Introducing Create Shift for efficient scheduling | Zoho Workerly

Introducing Create Shift for efficient scheduling | Zoho Workerly



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

        • How to display profile picture for distribution list?

          I am Admin of a Zoho Mail server and we have distribution lists along with user accounts. I am able to set Profile picture for the users and it shows when the email is sent to another companies. The members of the groups can also send email from those

        • Mail Search Not Working

          Hello, Mail search is not working at all. I've tried Chrome and Mozilla. I can try and search for an exact term, or even an email that is 1st in my email list. All search does is sit and spin, or it comes up with no results. I've also tried it on my android

        • Password should not contain sequential characters

          How can I avoid this? How do I even disable it. On my password policy page, it's all blank, so I don't know why I'm even getting this error now.

        • Same phone number for more than one account.

          Hi there, I am a webdeveloper specialising in providing websites, webhosting and email solutions for my customers. I have signed up a number of my customers to Zoho Mail in the past, and a couple of these have grown into a paid package for Zoho CRM. As

        • Is there a live chat for Zoho mail?

          I am having a problem in Zoho mail and would love to live chat with someone instead of email and wait for a response. Is there a function for this? I know there is in CRM but I can't seem to find it in mail... Thank you!

        • Integrating Zoho Desk Instances from two separate organizations

          Is it possible to integrate Zoho Desk with an instance from another organization? For example, creating a ticket in one organization can cause the creation of a ticket in the second organization? Or certain tickets from one organization be viewable by

        • Why does incoming mail inconsistently bounce back from Zoho mail

          On testing our user accounts, we are having problems where mail sent to zoho mail bounces back with errors message that 'relay access denied'. On testing from various accounts (including outlook, gmail and yahoo) mail seems to get through on some occasions

        • Zoho email setup in office365

          When i am trying to setup zoho mail setup using my domain in office365 and it is not working and it says that we couldn't log on to the incoming (IMAP) server and please check your email address and password and try again. I was able to login using my

        • JunkMail rejected

          Hello, we are facing problems sending mails. The IP has been blacklisted. Please, fix it as soon as possible. JunkMail rejected - sender4-op-o12.zoho.com [136.143.188.12]:17291 is in an RBL on rbl.websitewelcome.com, see Blocked - see http://www.spa

        • My emails going to spam folder for hotmail or outlook

          My emails (not spam mails) are going into the spam folder for my customers using hotmail. Gmail and Yahoo users are receiving the emails in their inbox. can you please solve this problem. I read few articles but coudnt find any solution to it. I am testing it by sending a simple text email no pictures nothing at all still it is filtering my emails as spam. Please help I am really loosing time and clients due to this. Thanks

        • Capture hotkeys inside the remote session and allow file exchange via clipboard

          Hi guys, assist is a really good app, and to become great it would be nice to have some features other vendors have in place and we take them for granted. For example, ScreenConnect, TeamViewer and others allow you to send hotkeys via the remote connection,

        • Cannot fetch url with custom extension (sigma - javascript)

          Hello i try to make my first extension with API request, i have two cases 1) this a deluge code attach to a button --> this one works very well response = invokeurl [ url :"my_api_fetch_url" type :GET headers:{"api_key":"myapikey","accept":"application/json","content-type":"application/json"}

        • how to upload the picture and document

          i want to upload the picture and document,would you please told how to upload them?could you told it for each step?

        • Forgot my email management account

          Hello, I am the administrator of ihomemix.com. I can’t remember which email address I used to register the account and then opened the email service for ihomemix. I can’t see the subscription period of my email function when I log in with this account.

        • Add customer to account based on domain name.

          I generate reports based on a the account field, i.e. companyX.  In GoToAssist, my last provider, there was an option to automatically assign new ticket creators to a company (or account) based on their domain name. So for example, if a new employee creates a ticket from @companyx.com, for them to be automatically added to the companyx account would be a huge advantage.  As it stands right now, I have to remember to add them to the account manually.  Often I forget and when generating a report for

        • Facilitate business processes by mandating Kiosks in your Blueprint's transition settings

          Hello everyone, We've made a few enhancements to Kiosk Studio. Blueprints provide a structured and systematic approach to executing business processes, and you can use Kiosks to build custom capabilities to retrieve, collect, and execute actions on CRM

        • Response Violation - Zoho Desk

          Hi Team, I just need an information regarding the zoho desk - Response Violation and how can we avoid the tickets from getting the tickets response violated.

