Team

Manage Employee Details

Update employee names and employer-specific details, understand account-wide fields, and use the Pro Employee Profile safely.

How do I update a team member's details?

In the manager view, shown as Client in ZMorning, open Employees, find the employee, and open the three-dot menu in the Actions column. Choose Edit, update the allowed fields, and select Update. The employee's email is intentionally disabled in this form.

Understand what each detail belongs to

An employee record combines account-wide information, employer-specific settings, and system-generated values. They do not all behave the same way.

Account-wide

Identity

  • Name identifies the person across ZMorning.
  • Email is the account sign-in address.
  • Avatar belongs to the employee's own profile.

Employer-specific

Working relationship

  • Designation
  • Hourly rate and currency
  • Billing cycle and weekly hours
  • Task assignments and tracking settings

System-generated

Status and activity

  • Pending or Active status
  • Joined Date
  • Last Active and working-time totals
  • Completed and pending task counts

Find and understand the employee row

Web app: Manager view (Client) → Employees → Employee List

Employee Name
The account-wide full name. On Pro, select the name to open the detailed Employee Profile.
Email
The account email used for invitation and sign-in.
Department
The employee's designation for this employer. Despite the column label, there is no separate Department field in the edit form.
Hourly Rate
The current rate and currency for this employer relationship.
Status
Pending means the account email is not verified; Active means it is verified. It does not show whether the employee is tracking right now.
Joined Date
The date the person's ZMorning account was created, which may predate this employer relationship.
Actions
The three-dot menu containing Edit and Remove.

Edit employee details

  1. 1

    Open the Edit form

    In the employee's row, open the three-dot Actions menu and select Edit. ZMorning loads the current employer relationship into the form.

  2. 2

    Update the name or designation

    Edit First Name, Last Name, or Designation. Both name fields and the designation must contain a value before the form can be submitted.

    The designation changes only for the current employer. It appears under Department in the Employee List.

  3. 3

    Review the untouched contract fields

    Before saving, confirm that hourly rate, currency, billing cycle, and weekly contract hours still show the intended values. Do not change them as part of a simple identity correction.

    Those fields affect calculations and can close earlier unbilled work when changed. See Set Rates, Hours, and Billing Details before editing them.

  4. 4

    Save the update

    Select Update. After the success message, ZMorning refreshes the Employee List with the saved values.

Edit-form behavior What you can change in the manager view
First and last nameEditableAccount-wide
DesignationEditableCurrent employer
EmailDisabledEmployee-managed account identity
Profile avatarNot shownEmployee-managed profile

Handle email and avatar changes correctly

Email address

The employee verifies the change

An active employee can open their own Profile, choose Change Email, request a verification code, and verify the new address. Managers cannot bypass that verification from the employee-edit form.

If an unactivated invitation was sent to the wrong address, remove the incorrect employer relationship and add the employee again with the correct email.

Profile avatar

The employee owns the profile image

The employee updates their avatar from their own profile. Managers can see the resulting image in the Employee List and Pro profile, but the employee-edit form has no avatar control.

When no usable avatar is available, ZMorning displays a letter-based initial instead.

Use the detailed Employee Profile

On an active Pro subscription, select the employee's name in the Employee List. This opens a read-only profile for review; it is not the editing screen.

Total Working TimeTracked time from the latest 30-day window
Avg. ProductivityTracked time compared with configured weekly contract hours
Task StatusCounts of all assigned completed and pending tasks
Last ActiveMost recent tracked time found within that 30-day window
Daily Working TimeA day-by-day chart for the same 30-day period
Recent TasksUp to ten latest assigned tasks, linked to task management

Troubleshooting

The email field is disabled

This is expected. Email is an account identity, not an employer-only detail. The active employee must verify their own email change from Profile.

The Department value looks wrong

Edit the employee's Designation. That is the value displayed in the table's Department column.

The detailed profile will not open

Confirm you are in the manager view, shown as Client in ZMorning, and the employee is still linked to this employer. If an upgrade dialog appears, the current subscription does not include Pro employee profiles.

Productivity remains zero

The profile needs tracked time and weekly contract hours greater than zero to calculate a percentage. A zero value is not based on keyboard or mouse hit counts.

Frequently asked questions

Which employee details can a manager edit?

From the Employee List in the manager view, shown as Client in ZMorning, you can edit the employee's first and last name, designation, hourly rate, currency, billing cycle, and weekly contract hours. Email and profile avatar are not editable from this form.

Can I change an employee's email address?

Not from the employee-edit form. An active employee can change and verify their own account email from Profile. If a pending invitation used the wrong address, remove that employer relationship and add the correct email address.

Why does the Employee List say Department when the form says Designation?

They refer to the same employer-specific value. The edit form calls it Designation, while the Employee List displays that value under the Department column.

Why is the Joined Date earlier than the date I added the employee?

Joined Date currently shows when the person's ZMorning account was created. For an existing user linked to another employer, it can be earlier than the date you added that person to your team.

Why does clicking an employee's name show an upgrade message?

The detailed Employee Profile is a Pro feature. Free accounts can still review the Employee List and use its Edit action to maintain employee details.