Managing employee status and invite state
Keep active, inactive, invited, and login-enabled employee records easy to review.
Employee status and invite state help managers understand who can be scheduled, who can sign in, and who still needs action.
Steps
- Open Employees.
- Use the status filter to review active or inactive people.
- Use the invite-state filter to find employees who still need to accept access.
- Use the access filter to find employees with login enabled or no app access.
- Open records that need correction.
- Save changes and recheck the filtered view.
What good looks like
Active workers are easy to find for scheduling, inactive workers stay out of normal operations, and invited employees have a visible follow-up state.
Common mistakes
- Leaving former employees active.
- Confusing employment status with app access.
- Reviewing invites without checking whether login access is enabled.