Click on the group name “FRONT.” This will highlight it and bring up the staff list in that group in the list to the right.
Now you can browse the list or search for the specific staffer that you want to add.
For our example, we will choose SERVER.
Double-click on SERVER in the list.
This will bring up the Staff window.
In the top section, Staff Item, the ID, Item Name, and Description fields are all locked.
The next section, Event Information, is locked, and shows the date and times of the event.
In Order Details, you must review the Scheduled Start and Scheduled End times (defaulted in from the system. If you need to add additional hours, add Setup hours and Breakdown hours, in whole number increments.
For Quantity and Sequence, enter the amount of servers you would like to have at the event, press the [Tab] key, and enter the sequence number and press the [Tab] key.
The sequence number is the order by which the staff list will appear on the Order Review. We recommend that you enter items with the numbering system by 10s (tens). For example, the first item is sequence number 10, the second is sequence number 20, etc.
You will notice that when you press the [Tab] key in Quantity and Sequence, the Total Price field will update by calculating how much each server is paid per hour multiplied by the Total Hours.
Under Options, select the Meals and Dress Code by choosing from the options in the respective dropdown menus.
Click the checkbox for “Print Item” so that it will print on selected event reports, proposals, or contracts.
If the staff is confirmed for that event, you can click the “Booked” checkbox. The current date and time will appear in the Book Date field.
For Production Notes and Contract Notes, you can enter any internal or external notes as needed, respectively.
The character limit for Production Notes is 50 and for Contract Notes: 8000.
To save this entry, click [Ok].
To go to and edit the next selected staff entry in your Order Review list, click [Next] (or [Previous]).
To delete this staff entry from your event, click the [Delete] button.
To close without saving, or if you made no changes, click [X Close].
For this skill type, we entered three (3) as the hours required. However, the system will not allow for less than four hours:
You can set these defaults by going to General Setup – Staff Configurations/Staff Setup Management – Skill Type tab. Double-click on the skill type to edit its defaults.
Back at the staff window and change the required hours to four (4):
You will notice that the Setup hours changed to reflect the one-hour prior, now reading -1, because this includes that hour before 2pm that your staff is required to be at the event.
To save this entry now, click [Ok].
To go to and edit the next selected staff entry in your Order Review list, click [Next] (or [Previous]).
To delete this staff entry from your event, click the [Delete] button.
If you had saved the staff entry for use in your event, it will show up in the Order Review list:
Need to make changes to this entry? Double-click on that line and it will re-open the Staff Items window.