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Use owner or admin access in your company’s employer view. Open Team Members and find the person before changing their record.

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Review the person’s record

Open the person’s name to review their company membership and employment details. Where available, the detail page also shows contribution history, investment selection, beneficiaries, and rewards activity. These sections help you check the record; they do not give you controls to change a member’s personal investment choices or beneficiaries. Return to Team Members to use the row’s action menu.

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Update employment details

  1. Choose Edit details on the intended person’s row.
  2. Review Department, Job title, Employment start date, and Employment end date.
  3. Enter the actual updated information, then select Save.
  4. Reopen the record and confirm the saved result.
Recording an employment end date is separate from removing company access. Follow Manage team access and departures when someone leaves. If you need to clear an existing employment date, contact support if the cleared field does not stay cleared after saving.

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Record a salary change

  1. Choose Edit salary from the row’s action menu.
  2. Review the current annual salary and its effective date, when shown.
  3. Enter the new Annual salary in the currency displayed. Use a positive whole number without decimals or thousands separators.
  4. Set the Effective date to the actual date the salary applies from.
  5. Select Save, then check the resulting compensation record.
A salary entry is added to the history. It does not overwrite the previous entry or automatically correct a processed contribution. For an incorrect historical amount, identify the affected salary date and contribution run when contacting support. For pay cadence, use Payroll schedules. Review retirement membership separately after changes that affect eligibility.