Campaign options

  1. Show campaign codes on dashboard
  2. Show rates as 'basic pay + holiday pay' (not incl. freelance)
  3. Default check-in radius
  4. Jobs to be called
  5. Campaign types
  6. Venues DB
  7. Campaign setup mandatory fields
  8. Campaign setup defaults

Show campaign codes on dashboard

This will allow you to see the campaign codes on the dashboard in the 'Upcoming' block:

 

Show rates as 'basic pay + holiday pay' (not incl. freelance)

Go to Settings > Campaign options > Show rates as 'basic pay + holiday pay' (not incl. freelance)

If this is ticked all rates in the staffarea will be shown as 'Basic pay + Holiday pay'.

If you allow staff to register as freelance via Settings > Staff registration > Allow freelancers to register then the rates for these staff will not change to 'Basic pay + Holiday pay' for staff who have marked themselves as 'Freelance' on registration.

Default check-in radius

This is the global check-in radius for all staff when they check-in and out. This allows a tolerance on where staff can check-in from the address set for a shift.

A good radius would be approx 300-400m.

Jobs to be called

Go to Settings > Campaign options > Jobs to be called

This will allow you to select what you call your events and so will update with this selected terminology throughout the system. You have options to call your events:

  • Campaigns
  • Events
  • Jobs
  • Projects

Campaign types

This is a list of all the campaign types available in the 'Campaign type' dropdown when adding/managing the campaign setup in the 'Campaign overview'.  See: Adding a campaign

Venues DB

This is where you add and manage your internal stored venues.

See: Venue database

Campaign setup mandatory fields

In Settings > Campaign options > Campaign setup mandatory fields you can now specify which of the follow fields you want as mandatory when setting up a new campaign:

  • Client
  • Anonymous campaign title
  • Campaign Code
  • Campaign type
  • Campaign Description
  • Notifications & Dashboard
  • Tags
  • Allow the following staff roles to see all team details in staffarea
  • Allow the following staff roles to sign off shifts

See Adding a campaign for creating a campaign.

Campaign setup defaults

In Settings > Campaign options > Campaign setup defaults you can now specify the default values for the following when setting up a new campaign:

  • Reporting Status
    • Requires approval or Realtime
  • Notifications and dashboard
    • Add default users or add 'All'
  • Hide rates on Job Market
    • Tick to default to always hide rates
  • Hide the expense amounts from staff
    • Tick to default to always hide the max amount of expense allowed from staffarea for each shift
  • Used stored venues only
    • Tick to default to use only the internal stored venues
  • Tags
    • Assign any default tags
  • Allow the following staff roles to see all team details in staffarea
    • Add default roles for allowing them to see their team name, photo and phone number. Suggested roles would be Event Managers, Asst Event Managers, Team Leaders, etc
  • Allow the following staff roles to sign off shifts
    • If you allow staff to signoff shifts you can add the default roles here. Suggested roles would be Event Managers, Asst Event Managers, Team Leaders, etc

See Adding a campaign for creating a new campaign.