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How to Edit Employee Company Information

Overview

This guide shows HR managers how to update an employee's company-related information in the Organogram HCM system. You'll learn to modify job titles, departments, employee types, and organizational details that define the employee's role within the company.

Prerequisites

  • HR manager access to the Organogram workspace platform
  • Permissions to edit employee information
  • Employee must already exist in the system
  • Knowledge of organizational structure and job classifications

When You Need This

  • Employee receives a promotion or role change
  • Department restructuring or transfers
  • Updating employee classification (full-time, part-time, contractor)
  • Correcting job title or organizational unit information
  • Annual review updates requiring position changes

Step-by-Step Instructions

Step 1: Access the Employee Directory

  1. Log into your Organogram workspace at people.organogram.app
  2. Click "Team" in the left sidebar
  3. Select "Employees" from the navigation menu
  4. You'll see the employee directory page

Step 2: Locate the Employee

  1. Browse the employee list to find the employee whose company information you need to update
  2. Use the employee's name, photo, or Staff ID to identify them
  3. Note their current status and position details

Step 3: Open Employee Profile

  1. Click the three-dot menu (⋮) on the right side of the employee's row
  2. Select "View Profile" from the dropdown menu
  3. The employee's detailed profile page will open

Employee Menu

Step 4: Navigate to Company Information Section

  1. Locate the "Company Information" section
  2. This section displays the employee's current organizational details
  3. Look for the edit icon (pencil) in the top-right corner of the section

Company Information Section

The section shows current information including:

  • Employee Type: Current classification (e.g., "Permanent")
  • Grade Level: Current organizational level (e.g., "Senior")
  • Position: Current job title (e.g., "Data Analyst")
  • Unit: Current department (e.g., "Finance")

Step 5: Access the Edit Form

  1. Click the edit icon (pencil) in the Company Information section
  2. The company information edit form will appear
  3. You'll see all editable company-related fields

Step 6: Update Company Information Fields

The company information form contains several organizational fields:

Company Information Edit Form - Empty

To Make Changes:

  1. Click any dropdown to see available options
  2. Select new values as needed for organizational updates
  3. Each field shows placeholder text when empty

Step 7: Select Employee Type

  1. Click on the Employee Type dropdown
  2. Choose the appropriate classification:
    • Permanent - Full-time permanent employees
    • Contract - Temporary or contract workers
    • Part-time - Part-time employees
    • Intern - Internship positions
    • Consultant - External consultants

Step 8: Update Grade Level

  1. Enter or select the employee's Grade Level
  2. Use your organization's grading system:
    • Named levels (Junior, Senior, Principal, etc.)
  3. Ensure the grade matches their current role and responsibilities

Step 9: Modify Position Details

  1. Update the Position field with the correct job title
  2. Use official company job titles from your organizational chart
  3. Be specific and accurate (e.g., "Senior Marketing Manager" vs "Marketing Manager")
  4. Ensure consistency with company naming conventions

Step 10: Update Organizational Unit

  1. Modify the Unit field to reflect the correct department or team
  2. Use official department names from your organizational structure
  3. Examples: "Marketing Department", "Engineering Team", "Human Resources"
  4. Update if employee has transferred between departments

Company Information Edit Form - Populated

Step 11: Save Company Information Changes

  1. Review all entered information one final time
  2. Click the "Save" button to apply changes
  3. The system will validate the organizational information
  4. The form will close and return to the employee profile

Step 12: Confirm Updates

  1. Verify the updated information displays correctly in the Company Information section
  2. Check that all changes are reflected accurately:
    • Employee type shows the new classification
    • Grade level displays the updated level
    • Position shows the new job title
    • Unit reflects the correct department

Updated Company Information

The updated section will show:

  • Clean, professional display of all company information
  • Updated fields reflecting any changes made
  • Edit icon available for future modifications
  • Consistent formatting with other profile sections

After updating employee company information, you might also need to: