Team / Staff Management

This collection will guide you through: Adding Staff, Staff Portal Access, Staff Availability, Training tools.

Onboarding Your Staff to Party Pro Manager

You've seen the benefits of PPM to yourself, your business and your clients. But how about your staff? Experience has consistently shown two things: You should expect at least one staff member who initially resists the change. All your staff (incl...

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By PPM Team

December 9, 2022

Add Staff to an event

Adding staff to your events is simple and only takes a few clicks! Step 1: Open the Event Editor for the event you'd like to schedule staff in for.  Simply double click any event on your event list or your calendar. Step 2: Go to the "Staffing" ...

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By PPM Team

December 9, 2022

Automate Sending A Staff Gig Invitation Email

Let Party Pro Manager automatically email your staff to notify them of their new gigs added to their schedules! TO SET IT UP Step 1:  Click on your company name in the top right corner and click on the "Settings" button Step 2: Click on the "Staf...

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By PPM Team

December 18, 2022

Staff Availability Tools

Launched January 2020 The Staff Availability Tools make scheduling your staff a breeze!  By entering when staff are or aren't available, planning which staff should be assigned to which gigs has never been easier! Once set up, when you go to add s...

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By PPM Team

December 9, 2022

Week Planner - Calendar View

The Week Planner calendar view, gives you an At-A-Glance Availability Utility, where you can see everything you need to see, in one simple view! This article will show you how to access and use the Week Planner. TO ACCESS THE WEEK PLANNER VIEW... ...

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By PPM Team

December 9, 2022

Setting the Staff Status (Active vs Inactive)

In Party Pro Manager, you can set your staff to "Active" or "Inactive". First, let's look at what this means... ACTIVE STAFF WILL count toward your plan limitations CAN be scheduled into future events INACTIVE STAFF Will NOT count toward your plan...

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By PPM Team

December 9, 2022

Control What Your Staff See

You can control what sensitive information your staff see on their Gig Details page (and emails). To customize these settings: Step 1: Go to " Settings " Step 2: Click "Staff Scheduling" in the Settings sidebar menu Step 3: Scroll down to the "...

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By PPM Team

December 18, 2022

Setting Your Default Gig Status for Staff

Choose what your default Staff Status is when adding your staff to your events. Do you prefer “Awaiting Confirmation”, maybe you like “Penciled in”, or maybe you’re ready to go ahead and consider them “Confirmed” by default. Well, now the choice i...

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By PPM Team

December 9, 2022

HR Records (Staff Records)

The HR Records features enables you to easily manage important information about your Staff/Team. You can store: Emergency Contact Details Medical Notes Training Records Key Discussions / Disciplinary Records First Aid / CPR Certifications This fe...

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By PPM Team

December 9, 2022

Track when staff change their availability

Party Pro Manager keeps a record of the last time a staff member has updated their Availability Status / Notes for a specified date using the Self-Serve tools . To access these records... Go to "Team" from main menu Edit the Staff you'd like to r...

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By PPM Team

December 9, 2022

How-to register your Staff Portal account (For Staff)

NOTE:  This article is for Staff users.  Company Admin users should reference  this collection of articles instead.   Step 1: You'll receive an invitation via email Step 2: Click "Set up my staff portal access" link  (link #1 in invitation email)...

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By PPM Team

December 9, 2022

Customize response options for staff when responding to a gig invitation

You can choose if your staff will be presented with the "Maybe" option when responding to Gig Invitations. To turn this option on/off... Go to "Settings" > "Staff Scheduling" Scroll down to the "Staff Portal" section To HIDE the 'Maybe' option: DE...

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By PPM Team

December 9, 2022

Personalize your emails, communications, docs with PPM Placeholders

Party Pro Manager offers 'placeholders' which enable you to add dynamic, personalized information to your client and staff emails, communications and docs. All you need to do is paste the appropriate placeholder where you want the personalized inf...

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By PPM Team

February 2, 2023

Staff Training Guides

With the Staff Training Guides, you can give your Team access to detailed guides that help them deliver the best possible service.

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By PPM Team

December 21, 2022