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.

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