Focus Local: Updating an Employee's Status
Want to prevent your team from having to scroll past dozens of old employees to update pay rates or edit time records? You can easily change an employee's status from active to inactive or terminated, thus filtering them out of the active employees list. Continue reading to learn how to change an employee's status using Focus Local.
Getting Started
WARNING: An employee's status should not be changed to inactive or terminated if they have active time card records. An inactive or terminated employee will not show up on a payroll report.
RECOMMENDED: Always change an employee's status instead of using the delete option. This gives you the freedom to change the status back if a mistake has been made or they are eligible for re-hire.
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
Updating an Active Status to Inactive or Terminated
Step 1: Select the Wrench icon from the login screen
Step 2: Select the Employees option
NOTE: You can always access Focus's Setup/Office Software from the front of house by clicking the Wrench icon > Selecting Setup > Entering your Access Code (fingerprint or manager card). From here choose the Employees icon or choose Employees > Employees from the available menus at the top.
Step 3: Enter you access code (fingerprint or manager card if applicable).
Step 4: Select the name of the employee needing a status change
Step 5: Choose a new status from the Employment Status drop down menu
- If Termination status is chosen, you can enter a termination reason and termination date.
- Termination reasons can be customized. From the login screen, click:
- Wrench > Setup > Enter access code > Employee's menu > Termination Reasons
Step 6: Save & Close once all status updates are complete
Updating an Inactive or Terminated Status to Active
Step 1: Navigate to Employees like you did in steps 1-3 above
Step 2: Choose the Find option
Step 3: Select the status drop down and choose Inactive or Terminated > Select Find
Step 4: Choose the desired employee from the list of inactive or terminated employees
Step 5: Select the active status from the Employment Status drop down menu
Step 6: Save & Close once all status updates are complete
For any questions/issues regarding updating an employee's status with Focus local, please contact our support staff at support@alphapos.net.
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