STAFF TYPE

Determine what categories of staff your business employs and categorise by type under Staff Type e.g.  Accounts, Drafter, Management, Fabricator, Truck Driver, Tradesperson, Trades Assistant and add as necessary.

Some Staff Type names (e.g. Installer) are already defined and tied to access restrictions and privileges so these names should not be changed within Jobman.

Note; Multiple Staff Types can be selected for one person to gain or restrict privileges.

• Sales – Can only see Sales related items such as Leads, Lead Bar Chart and Invoices and will allow for population of the Salesperson for a Lead.
• Installer – Will allow for selection in a Job to assign Installer.
• Project Manager – Will allow for selection in a Job to assign a Project Manager
• Payroll – Only these people can see payroll information, i.e. pay rates. When we develop your Jobman site we will ask you who needs this staff type.

It is important to make sure you assign the Staff Type Project Manager and Installer to the appropriate staff. This can be done in the Job Details as shown below. This will then be shown on your Target Map and Target Calendar where you can also use them as a filter.