Businesses on Traba can now create rosters and invite workers to shifts to make the booking process easier and to give businesses greater control over which workers are signing up for their shifts. Below are the FAQs and a step-by-step guide on how to manage your roster.
Rosters
Rosters can be used to organize your workforce. You can create custom rosters for specific roles, shift times, skill levels, or any other designation you need.
To create and edit rosters, go to the Worker Management tab in your business portal.
Then click on the Rosters tab.
To make a new roster, click on New Roster in the top right. Name your roster and click the plus button to add workers to it. Click Create Roster in the bottom right and your new roster will be created.
You can edit or delete your roster at any time by clicking the three dots in the roster name.
Once a roster has been created you can also add new workers to it at any time. Go to the worker management page and click the button on the far right of the workers tile next to the block button.
Invitations
Once you have built your rosters, you can use them to make the shift booking easier and more customizable.
Once you have finished the shift details page (role, work site location, and onsite contact), you will be taken to the workers screen. Once you request the correct number of workers and the hourly pay, you will be asked which workers you would like to invite.
On this page there will be two options:
All: This option is the normal shift booking flow. This will be opened up to all Traba workers who are eligible for your shift that we deem to be a good match for your business and role.
Invite from roster: This option allows you to invite specific workers who have worked with you before from a roster.
If you select Invite from roster, you will be given a choice of your rosters to select from along with workers you have favorited.
Once you select a roster, you can either select specific workers from this list or invite them all.
Once selected, you will be shown your list of workers that you have invited. There will also be a toggle to invite all qualified Traba workers if these workers are not available. This toggle gives you the following options:
Yes: The invited workers will be notified and given time to accept the shift. If they either decline the shift invitation or do not accept after a period of time, the shift will be opened up to other Traba workers in order to fill the shift.
No: Only the invited workers will be allowed to sign up. If they are not available or decline, the shift will remain unfilled and replacement workers will not be allowed to sign up. You should only select this option if you want these specific invited workers or no one at all.
You then continue to post as usual.
Once you have posted, you will be able to see the status of your invitations by clicking into the shift details from the calendar. You will be able to see if the workers have accepted, declined, or if we are waiting for a response. If you wish to invite additional workers, click the + Invite Additional Workers
FAQ
How long will invited workers be given before it is opened up to other workers?
The amount of time is dependent on how long it is until shift start time. Workers will be given significant opportunity to sign up while still allowing for time for other workers to sign up if the invited workers decline or can't make it.
What happens if I need more workers than the amount I invited?
If you requested more workers than the number invited, the extra slots will immediately be opened up to all eligible Traba workers. The invited workers will be given the normal invitation acceptance time before it is offered to other workers.
What happens if I invite more workers than the number of workers I requested for the shift?
If you invite more workers than the workers requested, all of the invited workers will have an equal opportunity to sign up for the shift. It will be first come first serve for the invited workers.
Can I invite new workers or open it up to all Traba workers after posting?
Yes, you can invite new workers from the shift details page. To open it up to all Traba workers, you will need to edit the shift details.