For the times when you need to present staff to clients, we now have you covered straight from jobs.
Rather than adding staff members individually to portfolios, you can now do so directly from the job. What are the choices?
- Adding all booked
This option allows for you to select everyone who has already been booked into the job, so rather than creating options for your client, you are presenting them with the team.
- Adding all applied and shortlisted
When you need to present staff to a client for them to select who to book, adding all applied and shortlisted is your best bet. This will add anyone who has applied or been shortlisted to the job, but will not include anyone who is booked already.
- Adding everyone linked to the job
Want to present everyone linked to the job, whether booked, applied, or shortlisted? Use this third option to add everyone, ever, into the portfolio.
And here’s how to get started:
First up, build your portfolio template by clicking on ‘portfolios’ and selecting which information you would like to show.
From within your job, hover over the menu button near the top right of the job information to apply the command to the whole job, or hover over the menu within each location to be more specific:
Select which group of staff members you would like to add to the portfolio:
This box will pop up, confirming who you are adding, and allowing you to select which portfolio you will add staff members to:
Once you’ve added the staff, click back into ‘portfolios’ to check the profiles and add notes, if necessary:
And that’s it – grab the URL, whiz it across to the client and await their feedback. Job done.