To add a staff into Projectal, follow these steps:

1. Go to the Management screen by clicking Management on the left sidebar.
2. Click the Staff button to display the Staff screen.
3. Go to the List tab on the Staff Screen.
4. Click the Add button on the Staff screen toolbar.
5. This will display the New Staff screen.

Staff Avatar

Click the Pencil icon to add or change the staff avatar.  This will display the Files screen and allow you to select a file that you have uploaded into Projectal.

Click the Delete icon to remove the staff avatar.

Staff Banner

Click the Pencil icon to add or change the staff banner.  This will display the Files screen and allow you to select a file that you have uploaded into Projectal.

Click the Delete icon to remove the staff banner.

Email

Enter the email address of the staff.

ID

Enter an optional identifier of the staff.  It could be the staff ID code for the staff.

First Name

Enter the first name of the staff.

Color

Click the color swatch to set or clear the color for the staff.  The color can used in other screens to highlight items by staff.

Last Name

Enter the last name of the staff.

Company

Click the Add Company button to add the company that the staff is employed by.

Departments

Click the Add Department button to add the departments in the company that the staff belongs to.

Position

Enter the position or title of the staff.  For example, Producer or Lead Animator.

Type

Select the staff's employment type.

Tip: You can change the names and number of staff types to match the way your company works using the Lists screen.

Location

Click the Add Location button to add the location of where the staff is located.  The selected location's work calendar becomes the base calendar for the staff and this becomes the base definition of the staff's working week and non-working days. 

Phone Numbers

Enter staff contact phone numbers.

Click Add to add another phone number.

Click Delete to delete a phone number.

Websites

Enter a website URL for the staff.

Click the Add button to add another website URL.

Click the Delete button to remove the website URL.

Socials

Enter a social media URL for the staff.

Click the Add button to add another social media  URL.

Click the Delete button to remove the social media  URL.

Start Date

Enter the start date of the employment of the staff at the company.

Note: Projectal uses the staff start date and finish date to know if the staff can be assigned to tasks on certain dates.

Finish Date

Enter the finish date of the employment of the staff at the company.

Note: Projectal uses the staff start date and finish date to know if the staff can be assigned to tasks on certain dates.

Tip: Leave Finish Date empty if the staff is still employed and does not have a finish date.

Skills

Click the Add Skill button to add a skill for this staff.  When choosing skills, you can choose the level of their skill - namely junior, mid-level or senior.  Projectal uses these skills to rank and recommend staff from your projects staff pool to be assigned to tasks in projects. 

Resources

Click the Add Resource button to add a resource requirement for this staff.  When choosing resources that are required for staff, you can choose the number of units of the resource and the amount of utilization required by the staff.

Example: Jane requires 1 computer 100% of the time, 2 screens 100% of the time, and a set of software licenses 50% of the time (i.e. she is sharing software licenses with other staff).

Pay Amount

Enter the salary or pay amount of the staff. 

Note: Projectal uses the staff salary when calculating estimated costs and actual costs for projects and tasks.

Pay Currency

Enter the currency of the salary for the staff.

Tip: You can change the list of currencies to match those used by your company using the Lists screen.

Pay Frequency

Enter how often the staff gets paid.  For example, hourly, daily, monthly, annually, etc.

Files

Click the Add File button to display the Files screen.  Select a file attach to the staff.  Multiple files can be attached a staff.

Tags

Select tags or type in tags to help categorize or classify the staff.   There are two ways to add tags:

• Click the Add Tag button to display the Tags screen.  Select tags from your existing collection of tags and they will be associated with the staff.
• Or, click inside the Tags editor and a new empty tag will be displayed.  Type in the name of the tag you want and press Enter to save the new tag. As you type your tag name, a list of existing tags that partially match the typed text will be displayed and you can choose one of them for faster tag entry.

Calendar

Click the Calendar button to define the working week and non-working days for the staff. 

Tip: You can only add a calendar for a new staff after saving your new staff.