Staff Selection via the Client Portal
Workstaff now allows your clients to participate directly in the team selection process through the Client Portal. Whether it's to confirm a proposed team or to choose from a list of suggested candidates, this feature makes collaboration between you and your clients smoother and more transparent.
Contact our Customer Success team to activate the Client Portal add-on for your Workstaff account.
Creating and Sharing a Staff Selection
To create a staff selection for a project:
- Go to the project in Workstaff and navigate to the Staff Selections tab.
- There, you'll be able to view any existing selections for the project or create a new selection. Fill in:
- Selection name
- Required skill
- Minimum number of staff to select
- Click Next, then select the staff you'd like to include in the staff selection for your client to choose from.
- Click Send to Client, or save it as a draft to finalize later.
Once the selection is shared, its status will appear as Awaiting Client.
The owner of the client portal will automatically receive an email notification informing them that a staff selection is pending.
Client View and Team Selection
On their side, the client will see a task under Select your team in the portal.
They will be able to:
- View the proposed candidates for the specified skill.
- Select the staff they prefer (they may choose more than the minimum required if they wish).
- Submit their selection.
As soon as the client submits their selection, the status will automatically update to Completed, and you’ll receive an email notification.
Applying the Selection
After your client submits their selection, click Apply to candidates to automatically move the selected staff into the Candidates section of the Scheduling tab.
From there, you can proceed with your usual booking process — now with input directly from your client, all in one place.
Need help setting this up or want a demo? Don’t hesitate to contact us — we’re here to help!