Every site has a list of preferred and banned staff members. Preferred staff members are especially welcome to work in this location and banned staff is a list of people who for some reason are not allowed on the site.

You can view that list and add people to it on the site profile (go to the Sites list from the top blue menu bar and on there click on the site name). You will find the Preferred and Banned staff section if you scroll down the page as seen below:


Adding staff to Preferred or Banned list on Site profile:

To add a staff member to either section, click on the 'Add' button in the top right corner. This will open a text box where you can type in the staff member you want to add to the list. Once you've found your employee, click 'Add' and they should now show up in the list. To remove a staff member from the list, simply click the little X icon next to their name.

Adding staff to Preferred list on Staff page:

This option allows you to add one or multiple staff members to the site list directly on the Staff page. Simply tick the staff members' names and use the blue 'With selected' button to find an option 'Add to sites'.

Adding staff to Preferred list on Schedule page:

Staff can also be added to the Preferred list directly on the Schedule calendar. If you assign a shift to a staff member on any site the staff will automatically go to the Preferred list for that site. What is more, if you hover over the staff's name it will display three dots for menu options. Click on it to choose 'Preferred sites' then select the sites and click 'Save'.


Have a look at the next article.

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