How to Add a Job Order

Overview

Visibility Level: Marketplace and Enterprise / Client

Job orders are the primary method for requesting and scheduling work through the WorkN platform. This guide covers creating both bundled and unbundled job orders.

Prerequisites

Jobs must have a Start Date and Start Time at least 15 minutes in the future. Jobs scheduled in the past will not process.

Creating a Job Order

Basic Setup

Log into your Marketplace and navigate to the appropriate branch and enterprise level
Click 'Schedule' in the top navigation
Click '+Add Job'
Complete the job form using the guidelines below

Form Fields

Required vs. Matching Fields

Required Fields (*): Must be completed for job submission
Matching Fields (✓): Must match worker profiles for job qualification
- Examples: Skills, availability, location, work site

Use job templates when available to reduce setup time.

Job Order Types

Bundled: All shifts must be accepted by one person
Unbundled: Multiple people can pick up individual shifts

Job Distribution Types

Schedule: Direct assignment to specific worker(s)
- Implies prior worker coordination
- No recruiter intervention required
Offer: First-come, first-served model
- Auto-acceptance for matching workers
- No recruiter intervention required
Interest: Gauge worker interest before assignment
- Requires recruiter review and selection
- Workers express interest, then recruiter chooses final assignments

Escalation Settings

Determines how jobs are distributed:

Dynamic: Send to all workers matching criteria
Pool: Send to specific worker subgroup
- Only workers in the selected pool who match criteria will receive offers
- Pool must be created before use
Offer Picklist: Manual selection of specific workers

Submission

After completing all required fields and configurations, click 'Submit Request' to notify workers.

Ad Hoc Scheduling

Ad Hoc Scheduling enables creation of multiple shifts with different start/end times that workers can individually select.

Setup Process

Create an unbundled job order as normal
Click "Ad Hoc Scheduling" next to the "Unbundled" option
Configure each shift with:
- Time and duration
- Position requirements
- Location details
- Worker count

Limitation: Ad Hoc Scheduling will not work if "Job Title" is configured as a key attribute.

Worker Experience

Qualified workers will see available shifts in the WorkN app and can select their preferred time slots.

Birds Eye View Scheduling

For complex scheduling needs, the Birds Eye View provides a visual interface for assigning workers to specific shifts.

Access and Usage

Navigate to Schedule tab
Click on pending shift
Select 'Bird's Eye'
Assign workers using the '+' icons
Submit assignments

Availability: Birds Eye View is only available for interest, unbundled, and ad hoc job offers.

Best Practices

Lead Time: Provide adequate notice for worker response
Clear Requirements: Specify all necessary skills and qualifications
Appropriate Distribution: Choose escalation method based on urgency and worker pool
Follow-up: Monitor responses and adjust as needed

How to Schedule or Offer Work

Overview

Visibility Level: Enterprise

The Schedule feature allows you to view and manage job assignments, track worker responses, and handle shift management at the enterprise level.

How to View the Schedule

Log into your Marketplace and navigate to the appropriate branch and enterprise level
Click 'Schedule' in the top navigation
Use the available options to customize your view:
- Date Range: Select specific dates to view
- View Type: Choose between day or week schedule views
- Search: Find specific jobs or workers
- Filters: Apply additional criteria

Managing Shifts

Understanding Shift Status

The color legend shows different shift statuses, allowing you to quickly identify:

Pending shifts
Confirmed assignments
Completed work
Cancelled jobs

Shift Management Options

When you click on a colored shift, you can:

View Tracking: See all workers who were notified of the job
Cancel: Remove the job from workers' view
Show Interested Workers: View workers who expressed interest (for 'interest' job types only)
Schedule Interested Workers: Commit interested workers to the job
Offer Interested Workers: Allow interested workers to accept and be committed to the job
Shift Details: Review job specifications
View Shift: See the posted shift information

Job Order Types

The system handles two main job order types differently:

Offer Jobs: When workers accept these jobs, committed shifts appear in real-time on the schedule
Interest Jobs: Require recruiter intervention to either schedule interested workers or offer the job for acceptance

Schedule Navigation

Use the schedule interface to:

Navigate between different date ranges
Switch between day and week views
Search for specific jobs or workers
Apply filters to focus on relevant shifts
Export schedule data when needed

The schedule provides a comprehensive overview of all job assignments and their current status, enabling effective workforce management and coordination.

How to Add an Unbundled Job Order

Overview

Visibility Level: Enterprise / Client

Unbundled job orders allow multiple workers to pick up individual shifts from a larger job posting, providing flexibility in shift assignment and worker selection.

Creating Unbundled Job Orders

Basic Setup

Log into your Marketplace and navigate to the appropriate branch and enterprise level
Click 'Schedule' in the top navigation
Click '+Add Job'
Complete all required fields (marked with *)
Use job templates to reduce setup time when available

Key Configuration Options

Job Order Type

Bundled: Shifts must be accepted by one person
Unbundled: Multiple people can select individual shifts

Number of Workers

Specify the total number of workers needed across all shifts

Job Distribution Types

Schedule: Direct assignment to specific workers (implies prior coordination)
Offer: First-come, first-served model with automatic acceptance
Interest: Gauge worker interest before final assignment (requires recruiter review)

Escalation Options

Dynamic: Broadcast to all workers matching criteria
Pool: Send to a specific worker subgroup
Offer Picklist: Manual worker selection

Field Requirements

Required Fields (*): Must be completed
Matching Fields (✓): Must match worker profiles (skills, availability, location, etc.)

Ad Hoc Scheduling

Ad Hoc Scheduling allows creation of multiple shifts with different start/end times within a single unbundled job order.

Setting Up Ad Hoc Scheduling

Create an unbundled job order following standard steps
Click "Ad Hoc Scheduling" next to the "Unbundled" option
Configure individual shifts with specific:
- Start times and durations
- Position requirements
- Location specifications
- Worker count per shift

Important: Jobs must start at least 15 minutes in the future to process correctly.

Note: Ad Hoc Scheduling will not function if "Job Title" is set as a key attribute.