Manage Employee Profile

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Managing your employees’ details is essential, as their tax situation or personal circumstances might change due to life events such as relocation, marriage, or a job promotion.

When you initially add or import employees into Zoho Payroll, you provide their essential details. You can update and manage these details in the Employees module to ensure that your employees’ information remains accurate and up-to-date.

In the Overview section of an employee, you can:

• View and edit employee details
• Delete employee profile

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View and Edit Employee Details

You can view and edit the following details of an employee:

• Basic Details
• Personal Details
• Tax Details
• Payment Details
• Additional Information

Basic Details

To edit the basic details of an employee:

1. Go to the Employees module.
2. Click an employee.
3. Click the edit icon in the Basic Details section.

4. Make the necessary changes. You can edit the following:

Field Name	Description
Employee Name	Edit the employee’s first name, middle name, and last name.
First Day of Work	Edit the employee’s date of joining.
Employee ID	Edit the employee’s identification number.
Designation	Select the employee’s job title. Pro Tip: You can add a new designation by clicking New Designation in the dropdown.
Work Email	Edit the employee’s official work email address. Note: You can edit the email address only if you haven’t enabled Portal Access for the employee.
Work Location	Select the employee’s primary work location. PRO TIP: You can add a new work location by clicking New Work Location in the dropdown. Learn more about Work Locations.
Employee Type	Select the employee’s compensation type: Hourly Salaried
Amount	Update the compensation amount for your employee. For an hourly employee, enter the hourly wage. For a salaried employee, enter the sum you pay per year or hour.

5. Click Save.

The employee’s basic details will be updated.

Personal Details

To edit the personal details of an employee:

1. Go to the Employees module.
2. Click an employee.
3. Click the edit icon in the Personal Details section.

4. Make the necessary changes. You can edit the following:

Field Name	Description
SSN	Edit the employee’s 9-digit Social Security Number (SSN).
Date of Birth	Edit the employee’s date of birth.
Mobile Number	Edit the employee’s mobile number.
Personal Email Address	Edit the employee’s personal email address.
Residential Address	Edit the employee’s home address. This must be a valid address within the state where your business operates.

5. Click Save.

The employee’s personal details will be updated.

Tax Details

To edit the tax details of an employee:

1. Go to the Employees module.
2. Click an employee.
   • To edit the employee’s federal tax details, click the edit icon in the Federal Tax Withholding section.
   • To edit the employee’s state tax details, click the edit icon in the Tax Withholding section for the corresponding state.
3. Make the necessary changes and click Save.

The employee’s tax details will be updated.

Payment Details

To edit the payment details of an employee:

1. Go to the Employees module.
2. Click an employee.
3. Click the edit icon in the Payment Details section.
4. Change the Payment Mode.

Payment Mode	Description
Direct Deposit	PREREQUISITE: Direct Deposit must be configured for your organization before setting it up for employees. Provide the employee’s Bank Information to make direct deposit payments to them.
Check	You’ll need to pay your employees via check and then record payments manually for each payroll.

5. Click Save.

The employee’s payment mode will be updated.

Additional Information

To edit the additional information of an employee:

1. Go to the Employees module.
2. Click an employee.
3. Click the edit icon in the Additional Information section.

4. Make the necessary changes and click Save.

The employee’s additional information will be updated.

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Delete Employee Profile

In Zoho Payroll, deleting an employee is a permanent action that removes the employee’s profile and data from your organization.

To delete an employee:

1. Go to the Employees module.
2. Click the employee you want to delete.
3. Click the More dropdown.
4. Select Delete Employee.

5. In the popup that appears, click Yes.

The employee will be permanently deleted from your organization.