Finish a draft or revoke an invitation
Carry on with a new starter you began adding, delete a draft you no longer need, or take back an invitation nobody has used yet.
A new starter is in one of two places before they join: a draft, which you began and have not sent, or an invitation, which has been emailed and not used yet. Both are lists at the top of the Staff page on the web. Each list is only there when it has something in it.
Go to Rota & team, then Staff
Carry on with a draft
- Find the person under Drafts — not invited yet. The Got to column says which step the form reached, and Saved when it was last changed. A draft that began from a trial shift is marked From trial.
- Press Continue. The add-employee panel opens where it was left, with everything that was typed.
- Finish the form and press Send invite. It says Invite sent, and the draft leaves the list.
You see the drafts for the locations you can invite at, whoever started them, so one manager can finish what another began.
Delete a draft
- Press Delete on its row under Drafts — not invited yet, or open it with Continue and press Delete draft at the foot of the panel.
- It says Draft deleted.
Revoke an invitation
Do this when the invitation went to the wrong address, or the person is not joining after all.
- Find them under Invited, not joined. The Sent column is the day the email went.
- Press Revoke. It says Invite revoked, with the email address, and the link in their email stops working.
You see the invitations for the locations you can invite at, whoever sent them. An Admin with access to all locations sees every one.
To invite them again, at the same address or a corrected one, add them as a new employee.
If it doesn’t work
- “That draft has gone”
- Someone else deleted the draft, or sent its invitation, while you had the list open. The message says so: “It was deleted, or they’ve been invited.” Look under Invited, not joined.
- There is no “Invited, not joined” list
- Either nobody is waiting at the locations you can invite at, or you do not have the “Invite new staff” permission. An invitation sent for another location is on the list of whoever invites there.
- “Couldn’t revoke”
- “You don’t have permission to revoke invitations at this location” means the invitation is for a location you cannot invite at. Any other reason shown underneath comes from the sign-in service. Reload the page and look again: if the person has joined in the meantime, there is nothing left to revoke.
- They say the email never arrived
- Check the address in the Email column. If it is wrong, revoke the invitation and add them again with the right one. If it is right, ask them to look in their junk folder.
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