Edit employee details
Step 1 – Go to “Manage employees” either on your dashboard or via “Employees” in the menu on the left
To edit an employee’s details, go to the employee's page first. You can either select “Manage employees” at the top of your Dashboard, or find the list with employees through the “Employees” section in the menu on the left side of your screen.
Step 2 – Search for the employee in the list by name or by other fields with the Advanced search
Search for the employee with the search bar. If you have multiple companies related to your account, you can either search for a person in all companies or you can select the specific company in the filter right next to the search bar.
To search for a person by email, phone, Winda ID or any other custom field, click on Advanced Search. You can select the relevant field in the dropdown and fill out the search term in the search bar.
Step 3 – Go to the employee's page
When you have found the employee you are looking for, you have 2 options to see the personal details. Either click on the 3 vertical dots on the right side of the row and select “View details” from the dropdown. Or select the employee in the table and, click on the yellow button “go to employee” on the right side of your screen. Both will take you to the employee’s details.
Scroll all the way down to the last section of the page. Here, you find all personal details and can edit them at any time.
You can also set a primary language to be used for this employee or change the custom fields that you might have added for your employees.
Step 4 – Save your changes
Once you are done, you can save your changes via the yellow “save” button on the bottom right.
Alternatively, you can also discard your changes or inactivate the employee with the buttons on the left.