HS: Changing the Status of User Accounts

The status of a user's account in HotSchedules determines whether or not they have access to log in and if they can be scheduled shifts. There are three status options within HotSchedules:

Active - These users will be able to log into their accounts normally, and they can be scheduled shifts.

Inactive - These users will still appear in the Staff list, but they are filtered into an inactive list. Inactive users will not have access to their account, and their names will not be available on any schedules. This option is typically used for employees that are on a leave of absence with the intention of returning. Additionally, certain certifications may be set to automatically inactivate an employee's account when they expire. Once an employee has been marked as inactive they will show under the View Inactive Employees filter on the staff list and their permission set will be "Inactive Employee."

Terminated - This status completely removes a user from the Staff list, and they will not be able to log into their accounts any longer.

Note: If your location uses the integrated version of HotSchedules, then employee data is populated based on what is entered in your point of sale system, including terminations. If you were to manually terminate an account in HotSchedules without terminating them in the point of sale, the user's account would repopulate as active the next day.

Follow these steps to change a user's status:

• Log into your HotSchedules and choose the Staff List option on the Staff tab.
• Note: If the employee is currently inactive, you will need to select View Inactive Employees.

• From the Staff List, select the user's name to edit their status. You will be redirected to that user's profile details.
• Select the Status option to make a change.
• Choose the appropriate status and select the Save button.

Terminating/Inactivating Staff - Non-Integrated - Download QuickGuide

Terminating/Inactivating Staff - Integrated - Download QuickGuide

Self-Guided Tutorial 
(This will prompt you to log into HotSchedules, and then guide you through the process click by click.)

• Terminating and Inactivating Staff