Edit and update employee profiles

In this article:

Overview

You can edit and update an employee profile at any time to keep their information accurate. Make sure to update an employee profile before you start processing payroll, otherwise, your changes won't apply to the current pay period.

How to edit an individual employee profile

To update a single employee's profile details, including their salary:

  1. Log in to your Wealthsimple profile
  2. Select the Profile menu
  3. Select your employer name from the menu
  4. Select the Employees tab
  5. Type the employee's name in the search bar on the left-hand side
  6. Select the employee's name to open their profile
  7. Select Edit to make changes
  8. Apply your changes and select Save

How to bulk edit employee profiles

If you need to update multiple profiles at once—for example, to update salaries after a company-wide increase—you can use the bulk edit feature:

Step 1: Download your existing employee CSV

  1. Log in to your Wealthsimple profile
  2. Select the Profile menu
  3. Select your employer name from the menu
  4. Select the Employees tab
  5. Select Update employees
  6. Download your Existing employee CSV file

Step 2: Upload your CSV file

Follow these steps on web (not supported in the app):

  1. Return to the Update employees screen
  2. In Step 2, upload your edited employee CSV file
  3. Select Update employees

After you upload

After a successful upload, you'll return to the Employees tab where you can review the employee list.

Note: If you upload incomplete employee information, employees may need to enter missing details during onboarding, which can take longer.

If your upload has errors

When you upload a CSV file, one of the following outcomes will appear in the upload modal.

The file was blocked (format error)

Your file couldn't be read. This usually means columns are missing, the headers don't match the template, or the file is corrupted. No rows were processed.

Steps to resolve this error:

  1. Download the Existing employee CSV template from the modal.
  2. Transfer your data into it.
  3. Re-upload your file.

Some employees updated, but not all (partial success)

Employees with valid information were updated successfully. Employees with errors weren't.

Steps to resolve this error:

  1. Download the error CSV from the modal.
  2. Review the two columns that identify the problem: one naming the field that caused the error, and one describing what went wrong.
  3. Correct the flagged rows directly in the file and re-upload it.
Note: You don't need to remove the error columns before re-uploading, and you won't create duplicates for employees who already uploaded successfully.

No employees were updated (total failure)

Every row in your file contained at least one error and no employees were added.

Steps to resolve this error:

  1. Download the error CSV from the modal.
  2. Review the error columns for each row.
  3. Correct the issues.
  4. Re-upload the file.

Things to know about the Update employees CSV

  • Don't edit the w4w_id_do_not_edit column. This is how the system identifies each employee record. If this value is blank or doesn't match an existing employee, that row will be rejected.
  • You can't change all three identifying fields at once. If you update an employee's first name, last name, and email address in the same upload, the row will be rejected as a security safeguard. Make these changes individually through the employee profile instead.
  • Dollar amounts must use English format — for example, 1234, 1,234.56, or $1,234.56. French-style formats such as 1 234,56 are not accepted and will return a validation error.
  • Don't add custom columns — extra columns are not supported.
  • Don't modify column headers — keep them exactly as they appear in the template.

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