HR / Staff Management

Staff profiles and training

Week Planner - Calendar View

Launched January 2020 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...

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By PPM Team

updated over 2 years ago

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...

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By PPM Team

updated over 2 years ago

How to share the 'remaining balance' when providing booking information to staff

If you have your staff collect the Remaining Balance from the client on the day of the event, it may be helpful for you to share the 'remaining balance' information right there in the Staff Portal...

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By PPM Team

updated about 2 years ago

Setting the Staff Status

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...

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By PPM Team

updated almost 2 years ago

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...

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By PPM Team

updated 4 months ago

Control What Your Staff See

You can control what sensitive information your staff see on their Gig Details page (and emails). Currently, you can choose to share or not share the following key pieces of information: Client...

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By PPM Team

updated over 1 year ago

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...

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By PPM Team

updated over 1 year ago

How-to 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...

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By PPM Team

updated over 1 year ago

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 /...

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By PPM Team

updated 11 months ago

How-to 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...

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By PPM Team

updated 4 months ago

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...

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By PPM Team

updated 4 months ago

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...

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By PPM Team

updated 2 months ago

How-to 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...

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By PPM Team

updated about 1 month ago