Editing an Employee

Feature Overview

Employee details change over time — job class promotions, contact information updates, or corrections to the original record all require editing. Managers with the appropriate permissions can update any aspect of an employee's Katalyst profile directly from the Staff page.

Prerequisites / Requirements

• Your account must have Staff edit permissions or Full GEM access.

Step-by-Step Guide

1. On the Staff page, click the employee you want to update to open their profile.
2. On the employee's profile page, click the Edit button or click directly into the field you want to modify.
3. Update the relevant fields — name, email address, job class, contact information, or any HR details.
4. Click Save to apply the changes.
5. The updated information will be reflected in the staff roster and in any future reports immediately.

Common Troubleshooting / FAQs

Q: I changed an employee's job class but they still have the same permissions on the POS. Job class permission changes take effect the next time the employee logs in to the POS. Ask the employee to clock out and log back in on the POS device to pick up the updated permissions.

Q: I updated an employee's email address but they say they are still receiving messages at the old address. Email address changes apply to future notifications only. Any messages already in transit or queued from before the change may still be delivered to the old address. The new address will be used for all new notifications going forward.