The Employment Status functionality helps keep your staff list organised and current by supporting the onboarding, review, and offboarding processes.

This article will cover the following topics:

When an employee is created in the portal, their status is set to Candidate by default. At this stage, they do not have access to the app.

Once the employee is hired and sent their login credentials to access the app, they are still not approved to work. By default, they are hidden from being scheduled for jobs on the booking board.

The employee has started the onboarding process, but until they are fully onboarded, they are not approved to work.

The new hire does not complete the onboarding process and ends the application.

Once onboarding is complete, the probation period begins, and the employee is now approved to work.

Once the probation period is completed, the employee is marked as active and can be scheduled for jobs.

Reserve employees are those who are infrequently used or serve as backups during busy periods. By default, they are hidden on the bookings board since they are not regularly scheduled.

Employees under disciplinary review are still approved to work and can be scheduled, despite the ongoing review.

The employee's employment has been suspended, and they are no longer approved to work. As a result, they are hidden by default on the booking board.

The employee has either given notice or is being dismissed. Terminating employees are in the off-boarding process. They remain approved to work and retain access to the app until their finish-up date.

The employee's employment contract has ended. They are no longer approved to work and no longer have access to the app.

Traffio offers built-in automation for managing employment statuses. Employment statuses are designed to align with the employment dates set for individuals within the system.

The Start Date is the date the person began working for the business. This date is not connected to any employment statuses and is only used for calculating work anniversaries.

Note: If a Start Date hasn't been set, it will be automatically populated with the earliest date between the Probation or Active Date once they are established.

The Probation Date is the date when the person will begin their probation period. Once this date is reached, the person’s Employment Status will automatically change to Probation if they are currently marked as Candidate, Recruited, or Onboarding.

Note: If you have a default probation period enabled, the Active Date will be automatically calculated and populated once the Probation Date is set.

The Active Date is the date when the person will become officially active. Once this date is reached, the person’s Employment Status will automatically change to Active if they are currently marked as Candidate, Recruited, Onboarding, or Probation.

The End Date is the date the person is scheduled to finish working for the business. If set, once this date has passed, the person’s Employment Status will automatically change to Terminated, unless they are already marked with this status.

This indicates the employee's employment type, specifying whether they are full-time, permanent part-time, fixed-term part-time, part-time, or casual. This designation helps clarify the nature of the employee's work arrangement.

An employee's employment status can be manually updated within their profile. The panel at the top of the profile displays their current employment status.

To update it, simply click on the desired employment status button and click Save.

Note: Be mindful of the employee's Employment Dates, as these are designed to sync with the Employment Status, as explained earlier.

Login credentials are generated and sent to new users based on their Employment Status.

Once their status changes to Recruited or beyond, they are considered employed, and their Traffio login credentials will be generated and sent to them using their preferred contact method.

The History tab in a person’s profile logs when their initial password is generated and sent, as well as any instances when their password is reset.

You can easily filter and view different employment status types to quickly find the information you need.

To remove a status from the filter, simply click the ‘x’ next to its name.

By default, the list of available employees under the Resources tab will only display individuals with an Employment Status marked as "approved to work" (refer to the Employment Status section above).

Employees with the Reserved employment status will be hidden by default.

To include reserve staff in the list, click on "Is Reserve" under the Show/Hide heading.

To include individuals who are not approved to work in the list, click on Unapproved under the Show/Hide heading.

It is possible to assign unapproved individuals to a booking; however, a warning label will appear below their name on the booking tile to indicate their unapproved status.

Setting an Employee's Access Level and Permissions

Setting an Employee Availability