You can update certain employee details in Carebility, but what you can change depends on whether the employee has logged in before.
If the employee is still pending (has never logged in):
You can update their name and email address directly in the platform.If the employee is active (has logged in):
They must update their own information, such as name and email, through their Profile Settings.
👉 For instructions on how employees can update their own details, check out this article:
How to update your email and manage account settings
🔧 To update an employee’s information:
Go to the Reports tab.
Select Users to open the list of employees.
Choose the Provider.
Locate the employee. Users are listed in alphabetical order—scroll or use search to find them.
Under the Actions column, click the ✏️ (pencil icon) next to the employee’s name.
Update the information click save
➕ Assigning an Employee to a New Provider
If an employee is working for the same organization but under a different provider, you can add them to that new provider’s roster without creating a duplicate account.
⛔ Updating an Employee’s Status
If an employee has been terminated or no longer works for the organization, you can update their status to Inactive. This removes their access while keeping their record in the system.
🔁 Automatic Updates from Your HR Platform
If your organization uses automatic enrollment through Carebility, make sure employee information (like name and email) is correct in your HR platform (e.g., Dayforce, UKG, etc.). The systems sync every few hours, so updates in your HR platform will automatically carry over to Carebility.
Need help? Send us a message—we’ll be happy to walk you through it!