Go to People from the sidebar.
Select the employee from the list to open their profile.
The Details tab has four sections: Basic details, Employment details, Compensation, and Tax documents. Each row has its own "Edit" link. A row with a lock icon can't be edited. On wide screens, the "On this page" list on the right jumps to each section.
View and edit basic details
The Basic details section shows the employee's status (Active, Starting soon, or Terminated), legal name, email, date of birth, the last four digits of their Social Security number, and home address.
Click "Edit" next to the row you want to change: Legal name, Email, Date of Birth, Social Security Number, or Address.
Change the fields, then click "Save Changes".
Review the summary of what changed, then click "Yes, Save Changes".
Note: Once an employee has signed in to Freedom, their email shows a lock icon instead of "Edit". They manage it in their own account settings.
View and edit employment details
The Employment details section shows the job title, employment type, start date, workplaces (with the primary workplace marked), and the termination date once one is set.
Click "Edit" next to Job title, Employment type, or Start date.
Update the value, then click "Save Changes".
Review the changes, then click "Yes, Save Changes".
Note: You can edit one row at a time. The other Edit links stay disabled until you save or cancel.
To set a termination date, click "Terminate" in the page header. If a date is already set, the button reads "Change termination date". See Terminate an employee or contractor.
Set the employee's payment method
The payment method sets how the employee receives their pay: by direct deposit, or off-platform, where you pay them yourself outside Freedom. See Pay a worker off-platform.
In the Compensation section, click "Edit" next to Payment Method Preference.
Choose "Direct Deposit" or "Off-platform".
Click "Save Changes", then "Yes, Save Changes".
Record W-2 electronic consent
If an employee has agreed to receive their W-2 electronically instead of on paper, record it on their profile.
In the Tax documents section, click "Edit" next to W-2.
Check "Provided W2 Electronic Consent".
Click "Save Changes", then "Yes, Save Changes".
Assign workplaces and a primary workplace
In the Employment details section, click "Edit" next to Workplaces.
Open the list that reads "Workplaces..." and select a workplace. Repeat for each workplace the employee works from. Remove one with the X next to its name.
Choose the "Primary workplace" from the workplaces you've added. The first workplace you add is selected as the primary automatically.
Click "Save Changes", then "Yes, Save Changes".
Note: Workplaces come from your company's Workplaces list. If a workplace has been deactivated, you'll be asked to remove it and pick an active one before saving.
Payroll uses an employee's workplace to calculate their taxes, so each employee needs one. See How workplaces work.
Assign or change the pay schedule
In the Compensation section, click "Edit" next to Pay schedule.
Under "Pay schedule", choose the schedule this employee should be paid on.
Click "Save Changes", then "Yes, Save Changes".
Note: Changing a pay schedule doesn't convert the employee's pay amounts to the new schedule. Review and re-enter the correct amounts for the new schedule, especially when its pay frequency is different from the old one. To change the pay amounts, see Set an employee's pay.
If the employee has been terminated, or your company has no pay schedules yet, Pay schedule shows a lock icon instead of "Edit".
Check onboarding progress
When an employee still has setup to finish, a banner appears above the tabs, so you see it on every tab. Its title tells you how urgent it is:
"[Name] can't be included in any payroll yet" means blocking items must be finished before the employee can be included in a payroll.
"Finish setting up [Name]" means the remaining items won't keep them off payroll but may delay their payment. Clear them as soon as you can.
The banner groups what's left by who can fix it:
You can fix: click an item to open its field and edit it.
Only [Name] can fix: items the employee has to enter, such as their bank account or tax withholdings. Click "Send setup link" to email them a link. The window that opens also shows the link with a "Copy" button, so you can send it yourself. The link is valid for 24 hours.
Being verified: the employee's Social Security number or bank account, shown as "Social Security number not verified" or "Bank account not verified". No action needed. The line clears once verification finishes.
When no items are outstanding, no banner shows. See Finish a worker's onboarding for more.
Move between people, and open a matching contractor record
Use the Previous and Next arrows on either side of the position indicator (for example, "3 of 12") at the top of the page to move to another person without going back to the list.
If the same person is also set up as a contractor, a banner at the top of the Details tab reads "This person also has a contractor record at this company." Click "View contractor record" to open their contractor profile.
To return to the full team list, click "People" in the breadcrumb above the employee's name.
Note: The tabs across the top of the profile (Details, Benefits, Post-Tax Deductions, Paystubs, Tax Documents, and Withholdings) show the rest of this employee's records. A Tax Setup tab also appears when extra tax details apply to the employee. To change their W-4 withholdings or tax setup, see Admin edit employee withholdings and tax setup.
The "Tax documents" section on the Details tab only records W-2 electronic consent. The "Tax Documents" tab shows the employee's tax documents.