Skip to main content
Sign in

Offering shifts to candidates

  • Updated

To offer one or more candidates a single shift:

  1. Go to Vacancies and select My Vacancies for standard roles, WLI Roles for your NHS organisation, or Collab Bank for vacancies from other NHS organisations
  2. Filter and open a vacancy to view Vacancy Details
  3. In Vacancy Details, go to the Shifts list to see relevant candidates
  4. Click a shift to view candidates with statuses like Applied, Approved, or Offered, shown with a progress bar
  5. Select candidates to offer the shift and click Action on Selected> Send Offer
  6. In the Offer Candidate box, offer the shift to candidates one at a time if multiple are needed
  7. For Limited Company Contractors, untick HMRC Off Payroll rules if applicable; warnings indicate rate breaches - hover for details
  8. Update pay rates for Bank or Collaborative Bank candidates; TempRE checks rate breaches
  9. Add notes for the offer email
  10. Click Send Offer (TempRE shifts) or Check WVR & Offer (NHS At Work shifts)
  11. Use Next or Previous Candidate to navigate; click Close to exit

You can also offer all shifts in a vacancy or all shifts a candidate is available for via the Candidates list

Offering multiple shifts to a candidate

  1. Go to Vacancies, select My Vacancies, WLI Roles, or Collab Bank. Filter and open a vacancy to view Vacancy Details.
  2. In Vacancy Details, select the Candidates list, filter by Employment Type and Application Status, then choose candidates to offer shifts.
  3. Review candidate skills and click Action on Selected > Send Offer.
  4. In the Offer Candidate box, offer shifts to one candidate at a time. For each candidate:
    • Untick HMRC Off Payroll rules if needed
    • Select shifts to offer
    • Resolve any rate breach warnings
    • View potential savings for Standard Placement candidates
    • Update pay rates as required; changes can apply to all shifts
    • Add notes for the offer email
  5. Click Send Offer (TempRE shifts) or Check WVR & Offer (NHS At Work shifts).
  6. Use Next or Previous Candidate to navigate; click Close to exit.

Visit this the Placing candidate into shifts article for the next steps.

Related articles