New Hire Overview – Creating an Event – Part Six (Staff Tab)

Contents

Staff Tab

  • Click the Staff tab in the event view.
  • Begin by selecting a title from the Blue Drop Down in the bottom left of the grid.

  • Then, click where it says Insert Staff Name or Unassigned
    • This will show you a list of all the staff members assigned that title.
    • You can type to search for a specific name, or click Add Unassigned Employee to add just the staff title and fill in the staff member later, if needed.
    • Click on the employee from the list to add them to the event.
  • Click into any field with text to edit arrival time, departure, or notes.
    • An arrival and departure time can be added, but is not required.
    • If the data is entered, the system will automatically calculate the Pay Hours and Billed Hours
      • Note: This setting must be turned on in your company’s Profile & Preferences).
    • The billed hours can be changed to be the same, or different, than the pay hours.
      • Note: The system will default the event’s staff start and end times to the overall event start and end times that were chosen when the event was created.
  • If there should be a charge for this staff title to your client, then make sure the Invoice Client box is checked – otherwise un-check it now.
  • You have the option to apply Gratuity and Service Charge.
  • Click the Save & Close button.
Updated on April 5, 2022
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