Use this workflow to remove a position from your active hotel list. This will hide the position from the Hotel Plan Manager and the timeclock position sheets.
Before You Begin
- Permissions: Requires "Edit Hotel Settings" and "Edit Labor Standards" permissions.
- Dependency: You cannot deactivate a position that has an active labor standard. You must end the labor standard first.
- Note: Positions with historical data cannot be deleted; they must be deactivated to preserve reporting accuracy.
Step 1: End Active Labor Standards
Before deactivating the position, you must close out its current labor plan.
- Select Labor Plans from the left navigation menu.
- Hover over Edit Labor Standards and select Quick Edit End Dates.
- Note: If this option is missing, you do not have the necessary permissions.
- Enter the End Date in the box at the top of the page (this should be the date the position was last worked).
- Check the box(es) next to the plan(s) you wish to terminate.
- Click the orange Yes, Put End Dates on Selected Standards button at the bottom of the page.
Step 2: Deactivate the Position
Once the labor standard is ended, you can remove the position from the hotel setup.
- Hover over your Username Menu (top right) and select Settings.
- Under the Positions/Departments heading, select Position Setup.
- If you manage multiple properties, select the correct hotel from the dropdown menu.
- Locate the target position and click Edit next to the name.
- Scroll to the bottom of the page and click the Deactivate This Position link.
Success Check
- The position will no longer appear in the default list for scheduling or timekeeping.
- To see deactivated positions in the future, check the "Include Inactive" box in your Position Setup view.
Next Steps:
- Need to add a different position? See [How to Add a Position to a Hotel].
- Need to update employee assignments? See [Assigning Positions in Employee Manager].
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