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Running a selection

This guide walks you through creating and running a random selection event using the selection wizard.

Creating a selection​

  1. Go to Selections
  2. Click New Selection
  3. Follow the wizard steps below

Step 1: Pool type​

Choose where to draw employees from:

Pool TypeDescription
All EmployeesEvery active employee in scope
UKG On ShiftEmployees currently on shift via UKG integration
Deputy Clocked InEmployees clocked in via Deputy integration
EH RosteredEmployees rostered via Employment Hero integration
DF On ShiftEmployees on shift via Deputy (DF) integration
HF On ShiftEmployees on shift via Humanforce integration
Sine Signed InEmployees signed in via Sine integration
Manual PoolManually choose specific employees for the pool

Step 2: Scope filters​

Narrow the pool by applying one or more filters:

  • Location — restrict to a specific location
  • Region — restrict to a specific region
  • Department — restrict to a specific department
  • Job Classification — restrict to a specific job classification

Leave all filters empty to run an organisation-wide selection.

Step 3: Selection method​

Choose how many employees to select:

  • Percentage — select a percentage (1–100%) of the pool
  • Count — select a specific number of employees

Step 4: Options​

OptionDescription
Exclude recently testedSkip employees who have been tested within a specified period
NotificationsChoose to notify via Email, SMS, or both
NotesAdd optional notes to the selection event

Step 5: Tester assignment​

Assign who will conduct the testing:

OptionDescription
UnassignedNo tester assigned — assign later
Auto-assign from rosterAutomatically assign based on your roster assignments
Specific personChoose a specific tester from your team
Round-robinRotate assignment across available testers

Step 6: Execution mode​

  • Run immediately — the selection runs straight away and becomes active
  • Create pending — the selection is created in a pending state for manual execution later

Saving as a template​

At the bottom of the wizard, you can tick Save as template to store the current configuration for quick reuse in future selections.

What happens next​

  • The selection appears in your Selections list with an Active status (or Pending if you chose Create pending)
  • If notifications are enabled, relevant team members and managers are notified via the selected channels
  • Selected employees are listed in the selection detail view
  • Testers can begin logging tests for the selected employees

Completing a selection​

Once all selected employees have been tested:

  1. Open the selection from the Selections list
  2. Click Complete Selection
  3. The status changes to Completed

Cancelling a selection​

If a selection needs to be abandoned:

  1. Open the selection
  2. Click Cancel Selection
  3. The status changes to Cancelled

Running selections on mobile​

You can also run selections from the FairTest mobile app. The process follows the same wizard — choose your pool type, scope, method, and run.

Tips​

  • You can run multiple selections at the same time
  • Use scope filters to target specific parts of your workforce
  • Save frequently used configurations as templates for faster setup
  • Check the Compliance Report to ensure you are meeting your testing targets

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