Employee Workflow

Update an Employee

Use this guide to update an existing employee record in Bolt HRM. Follow the four screens below to revise employee details without missing connected profile, reporting, or payroll information.

Update Checklist

Before you start

Confirm you have selected the correct employee record before making changes.
Prepare the latest contact, department, designation, and reporting details.
Review whether payroll, bank, or document records also need to be updated.
Verify the changes with the employee or internal approver if your process requires it.

Open the employee profile

Start from the employee directory and open the existing employee record you need to change. Entering through the correct profile ensures you update the right person and preserve the existing employment history.

Employee list with an employee selected for editing

What to do on this screen

Go to the employee management section from the main HRM menu.
Search or filter to find the employee record you need to update.
Open the employee profile or choose the edit action.

Review and edit core details

Update the employee's basic details first, including personal information and job-related fields. This is where changes such as contact information, branch transfers, or position updates are usually maintained.

Employee edit form showing personal and job fields

What to do on this screen

Edit personal details such as phone number, email, or ID data as needed.
Update the employee's department, branch, designation, or employment type.
Check all required fields for accuracy before moving to the next section.

Adjust reporting and supporting information

Once the core profile is correct, revise any connected operational data. This may include manager assignments, payroll details, bank data, or supporting records that should stay in sync with the employee's latest status.

Employee update screen for manager and supporting details

What to do on this screen

Change the reporting manager or supervisor if the structure has changed.
Update payroll, bank, or internal reference details where required.
Attach or replace supporting documents if the record needs refreshed files.

Save changes and confirm the update

Save the edited employee profile and verify the changes were applied correctly. A quick confirmation step helps prevent mismatched records and reduces the need for later correction.

Employee record ready to save after updates

What to do on this screen

Click save, update, or submit to apply the changes.
Reopen or refresh the employee profile to confirm the latest data appears.
Verify the updated department, manager, and contact details are correct.

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