How do I edit an Employee's status?

BI - Forum Moderator
BI - Forum Moderator
  • Updated

The Employee Status has repercussions for scheduling and login.

It is reportable in Data Exploration.

The available statuses are:

  Can log in Remains scheduled to previously-assigned future Visits Can be scheduled to past or future Visits

Remains as Primary Employee on Services or Recurrences

*

Remains on Care Teams Remains as Associated Employee Can be added as an Associated Employee ** Remains as an Experienced Employee Can be scheduled by drag and drop Can be added as Primary Employee on a Service or Recurrence Can add a new Visit (self-schedule)
Active  checkmark.png checkmark.png checkmark.png checkmark.png  checkmark.png checkmark.png checkmark.png  checkmark.png  checkmark.png checkmark.png  checkmark.png 
Terminated (from Employee Overview)  x.jpg x.jpg x.jpg x.jpg x.jpg  x.jpg   checkmark.png   x.jpg  x.jpg   x.jpg
Terminated x.jpg x.jpg  x.jpg x.jpg  x.jpg   checkmark.png checkmark.png    x.jpg x.jpg  x.jpg 
Suspended checkmark.png x.jpg x.jpg x.jpg x.jpg  checkmark.png checkmark.png    x.jpg   x.jpg checkmark.png
Hold checkmark.png x.jpg x.jpg x.jpg   x.jpg  checkmark.png checkmark.png    x.jpg  x.jpg  checkmark.png 
Pending checkmark.png x.jpg x.jpg x.jpg  x.jpg   checkmark.png checkmark.png     x.jpg x.jpg   checkmark.png
Applicant checkmark.png   x.jpg x.jpg  x.jpg  x.jpg   checkmark.png x.jpg     x.jpg  x.jpg  checkmark.png
Rejected  checkmark.png  x.jpg x.jpg x.jpg   x.jpg  checkmark.png  x.jpg   x.jpg  x.jpg   checkmark.png

 

* Recurrences do not display the same as Vacant Visits.  The second example has a Primary Employee whose status changed. Compare to examples 4 and 5.
mceclip5.png

** Employee can be assigned directly but cannot be found in Employee Finder

Change the Employee Status

  1. The Employee Status can always be updated from Employee Profile>Demographics>General Information.

    Screen_Shot_2018-12-10_at_12.45.37_PM.png

  2. Choose the new Status in the Status dropdown.

    Screen_Shot_2018-12-10_at_12.50.44_PM.png

  3. Save Employee.

  4. The Employee Status is visible in Employee Profile>Overview.

    mceclip2.png

Active

Any newly created Employees are Active by default, though it is possible to select another Status if desired.

Terminated

  1. Apart from the dropdown in Employee Profile>Demographics>General Information, there is an option to terminate Employees from the Employee Overview by clicking Terminate.

    mceclip4.png

  2. In the resulting dialogue, enter a Comment. The Employee's Last Day of Work will be locked to today's date.

    termination_dialogue.png

  3. Click Save.

Please note that when an employe is terminated, all their visits will be set to vacant.

Suspended/Hold/Pending 

These statuses retain access to AlayaCare but cannot be scheduled and are removed from existing future Visits.

Applicant/Rejected

Employees with these statuses are never available for Scheduling, Payroll, or other assignments.

New Employees are automatically Applicant when they have submitted the Applicant Form.

Learn more

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