Focus Office: Update an Employee's Status
Focus Office allows you to update and manage your employee roster anytime and anywhere from the cloud. This article will demonstrate how to change an employee's status from active to terminated or inactive.
Required Job Rights (See Focus Local: Editing Job Rights or Focus Office: Editing Job Rights to see where to adjust Job Rights):
- Edit Employees
- View Employees
-
View Employment Status
NOTES:
- Employee changes must be made on a store by store basis.
- Employee pay rates should not be changed while employees are clocked in. Past payroll records are not changed by pay rate changes.
- An employee's status should not be changed to inactive or terminated if they have active time records. An inactive or terminated employee will not show up on a payroll report.
Step 1: Log into Focus Office
See How to Log In to Focus Office for details.
Step 2: Navigate to Employees > Employees
Step 3: Choose the desired location from the site drop down list
A full list of active employees will populate
Step 4: Find and select the employee record you wish to edit by scrolling, searching, or filtering
Step 5: Click on the employee's current status in the Update Employee window
Step 6: Choose a new status from the resulting pop up menu > Add to Collection
Step 7: Name a new collection or select an existing collection > Save
Additional descriptions can be added to further identify a collection.
Step 8: Navigate to Collections > Search for the created collection i.e. "Terminated Employees" > Select & Publish
Collection status will be unpublished until step 9
Step 9: Choose ASAP or Schedule changes to download at a future date and time > Publish
The collection status will change from pending to complete when the download has been received and the local database is updated.
Use the filter by > Status > Terminated or Inactive option to view all employees with an inactive or terminated status. You can easily select an inactive employee and change their status back to active.
For any questions/issues regarding editing employee status through Focus Office, please contact our support staff at support@alphapos.net.
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