Staff

You can use the list or grid view, search for a Staff record, and use the available filters. If you need to add several records, use Import in Staff and follow the import template.

Key concepts

• Staff record: The record for one person in 3PM Command. It can include personal information, employment information, salary information, leave balances, timesheet information, documents, and custom fields.
• Active, Archived, and Invited: Active contains current Staff records. Invited contains invitations that have not yet become active Staff records. Archived contains Staff records that have been archived.
• Portal Access: Controls whether a Staff member can access the portal. A pending invitation is shown when an invitation has been sent but the person has not yet completed access setup.
• Contractor App Access: Controls access to the contractor mobile app. Contractor App Access can be granted only to a Staff member who has Portal Access.
• Workforce assignments: Staff can be assigned to one or more Projects. Project assignments can be managed for one Project or applied to multiple selected Projects.

How to manage Staff

Add a Staff record

1. Open Staff.
2. Select the option to add Staff.
3. Complete the Staff form. The form is presented in steps; complete each step before moving to the next one.
4. Review the information and submit the form.

3PM Command checks the email address when you move past the first step. An email address already used by another user cannot be used to create the Staff record.

Find and update Staff

1. Open Staff and search or filter the list.
2. Select the Staff record.
3. Use the relevant tab to review or update information.
4. Save your changes.

You can also select the edit action from the Staff list. The available actions depend on your access level.

Manage access

Open the Staff record and use the access controls in the Staff profile area:

• Turn Portal Access on to enable access, or turn it off to disable access.
• If Portal Access has not been completed, 3PM Command can show an invitation as Invitation Sent.
• Turn Contractor App Access on or off when the Contractor App Access feature is available for your organization.

A Staff member must have Portal Access before Contractor App Access can be granted. When managing several Staff records, review the confirmation list: Staff without Portal Access are skipped when you grant Contractor App Access.

Archive a Staff record

1. Open the Staff record or select its archive action from the Staff list.
2. Review the confirmation message.
3. Confirm the archive.

3PM Command checks for active references before archiving. A Staff record with an active Project assignment cannot be archived until that assignment is removed. Archived Staff records are read-only; unarchive the record before making changes. You can restore an archived record with Unarchive.

How to manage a staff record

Open a Staff record to use these tabs:

• Personal Information: Personal details, emergency contact information, professional information, address, and related employment selections.
• Licenses & Endorsements: Licenses and endorsements.
• Salary Information: Pay information.
• Leave Balances: Leave balances.
• Timesheet: Timesheet information.
• Documents: Documents connected to the Staff record.
• Custom Fields: Additional organization-specific information.

Select the edit action for the section you want to change, update the fields, and save. If the Staff record is archived, select Unarchive first. Some controls, including access controls and record actions, are available only to users with the required permissions.

How to manage workforce assignments

Assign Staff to a Project

1. Open the Project you want to update.
2. Open the Project action for assigning Staff.
3. Select one or more Staff members.
4. Save the assignment.

For one Project, the current Staff selection is shown when the assignment screen opens. Select Save Changes after changing the selection.

Assign Staff to multiple Projects

1. Select the Projects you want to update.
2. Open the Staff assignment action.
3. Select the Staff members to apply.
4. Confirm the assignment.

The selected Staff are applied to every selected Project. If you clear the selection, you can choose Unassign All to remove Staff from a Project or from multiple Projects. For multiple Projects, this option is available when at least one selected Project already has Staff assigned.

You can also select Staff when creating a task in Planning, using the Staff assignment control in the task form.

Tips & things to know

• Use the Invited view to find invitations that have not yet been accepted.
• Use Archived to find records that are no longer in the active list.
• Keep Portal Access current before granting Contractor App Access.
• Before archiving a Staff record, remove active Project assignments.
• When updating several Projects, verify the selected Projects before confirming the assignment.
• Clearing all Staff from a Project is intentional and removes the current assignments.
• Archived Staff records are read-only until they are unarchived.
• If a control is unavailable, your user access may not include the permission required for that action.

FAQ