Step 1: Find the contractor
From the top navigation, go to Payroll.
In the left sidebar, select Team.
Use the search bar to find the contractor by name (or filter by status), then click their name to open their profile.
Step 2: Update the contractor's name
On the contractor's profile, stay on the Overview tab.
In the Summary section, click the edit (pencil) icon next to Full Name.
Enter the corrected name and save.
Once the name is updated, you'll see a confirmation. Because the name appears on the contract document, you'll be prompted to resend the contract so it reflects the new name.
Click Resend Contract to send the updated document to the contractor for signature, or Done if no resend is needed.
Step 3: Update the contractor's email
On the Overview tab, click the edit (pencil) icon next to Personal Email.
In the Edit Worker Email window, the current email is shown for reference. Enter the new address in the New Email field.
Click Update & Resend.
If the contractor is already active, the contractor can follow this guide to update their personal email.
What happens next: We'll resend the account setup invitation and the contract for signature to the new email address. The old links will no longer be valid, so the contractor should use the most recent invitation.
If the contractor is Active or Signature Pending
If the contractor has already moved past Onboarding (status shows Signature Pending or Active), the name and email fields can't be edited from the Admin dashboard. Contact support to make this change.