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Organization: Add/Edit/Delete Workforce

In Sho-Soft, Workforce represents the staff roles managed by a producer. You can add workforce positions directly under your organization or assign them to vendors for accurate event costing.

How to Access Workforce

  1. On the top toolbar, select Organization.

  2. In the left-hand menu, click Workforce.

  3. The Workforce page will open, showing any existing entries in chart form.

Two Ways to Add Workforce

1. Through the Pop-Up Window

  1. Click the yellow Add Workforce button (top right corner).

  2. Enter details:
    • Position: pick from the dropdown or type in a new one and select Add a new position.

    • Optional: Assign a Vendor. Only vendors added through the Vendors tab will appear in the dropdown. (To add a new vendor, see Producers: Add/Edit/Delete Vendors).

    • Cost Type: choose Hourly or Daily.

    • Enter rates as charged by the vendor or your own company.

  3. Click Create Workforce.

  4. The new workforce entry will appear in the Workforce chart.

2. Directly in the Chart

  1. At the bottom of the chart, click Add Workforce or use keyboard shortcut Shift + Enter.

  2. A blank row will appear:
    • Enter the position (choose from the dropdown or type in a new one and select Add new position).

    • Optional: Select a Vendor from the dropdown. Only vendors added through the Vendors tab will appear in the dropdown. (To add a new vendor, see Producers: Add/Edit/Delete Vendors).

    • Select Hourly or Daily for the cost type.

    • Enter rates as charged by the vendor or your own company.

  3. Click the ✔ to save, or X to cancel.

How to Edit or Delete Workforce

  1. Hover over the row you want to change.

  2. Click the three-dot menu next to the position name.

  3. Select Edit or Delete.

  • Edit Workforce:
    • Update details in the pop-up.

    • Click Save to confirm.

    • Or click Delete to remove the entry entirely.

  • Delete Workforce:
    • Confirm by clicking Yes, Delete in the pop-up.

Tip: If edits or additions do not appear immediately, refresh the page to view updates.

Next Steps

See how to Add/Edit/Delete Vendors for producers

See how to Add/Edit/Delete Inventory for producers

See how to Add/Edit/Delete Team Members for producers