There are times when an employee requests that their personal information be updated in payroll. This article will guide you through updating employee information such as their name, SSN, and address.
Update employee personal details (name, SSN)
Log in to your Fingercheck account as an administrator.
In the left-hand menu, select "Employees."
Click on the employee’s name.
Under the Personal Details section, click the pencil icon to edit.
Edit the desired field:
First Name
Middle
Last Name
SSN
Gender
DOB
Click Save.
Update employee contact information (address, phone number, email)
Log in to your Fingercheck account as an Administrator.
In the left-hand menu, select Employees.
Click on the employee’s name.
Under the Contact Info section, click the pencil icon to edit.
Edit the desired field:
Address: Begin typing in the new address.
Saving and updating tax codes will automatically update the employee’s taxes to the new address.
Save and do not update. Tax codes will save the new address without changing the employee’s taxes; if changes are required, you must manually update the taxes under Employee > Payroll > Taxes.
Phone Number
Work Email: Email to send an onboarding invitation and notifications
Personal Email: Email to send terminated employees their W2s
Click Save.
Keep in mind that there may be times when updating an employee’s address will require changing their Tax Work Location. If this is the case, update the Tax Work Location under Employees > Payroll > Taxes.
When updating an employee's name or SSN, you may be required to file corrections with the IRS and/or state tax agencies. Please contact your accountant or Fingercheck Support if an amendment is required.
Please note, you will want to make sure that you have proper procedures in place to gather valid documents when an employee requests changes to their personal information.
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