In this article, we will be covering how to create a new program. As a reminder, a program is a collection of gigs to help keep you organized. It allows you to set some high-level parameters to help you create gigs faster.
Here are the steps to create a new program:
Select the programs dropdown
Click Start Here at the bottom of the dropdown to begin a new program
You will see the option to Start From Scratch or Copy From Existing Program. Select Copy From Existing Program if the program details are similar to an existing program
Fill out your program details and click Start Program/Share with PINATA. Here are the program details:
Overview - Enter the program name & select the workspace partner (required fields).
Additional optional fields include a brief description, the states you’ll be operating in, and program groups [contact your account manager if you would like program groups turned on for your organization]
Activities - Select the relevant reporting roles for this program (This section is required)
Customize Activities - Enter any specific requirements the talent needs to meet for this program. This sets standard attire & responsibilities across all gigs within that program.
Products - Select the products for this program or add new ones. (This section is required). Pro tip: you can manage your product-specific training documents as well. Click here for more
Partner Options - Enter the rates for your partners. Pro tip: You must select a workspace partner in the Overview Section as well as an Acitivity in the Activities section, first. See more here. (If Applicable)
Program Logistics - If you're sending any special items for this program. Enter how they will get there.
End-User Education - Upload or select any relevant training materials
Sharing & Notifications - Select who will be working on this program and who will receiving notifications (This section is required)
Billing (If you're working with an Agency) - Enter a billing contact.
Pro Tip: Only the products & activities selected will be available when creating a gig. Don't worry if you missed one, you can edit programs to fit what you need after they've been created!
Check out the video below, where we demonstrate making a program with a staffing agency!
What if I have an internal team & work with an agency?
If you work with staffing agencies in some markets and your internal team members in others, you will see an option to select Internal or External. Select "Start from scratch" or "Copy from the existing program" & then select "My internal team members" or "Talent provided by external Partner(s), such as talent agencies" depending on who will be staffing the gigs.