New Managed Workers Screen

The new layout and functionality of the Workers tab

Tom Caban avatar
Written by Tom Caban
Updated over a week ago

Managed Workers' screen overview

Our Managed Workers screen is designed to let you better manage and organize your worker pool. Select from a broad range of filters or use them in combinations to identify the most suitable candidates for the job postings. Admin tasks such as linking workers to Branches or Shift Templates can be completed quickly by using batch options rather than processing them one by one. 

Workflow processes are enhanced and streamlined to efficiently get you through your workday.
See below for details. 

Searching and Filters


Search retains the same functionality so you can look up workers by first name, last name, phone number, email address, or their JoinedUp ID.

Use the filters to display workers linked to a specific Branch or that work for a specific Client. If you’re working with Partner suppliers you can filter workers by their agency affiliation using the Agency filter. You can also create new Partner agencies here. More about that is below.

Adjust the filter parameters to sort by other key worker identifiers such as age, driving licence category, or the distance from their work site and others.



Need more filter options? Simply click Add a new filter to display the list of other options.


Combine different filters to define your own search query e.g., workers registered to work for the client, Capital Industrial who are over 25 years old and haven’t worked any shifts yet.

You can also save your custom search query for future use.

Batch actions


Selecting at least one worker enables batch actions

A screenshot of a computer

Description automatically generated

This will allow you to send a group Message (email and/or text) as well as link the selected workers to a Branch or a Job Card (Shift Template).
You will also be able to add or remove Worker roles in batch rather than profile by profile as before. 
Lastly, you can also download an On-boarding report with the details of the selected workers.

Messaging workers


We have also made changes to the messaging modal. We have removed the map toggle selector. You will now be selecting the workers to send the message to on the main screen. 
The message you'll send will go out as an email. You can put in a reply address and add attachments.

Tick the box to send your message in the form of a text message as well as an email. Please note that the SMS version is only sent to workers who confirmed their phone number. You will be able to look just above the message preview to see how many of the selected workers will receive the text message.

A screenshot of a computer screen

Description automatically generated

Please note that when you tick the selection box in the header to select all workers only the first 50 will be selected. Click the link to select all of them.

A screenshot of a computer

Description automatically generated


There are no limits to the number of workers you can message via email, but when sending a text message you can select up to 2000 workers to message at a time. When more than 2000 workers are selected the option to ‘send via SMS’ will be greyed out. In order to use it you need to make sure you stay within the recipient limit.

Headers


Use the headers to sort workers by their name, branch affiliation, location, registration status etc. Click once for ascending and twice for descending.

Partner Agencies

Press the plus button on the Agency filter to create a new Partner.

A screenshot of a computer

Description automatically generated

Please provide a name for your new Partner supplier, an email address to invite a user, and a finance email to send a report with weekly breakdowns of the hours worked by their workers as well as a contact number and a supplier reference when applicable.

A screenshot of a contact form

Description automatically generated


Use the Agency filter to sort workers by the Partner they are registered with.

A screenshot of a computer

Description automatically generated

Once an agency is selected you can edit their details.

A screenshot of a computer

Description automatically generated

Please note that when editing a Partner’s details the ‘Invite email’ field will be empty. The user you have added when originally creating the Partner has been invited to JoinedUp. The email address for the user cannot be changed here nor can another user be added at this stage.

A screenshot of a contact form

Description automatically generated


You can also Archive the Partner Agency if their services are no longer needed.

You can add worker profiles on behalf of your Partners. Unlike when creating profiles for your own workers, when creating Partner profile the welcome email does not go out automatically. When you are ready to invite them you will find the invite button in their profile preview.

You will also be able to archive worker profiles of workers who have not logged in.

A screenshot of a computer

Description automatically generated


Did this answer your question?