Every employee has a profile page that's made up of personal and professional information. It’s made up of information entered by an employee during onboarding and data entered by a company Admin. This is where changes and actions can be made to employee information, e.g., address, salary, and role changes.

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All employees Admins
Employees can update contact information for the About section, but approval from an Admin may be required once the changes are initiated. This ensures that your HR professionals or payroll team have the most up-to-date information.

How to make changes to a profile

A profile’s default setup includes the categories of Basic info, Work, and Lifecycle status. Admins can add custom categories to fit your company’s people data maintenance needs. To learn more, see Set up employee fields.

There are two sections in an employee profile: basic sections and tables.

Basic Sections

  1. From the left menu, select People > Directory.
  2. Select an employee to enter their profile.
  3. From the profile section, you want to edit, click the pencil icon in the righthand corner.

    Note: You’ll only be able to click Save if you had made a change within the profile.

  4. Enter the new or updated details, then click Done.

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Table Sections

New entries are added to the table with a corresponding effective date to maintain historical data, e.g., promotions, terminations, lifecycle changes, lateral moves, transfers, and manager changes.

  1. From the left menu, select People > Directory.
  2. Select an employee to enter their profile.
  3. From the table section you want to edit, click the pencil icon in the right-hand corner.
  4. Click the three-dot menu to the right of the table row you want to edit, or click Add new row to add new information to the table.
  5. Enter the new or updated details, then click Save or Add.
  6. Click Done.

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FAQs

When do updates become effective in the profile?
Categories and sections that don't require a change request are effective immediately. Categories and sections that are part of a Self Service flow will be updated once the change request is approved. To learn more, see Set up a Self Service flow.

As an Admin, how do I add my own custom tabs and fields?
If you can't find the field you're looking for, you can add your own custom tabs and fields. To learn how to add custom tabs and fields, see Set up employee fields.

As an Admin, what happens when I change an employee's email address?
Once you've changed the employee's email address, via the Actions dropdown menu, the employee will be invited to Bob with their new email address.