Employee Status Management - Best Practice
- karen@tatou.app
Analytics
Tātou was built with managing seasonal employees in mind, so to keep things simple Employees can be ACTIVE or INACTIVE which allows Organisation to maintain records while also controlling access and usage in the Apps.
Managing Employee Status
We recommend keeping Tātou up to date by managing Employee Status regularly. This will also make sure that employees who should be using the app or be tracked in the app are available, and those who are not cannot.
Inactive v.s. Delete?
INACTIVE Status keeps your records complete, but removes the employees access and usage
DELETING an employee deletes them and your records of them
While Delete is an option our recommendation is generally to deactivate items or employees by setting the status to INACTIVE.
Marking Employees who have left as INACTIVE
When an employee leaves your organisation changing their status to INACTIVE will revoke any access they have to Tātou Field and/or Office App.
We also recommend adding the Employment Period Dates if you have not already, or adding the Employment Period End Date, so that your records are complete.
If the employee has left in the middle of a pay period and status changed to INACTIVE, their information and timesheets will still be shown in the current pay period and reporting features.
How to Mark Employees INACTIVE or ACTIVE
There are 3 ways to mark an employee INACTIVE or ACTIVE:
In the Employee Profile
Simply switch the ACTIVE toggle to INACTIVE or ACTIVE in the top right corner of their profile page
Using the BULK EDIT Feature
Select 1 or more Employees on the
Employee PageSelect BULK EDIT
Replace Status
INACTIVE or ACTIVE
Using the BULK IMPORT Feature
Change the value in the
statuscolumn to “inactive”Import the file ensuring to switch the toggle to UPDATE EXISTING LINES
Pro Tip: For seasonal workers who are arriving or leaving in a group adding them to a Tātou Group will make it simple to mark them as inactive using the BULK EDIT feature. Simply filter the Employees to the Group who are leaving OR coming back, and Replace Status with the correct status.
Reactivating Returnees
When employees return, whether they are RSE/PALM workers, casuals, or formerly permanent staff, they can be reactivated in Tātou. There are a couple of ways to reactivate employees depending on the level of detail that is required in their Employee Profile.
In the Employee Profile
Simply switch the ACTIVE toggle to ACTIVE in the top right corner of their profile page
Using the BULK EDIT Feature
Select 1 or more Employees on the
Employee PageSelect BULK EDIT
Replace Status
ACTIVE
Using the BULK IMPORT Feature
Update the employee details
Import the file ensuring to switch the toggle to UPDATE EXISTING LINES
Pro Tip: If you want to update employee information BEFORE reactivating the employees click here for more information.
*NEW FEATURE* Untracked by Default
As of the end of November we’ve added a new feature to Employee Profiles which allows Organisation to mark staff who use Tātou, but should not be tracked in Tātou. Click here for more information.