To update a worker's details, open their profile, go to the tab you need (for example Personal Info, Tax Info or Banking), select the pencil (edit) icon on that section, make the change and select Save. Position, office, manager and pay are not edited here: use Update Employment Package.
Who can do this: Workers, for their own Personal Info, Tax Info and Banking. Admins and managers can edit someone else's profile only if their permission group gives them access to that worker's profile (by office and position) and includes Edit for that tab, such as Profile > Personal Info > Edit. Some fields are for Company Admins only.
Open a worker's profile
Your own: select your initials in the top bar, then View Profile.
Someone else's, as a Company Admin: select your company's name at the bottom of the Admin menu, then User Management, and select the worker.
Someone else's, from the Worker view: open Management > Personnel (if your permission group includes it).
Edit a section
Open the tab: Personal Info, Organization, Commission, Tax Info, Banking, Documents, Benefits, Network or Audit Log. You only see the tabs your permission group allows.
Select the pencil (edit) icon on the section.
Change the fields, then select Save (or Cancel).
Personal Info has a History Log; other sections may offer their own history controls.
Profile updates can generate a confirmation email; company templates may change its wording. If your company turned on Banking & tax change alerts, admins also get an email naming which banking or tax fields changed (never the values).
What is on each tab
Tab | What you can change |
Personal Info | First Name, Middle Name, Last Name, Sex, Date of Birth, Phone Number, Personal Email, Home Address, the Emergency Contact section and Additional Information (your company's own fields). Work Email and Flexible IDs can be edited by Company Admins only. |
Organization | Nothing directly. It is read-only. Use Update Employment Package. Only Company Admins can use Edit Hire Date. |
Commission | Nothing directly. Use Update Employment Package. |
Tax Info | Entity Type (Individual or Business), then Social Security Number, or Business Name, Business Type and EIN. |
Banking | Name of Bank, Account Number, Routing Number, Account Name and Type of Account. |
Audit Log | Nothing. It shows who changed what. |
Changing the Personal Email changes how the worker signs in. The edit screen says "This email will be used for login."
Other buttons on the profile
Reset Password emails the worker a password reset link. You see "Email sent successfully".
Resend Welcome Email (Company Admins) sends the sign-in email again. It appears only for people who have never set their password.
Update Employment Package changes position, office, manager, agreement and pay. See Update a worker's employment package.
On the mobile app
Bank details can't be changed in the mobile app. Use a web browser, including your phone's browser. See Change your direct deposit. Admin editing of other workers' profiles is web only.
Troubleshooting
"This user has not completed their self-onboarding in Sequifi, hence you can't update Tax info."
Tax Info and Banking can't be edited by an admin until the worker finishes their own onboarding. A similar message appears for Banking.
"You have an incomplete W-4 update in progress. Please complete it in the Tax Info section before updating your bank information."
At companies that pay W-2 employees through SequiPay on Sequifi, Tax Info shows Update W-4 Form. Finish or cancel the open W-4 update (Resume W-4 update or Cancel W-4 update) before you edit Banking.
I can't find the pencil icon
Your permission group doesn't include Edit for that tab, or you don't have access to that worker's profile. Terminated workers' profiles can't be edited.
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Still stuck? Getting help from Sequifi Support.