How to Update a Staff Status Change

There are two areas in which a staff status change can be made. 

Option 1: Staff Job Details Page

Step 1: Access Your Profile

• Select on Staff in the Menu Bar
  

Step 2: Edit your Profile

• Select Edit to edit your profile

Step 3: Select on Edit next to status

Step 4: Edit the Status

• Select Update
  
  
• Update the status from the drop-down menu; depending on the status, another option may appear.
  

• Make selections and select Save
• The status is now effective

Option 2: Edit Status Option

Step 1: Access Your Profile

• Select on Staff in the Menu Bar
  

Step 2: Edit your Profile

• Select Edit to edit your profile
• On the Staff Details page, select Edit next to Status or select Edit Status from the Menu Bar
  
  
  
• Select Update
  
  
• Update the status from the drop-down menu; depending on the status, another option may appear.
  
  
• Make selections and select Save
• The status is now effective

Terminated Staff

Step 1: Edit the Profile to the status of Terminated using the steps above

Step 2: Update Details

• Select on Job Details to update Termination Date and Reason

• Select Save

Important Considerations When Changing Staff Status

• Future scheduled visits automatically move to Open.
• Future effective dates are supported in the event that a future notice is turned in by the staff member
• Cancelled, Completed, and Missed visits remain unchanged.
• Recurring visits become Open Recurrence.
• One-time visits become Open Fill-In.