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.
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.
2. Matching temps will be displayed in Roster View. You can also customize criteria for finding temps.
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.
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.
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.
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.
Make the most of Zoho CRM with these useful tips.