Introducing Create Shift for efficient scheduling | Zoho Workerly

Introducing Create Shift for efficient scheduling | Zoho Workerly



Creating shifts just got a lot easier with the new Create Shift feature. This feature simplifies shift management by integrating this option directly into the Temps Roster View, Jobs Roster View, and global creation. This enhancement not only reduces navigation but also makes the shift creation process more intuitive and user-friendly.

Core Use Case and Pain Point

Previously, managing shifts required users to filter by job before creating a shift and navigate through multiple tabs and steps, which could be time-consuming and cumbersome. This often led to delays and errors, impacting overall efficiency. Now, with the enhanced feature, users can choose the job directly within the create shift pop-up, eliminating the need for prior filtering and significantly speeding up the process.

Business Scenario

Here are some business scenarios where the Create Shift feature can make a significant difference:

Managing Multiple Client Accounts

Agents at a busy staffing agency oversee numerous client accounts. They often struggle to navigate through various filters and tabs just to set up a single shift. The new Create Shift feature allows them to directly select the job within the pop-up, simplifying the process and saving valuable time.

Last-Minute Changes

Unexpected changes are a constant in the staffing industry. Agents frequently deal with last-minute client requests. The integrated matching and advanced filtering options in the Temps Roster View allow agents to find the right temps for any job quickly, ensuring they can handle changes promptly and efficiently.

Handling High-Volume Scheduling

Large corporate clients often require scheduling for a significant number of temporary workers. Agents, who manage these accounts, can now easily create shifts for both fixed and flexible jobs from the Jobs Roster View. The pre-filled fields and advanced filtering options help him manage high-volume scheduling effortlessly.

Ensuring Availability

Agents need to ensure that temps are available for the job’s date and time. The feature lists available temps, making it easy for her to match the right people with the right jobs, thereby enhancing client satisfaction.

Creating Shift

To create a shift:

  1. Go to the Create Menu and select Shifts.



  2. Fill in the Details. Enter the client name, job name, temp name, date, and specify if the shift is for all day or a specific time. You can choose temps from the suggested list or perform an advanced search to find the right temps.



  3. Click Publish & Notify, once the details are filled in.
Note:
The interface adapts based on whether you select a temp or job first, ensuring a smooth and intuitive experience.

Creating Shifts from the Roster Views

You can also create shifts directly from the Temps Roster View and Jobs Roster View, providing additional convenience and flexibility.

Jobs Roster View

  • Shift Creation for All Job Types: Create shifts for both fixed and flexible jobs.



  • Available Temps: Lists temps available for the job’s date and time.



  • Pre-filled Fields: Repeat workdays for fixed jobs are pre-filled and locked.
  • Advanced Filtering: Provides advanced filters for fixed jobs.


Temps Roster View

  • Primary Action: Create Shift is now the main action for quick access.



  • Integrated Matching: Easily find jobs that match the selected temp.
  • Advanced Filtering: Refine temps based on specific criteria using the advanced filter option.
The Create Shift feature in Zoho Workerly simplifies shift management, making it more intuitive and efficient. We believe this will enhance your experience and improve your operational efficiency.

Questions? Suggestions? Feel free to leave a comment below or reach out to our support team at support@zohoworkerly.com.

Regards,
Team Zoho Workerly

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