Zoho Workerly | Roster View

Using Roster View for Temp Scheduling

You can now keep up with temp schedules using Zoho Workerly's Roster View. Overcome the difficult maze of complex temp staffing issues. 

Here are some benefits of using Roster View for temp scheduling:

  • Avoid overloading your temp staff

  • Manage empty shifts

  • Avoid shift clashes

  • Reduce labor cost

  • Schedule and reschedule shifts with ease

Roster View can be better described as a summary of temp schedule details and availability. We have developed Roster View for:

1. The Jobs module for temp scheduling
2. The Temps module for viewing temp and schedule details

Let's see how can you make better use of Roster View and simplify your temp scheduling.

Jobs Module 

Say you have created jobs and it is time to assign temps. Workerly's smart search algorithm helps you find matching temps, and the search criteria is customizable for better results. 


For scheduling temps with shifts from a particular job details page, follow the steps given below:
1. Navigate to Scheduled Temps in the left panel below the Info heading.

2. Matching temps will be displayed in Roster View. You can also customize criteria for finding temps. 


Advanced Search and Save Search Criteria

Our advanced search is criteria based. It allows you further filter temps using customizable criteriaWith this feature in mind, we are delighted to announce the Save Search Criteria feature in Zoho Workerly.  Clicking on Save as Default Criteria will allow you to use the same criteria by default when scheduling more temps to the job. You can change it any time and save any new criteria as the default. As job requirements are different for each client, we have enabled save search criteria at the job level. 
Dates with active job will be enabled for scheduling shifts, the rest will be in disabled. 

3. Click to create a shift for a single date or range of dates. Time, Job Name, and Client Name will be auto-filled in read-only format.

4. Click Publish & Notify. The shift is successfully created and the temp will be notified. 

Rescheduling or Editing Shifts

There are instances when you have to reschedule a temp's shift or need to edit shift details. With Roster View in the shift scheduling board, you can reschedule or edit in few clicks:

1. Navigate to the required job details page, and click Scheduled Temps listed on the left panel.

2. All scheduled temps will be displayed. Click any temp schedule to view details.

To Edit the shift:
1. Click Edit to edit details. 
2. When finished, click on 
Publish & Notify. The shift is now updated and the temp will be notified.

To Delete the shift:
1. Click Delete. You will be asked to confirm the deletion.
2. Confirm, and the shift will be deleted.

Shifts for a past date or dates cannot be edited or deleted.

Temps Module 

You can now view your temps in either List View or Roster View. By introducing Roster View in our Temps module, we have overcome some limitations of List View. It is a much more detailed view that includes:

  1. Temp schedules: Clicking on any shift tab will display the associated shift details, and using the Client and Job filter, you can schedule shifts for temps from the Temps module.
  2. Temp unavailability: Click on any unavailability tab to view when temps are available for shifts.
  3. Options to Send Emails and Mass Invite temps by selecting temp(s) and clicking the Actions button.
  4. Advanced filters to help you curate the list of temps you want to view.
  5. Binocular view: Click on any temp name to view temp details within the same interface.
  6. Option to view a temp's base pay per hour and total working hours for the week.
  7. View daily pay at the bottom of the temps list. Displays total working hours and total revenue generated by all temps each day. 

Shift  Scheduling from Temps Module 

To schedule temps for a job from the Temps module:
  1. Navigate to the Temps module, and choose Roster View for the temps.
  2. In the left top corner, use the Client and Job filter to view scheduled temps.

  3. Use the Temps filter to switch the view from Scheduled Temps to All Matching Temps.

  4. Click the + symbol next to the suitable temp and shift date to schedule the shift.

Video Walkthrough: 

    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 CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now

              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 CRM Training

                Zoho SalesIQ Resources

                    Zoho TeamInbox Resources

                              Zoho DataPrep Resources

                                Zoho DataPrep Demo

                                Get a personalized demo or POC

                                REGISTER NOW

                                  Design. Discuss. Deliver.

                                  Create visually engaging stories with Zoho Show.

                                  Get Started Now

                                                        • Related Articles

                                                        • Understanding temp view options on the Shift Scheduling board

                                                          Scenario: Zylker needs 3 temps to fill in a job on March 18, 2020. As an agent, you can create a shift by following the steps below: 1. Navigate to Scheduled Temps in the left panel below the Info heading. 2. Matching temps will be displayed in ...
                                                        • Temp Login- Setup Domain

                                                          Zoho Workerly gives an advantage of all-in-one Temp Portal that enables Temps to track of their Jobs and Timesheets. Setting up domain enables Temps to access your portal using a custom domain URL. For example, if your company website is ...
                                                        • Using Advanced Filters

                                                          Availability All editions of Zoho Workerly The advanced filter is a powerful search tool that enables you to extract valuable information in no time - information, which could otherwise take you much longer to find out. With a regular filter, your ...
                                                        • Business Card View

                                                          The Business Card view in a Record Details page helps you get a quick overview of the most important details of a record. The Business Card view can be customized in an organization's account based on the details your users want to see. This means ...
                                                        • Day Rates

                                                          With day rates in Zoho Workerly, you can use the Full Day and Half Day settings while generating timesheets. With minor changes to the usual steps for creating jobs and timesheets, you can enable day rates in your Workerly account. Scenario:  ...



                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                        CRM Tips

                                                        Make the most of Zoho CRM with these useful tips.

                                                          Zoho Show Resources