Introducing "Create Shift" for efficient scheduling

Introducing "Create Shift" for efficient scheduling



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




        • Recent Topics

        • Reupload and rename from one field to another field (file upload)

          Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone

        • Almost all Flows are being queued

          A few days ago I saw one of my Flows status was Queued. This was the first time this had ever happened. Now, almost every Flow that triggers is Queued for at least a few minutes. If I re-trigger the Flow (which causes separate problems) they sometimes

        • Cancellation of written-off invoice

          Hi, Can I know when we cancel the write off (write back), in which FY, the reversal is recorded. It doesn't ask as to when the write off should be cancelled to reflect!. It shouldn't reflect in the year in which the invoice was written off since the Year

        • Ask the Experts 25: Experience the full spectrum of Zoho Desk’s autumn and spring releases for 2025

          Hello Everyone, We’re on the 25th episode of our ATE series! It's a true milestone in our live community interactions! It’s been an amazing journey since we started in October 2018. Zoho Desk has come a long way, evolving with the support of a wonderful

        • How Do I Refund a Customer Directly to Their Credit Card?

          Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-

        • No horizontal scroll bar in reports

          Hi support team, I created a pivot table report which contains many columns (in my application about 15). The problem is that there is no bottom scroll bar to display colums that does not fit within the browser page. I saw that it was possible to resize colums, but colums sizes are not saved within the session. So could you add scroll bar, and eventually make colums sizes stored in the user session ? Best regards,

        • How to restrict user/portal user change canvas view

          Hi , I would like to restrict user / portal user change their canvas view because I hide some sensitive field for them. I dont want my user switch the canvas view that do not belong to them But seems Zoho do not provide this setting?

        • Employment Contract / HRMS Documents - Zoho People

          How do I create customized HR documents for disbursal from Zoho People ? Example, say offer letters ? appointment letters ? Memos ? We want to be able to preset these in one or ther other form and issue them to employees who are in Zoho People.

        • Custom validation in CRM schema

          Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'

        • Send Zoho Forms Link using Zoho CRM Email Templates

          I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that template

        • Live webinar: Craft and deliver impactful slides with Show’s desktop apps

          If you love the comfort of working on your desktop and want a setup that keeps you focused and uninterrupted, this session is made for you. We’re excited to invite you to our upcoming live webinar: "Craft and deliver impactful slides with Show's desktop

        • Enhancements to Bigin's forms

          Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's forms. We'll go over each one in detail. Merge field support in auto-filled forms The auto-fill option in Bigin's forms lets you predefine

        • Table dimensions

          I try changing the dimensions of the table on my computer but it doesn't change. Do I have to be a premium member or does it only work on the app?

        • Direct link to Record Summary

          Hi everyone, In one of my reports, I have built a Record Summary template to display the details of one record. I would like to be able to link directly to this Record Summary once I submit a new record, without having to go to the list of records first and click on View. Is there a possibility to do so ?  Should I use the URL by passing some parameters ? Thank you very much for your help ! Guillaume

        • Amendment effective date

          Hi everyone, I noticed that the amendment effective date mentionned in my amendment is not right. Indeed, when a contract is amended several times, it states the previous amendment and their effective date. However, the effective date stated is always

        • STOCK history in zohosheets

          is it possible to get historical stock value using stock function in zoho sheets? i could not see from and to period in the helper document.

        • Auto sync Photo storage

          Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks

        • Can't add a sender adress from zoho campaigns

          hi, I need to change the sender address for a campaign.  When i try to add it i get a message to say 'duplicated email address found while adding your sender address'.  This is the first campaign i'm sending so I don't understand why this message is displayed? Thanks Jane 

        • Zoho Webinar custom registration fields into Zoho CRM

          I am pushing webinar registrations into zoho crm as leads and this is working fine. I have added a few custom fields to my webinar registration and I wish for these fields values to get mapped into the resulting CRM lead record. I am not seeing anywhere

        • Condition based aggregate fields in subforms

          Hello everyone, We're excited to inform you about the latest enhancements made to our aggregate field capabilities in subforms; create aggregate fields based on conditions! An aggregate field is a column on which a mathematical function has been applied.

        • Zoho Desk Training

          Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?

