
Last verified: 2026-06-06
Steps: 4
Product area: Payroll

Before you start

Prepare these items.

Know the corrected detail.
Understand whether the change affects current or future pay runs.

Important details

Understand the fields before changing them.

What to check before saving

Changing tax profile, bank details, super, leave rates, pay items, or overrides can change future payslips.
Switching between pay group, override, and fully custom setup changes which fields drive calculation.
Review card warnings should be resolved before creating or approving payslips.

Manager relationship

Manager mapping controls scoped leave review for reporting-chain employees.
Manager access does not automatically expose other employees' payslips.
After changing manager relationships, check leave approval visibility before relying on it.

Steps

Follow the workflow.

1

Find employee

Open Employees and search/select the employee.

Expected result The employee page opens.

Find employee

Click target: Find employee
2

Open the affected section

Use the section tabs/cards for identity, tax, bank, super, pay setup, or leave.

Expected result The correct section is visible.

Employee sections

Click target: Employee sections
3

Change the value

Update only the field supported by the new evidence. For bank or super changes, double-check every digit.

Expected result Review card shows the field as complete.

Editable fields

Click target: Editable fields
4

Save and reopen

Save and reopen the employee to confirm the updated value persisted.

Expected result The updated detail is displayed.

Save employee

Click target: Save employee

Final checks

Confirm before you finish.

Changed field is saved.
Review warnings are resolved or understood.
Affected payroll is reviewed before approval.

If something goes wrong

Recover without losing control.

If a value is wrong after saving, edit it before creating/approving payslips.
If save is blocked, complete required fields named by review.

Related scenarios