To edit generic 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 Generic tab on the Staff Screen.
4. Click the Edit button on the Generic Staff screen toolbar.
5. This will display the Edit Generic Staff screen.

Name

Enter the name of the generic staff.  For example, "Mid-Level Animator".

ID

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

Departments

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

Color

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

Location

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

Type

Select the generic 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.

Skills

Click the Add Skill button to add a skill for this generic 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 generic staff to be assigned to tasks in projects. 

Resources

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

Example: A mid-level animator typically 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. shares software licenses with other staff).

Pay Amount

Enter the salary or pay amount of the generic staff. 

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

Pay Currency

Enter the currency of the salary for the generic 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 generic staff gets paid.  For example, hourly, daily, monthly, annually, etc.

Quota

Enter the number of generic staff that you have in the company.  Projectal uses this information to alert you in the Staff Planner when you have availability of the generic staff or are overusing the generic staff

Example: Your company has 12 animators.  You would add an "Animator" generic staff into Projectal and set the quota to be 12.  The Staff Planner in Projectal will tell you when you have animators available or when you have exceeded the 12 animators.

Tags

Select tags or type in tags to help categorize or classify the generic 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 generic 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.

Notes

Click the Add Note button to add a note about the generic staff.  You can add as many notes as you like.  They are listed chronologically.

Calendar

Click the Calendar button to define the working week and non-working days for the location.  This will display the Edit Calendar screen.

Working Week

The working week defines the typical starting time, finishing time and number of hours worked by staff at this location.

Use base calendar working week

Click this button to revert back to the base calendar's working week.  The base calendar for staff is the generic staff's location's calendar.  When you change the location's calendar, then generic staff using this location will automatically adopt these calendar changes (if the generic staff are set to use the base calendar).

Monday - Sunday

Enter the starting time and finishing time for each day at the location.  For example, on Monday to Friday, the starting time is 9AM and the finishing time is 5PM.

Click the Add button to add more time periods for each day.  For example, on Monday, the working day is 9AM to 12PM and 1PM to 5PM.

Click the Delete button to remove a time period from a day. 

Exceptions

Exceptions are the non-working days (and sometimes working days) particular to that location.  For example, non-working days are typically the city holidays, state holidays, federal holidays, national holidays, public holidays or bank holidays for that location.

Show base calendar exceptions

Click this checkbox to display any non-working or working day exceptions that are contained in the base calendar.

Add

Click the Add button to add a non-working day or working day exception.

Edit

Click the Edit button to edit the selected non-working day or working day exception.

Delete

Click the Delete button to remove the selected non-working day or working day exception.

Import

Click the Import menu item to import a set of calendar exceptions that have been stored as a XLS, ODS or CSV file on your computer. 

Export

Click the Export menu item to export the set of calendar exceptions to your your computer as an XLS file. 

Search By Country

Country

Select the country that you want to search for holidays.

Region

Select the region (state or province) from the selected country.

Year

Enter the starting year and ending year to search for.

Search

Click the Search button to find all the holidays for the selected country, region and years.  The list of holidays will be updated. If they match your calendar requirements, then click the OK button to save them into your calendar.

Edit Exception

Name

Enter a name for the exception.

ID

Enter an optional identifier for the exception.

Start Date

Enter the start date for the exception.  It can be the same date as the End Date if the exception is 1 day.

End Date

Enter the end date for the exception.  It can be the same date as the Start Date if the exception is 1 day.

Non working / Working

Select whether the exception is a non-working exception (e.g. a holiday) or a working exception (e.g. working on a weekend).  If a working exception, then you can set the starting time (From) and finishing time (To).

From

Enter the starting time for a working exception.

To

Enter the finishing time for a working exception.