Edit a person#
For: Manager | Admin You’ll need: Permission to edit people — Owner and Admin have it — and a person inside your data scope whose role doesn’t rank above yours.
You’ll change a person’s name, phone numbers, address, locations, employment, work-policy override, or notes.
Open the person#
In the sidebar, go to Company → People.
Click the row for the person.
Tap More in the bottom bar.
Tap ‘Manager’, then ‘People’.
Tap the person’s row.
Tap ‘Edit’ in the top bar.
Make your changes#
Update any of the fields.
Click ‘Save’.
Update ‘First name’, ‘Last name’, the address fields (‘Street’, ‘ZIP’, ‘City’), ‘Work phone’, ‘Private phone’, ‘Role’, ‘Locations’ or ‘Hourly rate’.
Tap ‘Save’ in the top bar.
The mobile form covers those fields only. Employment type, hire date, work-policy override, break waivers, notes and skills stay on the web.
On the web, saving is refused for a person outside your data scope or whose role ranks above yours; the mobile People list doesn’t show them at all. The role picker only offers roles you may hand out — see Add a person.
A person carries two phone numbers — ‘Work phone’ and ‘Private phone’ — so a manager reaching out about a shift doesn’t have to use someone’s personal number.
Note
The email address is read-only after the person is created. To change someone’s email, ask them to update it in their own account settings.
Update break waivers on the web#
In ‘Break waivers’, select a waivable rule and save to start the waiver now. Clear it and save to end it; selecting it again starts a new interval. Leaving the selection unchanged creates no new history.
The list offers only the rules a person can agree to waive — waivable, needing the person’s agreement, and in a break policy that some work policy picks. Without such a rule, neither ‘Break waivers’ nor ‘Waiver reference’ appears, and the person’s waivers stay as they are. A waiver on a rule whose policy no work policy picks any more stays open until one picks it again.
In ‘Waiver reference’, note where the signed agreement is kept, for example an HR file number. It’s recorded on the waivers that save starts; a later save doesn’t change it.
Expand ‘Waiver history’ to see the dates, who recorded or ended each waiver, and its reference. Past work fully covered by an earlier waiver keeps that coverage. A waiver must cover the whole shift or daily work period to apply. This records the selection and its history; it does not collect an employee signature.
Record a termination date#
There’s no button called “Offboard” — you offboard someone by giving them a termination date on the person form. This is different from Deactivate a person: deactivating just stops sign-in and scheduling, while a termination date settles what the company still owes them.
In the sidebar, go to Company → People and click the person’s row.
Set ‘Termination date’ to their last working day.
Click ‘Save’.
The settlement runs once the last working day has passed — straight away when you save a date that’s already behind you, otherwise in the nightly run after that day. Until then, nothing is frozen or paid out, and you can still change or clear the date. When it runs, these things happen together:
Leave freezes. Interval accruals stop, with the last interval prorated up to the termination date. No new leave year is granted, and no more leave can be booked.
The time account is closed. If the person has a plus/minus hours balance, a final settlement row zeroes it as of the termination date.
Time-compensation credit is paid out. If the company runs night-work time compensation and the person has a balance, it’s settled as a termination payout. Nothing is written when the balance is zero or the feature isn’t in use for their work policy.
Leave can’t run past the termination date: approving it or moving its end date beyond that day is refused.
Warning
Once the settlement has run, the date is locked. Changing or clearing it is refused with ‘This termination has already been settled. Correct the settlement before changing its date.’ Check the leave ledger before you set the date — see Leave transactions.
The termination date is on the web person form only — the mobile app doesn’t offer it.
Accepted profile edits are saved before login details synchronize. If synchronization fails, People shows pending setup and retries automatically with the latest saved details. Deactivating a person cancels any invitation that is still waiting for setup.
A backdated termination cannot spend night-work credit already used later or overdraw a later recorded payout. If that would happen, the form refuses the save and keeps the termination date and settlement unchanged. Review the later transactions before trying again.
Verify it worked#
A toast confirms the save and the row in the people list reflects your changes.