Creating Bulk Shifts for Temps

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 create a job in the Jobs module, you can easily create bulk shifts with roster view in the shift scheduling board:
  1. Navigate to the required job details page, and click Scheduled Temps listed on the left panel.
  2. Matching temps will be displayed in Roster View. You can also further refine using advanced search and save the search criteria for future use.
  3. From the list of temps, select the right ones for the job. Click Actions, and select Create Shift.

  4. Review the details in the pop-up, and click Publish & Notify. Upon clicking that, temps will be notified about the newly scheduled shifts.

To edit and delete the scheduled shifts:


You can edit or delete shifts any time before the shift starts. To do so:
  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 its details.
To edit the shift:
  1. Click Edit to edit details. 

  2. When finished, click 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.
    Note: You can choose to delete either the shift for the selected date or all repeated shifts created. Also, we have provided with an option to notify temps on cancelled shifts.
  2. Click on the desired delete option. The shifts will be deleted, and temps will be notified.

    • Related Articles

    • Bulk Email

      Communication with clients/candidates is an important activity in any business scenario. One of the best ways of communicating is through email. Zoho Recruit provides the option of using email to reach a large number of clients by sending mass ...
    • Approve Temps

      The Import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the Temps modules. They need to be approved first to be ...
    • Creating Custom Fields

      In Zoho Workerly, you can add new fields as per your requirements. These fields will be available to all the users added to your organization's Workerly account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho defined ...
    • Create and Manage Temps

      Temps are the people who carry out a job and are a crucial part of the staffing process. Once the Temps are given a job, it is essential to manage them. The staffing department's approach to managing Temps can significantly impact the success of an ...
    • Creating Quotes

      In Zoho CRM, you can store quote details by manually entering the data in the quote details form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or modify ...