Defining Employee Status

Active and inactive employee status types can be defined for specific employees.

Before you begin

Employees must be open.

Employee status types must be defined by a system administrator in File > Ancillary Data > General > Status Types. To define employee status types, select the Employees Category.

About this task

If your system is integrated with PASS-OPS, this feature is only available when PASS-OPS is disabled (that is, the check box for the Trapeze6 property found under Properties > OPS > Work > Demand Response > Pass Integration > Enable is cleared).

Employee status allows you to define when an employee will be active or inactive and define the reason for their availability or lack of availability (for example, a two-week vacation period). Status periods are defined consecutively.

This status will only be checked if the Trapeze6 security permission Permissions > Trapeze4 > PASS-OPS Integration > Override Employee Inactive Status is denied.
Note:

There are two areas in Employees where an inactive status can be assigned. On the Status tab, employees can be marked with an inactive status type or an active status type for specific time periods (the StatusType options are defined in the EmployeeStatusType table. In the Active field, 0 = inactive and 1 = active).

On the General tab, there is an InActive option that allows users to mark employees as inactive. For an employee to be active, they must not be marked as InActive on the General tab and they must not have an inactive status type applied on the Status tab. The InActive status on the General tab is only checked if the property found in the Trapeze4 Workstation in File > Properties, on the Workstation tab, under Auto Search Filter Inactive Employee is set to Yes.

If the employee is marked inactive in either area and the security permissions and property are appropriately set, the employee will not be visible in places where they could be assigned to a run. If an employee is assigned as either driver or co-driver of a pararun and is marked with an inactive status type on the Status tab, an EMPI violation is visible in Runs view in Schedule Editor.

Procedure

  1. Select the employee for whom to define a status.
  2. Click the Status tab.
  3. In the first available row, define the first chronological StatusType for the employee.
  4. Define the FromDate for this status.
  5. Define the ToDate for this status.
  6. Type any Comments about the employee status.
    Other users may refer to these notes at a future time.