PMI Knowledge base

Back to Knowledge base

More results...

Generic filters
Exact matches only
Search in title
Search in content
Search in excerpt
Filter by Custom Post Type
PMI Knowledge Base
Article contents (TOC)
Print

Revise staff

June 2, 2020
UpdatedMarch 21, 2025
ByEric Cevey
Views2253
Please Share Your Feedback
How Can We Improve This Article?

Add a new worker

  1. Click the Add staff field on the left and start typing the employee’s first name.
  2. If PMI finds a match, select it from the pop‑up.
  3. If no match appears, click outside the cell, then fill in all required details (make sure the Employee Number is correct — it’s your unique ID!).

Pro tip: Employee Number prevents accidental double‑booking across schedules.

Edit or reactivate a worker

  • Click the pencil icon beside their name.
  • Deactivate (hide): Tick the Active checkbox → the worker will vanish from scheduling pick‑lists (they’ll remain in italics on any existing shifts until the next month).
  • Reactivate (show): Untick Active → restores them to all scheduling lists.

Delete a worker

  • Click the trash‑bin icon beside their name.
  • This permanently removes the profile from your schedule (past shift history remains in reports but cannot be restored).

Change display order

  • Use the up/down arrows next to a name to move them higher or lower in the staff list.

Troubleshooting tips

This section provides additional troubleshooting advice for readers experiencing specific issues. While it’s packed with useful insights, you may skip it if you’re not facing any related problems.

Worker missing from your schedule?

  • Hidden but history intact → Deactivated: Name won’t appear in pick‑lists, but past shifts still show in reports. Reactivate by ticking “Active.”
  • Profile gone entirely → Deleted: Worker can’t be found or reactivated (past shift records remain in reports, but profile is permanently removed).

View option for information and calculation rows in the schedule

If you're having issues with the custom rows (information and calculation rows) in the PMI Schedule, here are some things to consider:

  1. Green Rows: The custom rows in PMI Schedule, both information and calculation rows, are displayed with a green background color. This is a design feature to help users easily identify these rows.
  2. Visibility Issues: If one user can see the green rows but another user cannot, it's likely due to the 'View Options' settings. Each user's view can be customized in PMI, and these settings can affect the visibility of the green rows. To ensure these rows are visible, check the 'View Options' settings and make sure the option to "Show information" rows is enabled.
  3. Access Rights: Remember, the ability to add or modify these custom rows might be restricted based on a user's access rights. Typically, users with administrative rights or specific departmental roles can add or modify these rows.
  4. Data Input: For information rows, you can manually input relevant data as a reference point when scheduling. For calculation rows, they are used to calculate the number of hours that will be needed, based on a specific rule. Make sure the data input is correct to ensure accurate calculations

Understanding Full-Time Equivalents (FTEs) in PMI Scheduling

FTE, or Full-Time Equivalent, is a unit that measures employee workload. In PMI, FTEs can be displayed in the scheduling module instead of hours, providing a more intuitive understanding of staffing levels. The number of hours a FTE works per day can be set in the cockpit settings. The Staffing guide in PMI uses the determined FTE to suggest daily hours in 0.5 FTE increments, ensuring practical scheduling.

Role requirements to be able to adjust and update a schedule

If you want to change a schedule in PMI, you usually need to be a manager, like a Department Head or Front Office Manager. You can make these changes in the PMI scheduling module's cockpit, for both past and future schedules. Remember, you need to have cockpit owner or administrator rights to change Min/Max settings, which affect the SMART forecast and scheduling.

Invisible split shifts in schedule printouts without codes

If you're experiencing issues with split shifts not showing when printing the schedule without codes, it could be due to the level at which the shift code was created. Here's a brief troubleshooting guide:

  • Check the Shift Code Level: If the shift code was created at the department level, it will only be visible within that specific department. This means that if an employee is working a split shift across multiple departments, the full details of her shift won't be visible in a single department's printout.
  • Create Shift Code at Property Level: To view the times from other departments in the printout, the shift code must be created at the property level. This allows the shift code, and therefore the details of the split shift, to be visible across all departments.
  • Adjust Print Settings: Ensure that your print settings are adjusted to include shift codes. This can be done in the Schedule module under the Tools menu.
  • Verify the Printout: After making these adjustments, print the schedule again to verify that the split shifts are now visible .

Inability to edit data for a specific period

A "frozen" screen issue could be related to period locking. This would result in an inability to make any modifications to schedules, reports, or other entries for a specific period.

  • Check the Period Locking Settings: This issue is often related to the period locking feature in the PMI system. When a period is locked, it prevents any changes from being made for that time frame. Check the period locking settings for the specific month to see if it has been mistakenly set to close.
  • Unlock the Period: If the period for the specific month is locked, you will need to unlock it. This can be done by accessing the period locking settings in the PMI system. Double click on the padlock icon for the specific month to unlock the period. Note that you may need administrative rights to do this.
  • Contact PMI Support: If the issue persists even after unlocking the period, or if you are unable to unlock the period due to lack of permissions, contact the PMI support team for further assistance.
Tags: