Profile cards

Staff profile cards overview

Profile cards allow you to build a custom list of staff and attributes to share with your clients. Key features include:

• Fully branded
• Custom URL
• Static or dynamic in nature
  • Create a static list of staff
  • Create a list of staff dynamically linked to a shortlist, staff applied or staff booked
• Create a custom message to your client as the first card
• Allow clients to register their interest
• Many fields to chose from
  • 45 preset fields from their profile
  • All preset qualifications and all custom qualifications
  • All custom profile questions under the internal use only tab

Creating staff profile cards - Step 1 - Setup

• Go to Staff > Profile cards
  
• Click on Add New
  
• Add the following details
  • Visibility
    • Global - for everyone to see and use
    • Personal - for the current logged in user only
    • Mandatory
  • Template
    • Select the template brand from the list
    • Mandatory
  • Hide empty fields
    • If there isn't any data added to a certain question this question will not show on that profile card
    • Optional
  • Display name
    • The main title displayed on the profile card set
    • Mandatory
  • URL
    • Custom URL name
    • Mandatory
  • Client
    • Link this profile card set to a client
    • Optional
  • Client logo
    • This option will only show if a client is selected above
    • The logo will show below the display name on the profile card set
    • This will auto-populate if a logo is added to the client CRM
    • Optional
  • Description
    • This can be used as an internal description
    • Tick Show this copy as the first profile card to have this description show in the first profile card as a message to your client
  • Job
    • Link this profile card set to a job
    • Optional
  • Background
    • Repeat background image
    • Fill background image
  • Option to allow clients to register interest in staff profiles
    • This will add the following buttons to each profile card
      
  • Options for dynamic profile cards linked to jobs
    
    • Show the shift locations, dates and times the staff are booked onto
      • This option will show the location, times and roles that the staff are booked onto for this job
      • Example of how it will look on the profile cards
        
        
    • Allow for 1-5 star rating of staff
      • This will allow for the rating and feedback of the staff via the profile cards
      • Ability to add an optional password to view/place ratings and feedback
      • Example of how it will look on the profile cards
        
      • To view these ratings and feedback go to Reports > Profile card ratings. See: Profile cards ratings
  • Click Save
    
• The following buttons and tabs will now appear
  

Creating staff profile cards - Step 2 - Fields

• Click on the Fields tab
  
• Here you can select from the categories on the left:
  
  To display the fields you have available in that category in the centre column:
  
• To add fields to your Chosen fields right column to display in your profile card set you can:
  • Double-click on a field to add to the right Chosen fields column
  • Drag and drop the field over to the right Chosen fields column
  • Use the arrow button to add all the fields to the right Chosen fields column
• Once you have added your fields to the Chosen fields column you can:
  • Drag and drop into the desired order
  • Double-click to remove a field
• Press Save

Creating staff profile cards - Step 3 - Staff

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

Creating staff profile cards - Step 4 - Customise

• Select the Customise tab
  
• Here you can amend the date on the profile card set without saving back to a staff profile
  
  • Click on a blue edit button to update that copy for that field
    
• Click Save

Preview/Publish your Profile card set

• Use the Preview button to view the Profile card set
• Use the Publish button to copy the URL to your clipboard

The final result will look like this