Overview

You can edit and update an employee profile at any time to ensure their information is accurate. It's important to update an employee profile before you start processing payroll, otherwise, your changes won't be applied to the pay period.

Before you begin

• Deadlines: You can make contribution changes up until the day before a contribution is scheduled. No changes can be made on the actual day of the contribution.
• CSV Reporting: Once payroll is closed, you can download a CSV file to view updated ongoing and one-time contribution data.
• Visibility: Employees who have not yet set their contribution elections will not appear in the Review contributions list.

Edit an individual employee profile

To update a single employee's profile details, follow these steps:

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

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:

1. Log in to Wealthsimple on the web
2. Select the Employees tab
3. Select Add employee(s)
4. Select Multiple employees at once
5. Select Download your employee list
6. Make changes directly to the downloaded CSV file and save it as a new file
7. Return to the dashboard and upload the new CSV file containing your modifications
8. Select Upload CSV

Change an employee's salary

Follow these steps to change an employee's salary or other profile details:

1. Log in to Wealthsimple on the web
2. Select the Employees tab
3. Use the search box to find a specific employee or select from the list
4. Select Edit to update the Employee profile
5. Select Save

Archive an employee

Follow these steps to archive an employee no longer with the company:

1. Log in to Wealthsimple on the web
2. Select the Employees tab
3. Use the search function on the right-hand side of the page to find the employee
4. Select the employee's name to open their profile
5. Scroll down to the Manage employee section
6. Select Archive employee

Change an employee's contribution status

Follow these steps to change the contribution status for an employee:

1. Log in to Wealthsimple on the web
2. Select the Employees tab
3. Use the search function to find the employee you want to manage
4. Select the employee's name to open their profile
5. Scroll down to the Manage employee section
6. Select Pause employee contributions or Reactivate employee contributions, depending on their current status