Mobile profile, W-4 & password

This guide covers: Read your profile, Update personal info, Update your W-4, Change your password, and Manage notifications.

Read your profile

What it does: Shows your name, job title, employment status, hire date, department, and a single menu list to every settings screen.

Where: Bottom tabs → Profile (/(tabs)/profile).

Steps:

1. Tap the Profile tab (person icon).
2. The purple gradient header shows a white circle with your initials, your First Last name, your job title, your company name, and two badges: W-2 Employee or 1099 Contractor, and Hourly or Salary.
3. Two stat cards under the header show Hire Date and Department.
4. The screen is then a grouped menu, with three sections:
   • Payroll Settings — Direct Deposit, Tax Withholding, Time off, Benefits
   • Account — Personal Information, Change Password, Face ID Login (toggle, iPhone-only), Notifications, Location & Tracking
   • Support — Help & Support, Terms of Service, Privacy Policy
5. At the bottom: a Sign Out outline button and the Payrollix Employee v1.0.0 version label.

Who: Any employee.

Notes: If you work for more than one employer through Payrollix, an Employment Switcher chip appears in the gradient header — tap it to switch the entire app between employers (your paystubs, timesheets, etc. all swap to the selected employer).

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Update personal info

What it does: Edits the contact fields your employer needs (phone, home address, emergency contact). Basic info (name, email, employee ID, department, job title) is read-only on mobile.

Where: Profile tab → Account → Personal Information (/personal-info).

Steps:

1. Tap Personal Information. The screen shows three sections: Basic Information (read-only), Contact Information, Emergency Contact.
2. Tap the pencil icon in the header's top-right to enter edit mode. The contact and emergency-contact rows turn into editable inputs.
3. Update any of: Phone Number · Address (street) · City · State (2-letter) · ZIP Code · Contact Name · Contact Phone.
4. Tap Save Changes at the bottom (or Cancel to discard). iOS confirms with Success — Your information has been updated.

Who: Any employee.

Notes: Basic information (name, email, Employee ID, Department, Job Title) is read-only — contact your employer to change those. If your home state has local income taxes (OH, IN, KY, MD, MI, PA, NY, MO, AL, CO, DE, OR) and your employer has assigned a locality, a Local Tax Information card appears between Contact and Emergency Contact — those values are also read-only on mobile (Ohio school district, local tax locality). Changing your address state here may change your tax withholding — make sure your W-4 still makes sense afterwards (see next section).

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Update your W-4

What it does: Adjusts how much federal, state, and local income tax is withheld from each paycheck.

Where: Profile tab → Payroll Settings → Tax Withholding (/w4). Also reachable from the Home tab Quick Actions → Update W-4.

Steps:

1. Tap Tax Withholding. The screen has three tabs across the top: Federal, State, and Local (Local only appears for residents of local-tax states).
2. Federal tab. Pick a Filing Status radio (Single, Married filing jointly, Head of household). Toggle Multiple jobs or spouse works if it applies. Optionally enter Dependents Credit, Other Income, Deductions, Extra Withholding.
3. State tab. Confirm or change the State (a native-styled picker opens to the 50-state list). Pick a State Filing Status and Allowances (if your state uses them — many states no longer do). Optionally set Additional State Withholding or toggle State Exempt (rare).
4. Local tab (if shown). Ohio residents: enter your 4-digit School District number. Other local-tax states: enter the Locality Name.
5. Tap Save at the bottom. iOS prompts for Face ID / Touch ID to confirm — this is a tax-withholding change. Confirm.
6. The app calls /api/employee-portal/w4, /api/employee-portal/state-withholding, and (if applicable) the profile local-tax update, in parallel, then shows Saved.

Who: Any employee.

Notes: iOS Face ID / Touch ID step-up is required for every W-4 change. If you live in a no-income-tax state (AK, FL, NV, NH, SD, TN, TX, WA, WY), the State tab tells you so and skips state-withholding fields. The W-4 changes apply to the next payroll run only — they do not retroactively change a paystub that has already been processed.

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Change your password

What it does: Resets your sign-in password to a new one. Required when your employer rotates passwords or any time you suspect compromise.

Where: Profile tab → Account → Change Password (/change-password).

Steps:

1. Tap Change Password. The screen shows a green security card and three secure-text inputs.
2. Enter your Current Password.
3. Enter the new password in New Password (minimum 8 characters, must contain uppercase, lowercase, and a digit) and Confirm Password (must match).
4. Tap Change Password. iOS confirms with Password Changed — Your password has been updated successfully. Tap OK to return to the profile.

Who: Any employee.

Notes: Validation rules are enforced on the device: matching, length, complexity. If your Face ID login was enabled, the stored credentials are re-encrypted with the new password automatically — you don't have to re-enable Face ID. If you forget your password and can't open the app at all, use Forgot password? on the login screen instead.

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Manage notifications

What it does: Controls which events push to your phone, email, or SMS (paystub available, timesheet reminders, timesheet approval, tax documents, announcements).

Where: Profile tab → Account → Notifications (/notifications-settings).

Steps:

1. Tap Notifications. The top section has three master toggles: Push (iOS push), Email, SMS. Turning a master off greys out every per-event chip for that channel.
2. Each event group has its own master toggle (e.g. Paystub Notifications) and a row of Notify via: chips: Push, Email, SMS. Tap chips to add or remove channels for that event.
3. Available events: Paystub, Timesheet Reminders, Timesheet Approval Updates, Tax Documents, General Announcements.
4. The app saves every toggle instantly — there is no Save button. On failure the toggle reverts and iOS shows an error alert.

Who: Any employee.

Notes: Push notifications are iOS-only today; the Push chip is greyed out on non-iOS devices (mostly relevant when the app runs in the iOS simulator without push entitlement). To stop iOS from showing any Payrollix banners at the OS level, also visit iPhone Settings → Notifications → Payrollix and switch Allow Notifications off — the app-level toggle here only controls which events get sent at all.

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Related: Employee profile & W-4 on the web · Login & 2FA on the web · Mobile login & first-time setup.