        • Introducing parent-child ticketing in Zoho Desk [Early access]

          Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

        • Text/SMS With Zoho Desk

          Hi Guys- Considering using SMS to get faster responses from customers that we are helping.  Have a bunch of questions; 1) Which provider is better ClickaTell or Screen Magic.  Screen Magic seems easier to setup, but appears to be 2x as expensive for United States.  I cannot find the sender id for Clickatell to even complete the configuration. 2) Can customer's reply to text messages?  If so are responses linked back to the zoho ticket?  If not, how are you handling this, a simple "DO NOT REPLY" as

        • Agent password reset

          Hi Zoho support, I would like to ask if there is a way the admin can reset a password of an agent? Regards

        • Group Calendar as Default for adding new events, etc?

          Hi, I want to make the group calendar (that I created, if that makes a difference) the default for anything new I add to the calendar. How can I do that? thanks.

        • Can receive but not send messages in Zoho Mail

          Hello! I was able to configure my email client successfully in that I can receive messages just fine. However, when I send messages out, they seem to go out fine (I don't receive any errors or anything), but the recipient does NOT receive those messages.

        • Why is Zoho Meeting quality so poor?

          I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on

        • Mail is sent twice!

          Been using Zoho for a while now. Installed Zoho for someone else and some weird things are happening. Mails are being sent twice. He is using Thunderbird as an email client. I already read about email being duplicated in the sent folder. But in my case

        • Can't login IMAP suddenly

          Since this evening I'm getting the error: You are yet to enable IMAP for your account. Please contact your administrator... IMAP always been enabled in my account and was workign fine for the past 7 years. Already tried turning IMAP off and on again.

        • Sending of username did not succeed: Mail server pop.zoho.com responded: User already specified

          I am having issues receiving emails from Zoho in Thunderbird. I am getting the above error. The first error tells me Authentication failed, and prompts me to enter in my password. Then I get the above error. I can receive emails when I log in online to

        • Bug tracking

          Hi, does anyone know how to track errors during picking or packing? This way I can keep track and see how to improve and prevent errors in this area.

        • Exact match in name when searching workdrive

          Hello, I am wondering how to search workdrive files/folders with an exact match in the name. For example, when I search across folder with the url param search[name]=someName, I get multiple results such as "someName", "someNameAndMore", or "someName

        • Not Receiving Incoming Mail

          I can send emails from my account but I do not receive any. I originally set up forwarding and it worked for a while and then stopped. I turned off forwarding and now do not receive any emails. Could you please check what is causing this issue? Thank you

        • Flow - Fetch info from drop down in another module

          I am running into a road block which I thought would be a simple task. My goal - The account is assigned to a "route" which can be selected from a drop down menu and adds a tag to the account accordingly (easy enough). Now when I create a task for this

        • Migration of corporate mail environment from Yandex 360 to Zoho mail

          I have to migrate a corporate mail environment with an existing domain from Yandex 360 to Zoho mail. It is vital to migrate all users with all the data. I have read the article on this topic using MacMister Email Backup Software just now and have some

        • I'm unable to send mail pthrough Zoho SMTP programmatically

          This has been working for years, but today it's been offline all day long. I see nothing anywhere on your site about this. I'm not the only one experiencing this. Downdetector has a spike of reports today

        • Can no longer send email via Django site

          This was working fine as of 11/7/25. Now I am unable to send user verification emails from a Django site on a AWS lightsail sever. When a user attempts to register the following error occurs. I have also attempted to send a test email via the shell and

        • unable to send email but able to receive email

          my email address is info@securityforceservices.ca

        • Custom Field for Subscription

          Hi, I can't find a way to add a custom field (to contain a license key generated from our software) against a subscription? Is the only place to add this information in the Invoice module (as custom field for invoice)? When a customer views his subscription via the customer portal, there appears no way to display a license key for them? The invoice is not the natural place to store a license key for a particular subscription, so where else can this be stored and displayed?

        • Login to server failing

          When trying to retrieve my mail, I am getting this error message -- Login to server pop.zoho.com with username (my email address) failed. It gives me the option to retry, enter password, or cancel. Then I get this message -- Sending of username did not

        • Next Page