Staffing

The final step in creating an event is setting up the positions, if you are using the staffing functionality. The shift(s) can be made to cover the entire event, or smaller segments of a longer event. Multiple positions can be created for eac...

Staff can be shared between clients, assigned to markets and locations, submit recaps and claims, create their own ad hoc events and guerilla stops! But first, they have to be added to the site. Here’s how we do that. Going Global To add staff...

Staff are added to MainEvent at the global level. So what’s to be done if you want to bring an existing staff user over to a new client or program? Well, you claim them. It’s like calling ‘shotgun’, except there are no limits on how many people ca...

Check-in Dashboard The Check-in dashboard displays all the check-ins for events on a given day and can be used to identify where staff did not check in, checked out early, as well as their distance, relative to the event location, from where they...

After you’ve added the staff needed to the site, you may find over time you also need to make changes to those profiles. The staff profile exists on both the Global and Client levels, so be aware of what level you are making the changes on and wha...

Shifts can be manually assigned whether or not the RSVP system is being used. If the Client is using the RSVP system, Management Users can ensure that only the Staff User they wish to work the Shift receives the Shift Information by s...

The RSVP system on MainEvent allows you to send invitations to your field staff and lets them choose which shifts to apply for or reject.  Send invitations via the staff app or email to give your staff visibility on what’s available to work.   ...

The staff calendar provides a visual overview of all the different staffing positions each day and their current status of Staffed, Available, or Pending. Each shift is represented by an individual square on the calendar. You can jump to the event...

Staff Profile Fields allow you to have access to the information you need to know about your staff users. The fields appear on their staff profile page and with MainEvent, you can choose which fields are visible, required, optional, or hidden. Get...

Global Staff Import Tool The Global staff import tool can be used by administrators to quickly create new staff profiles. This tool allows you to bypass having to manually create each staff member or have them apply, and instead provides an excel...

The RSVP system on MainEvent allows you to send invitations to your field staff and lets them choose which shifts to apply for or reject.  Send invitations via the staff app or email to give your staff visibility on what’s available to work.   ...

The Global staff import tool can be used by administrators to quickly create new staff profiles. This tool allows you to bypass having to manually create each staff member or have them apply, and instead provides an excel template that can be fill...

Staff Assignment Tool The Client staff assignment tool can be used by administrators to quickly assign staff to programs, markets, and position types under a parent program (client block). This tool allows you to bypass having to manually edit ea...

If you have staff users completing recap responses, you may need to review and approve those submissions. This is as easy as the click of a button. No, really. To view the recap response, you need to start at the event summary. Every eve...

If your program includes payroll, you may need to approve staff expenses and claims. Let’s outline what those functions look like on MainEvent.  T&E Approval Index The primary location for actioning claims is the T&E Approval Index pag...