1.0 Before You Start
This manual is created to provide guidance and reference to the users of Personnel Manager (PM). Further, it gives users depth understanding of its functions and capabilities.
Key – All functions and click paths in this manual marked with following letters indicate that only these user types have access to that particular page/action.
▪A: User type – Administrator
▪C: User type – Crew
▪CL: User type – Client
▪DM: User type – Duty Manager
▪M: User type – Manager
Central Navigation Bar is on the top of the page. Each menu icon contains dropdown menu that links to different pages:
Hover your mouse over these icons to show its dropdown menu list. See sample below:
Crew has the following dropdown menu list:
▪Crew
▪Crew Group
▪Search Crew
▪Unavailability
▪Incapability
▪Location Map
Shifts has the following dropdown menu list:
▪Search Shifts
▪Tasks
▪Shift History
▪Deleted Shifts
▪Events
Contacts has the following dropdown menu list:
▪Onsite Contacts
▪Clients
▪Crew
▪Venues
Finance has the following dropdown menu list:
▪Rates Activities
▪Categories
▪Discounts
▪Extras
▪Leave
▪Rates History
Message has the following dropdown menu list:
▪Credits
▪Send an SMS
▪MESSAGE Logs
▪Client MESSAGE
▪Purchase Credits
AUB – Administrator Utility Bar
The Administrator Utility Bar is located at the top left part of the screen. Click Administrator to display the dropdown list that contains links to the following pages:
▪Businesses
▪Payroll
▪Timesheet
▪Invoices
▪Client Booking Block