Edit a New Hire's Personal Information

Update a new hire's information or add notes to the onboarding record.

New hires provide personal information, including name, email address, and phone number, as the first step in the onboarding process. Some personal information prefills based on the onboarding invitation. If Form I-9 or Form W-4 are included as onboarding tasks, the new hire's personal information prefills portions of those forms.
Note: New hires can update personal information up until they submit forms. To allow new hires to change personal information after submitting forms, select Unsubmit New Hire on the New Hire Details page (returns the new hire's Status to Working on Tasks). Changes the new hire makes are reflected in the PDF versions of Forms I-9 and W-4 that can be accessed from New Hire Details. In order for an HR specialist to edit a new hire's personal information, the new hire's Status must be Invited and the HR specialist must have Manage New Hires permission.
  1. From the home page, in the Onboarding section, select New Hire Dashboard.
    Note: Alternatively, select in the upper left corner of the home page, and select HR Management > New Hire Dashboard.
  2. Select a new hire's name.
    The New Hire Details page opens.
  3. Under the new hire's name, select Edit Personal Info.
    Note: The Edit Personal Info option is available only if the new hire's Status is Invited.
  4. Edit the information as needed.
    You can update the new hire's name, address, phone number, email address, date of birth, and social security number. The new hire's first and last name and birth date are required.
  5. When you are finished, select Save Changes.
    The system returns to the New Hire Details page.
  6. Optionally, add notes or other comments in the Notes box in the Personal Information section.
  7. To return to the New Hire Dashboard, select the New Hire Dashboard tab.