How to Access and Update Employee and Contractor Profiles #

Objective: To provide a standardized procedure for accessing and updating the profile data of W-2 employees and 1099 contractors within the Friday platform, ensuring data integrity for payroll accuracy and regulatory compliance.

Managing Employee Profiles (W-2) {audience: admin} #

Accessing the Profile #

• Log in to the Friday Administrative Portal.
• Select Team from the primary navigation sidebar.
• Click on the Employee’s Name to open their comprehensive profile view.

Modifying Core Identity Data #

• Click the Pencil Icon (Edit) located in the profile header or the specific section you wish to update.

– Legal Name: Must match the name on their government-issued ID for accurate tax reporting.
– Email: Use the ‘Change Email’ link. Note: This will update their login credentials and trigger a verification email.
– Date of Birth: Essential for age-related labor compliance and benefits eligibility.
– Mobile Number: Required for secure Two-Factor Authentication (2FA).
– SSN: Click the ‘Update’ link to securely modify the Social Security Number.

Updating Residential Address #

• Scroll to the Address section.
• Enter the new residency details.
• Critical: Accurate address data is required to determine correct state and local tax jurisdictions.
• Click Submit to finalize the update.

Managing Contractor Profiles (1099) {audience: admin} #

Accessing the Contractor Profile #

• Navigate to the Team section.
• Select the Contractors tab to filter your view to 1099 workers.
• Click the Contractor’s Name to open their profile.

Updating Contractor Data #

• Click the Pencil Icon to enable edit mode and update the following fields as required:

– Legal/Business Name: Ensure this matches the name registered with the IRS (as per their W-9).
– Tax Identifier: Update the EIN or SSN associated with their business entity.
– Contact Info: Update their email, mobile phone, and date of birth.
– Business Address: Update the primary place of business for 1099-NEC reporting.

• Click Submit to save changes.

Compliance & Best Practices #

• Document Verification: Always verify changes against a physical W-4 or W-9 form before submitting updates to the system.
• Communication: Notify the worker before changing their email address, as this will alter their login username and may temporarily interrupt their access.
• Data Integrity: Incorrect SSN/EIN or Address data can lead to failed payroll tax filings and IRS penalties.

Efficiency Tip #

• Search Optimization: Use the Search Bar at the top of the Team directory to quickly locate specific individuals in large organizations.