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Edit someone’s details

For owners and managers2 min readUpdated

Menu → Employees → tap the person. Their profile opens: from there you change their role, pay, departments, team, who they report to (manager), their hours cap and whether they may clock themselves in. Their name, email and phone are their own — they change those in their app. Pay and role changes tell the person.

Menu → Employees → tap the person. At the top: their pay (if you may see pay), photo, PAY PERIOD hours, name, role and rating. Under the name is a row of round icons for their personal details (phone, email, address, emergency contact, birthday, gender), for the people who manage them: tap one to read it, tap it again to hide it, and Call or Email from there.

Then two boxes: Next shift, and Reliability (the shifts they came to and came late to, out of those that are over and marked). Everything else sits in six groups you tap to open or close.

Ready for the job: each required certificate and piece of gear as Missing, Waiting for review, Verified, Expired or Rejected, which you can verify or reject right there (without the certificate permission it says "You can't see certificates."). Schedule: upcoming and recent shifts, and their availability with upcoming days off.

Experience: their own portfolio (not verified by you) and their reviews. Documents and equipment: documents, with + Request to ask for one and Open folder for everything they have, and the equipment they hold. Role and access: role, employee ID, departments, manager and, under Advanced, where their access reaches and individual permissions.

Employment: their status with Suspend and Terminate, and the history of changes. Ready for the job and Schedule start open; Employment opens by itself for someone suspended, inactive, resigning or with an hours cap they set. An older version of the phone app shows the same things as one long list, with Contact and Personal details near the bottom.

Where to find it

  1. Open Menu → Employees and tap the person. Their role, pay and the rest are in the sections of their profile.
An employee’s profile with its sections, like Role and access
An employee’s profile.

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Still need help?

Email us at support@urtimesheet.com. In the app, you can also ask Ur Timesheet from the Menu.

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