Video Walkthrough
Note: This is an add on feature that requires an adjustment to your subscription package by a member of the Curate team. Please reach out to us for assistance via chat if you're interested in adding this to your account!
How to Add A New Staff Role
Click Catalog from the left sidebar and select Staffing from the navigation bar.
Locate and click + Add staff
This will activate a slide out menu. Fill in the following boxes:
Role: This is the name of the staff position
Pay Rate: This is how much you will be paying the staff member
Bill Rate: This is how much you plan to charge your client for the staff member. If you do not wish to upcharge or if you're planning to use a Markup Profile, you may enter the same amount at the Pay Rate
Click Save to continue
The entry will be saved and now you may proceed to begin adding it to an event!
How To Add A Staff Member To An Event
Locate the event you wish to add a staff member to and navigate to the Order View. Note: If you hover over the event name from the Events page, you can use a short cut!
From the Order View, determine where you want the staff member to be located. This could be a whole new section just for Staffing or you can add the person to a pre-existing section by clicking the downwards facing arrow beside + Add line item
Select the option titled Staff line item
This will generate a new line item that will be blank.
Click into the blank box and name the line item. This could be a line item for a single role or a broader staffing term to indicate the entire staff as seen in the example shown below:
Next Click the arrow box to activate the slide out menu for the line item.
From the slide out menu, click Staffing and + Add shift
Click into and fill out all of the required fields. Here's a explanation of one:
Role: Clicking this will activate a dropdown menu with a list of your staff members
QTY: Enter the amount of staff required for the event
Start Time: Enter the time the staff member will begin work
End Time: Enter the time the staff member will end work
Click Save to continue
The staff member will be saved to the system. Please note the subtotal is the calculated amount of the entire shift across all staff members assigned to that specific role.
Click Item Details. Under the UNIT PRICE you'll see a Recommended price listed. This amount is a combination of the subtotal amount from the combined subtotals from the staffing page as well as the Markup Profile on the Item Details page.
Curate gives you two options for marking up the amount to charge your client. You may use the Bill Rate mentioned in the setup process or you may use the Markup Profile seen on this page. You may also do a mixture of both if you like! If you only want to use the Bill Rate, we suggest to create a 0% Markup Profile to prevent a miscalculation with the Recommended price field.
You will also see a new page within the Workroom called Staffing. Click the link at the top to view the page.
This page will provide a breakdown of the entire staff.
How To View Staff Within Event Prints
In any event where staffing has been set up, you can navigate to Event Prints to add and view the staff list from any Event Print View. Once you visit the Event Prints page for an event, locate and click into the Staffing options to see them displayed within the Event Print of your choice!
This is how the section will appear:
