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3.1 OPS Home

CNB > Ops Home A / DM / M

Personnel Manager opens automatically on the Ops Home Page.

This page displays Job Sheets, Quotes and Invoices for certain business for a default pay week and default pay week is Mon – Sun. The pay period can be altered in Global Settings Page under Pay Period Configuration. If View All Companies Details On (VACD) is selected (top right hand corner of the screen) the Ops Home Page will display the Job Sheets for all businesses in a pay week. When View All Companies Details Off (VACD) is selected the Ops Home Page will only display Job Sheets for the selected Business. Job Sheets are displayed from previous week onwards by default. A date range can be entered to Search Job Sheets.

Once a Job Sheet has been added, the Quote and the Invoice are automatically created. The database assigns a Job Number to each Job Sheet automatically. The corresponding Quote and Invoice share this same Job Number.

If a Job Sheet is created that spans more than one pay week, it will appear, with the same Job Number in each pay week in which it appears and it will also display a “+” next to it. Clients can enter bookings through their access which will also create Job Sheets. In this case the Client Name on the left of the Job Sheet will appear yellow. Until a Job Sheet has been ‘Locked’ (all the shifts inside the Job Sheet have been ‘Locked’) the Job Sheet will appear Red and Underlined. Once all the shifts inside the Job Sheet have been ‘Locked’ it will appear Black, signifying that all shifts have been completed, times have been ‘Signed off’ and the Invoice can now be sent.

Colour codes for Job Sheets/Invoices/Quotes: PM has different colour coded to indicate meanings, colours will appear when the mouse is hovered on each Job sheet / Invoice / Quote Number.

▪Red: Means that Invoice or Quote has NOT been sent to client.

▪Green: Invoice or Quote has been emailed to clients. Green coloured job sheet number means some shifts are locked but there are still unlocked shifts in the job sheet.

▪Black: Black coloured Quote number means the Quote has been approved by client. Black coloured Job Sheet number means all Shifts within the Job Sheet have been locked.

▪Colour codes for shading on Ops Home Page: There are different shading colours of horizontal table row per Job Sheet to indicate meanings.

▪Blue Shading: The Job Sheet is Admin Locked.

▪Yellow Shading: The Shifts within the Job Sheet have been Highlighted.

3.1.1 Add a Job Sheet:

CNB Ops Home A / DM / M

Click the Add Job icon to open the Add Job popup window:

Select a client from the dropdown list, input the date in the box provided (dd-mm-yy) and click GO buttom to open the new Job Sheet you have created.


Enter the Date (dd/mm/yy), Time On (Shift Start Time), Time Off (Shift End Time), Crew Name (select staff member from a drop down box), Activity, Venue, Meeting Place/Address, Client Job No, Onsite Contact Name, Onsite Contact No, Venue Instructions.

Enter the number of shifts you require in the box

Press SAVE on the botton of the page (For more details go to “Job Sheet Page”)

3.1.2 Search Job Sheets

CNB > Ops Home A / DM / M

There are search tools to use on “Ops Home Page”:

Search Job Sheets by Client, enter client’s name in the text box next to “Client:” once client appear in the list select and click “Search Job Sheets”

Search Job Sheets by Date, enter “From Date” to “Until Date” and click “Search Job Sheets”

Search Job Sheets by Job Sheet Number, enter the number next to “Job Sheet #” and click “Search Job Sheets”

3.1.3 Ops Home Page Pay Week Table:

▪Client: Client Name displays on first column

▪Company: Company is the business that the Job Sheet was first created. If the Job Sheet contains shifts saved under more than one businesses, all the businesses will display in this column.

▪Description: A description optional to entered here, which will appear in this column for reference, the description could be any simple note regarding to the job. (See Description under “Job Sheet Page” for more info).

3.1.4 Job Sheet / Invoice / Quote:

Each Job Sheet Number under each column (Job Sheet, Invoice, and Quote) contains a hyperlink, when click on any of those numbers the link will bring up its new page respectively.   

Job Sheet: Click this number to open the entire Job Sheet Page (See Job Sheet Page for more info).

Invoice: Click this number to open the Invoice, invoices can also be sent from this page. Invoice Page comes up with a view of all costs for a final review before sending. All recipients, which are added in the invoice loop in Client Pages (See “Accounts Names and Email Addresses” under “Clients” for more info) were selected. The invoices are always ready to sent by clicking “Email Invoice” button. If a new recipient needs to be added then the details should be entered in the blank boxes below the list of Client Contacts. A “Type” of Contact, Name, Position and email address can be filled before sending. “Reset button” resets all information that’s entered in the New Contact line. Once new details are entered and Invoice sent to this new contact will be added in the contact’s list and the invoice loop. Any contact entry can be Viewed, Deleted or Edited on each client’s “Client Profile Page”.

A credit card surcharge can be applied at this point before sending the invoice by ticking the box where it says “Apply Credit Card Surcharge”, then enter a name to appear in the Invoice (explanation / description), enter the amount to include (%) sign, select a new invoice date if desired and make sure to click “Update Invoice”, then send the invoice.

▪TIP: Tick “Apply Management Tax” and add any amount without the (%) sign and update invoice to add any cost or make a deduction / discount. For example type “Tool Hire” and put 100 in the amount to charge $100 or enter an amount with “-“ negative sign to deduct any amount or give discounts. Please remember these amounts are exl. GST.

Add Increment: option adds an increment at the end of each Invoice Number, so an additional increment would make the invoice number to stand out. The difference between adding a “Description” and an “Increment” is the Increments will appear in the invoices sent to clients.

Quote: Click this number to open the Quote, and Quote can be sent from this page. Quote Page comes up with a view of all costs for a review before sending. All recipients, which are added in the invoice loop in Client Pages (See “Accounts Names and Email Addresses” under “Clients Page” for more info) were selected. So the quotes are always ready to be sent by only clicking “Email Quote” button. If a new recipient need to be added, the details should be entered in the blank boxes below the list of Client Contacts. A “Type” of contact, Name, Position and email address can be filled before sending. “Reset button” resets all information that’s entered in the new contact line. Once new details are entered and quote is send the contact will be added in the contact’s list and the invoice loop. Any contact’s entry can be Viewed, Deleted or Edited on each client’s “Client Page”.

A credit card surcharge can be applied at this point before sending the quote by ticking the box where it says “Apply Credit Card Surcharge”, then enter a name to appear in the Quote (explanation / description), enter the amount to include (%) sign and make sure to click “Update Quote”, then send the Quote.

▪TIP: Tick “Apply Management Tax” and add any amount without the (%) sign and update Quote to add any cost or make a deduction / discount. For example type “Tool Hire” and put 100 in the amount to charge $100 or enter an amount with “-“ negative sign to deduct any amount or give discounts. Please remember these amounts are excl. GST.

Tags: All Tags created and selected in Job Sheets are displayed in this column. (See “Tags” under the “Job Sheet Page” for more info).

N 3.1.5 Email Summary for selected Job Sheets.

There is option to email clients a summary of ‘actual’ shift times for selected job sheets in a given period. This allows the client to view the times and respond where necessary before sending an invoice. Only ‘Locked’ shifts will be included in the summary email.

To turn on the function go to Global Settings under the ‘Client email Jobsheet summary’ heading, enter the text you want to display at the start of the email, the fields to display, the text at the end of the email and the email address you want the email to come from.

Email: Enter email address defined as an ‘Accounts’ contact for the client will receive the email.

Sending the Email Summary On the Ops Home Page, tick any Job Sheet/s then click Action button and select ‘Email Summary for selected jobsheets’ from the dropdown list.