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

Overview

In order to schedule employees, they must have an account in HotSchedules. Creating new accounts is incredibly easy, and this article will walk you through the process.

Please note: This article is for standard HotSchedules customers.  If you are a HotSchedules Essentials user, or your site doesn't match the images and descriptions listed below, view this article for a more-tailored article for your situation: HS Staff: Add Staff for Essentials.

Additionally, this article is only for HotSchedules customers who don't integrate their sites with their Point of Sale system. If your company integrates HotSchedules with your POS, new employees must be entered in the POS. Once a sync occurs, the new employee's account will appear in HotSchedules.

Add a New Employee

• Navigate to the Staff tab, select Staff List

Fig.1 - Navigation

• Select NEW EMPLOYEE

Fig.2 - NEW EMPLOYEE

• Fill out the required fields and select SAVE

Fig.3 - Account details

• Select any Certifications your locations may use
• Select NEXT

Fig.4 - Certifications

 

• Enter the Availability and Thresholds for the employee if applicable
• Select NEXT

Fig.5 - Availability

• Select the Job code and Schedule
• Select NEXT

Fig.6 - Select Jobs and Schedules

• You will be navigated to the employee's profile. Make any changes as needed

Fig.6 - Employee profile