Shortlisting staff via a staff and job quick search

Created by Alex C, Modified on Mon, 22 Dec, 2025 at 7:45 PM by Alex C

Within the staff and job quick search click the + icon to add staff to shortlists:
You will now be able to see the following dialogue:
- Select the job
- Select the role
- Select to expand the location and select the dates to shortlist to
  - You can change the view to be by dates > locations by using the toggle under View
Press OK
You can now decide whether or not you want to inform those staff that they are shortlisted:
- Amend the email if required
- Press Cancel to cancel the shortlisting
- Press Skip email to shortlist the staff and not notify the staff
- Press Preview email to preview the branded email
- Pree Send to send the email to the staff to notify them they are shortlisted for the selected job and shifts
Upon shortlisting this status bar will appear at the top of the page informing you of the actions taken
- You can click Go to job to take you to shifts for the job you shortlisted staff onto