Keeping employee information up to date is essential for accurate payroll, reporting, and people management. In this article, you’ll learn how to edit employee details individually from the employee profile and in bulk from the Organisation section, depending on your needs.
Some fields may be restricted based on your permissions. If you cannot edit certain fields, check your role settings or contact an admin.
Factorial allows you to update employee information in two ways:
- Individual editing: Edit specific fields directly from an employee’s profile.
- Bulk editing: Update the same field for several employees at once from the Organization page.
Both options help you maintain accurate and consistent employee data while saving time.
When and why it should be used
Use individual editing when:
- You need to update information for one specific employee
- The changes are unique (e.g. personal details, role changes, contract updates)
Use bulk editing when:
- You need to update the same information for multiple employees
- You are managing organizational changes, such as department updates or location changes
How to use
Edit an employee individually from their profile
- In your sidebar, go to Employees
- Select the employee you want to edit
- In the employee’s profile, navigate through the different tabs (e.g. Personal data, job, compensation, contract)
- Click on the field you want to update
- Make the necessary changes
- Submit your changes
You can edit as many fields as needed by moving between tabs.
Edit employees in bulk
- In your sidebar, go to Organisation
- Select the employees you want to edit by checking the boxes next to their names
- Once selected, a menu will appear at the bottom of the screen
- Click on the bulk edit option
- Choose the field you want to update
- Enter the new information
- Confirm and save the changes
If the bulk edit option doesn’t appear, make sure you have selected more than one employee. The option only appears after multiple selections.
Tips and best practices
- Before making bulk changes, double-check the selected employees to avoid unwanted updates
- Use individual editing for sensitive or unique information
- Keep employee data updated regularly to ensure accurate reports and compliance
- If multiple wording or field options appear, choose the one that best reflects your internal structure
Permissions
Access to editing employee information is controlled through role-based permissions to ensure data security and accuracy. Only users with the appropriate permissions can view or modify employee records. These permissions can be configured to allow full access or limited editing rights (such as personal details, job information, or compensation data), depending on the user’s role and their assigned group of permissions.
- In your sidebar, go to Settings
- Access Permissions
- Choose a permissions group
- Click on employees
- Enable or disable the permissions as required
- Edit employees in bulk
- Edit personal info
- See personal info
- Click on Save changes
By assigning permissions carefully, organisations can ensure that sensitive employee data is only edited by authorised personnel while maintaining compliance and data integrity.
FAQ
-
Can I undo a bulk edit?
No, bulk edits cannot be undone. Review your selection carefully before confirming.
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Can I bulk edit all employee fields?
No, only specific fields are available for bulk editing. If a field is not available, it must be edited individually.