Getting Started with dotStaff™
Supplier Guide: Projects and Milestones
Key Buttons
Add
Edit
Save
Open
Calendar
Date Selection
Zone
Add New Project
or Row on Timesheet
Include
All
Copy Day’s
Time Entry
Save as a Template
Upload Resume
Include Remove Remove
One
One
All
Copy Full Week’s Apply Action
Timesheet
Action
View Rate Sheet
Mark
Disputed
Save Timesheet
As Draft
Export
Zone
Submit Timesheet
For Approval
How to Activate your Account
T O D O TH I S
D O T HI S
 To activate your account, your company Administrator must first create it.
 Once created, you should receive an email containing your Login Email as well as your
Activation Code. You may not register without your unique Activation Code and Login Email.
1. Navigate to my.dotStaff.com.
2. Select the Activate Account hyperlink:
Activate your
Account
3. Complete the Activate Account Form in its entirety.
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

All fields are required for account activation.

Account Notification Email: Enter a valid email here for notifications of
password changes and product news/updates

A new password requires at least 3 of the following: Letter (a-z); Number
(0-9), Special Character (except “@” symbol), Upper Case Letter (A-Z).
If you are unsure about how to complete a certain cell, hover over its
associated blue question mark, and an explanation will appear.
4. Upon completion of the cells, place a check in the box beside the “I agree to
dotStaff User Agreement” (click the hyperlink to review the User Agreement
if you wish) and then click the “Activate” button.
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How to Login
T O D O TH I S
D O T HI S
1. Go to www.dotStaff.com, and click the “Login” button.
2. Enter your email address on the Username line.
3. Enter your password on the password line.
4. Click the “Login” button.
How to Reset Your Password
T O D O TH I S
D O T HI S
1. Go to www.dotStaff.com and click the “Login” button.
2. On Login form, enter your email address in the Username cell.
3. Select the “Reset password” link.
Change Your
Password
4.
Answer the two Security Questions.
5. Click the Continue button, (or Back if you wish to return to the Login form).
6. At the prompt, create a new password.
7. Confirm the new password.
8. Press the Login button, (or the Back button, if needed).
How to Add a New User or Resource
T O D O TH I S
D O T HI S
 A Vendor Administrator may add a User or a Resource while a Vendor User may only
add a Resource.
 A Vendor User might be a Recruiter, an Account Representative, or an Accounts Receivable
Representative.
1. Navigate to Records Mgt > View Users.
2. Click the “Add” button.
3. (Vendor Administrator only): Select the applicable Account
type, User or Resource, then click the “Next” button.
Add an Account
4. Complete the Account information form.


All fields are required.
The *Account Notification Email is where the Account Activation email will be
sent, which contains the User’s Activation code.
5. Choose Yes or No from the *Send Activation Notification drop down option:
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
Select Yes if you wish the individual to
receive an email notification requesting s/he
activate the account in dotStaff™.

Select No if you do not wish the User to
receive an email notification at this time. Please note: If you select No, you
may re-send this Account Activation notification at a later time. See the How
to Resend the Account Activation Notification in the section below.
6. Click Save.
1. A confirmation window will display. Choose “OK” to retain the new account entry.
Confirm,
Review,
and Edit
New Account
2. The User List will appear with the newly
added user included. To edit Account
details, double click on the data grid item to
open the account.
3. Click the “Edit” button and update
information as necessary.
4. When complete, click the “Save” button to retain changes.
How to Submit a Project Bid
T O D O TH I S
D O T HI S
1. Navigate to Postings > View Postings.
2. Double click on the posting (Position Type = Project) on which you would like to bid.
3. Select the Make a bid tab.
 Fields denoted with an asterisk (*) are required.
4. Using the drop-down list in the “Contact” field, select the bid author.
Bid on a Project
5. Enter the bid Amount for the project.
6.
In the Comments field, enter additional pertinent information such as value-add details.
7. Click the green plus sign to open the “Attachments” area to attach any supplemental
materials.
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A)
In the “Upload Your Files Below” window, enter a File Name, a required field.
B)
Click the “Select” button.
C)
The “Choose file” window will appear. Using the “Look in” field, navigate to the
desired file folder and click once on the file.
D)
See the file listed in the “File name” field and click the “Open” button.
E)
Back in the “Upload Your Files Below” window, see that the file’s address is in the
“File to attach” field and click “Upload”.
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F)
To complete the file attachment, click the “Save” button.
8. Back in the “Make a bid” screen, you are now ready to place the bid. Click the
“Submit Bid” button.
9. A Bid Review window will now display the details of your bid. You will be required to
confirm the details to continue.
10. Click the “Yes” button to confirm submittal of the bid or choose “No” to revise. The
Bids tab will be displayed showing the submission.
How to Submit a Milestone on a Project
T O D O TH I S
D O T HI S
1. Navigate to Time\Projects > Add Milestone.
2. Ensure that the correct contract is selected in the Contract field.
3. Using the drop-down feature in the Project field, be careful to select the correct
Project from those listed.
 A resource may be attached to more than one project!
4. In the Milestone field, select the Milestone ready to be submitted as complete.
 Milestone names are likely to be unique to each project. The one in the
example below is named “Planning.”
Submit A
Milestone
5. The value shown in the Amount field will have been predefined in the project’s
details. Each Milestone will have its own specific value.
6. A Comments field is available for any additional information that may apply.
7. If you wish to add an attachment to this milestone, follow steps 7-8 above in
the How to Submit a Project Bid section.
8. Click the “Save” button to submit the Milestone.
How to Track or Modify a Project Bid
T O D O TH I S
D O T HI S
1. Navigate to Postings > View Bids.
2. Bring forward the item of interest, if necessary, using the “Date Selection Zone”
Track a Bid
3. View bids of interest by using the standard data grid sort and filter features. The
Status column identifies the stage at which a bid resides.
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1. Navigate to Postings > View Postings.
2. Bring forward the item of interest, if necessary, using the “Date Selection Zone”
Modify a Bid
3. Having located the desired posting, open it by double clicking on it in the data grid.
4. Click the “Bids” button and, using the various filters and search options, locate the
Proposal for which you wish to edit the bid and double click to open it.
5. On the Bid Information page, edit the bid as is needed.
6. Click the appropriate button to “Submit” or “Withdraw” the bid. Click OK or Cancel
within the “Do you want to Submit the Bid?” popup.
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