How to add a new employee

You can also view the HotSchedules guide here.

Staff List -> Click New Employee in top right corner.

Fill in the fields below.  Note that employees will have options after registering to setup their username/password.

• First & Last Name - match what is in Paylocity
• Birthday & Hire Dates
• HR ID - Payroll ID from Paylocity.  ***Failure to enter this will result in missed employee pay!
• Contact Info

Click Save which will take you to the next screen.

The next page is for certifications, to which you can press Next on.

On the Availability Page, drag/drop the employee's availability.  OR you can simply have them submit it later for your approval.

Then on the last page, add the employee's jobs that they should appear under, along with the pay rates.

To terminate an employee:

Click into their employee record under Staff

On the main details page, there is a settings box to the right.

Click into Account Status

Then select Terminated, enter the reason and the effective date.

This is required in order to remove the employee from the staff list and block their access to HotSchedules.

You will receive 1 final warning before clicking Terminate.