How to add staff to a department in the PMI (Manual entry vs Scheduled workflow)

There are two ways to register staff and calculate personnel costs in PMI, depending on the department setup.

1. Manual Staff Entry (Fixed Cost or Non-Scheduled Departments)

Use this if you’re adding staff in departments like Admin, Maintenance, or any area not driven by schedules.

Steps:

1. Go to the P&L module, and select the relevant department.
2. Choose the “Staff” view at the top.
3. Hover over the department row and click the edit icon.
4. Select “Add Staff” and fill in title, rate, hours, etc.
5. Click Save.

Use this method when the department doesn’t use PMI R&P scheduling for staffing.

2. Dynamic Forecasted Staff Costs (Schedule-Driven Departments)

Used for departments like Housekeeping or Restaurant, where staffing is based on actual schedules.

Steps:

1. Go to PMI R&P > Schedule and input staff shifts.
2. Save and Send to Forecast (this pushes data to Planning).
3. In PMI Planning > P&L, choose Staff view and ensure version is set to Forecast.
4. Rates and hours will calculate automatically based on the sent schedule.

If the table is empty, check that schedules have been saved and sent to Forecast.