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How to Create and Set Employee Statuses
How to Create and Set Employee Statuses

Statuses for employees can help you categorize employees who are active, onboarding, terminated, or have other statuses you create.

Jeffrey Mo avatar
Written by Jeffrey Mo
Updated over 10 months ago

With statuses, you can categorize employees according to their employment status. Fingercheck comes with three default statuses: Active, Onboarding, and Terminated. If you want additional statuses, see the procedures below.

Employee status is used in employee profiles, and you can sort by employee status on the EMPLOYEES tab.


Create an employee status

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > System > Employee Statuses.

    By default, the Active, Onboarding, and Terminated employee statuses are set.

  3. To create another status, click the Add button.

    Important: Do not change the Code or Description of the default statuses.

  4. Edit or add the Code and Description.

    The Code is an abbreviated name for the status. The Description is a short descriptive name. Together, these fields make up the full name as displayed in other areas of Fingercheck.

  5. Select a status:

    • Active

    • Inactive

    • LeaveOfAbsence

    • Terminated

    • OnBoarding

  6. Click Save.


Create a termination reason

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > System > Termination Reasons.

  3. Click the Add button.

  4. Edit or add the Code and Description

    The Code is an abbreviated name for the status. The Description is a short descriptive name. Together, these fields make up the full name as displayed in other areas of Fingercheck.

  5. Click Save.

    The termination reason is available for you to select in the employee’s profile as described in the next procedure.


Apply a status to an individual employee

  1. Log in to your Fingercheck account as an Administrator or Supervisor.

  2. Click the EMPLOYEES tab.

  3. Click an employee's number.

  4. Under Personal, click Position & Rates.

  5. For the Status & History section, click the Edit icon (pencil).

  6. From the Employee Status drop-down list, select the status.

  7. If you are terminating an employee, select a reason from the Termination Reason drop-down list.

  8. Click Save.


Set multiple employees to a specific status

There are times when you have to update the status for multiple employees. Fingercheck makes this process easier with the Mass Update feature.

  1. Log in to your Fingercheck account as an Administrator or Supervisor.

  2. Click the EMPLOYEES tab.

  3. Select employees by checking the checkbox.

  4. Click the Quick Actions (hamburger) icon to edit the employees’ status.

  5. Select Mass Change.

  6. The Change Type dropdown menu will be the status type that will be changed for the selected employees.

  7. The Change To dropdown menu will be the updated status for the selected employees.

  8. Click OK.

  9. The Mass Change Employee pop-up requires you to confirm the number of employees that have a status update by typing the same number.

  10. Click Continue.


Thank you for using Fingercheck. If you have any questions on this article's topic, you can reach out to our team at 1-800-610-9501, or use the chat option below.

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