Step 2 - Methods of inviting staff to jobs and/or shifts

You can invite staff to jobs and/or shifts via

• Search staff
  • Go to Staff > Search staff in the top main menu
  • Use the search filters to find the staff you wish to invite
  • You can now either;
    • Invite selected staff in the search results list:
      • Select the staff in the list using the checkboxes to the left
      • Go to With Selected > Invite to job or With Selected > Invite to shifts
        
    • Invite everyone in the search results list:
      • Do not select any staff individually from the list
      • Go to With All > Invite to Job or With All > Invite to shifts
        
• Shifts page
  • When booking staff to a shift there is a button next to the Quick Staff Seach text field which will take you to the Search staff page
    
  • This button will launch a staff search window with a blue anchor bar at the bottom of the window linking this search instance to the job/location/shift you want to invite the staff to:
    
  • You can now invite staff to the job in the detailed in the bottom blue bar by
    • Following the same instructions above in 'Via Search staff' to invite staff in bulk
    • Inviting staff individually using Invite button to the right
      
  • NOTE: This method only allows you to invite staff to a job and not to individual shifts
• Staff and job quick search
  • When searching for staff in the Quick search there is an invite to job button as shown here
    
  • NOTE: This method only allows you to invite staff to a job and not to individual shifts