Add (or modify) staff / team members

Adding a new staff / team member

• Go to "TEAM" from the main menu
• Click the orange "+ STAFF PROFILE" button at the top left of the page
  
  
  
• Fill in all the necessary details for the staff's Profile.  You'll see there are several organized tabs of details you can complete in this step
  • General
    • First name (required)
    • Last name
    • Performer name - add a performer nickname
    • Staff status - "Active" / "Inactive"
    • Future gigs (auto-populated) - provides a count of how many future gigs this staff is currently scheduled into
    • Color - assign a color for this staff member, which will be used in various visual representations throughout the system
    • Initials - initials used to reference this staff member in certain areas of the system, like the calendar view of events
    • Email
    • Phone - note: be sure to use a mobile phone number if you have the SMS Power-Up enabled
    • Facebook profile URL
    • DOB - date of birth (this will also help us flag the staff's birthday in your PPM calendar for you so you can help them celebrate their special day 🥳)
    • Hire date
    • Address
    • General notes
  • Staff Portal
    • Use this tab to give/revoke access to the Staff Portal.  More detailed instructions found here.
  • Default Availability
    • Use this tab to set your staff's default schedule of availability.  More detailed instructions on this can be found here.
  • Override Availability
    • Use this tab to override your staff's default schedule of availability on any given date.  More detailed instructions on this can be found here. (skip to "Step 3")  
  • HR Record
    • Use this tab to manage important information about your Staff/Team.  More detailed instructions on this can be found here.
  • Measurements
    • Use this tab to record detailed measurements and sizes for your staff (great for those that need to fit their staff into specific uniforms and/or costumes)

Modifying a staff / team member

• Go to "TEAM" from the main menu
• Find the staff member you want to edit in the Team List
• Either click the edit (pencil) icon for that staff or double click on the row to open the Staff Profile Editor