Introduction
When an employee is first created in Customer Hub, it is synced to Workforce Management with all available attributes (e.g. Name, Phone Number, Email Address).
Once the employee has been created within Workforce Management, any changes to these personal attributes within Customer Hub will not sync through to Workforce Management.
Managers and administrators can change these attributes directly within Workforce Management, provided the employee has not yet activated their Workforce Management account via the mobile app.
However, for privacy reasons, once the employee has connected to the company and activated their Workforce Management account, the Employer will no longer be able to update these contact details, however they will remain visible.
An employee may edit their own personal attributes (First Name, Last Name and Phone Number) on the Workforce Management mobile app. Any changes made to these attributes will not be synced back to Customer Hub.
Process
From the Employees page, select the employee whose information you wish to update.
On the Personal Details page, edit the respective field/s and then click SAVE.
Note when viewing the Personal Details of any employees with a status of Connected, you will be able to view the information but not edit it.
First Name, Last Name, Phone and Email are greyed out/uneditable in Workforce and must be updated in Shift4 Dine
Legal Name and Payroll ID are editable.
