Shortlists are used to create tailored groups of workers – for example, workers who prefer night shifts.

On the People page, you can access the shortlist feature by clicking My shortlists. 

Create a shortlist

• Click Create new shortlist and enter a name. 
• Add workers to the shortlist by find the worker in the main pane, hovering over the -- in the Shortlists column, clicking +add and ticking the relevant shortlist. A worker can belong to multiple shortlists.

To edit or delete a shortlist, go to My shortlists and click the three dots next to the shortlist to bring up the drop-down menu. 

Sharing shortlists

By default, any shortlists you create will be private. You can let other managers who have access to your locations use your shortlist when publishing shifts by clicking Share with my locations in the My shortlists panel. 

Note that only the creator of the shortlist can edit/delete the shortlist.