Managers often wonder how do I delete staff on HotSchedules? This question plagues many managers using this popular scheduling tool.
If you are asking yourself how to manage your team via HotSchedules, especially the aspect of removing employees from this system, sit back, as you are in the right place.
This comprehensive guide will walk you through everything you need to know about how to delete staff on HotSchedules.
How Do I Delete Staff On HotSchedules: Complete Guide
Before we wafer on how do I delete staff on HotSchedules, let us take a brief look at the reasons why you may want to do this in the first place.
These are:
- Employee turnover
- Seasonal workforce
- Company “swirl”/restructuring.
- Amending erroneous entries.
Therefore, No matter the reason, being able to do so anyway how to delete staff on HotSchedules is an essential part of being able to operate an orderly schedule.
HotSchedules User Types
In order to actively participate in the HotSchedules team management task including being able to perform staff management in HotSchedules such as knowing How Do I Delete Staff On HotSchedules, it is crucial to bring forth different user types as outlined in the table below:
User Types and Descriptions in HotSchedules
In HotSchedules, different user types help manage and categorize staff effectively. Understanding these categories is essential for proper staff management and scheduling.
Active
Employees that are currently in a working status and can be scheduled.
Inactive
Employees who are no longer with the company, or who are on long-term sick leave.
Pending
New employees that have not yet activated their account and completed their setup.
Therefore, this information is clear, it will be useful when we explain how do I delete staff on HotSchedules.
How To Remove Staff On HotSchedules?
Now, let us answer the most critical and the most often posed question: how do I delete staff on HotSchedules?
Access Your HotSchedules Account
Log into your HotSchedules dashboard with manager level as it is seen in the image above.
Find the ‘Staff’ or ‘Employees’ Section
Go to the section where you are in charge of the staff team.
Locate the Employee to Remove
If you need help with this particular task and cannot locate this form, please call Bookeveryone’s site help desk. For assistance, email.
Edit the Employee’s Profile
To make changes to employee records, click on the employee’s name or select the edit option.
Change Status to ‘Inactive’
Change the status of staff from HotSchedules to ‘Inactive’ upon deletion.
Set an End Date
Enter the last date you wish the person to have access to HotSchedules (in case of employment termination).
Save Your Changes
Ensure that you reaffirm and save the changes made by deleting staff on HotSchedules.
Therefore, If you still ask yourself, How Do I Delete Staff On HotSchedules, refer back to these steps for guidance.
What Changes Can Be Expected In The Staff Deletion Process In The HotSchedules?
When deleting staff on HotSchedules, certain changes occur. Below are the expected effects after completing the staff deletion process.
Loss of Account Access
Once the staff is made inactive, the worker will no longer be able to log into their HotSchedules account.
Removal from Future Schedules
They won’t appear in new schedules. However, check for their presence in old schedules when considering how do I delete staff on HotSchedules.
Retention of Historical Data
Their historical data is retained in HotSchedules for reporting purposes only after performing How Do I Delete Staff On HotSchedules.
Reassignment of Scheduled Shifts
Any scheduled shifts of the concerned worker must be reassigned after completing the process of How Do I Delete Staff On HotSchedules.
After the staff deletion process in HotSchedules, expect account deactivation, schedule removal, and data retention for reporting purposes.
Other Options To Deleting Staff On HotSchedules
There are occasions when it is not really warranted to inactive an employee fully. HotSchedules has other alternatives to offer which you may find better:
- Don’t let any movement on behalf of the employee for a specific period
- Appropriate restriction of entry
- Do not delete the post due to change of location Consider HotSchedules Alternatives before you delete staff on HotSchedules.
Before you decide to delete staff on HotSchedules, consider other alternatives like restricting access or pausing their activity. These options may better suit your staff management needs.
Common Problems to Be Expected
Even having all these steps, you may still experience some issues when trying related to how Do I delete staff on HotSchedules.
- The ‘Inactive’ option is missing: This regards finding work permission levels if this setting is lacking.
- Inactive employees appearing in future schedules: They need to be removed manually from further scheduled shifts.
- Error messages: Go out and come back in to the system and try staff deletion again as they may have to contact HotSchedules support.
If issues persist with deleting staff on HotSchedules, troubleshoot using these solutions or contact HotSchedules support for further assistance.
Conclusion
Now that you know how do I delete staff on HotSchedules after reading this guide, you will know how to manage staff changes in your HotSchedules. After all, understanding the ways on how to delete staff on HotSchedules is important for any HotSchedules user who wishes to realize that appropriate staff management helps organize and supervise the scheduling of the workforce in a business.
In case you still have questions about how do I delete staff on HotSchedules or any other related questions with regard to managing your team in the system, feel free to get in touch with HotSchedules support. They are able to help you regarding many more issues.
