Creating staff profile cards - Step 3 - Staff

Created by Alex C, Modified on Mon, 22 Dec, 2025 at 7:47 PM by Alex C

Click on the Staff tab to add your staff to a profile card set in four ways:

  • 1. By individual staff
    • Select Staff in the dropdown to the right of the search field
      • This will create a STATIC list of staff for your profile card set
    • Search for the staff in the search field
    • Use the arrow to add staff to your selected list
  • 2. By staff booked onto jobs
    • Select Jobs in the dropdown to the right of the search field
      • This will create a DYNAMIC LIST of staff for your profile card set for staff booked onto that job
    • Search for the jobs in the search field
    • Use the arrow to add the job to your selected list
      • As the bookings on the job changes so does this profile card set automatically
  • 3. By staff shortlisted onto jobs
    • Select Shortlists in the dropdown to the right of the search field
      • This will create a DYNAMIC LIST of staff for your profile card set for staff shortlisted onto that job
    • Search for the jobs in the search field
    • Use the arrow to add the job to your selected list
      • As the shortlist on the job changes so does this profile card set automatically
  • 4. By staff that have applied onto jobs
    • Select Applied in the dropdown to the right of the search field
      • This will create a DYNAMIC LIST of staff for your profile card set for staff that have applied to shifts on that job
    • Search for the jobs in the search field
    • Use the arrow to add the job to your selected list
      • As the applied list of staff on the job changes so does this profile card set automatically
  • Click Save

 

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