Managing Staff

Modified on Mon, 09 Oct 2023 at 02:44 PM

The Staff screen is where you can add, edit, duplicate, remove, import and export staff and generic in Projectal.


Getting to the Staff screen

  1. Go to the Management screen by clicking Management on the left sidebar.
  2. Click the Staff button to display the Staff screen.
  3. The Staff screen has 3 tabs - List, Org Chart and Generic.


Staff (List tab)


The List tab displays a list of all the actual staff in your company.



Staff (List tab) toolbar


The Staff (List tab) screen toolbar has the following buttons:

  • Add - to add a new staff
  • Edit - to edit the selected staff 
  • Delete - to delete the selected staff
  • Duplicate - to make a copy of the selected staff 
  • Import - to import a list of staff from a spreadsheet or PDF file
  • Export - to export the list of staff to an Excel spreadsheet (XLS) file
  • Color By - to color the list of staff by the designated color of a selected data attribute


Select the Active checkbox to list the actively employed staff at your company.


Select the Inactive checkbox to list staff not currently employed at your company.

 

Editing Staff


Double-click on a cell to edit a value for the staff.


Select a cell and copy (Ctrl+C) and paste (Ctrl+V) the values into another cell. 


Select a cell and drag the right side corner of the cell to fill down  the value into other cells.


Select a cell and press the DEL key to delete the value from the cell.



Tip: Enter text into the Filter edit box and click the Search button to find specific staff.


Tip: Click on the Options menu in the column headers to choose which columns you wish to hide or show in the list. 


Tip: Click on a column header to sort the list ascending or descending.




Staff (Org Chart tab)


The Org Chart tab displays a list of all the actual staff and generic staff in their departments of your company.



Staff (Org Chart tab) toolbar


The Staff (Org Chart tab) screen toolbar has the following buttons:

  • Add - to add a new staff
  • Edit - to edit the selected staff 
  • Delete - to delete the selected staff
  • Duplicate - to make a copy of the selected staff 
  • Export - to export the list of staff to an Excel spreadsheet (XLS) file


Select the Actual Staff checkbox to list actual staff employed at your company.


Select the Generic Staff checkbox to list generic staff.


Select the Active checkbox to list the actively employed staff at your company.


Select the Inactive checkbox to list staff not currently employed at your company.

 


Tip: Enter text into the Filter edit box and click the Search button to find specific staff.


Tip: Click on the Options menu in the column headers to choose which columns you wish to hide or show in the list. 





Staff (Generic tab)


The Generic tab displays a list of all the generic staff.



Staff (Generic tab) toolbar


The Staff (Generic tab) screen toolbar has the following buttons:

  • Add - to add a new generic staff
  • Edit - to edit the selected generic staff 
  • Delete - to delete the selected generic staff
  • Duplicate - to make a copy of the selected generic staff 
  • Import - to import a list of generic staff from a spreadsheet or PDF file
  • Export - to export the list of generic staff to an Excel spreadsheet (XLS) file
  • Color By - to color the list of generic staff by the designated color of a selected data attribute


Editing Generic Staff


Double-click on a cell to edit a value for the generic staff.


Select a cell and copy (Ctrl+C) and paste (Ctrl+V) the values into another cell. 


Select a cell and drag the right side corner of the cell to fill down  the value into other cells.


Select a cell and press the DEL key to delete the value from the cell.


Tip: Enter text into the Filter edit box and click the Search button to find specific generic staff.


Tip: Click on the Options menu in the column headers to choose which columns you wish to hide or show in the list. 


Tip: Click on a column header to sort the list ascending or descending.







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