        • I need help in setting up a script that works for my calling service

          Please i need your guidance and expertise in how to go about a particular scripting. You see, we are a call service that assists companies to receive calls for them, i need to create a system in my Zoho CRM whereby i will receive call from my already

        • Zoho CRM Customer Portal Pricing Question

          Hello, I am trying to find out about the pricing for a portal that will be used for the contacts and a custom module. My client needs to use a customer portal for 15k users that will display the contact details and some informations to a linked custom

        • How to display Motivator components in Zoho CRM home page ?

          Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.

        • Zoho developer edition does not work for us

          Hi Is anyone else having this problem? I'm signed in with our admin/super user account. When I click on the link on this page: https://www.zoho.com/crm/developer/docs/dev-edition.html I am asked to agree to Terms and Conditions. Clicking Agree to Terms

        • is zoho CRM down today ?

          Is zoho CRM down today ?

        • Export email adresses to email service provider (mailchimp or other)

          Hello, Is there a way to export a list of email adresses from a search in my Zoho Creator forms to an external email service (gmail, yahoo...) and initiate at the same time an email message that I will fill and send myself ? And what about Mailchimp,

        • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

          so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

        • Problem viewing document imported from google drive.

          Hello, When I add a document via my google drive, it is impossible to preview it. I get the error “Files without extensions cannot be previewed. Download to view this file”. Could you please help me? Also, and this is more of a question: is there a way

        • Launch Blueprint or Workflow Automation via Zoho Dataprep Import

          Greetings All, I'm curious - Is it possible to trigger a Blueprint or Workflow via Data Prep import? Thanks in Advance

        • Cross module filtering is now supported in CRM

          Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early Access

        • Posibility to add Emoticons on the Email Subject of Templates

          Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show

        • Bulk Delete Customer Contacts.

          Due to a config issue on my end (my fault), I have ALL contacts from CRM imported as contacts in Books. Some clients have 30+ contacts. Is there a funky way to bulk delete? Each contact has three clicks and a scroll to delete them.

        • Multiple domains for same username and password

          I've come across this situation the vault is currently suggessting the passwords autofill option by the domain. wondering whether is there any option to save one password for multiple domains since the microsoft login has two domains https://login.microsoftonline.com/

        • Introducing Bot Filtering for Accurate Email Campaign Analytics

          Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuine

        • Option to specify or disable "Idle" times in preferences

          It seems strange to me that my Cliq shows me as "Idle" when I'm using the PC and available just because I haven't interacted with Cliq in a while.  I'm far from "Idle" so we're just treating "Idle" and "Available" to mean the same thing.  I'd like to suggest a setting to change the timeout or even disable the automatic "Idle" mode.

        • Lockable Due Dates

          Hello, is there a way to FIX due date of task or task list, so that they cannot be moved by linked task that are late? Like having a sort of "limit date" that would create an alert if not reached?

        • in zoho books while categorizing need to add new name in category by replacing expanses how to edit or make changes need assistance

        • Function #61: Automatically add free item to the invoice based on item quantity

          Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotions

        • Regarding GST Report Issue in Zoho Books

          Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.

        • Multiple Salesperson against an invoice

          Hello, Against a particular invoice, we have multiple sales people working. The reason we combine the invoice is becuase we are an exporter and often consolidate cargo for our customer to save them freight costs. How do I capture the contribution of each

        • Projectwise budget ---

          Can we have a Project wise subject in addition to the Monthly, and quarterly ACCOUNT LEVEL budget?

        • Looking back at Zoho Social's 2024: Highlights and memories

          Hey everyone, We hope you had a relaxing and joyous holiday season. Whether you're planning for the new year or still soaking in the magic of the season, we're here to share some exciting highlights from 2024 – a year that was fully packed with updates

        • Building a Zoho Extension for Webex CC - Handling URL Changes

          Hi everyone, I’m building a Zoho extension for Webex Contact Center (Webex CC) and facing an issue with handling URL changes. In telephony, I’ve set the URL of Webex CC to: https://desktop.wxcc-us1.cisco.com/ When this URL remains the same, everything

        • Next Page