Overview
The Staffing Settings page includes relevant settings for the StaffingPlus add-on. You can access these settings in the Staffing, then Staffing Settings.
Main Menu by clickingThe settings are split into four main categories: Authorizations, Staffing Assistant Plus, Assignment Dashboard (previously known as the Staffing Dashboard) and Crew Dashboard.
Authorizations
The Authorizations settings allow you to choose specific users who can use the StaffingPlus features. Any user who is not selected will not have access to StaffingPlus features.
To enable users in the Authorizations section of Staffing Settings:
- On the Staffing, then Staffing Settings. Main Menu, click
- On the Authorizations tab, click the checkbox next to any user that you want to be authorized to use StaffingPlus functionality.
Staffing Assistant Plus
The Staffing Assistant Plus settings allow you to change the naming and email templates that are used in the Staffing Assistant Plus.
- Staffing Assistant Plus "Availability Inquiry" Name - Can be changed to what you call availability inquiries if the default name doesn't work for your company
- Staffing Assistant Plus "Availability Inquiry" Plural Name - The plural version of the above name
- Staffing Assistant Plus "Availability Inquiry" Email Template - The email template that is used when sending availability inquiries
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Staffing Assistant Plus "Offer" Name - Can be changed to what you call offers if the default name doesn't work for your company
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Staffing Assistant Plus "Offer" Plural Name - The plural version of the above name
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Staffing Assistant Plus "Offer" Email Template - The email template that is used when sending offers
- Flex Staffing Email "From" Name - The name that will show when you send availability inquiry and offer emails to contacts (for example, this could be your company name so the contacts you email recognize where it is coming from)
Note that staffing emails will always come from the email address flexstaffingplus@flexrentalsolutions.com, but you can change the "From" name using the setting shown above to change the name to something your contacts will find more familiar.
Assignment Dashboard
The Assignment Dashboard settings allow you to choose which statuses will load on the Assignment Dashboard.
- On the Staffing, then Staffing Settings. Main Menu, click
- Click the Assignment Dashboard tab.
- Check the box next to any status that you want to show on the Assignment Dashboard.
Note that the default statuses that are selected are any status that is "Creates Conflicts = Yes" but any of the default statuses can be disabled if you wish.
Crew Dashboard
The Crew Dashboard settings allow you to choose which statuses will load on the Crew Dashboard.
- On the Staffing, then Staffing Settings. Main Menu, click
- Click the Crew Dashboard tab.
- Check the box next to any status that you want to show on the Staffing Dashboard.
Note that the default statuses that are selected are any status that is "Creates Conflicts = Yes" but any of the default statuses can be disabled if you wish.