Overview

This article explains how to update the personal details for a new employee.

Instructions

Follow these steps to update a person's personal details:

1. Locate the individual in the Organisation Chart and select their name:

   

2. Select the Details section in the Personal tab in their record:

   

   Where the Employment start date entered is earlier than today’s date, a warning message listing the date you are viewing is shown with the option to Return to Today's Date.

   Select the expand icon to view the record full screen:
   

3. Review each of the sections and edit / add the required details as necessary, and then select Save:

   

   1. You must complete the details in the Address and Bank Details cards.
   2. Optionally, based on your school's needs, complete the Contact details, Right to work (in progress / confirmed), Driver details, Sensitive information and Disability information cards. In the case of teachers, you should also complete the TRN Number.

Outcome

The employee's personal details are updated. 

If you are setting up a new employee, you should now review their employment details and confirm that they are correct. For further information, see People First: How do I view / edit a person's employment details?

Related information

• People First: How do I create a person?
• People First: How do I view / edit a person's employment details?

Updated 30 January 2026 11:45