HS Staff: Add New Employees to a Non-Integrated Site

Overview

Employees must have a HotSchedules account before they can be added to schedules.

For non-integrated sites, managers can create employee accounts directly in HotSchedules. During setup, you can enter the employee's account information and configure items such as certifications, availability, job codes, and schedules.

Note: This article applies to non-integrated HotSchedules sites. If your site is integrated with a POS system, add the employee through the POS. After the employee information syncs, the employee will appear in HotSchedules.

For HotSchedules Essentials, see HS Staff: Add Staff for Essentials.

Add an Employee

1. Navigate to Staff > Staff List.
2. Select New Employee.

3. Enter the employee's information. Complete all required fields. 
4. Select Save.

After saving the employee's basic information, HotSchedules guides you through the remaining employee setup.

Add Certifications

If your location uses employee certifications:

1. Select the applicable certifications.
2. Enter any required certification information.
3. Select Next.

If no certifications apply, select Next to continue.

Set Availability and Thresholds

Enter the employee's availability and scheduling thresholds, if applicable.

This can include when the employee is available to work and limits for items such as scheduled days or hours.

When finished, select Save and Next.

Assign Jobs and Schedules

Select the job codes the employee can work and the schedules where the employee should appear.

If applicable, configure additional job information such as the employee's:

• Primary Job
• Skill Level
• Hourly Rate

Select Next when finished.

Note: Depending on your site's configuration, some employee or job information may be managed differently.

Review the Employee Profile

After completing the setup, you are directed to the employee's profile.

Review the employee's information and make any additional changes as needed.