Zoho Workerly | Temp Views

Understanding temp view options on the Shift Scheduling board

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 Roster View. You can also customize your criteria for finding temps. 
Learn more: Roster View for Shift Scheduling

Having your temps scheduled, you might need to check who all have accepted, rejected and are pending to accept/reject the offer you have made. And we have Temp Views and Status Board available on shift board for the same. 
Let's take a look at how can you use these views during your shift scheduling process.
You might have seen All Matching Temps and Scheduled Temps views on your shift scheduling board. We would like to familiarize you with two new views: Temps Pending for Job Acceptance and Temps Rejected Jobs and Status Board to view the offer status—available on the scheduling board.

Scheduled Temps

This view shows all temps scheduled for a job. If you have temp acceptance enabled, a summary on the number of job offers sent, accepted/rejected temps, and temps who are assigned to job will be available to view. At times, you might be shown the message below. Click on Show All Matching Temps to view the temps that match your job. You can also use our Advanced Search for further refining.

All Matching Temps

This view provides you with the list of temps assigned for the job. They could be those who are yet to respond to the job offer or those who are already scheduled for the job. This view can be used in order to view matching temps on a larger scale. 

From the list of matching temps, click + to create a shift for a single date or range of dates. 

When you have Temp Acceptance enabled, the shift boxes will appear in orange. Clicking on the box will show you the shift details.

On the shift board, the tabs will be given in orange only when you have enabled Temp Acceptance. In such cases, as you schedule a job, the temp will be notified and they can Accept or Reject the job from their temp portal or mobile app.

Temps who have rejected the job offer will be listed in the Temps Rejected Jobs view. 


Temps Pending for Job Acceptance

You can switch to Temps Pending for Job Acceptance and view those temps who have yet to mark accept or reject for the job offered.


Temps Rejected Job

Switching to Temps Rejected Job will display the list of temps who have rejected the job offer. Clicking on the shift box will show you more details.


Status Board

You can view all sent requests, how many temps have accepted, how many temps are assigned, how many temps have rejected - all in one place.

    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 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

                                                      • 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 ...
                                                      • 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 ...
                                                      • 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 ...
                                                      • 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 ...
                                                      • 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