Edit a staff profile and record changes
Update a staff member's details, see their salary, attendance and leave tabs, and record confirmations, transfers and designation changes.
Open a profile
Go to Staff and select a name. The top of the profile shows the staff ID, the staff type and whether the person uses self-service.
The profile has five tabs:
| Tab | What it shows |
|---|---|
| Profile | All the details from the add-staff form, ready to edit |
| Salary | The current salary, its history, payments and payslips |
| Attendance | The person's month, day by day |
| Leave | Leave balances, opening balances and adjustments, and requests |
| Timeline | Joining, confirmations, transfers and other changes, with dates |
The Actions menu
The Actions button at the top holds what you can do with the person: Invite to the app, New invite link, Cancel invite, Remove app access, Set salary, Deactivate or Reactivate. It shows only the actions that apply now.
Edit details
- Open the Profile tab.
- Change what you need.
- Select Save changes.
If the page says "Personal, statutory and bank details are hidden for your role", ask someone with the View bank, PAN and personal details permission.
Record a change
Use the Timeline tab for changes that matter later, such as in payroll and registers.
- Open Timeline and go to Record a change.
- Choose the Change: Probation extended, Confirmed, Transferred or Designation changed.
- Choose the date in Effective from.
- Fill in what the change needs: a new probation end date, a designation or a branch.
- Add a Note if you like, then select Record a change.
The timeline also shows events X records itself, such as Joined, Salary revised, Deactivated and Reactivated.
Related articles
Add a staff member
Choose the staff type, fill in the profile, employment, statutory and bank details, and save a new staff member in X.
Deactivate and reactivate staff
Deactivate a staff member who has left to free their seat while keeping every record, and reactivate them if they come back.
Set a staff member's salary
Set or revise a salary from a template and an amount such as monthly gross or annual CTC, preview the breakup and take-home, and see the history.
Still need help?
Write to us with your business name and what you were trying to do. We answer by email.