Change an employee's or contractor's name

It is important to enter your employee's or contractor's accurate legal name so that all tax filings, such as W-2s and 1099s, are accurate. 

Change an employee's legal name

  1. Navigate to the People tab.
  2. Click on the name of the employee that you need to update.
    • Note: If your employee has been dismissed, you can access their info by clicking on Dismissed employees & contractors in the lower right corner of the page.
  3. Navigate to the Personal tab of their profile.
  4. Click Edit next to the Basics section.
  5. Make any necessary updates to your employee's full legal name.
  6. Click Save.

Change an employee's preferred first name

  1. Navigate to the People tab.
  2. Click on the name of the employee that you need to update.
    • Note: If your employee has been dismissed, you can access their info by clicking on Dismissed employees & contractors in the lower right corner of the page.
  3. Navigate to the Personal tab of their profile.
  4. Click Edit next to the Basics section.
  5. Make any necessary updates to your employee's preferred first name.
    • If this employee prefers a different first name, enter it here. It will be visible to their coworkers.
  6. Click Save.

Change a contractor's name 

  1. Navigate to the People tab.
  2. Click on the name of the contractor that you need to update.
  3. Click Edit next to the Personal Details section.
  4. Make any necessary updates to your contractor's personal or business name.
  5. Click Save.

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