Creating Bulk Shifts for Temps
Scheduling bulk shifts
There are instances when you will have to schedule more than one temp to work at the same time. Instead of scheduling their shifts individually, Zoho Workerly allows you to schedule them in bulk. Let's take a look.
Once you create a job in the Jobs module, you can easily create bulk shifts with roster view in the shift scheduling board:
Once you create a job in the Jobs module, you can easily create bulk shifts with roster view in the shift scheduling board:
- Navigate to the required job details page, and click Scheduled Temps listed on the left panel.
- Matching temps will be displayed in Roster View. You can also further refine using advanced search and save the search criteria for future use.
- From the list of temps, select the right ones for the job. Click Actions, and select Create Shift.
- Review the details in the pop-up, and click Publish & Notify. Upon clicking that, temps will be notified about the newly scheduled shifts.
To edit and delete the scheduled shifts:
You can edit or delete shifts any time before the shift starts. To do so:
- Navigate to the required job details page, and click Scheduled Temps listed on the left panel.
- All scheduled temps will be displayed. Click any temp schedule to view its details.
To edit the shift:
- Click Edit to edit details.
- When finished, click Publish & Notify. The shift is now updated, and the temp will be notified.
To delete the shift:
-
Click Delete. You will be asked to confirm the deletion.
Note: You can choose to delete either the shift for the selected date or all repeated shifts created. Also, we have provided with an option to notify temps on cancelled shifts.
- Click on the desired delete option. The shifts will be deleted, and temps will be notified.
To bulk delete shifts:
- Click Actions > Delete Shifts. You will see a pop-up of the selected temps and another field to select the shift dates.
- Enter the duration and click Delete Shifts. This option helps you delete multiple shifts in a particular duration instead of deleting them one by one.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Scheduled Temps View
The Scheduled Temps view is designed to streamline your workflow by focusing on the relevant information - who's doing what and when. It focuses on helping agents manage Temp schedules efficiently. Why a dedicated Scheduled Temp view? We have ...Find replacement temps
If your temp is unavailable, find a replacement temp to cover their shift. To find a replacement temp, Go to the Shifts module and select the shift for which replacement is needed Click on the more options button and select Find Replacement Zoho ...AI-Powered Photo Logging for Temps
Scenario: Buddy punching has been a challenge in your organization when temps clock their work hours. We know buddy punching can be an issue, especially with our mobile check-in and check-out options, but we're here to help. Our AI-powered photo ...Creating Custom Fields
In Zoho Workerly, you can add new fields as per your requirements. These fields will be available to all the users added to your organization's Workerly account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho defined ...Approve Temps
The Import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the Temps modules. They need to be approved first to be ...
New to Zoho LandingPage?
Zoho LandingPage Resources