{"id":2204,"date":"2024-01-13T09:49:34","date_gmt":"2024-01-13T09:49:34","guid":{"rendered":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/?post_type=article&#038;p=2204"},"modified":"2024-03-27T10:42:53","modified_gmt":"2024-03-27T10:42:53","slug":"amending-employee-information","status":"publish","type":"article","link":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/amending-employee-information\/","title":{"rendered":"Amending Employee Information"},"content":{"rendered":"<p><strong>Need to make a change to an employee\u2019s My.Drewberry record? Here\u2019s how to do it. <\/strong><\/p>\n<h2>How To Amend Employee Information<\/h2>\n<p style=\"text-align: left;\"><strong>IMPORTANT NOTE<\/strong>\ud83e\udd13<\/p>\n<p style=\"text-align: left;\">If your HRIS is synced up with My.Drewberry, employee details will be automatically pulled in, so no need to update things twice. (Just don\u2019t forget that it\u2019s a one-way sync, so anything added within My.Drewberry won\u2019t be reflected in your HRIS.)<\/p>\n<p style=\"text-align: left;\">But even if your HR platform does the hard work for you, you\u2019ll still need to know how to check details and update the info which isn\u2019t hosted in your HRIS.<\/p>\n<h3>Step 1: Log In To The Admin Centre<\/h3>\n<p>In your My.Drewberry portal, click the settings cog in the top right corner of the screen. Select \u201cAdmin\u201d and you\u2019ll be taken to your Admin Centre.<\/p>\n<p><img class=\"alignnone size-full wp-image-2436\" data-original=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-admin-centre.png\" alt=\"\" width=\"1427\" height=\"869\" \/><\/p>\n<h3>Step 2: Click \u201cManage Employees\u201d<\/h3>\n<p>Click the \u201cManage Employees tab\u201d and select the \u201cManage Existing Employees\u201d icon.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2437\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-manage-existing-employees.png\" alt=\"\" width=\"1427\" height=\"869\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-manage-existing-employees.png 1427w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-manage-existing-employees-300x183.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-manage-existing-employees-1024x624.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-manage-existing-employees-768x468.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-manage-existing-employees-480x292.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-manage-existing-employees-555x338.png 555w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-manage-existing-employees-580x353.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-manage-existing-employees-468x285.png 468w\" sizes=\"auto, (max-width: 1427px) 100vw, 1427px\" \/><\/p>\n<h3>Step 3: Find Your Employee<\/h3>\n<p>Scroll to the list of \u201cCurrent Employees\u201d. Using the drop down, you can search for a specific employee by name, category, or start date.<\/p>\n<p>Select the employee whose details you want to amend, and click the grey downward arrow. This will expand their contact record and show their current information.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2438\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-current-employees.png\" alt=\"\" width=\"1427\" height=\"869\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-current-employees.png 1427w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-current-employees-300x183.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-current-employees-1024x624.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-current-employees-768x468.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-current-employees-480x292.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-current-employees-555x338.png 555w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-current-employees-580x353.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-current-employees-468x285.png 468w\" sizes=\"auto, (max-width: 1427px) 100vw, 1427px\" \/><\/p>\n<h3>Step 4: Update The Relevant Details<\/h3>\n<p>Update the necessary details in the boxes provided. You can amend things like benefit category, employment dates, name, date of birth, email, occupation, and salary.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2439\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-edit-employee-name.png\" alt=\"\" width=\"1427\" height=\"869\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-edit-employee-name.png 1427w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-edit-employee-name-300x183.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-edit-employee-name-1024x624.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-edit-employee-name-768x468.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-edit-employee-name-480x292.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-edit-employee-name-555x338.png 555w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-edit-employee-name-580x353.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-edit-employee-name-468x285.png 468w\" sizes=\"auto, (max-width: 1427px) 100vw, 1427px\" \/><\/p>\n<p>You can also add notes for auditing.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2440\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-add-notes.png\" alt=\"\" width=\"1427\" height=\"869\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-add-notes.png 1427w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-add-notes-300x183.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-add-notes-1024x624.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-add-notes-768x468.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-add-notes-480x292.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-add-notes-555x338.png 555w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-add-notes-580x353.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-add-notes-468x285.png 468w\" sizes=\"auto, (max-width: 1427px) 100vw, 1427px\" \/><\/p>\n<h3>Step 5: Press \u201cUpdate\u201d<\/h3>\n<p>When you\u2019re done changing details, just hit \u201cUpdate\u201d. Remember, the My.Drewberry platform is linked up to all your external benefits providers, so they\u2019ll get notified whenever you update anything. That\u2019s one less thing for you to do!<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2441\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-update.png\" alt=\"\" width=\"1427\" height=\"869\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-update.png 1427w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-update-300x183.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-update-1024x624.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-update-768x468.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-update-480x292.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-update-555x338.png 555w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-update-580x353.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/amending-empl-info-update-468x285.png 468w\" sizes=\"auto, (max-width: 1427px) 100vw, 1427px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Need to make a change to an employee\u2019s My.Drewberry record? Here\u2019s how to do it.<\/p>\n","protected":false},"author":3,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","article-category":[45],"article-tag":[54,77,75,74,76,55],"class_list":["post-2204","article","type-article","status-publish","format-standard","hentry","article-category-benefit-administration","article-tag-administration","article-tag-changes","article-tag-contacts","article-tag-employee","article-tag-employee-record","article-tag-administration-starter"],"_links":{"self":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2204","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/comments?post=2204"}],"version-history":[{"count":5,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2204\/revisions"}],"predecessor-version":[{"id":2918,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2204\/revisions\/2918"}],"wp:attachment":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/media?parent=2204"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-category?post=2204"},{"taxonomy":"article-tag","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-tag?post=2204"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}