How to Add Workforce
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Go to the Activities tab within the event.
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Click the day of the event where you want to add workforce.
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Select the Workforce tab.
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Click the Add Workforce button at the bottom of the box.
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Enter details:
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Job Role: Choose from the dropdown (all permanent workforce entries under the venue tab will show up in the drop down - see how to add/edit/delete workforce to you venue profile) or type in a new position and select Add New Position (if the workforce entry will be used for this particular event only).
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Optional: Fill in staff name.
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Quantity: Add the number of staff needed.
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Optional: Assign a space if workforce is linked to a specific room.
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Clock-In/Clock-Out Times: Set work hours.
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Quote/Invoice Code: Pick the default code to add to the existing quote or click Create New to generate a separate quote or invoice.
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Click the ✔ to complete the entry or ✖ to discard.
How to Edit Workforce
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Double-click the row you want to update.
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Make the necessary changes.
- Click the ✔ to update the entry or ✖ to discard.
How to Ungroup Workforce
If multiple staff were entered as a group:
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Hover over the group entry.
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Click the three-dot menu.
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Select Ungroup.
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The entry will split into individual workforce rows (one per staff member).
How to Delete Workforce
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Hover over the entry you want to remove.
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Click the three-dot menu.
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Select Delete.
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Confirm by clicking Yes, Delete in the pop-up.
Tip: Repeat workforce setup for each day of the event as needed. Always assign appropriate quote or invoice codes to ensure accurate billing for your organization.
Next Steps
Invite a producer to Sho-Soft for a collaborative event
See how to add/edit/delete daily activities for an event
Add/Edit/Delete Tasks to your daily activities
See how to add/edit/delete inventory per day for an event
See how to add/edit/delete spaces per day for an event
Add exhibition to an event for managing exhibitors