Some companies employ casual and part-time staff who do not have scheduled working hours or availability. Skedulo's "Work Offers" solution empowers your employees to decide when they work.
The "Job Offers" feature is a key part of the Skedulo "Work Offers" solution. Schedulers can send job offers to a pool of resources, who can accept or decline them based on their own circumstances.
Scheduling a Job Offer
Once a job has been created, schedulers can send out the job offers from the "Resources" tab in the job details view.
The "Job Offers" modal can be accessed via the "send offers" text link (located next to each "Allocate a resource" button or via the associated options menu (the three dots icon).
Figure 1. Preparing to send a job offer from the job details view.
Note: An offer can be made for a job which is part of a recurring schedule. However, the offer will only apply to that job (i.e., a single job) and not the whole series. When the job is accepted, only that single job will be allocated to the selected resource making the claim.
Send a Job Offer to Multiple Resources
The "Job Offers" modal allows schedulers to target specific resources using filters. Once the target list is compiled, the job offer can be sent.
Assembling Resources for the Job Offer
- Click to open the "Send" tab (this is the default tabbed view).
- Apply any required filters to locate the required resources.
- In the column on the left of the modal (available/unavailable resources), select each resource to be included (or select all).
- A small red exception icon appears next to those resources who are unavailable or do not meet the requirements set for the job. Using a mouse, roll-over the icon to display the reason for the exception.
Figure 2. Compiling a target list for the job offer.
Send the Job Offer
Selected resources are presented in the right-hand column. Once the target group is finalized, click the send button to notify them of the offer.
Figure 3. Sending the job offer.
Figure 4. Confirmation that a job offer has been sent.
Tech Info: Creating and sending a job offer is a multi-step process (done in one go by the web app). When a job offer is created, there will be a new "JobOffer" object. The offers to resources are attached to the "JobOffer" as "ResourceJobOffer" objects. All resources in the offer are then notified by calling the "notify" API endpoint. After each resource is successfully notified, the "TimeNotified" field on the "ResourceJobOffer" is set to the current time.
The following filter options are available in the job offers modal to target specific resources:
- Search for resources.
- Sort by:
- Distance from home (nearest first).
- Least utilised.
- Alphabetically (A-Z).
- Categories (i.e., resource categories).
- Tags and Inclusion:
- Meets required tags (i.e., match the skills required to do the job).
- Only included resources (i.e., those not barred from the account associated with the job).
To see the current status of the job offers associated with a job:
- They can be inspected via the job card (on the job list) in the scheduling console.
- They can be seen in a summarized form on the blue status banner on the "Resources tab" in the job details view.
- They can be found by opening the review tab of the job offers modal (also in the job details view).
Figure 5. Inspecting job offers in the scheduling console.
Figure 6. The job offers modal in the job details view with a sent job offer pending a response.
Review an Open Job Offer
To see which resources have been sent an offer, made a claim (accepted), or who have been selected for allocation, click on the blue status banner. This will open the "Review" tab of the job offer modal.
Those resources who have made a claim for the job (or accepted the offer) have a "Select" button appear to the right of their name. The status of their claim is also updated from "Pending" to "Accepted."
The review tab displays:
- The time notified, or
- The time of a response (if one exists), or
- A warning that the resource has not been notified—click on the warning icon to view an explanation.
If the warning is due to the resource's details not being correctly configured (in the resources console), a link will be provided to their details marked "Resolve." Specifically, it will provide a link when there is:
- No country code.
- No mobile number.
- An invalid country code
- An invalid number.
Once the offer has been fulfilled (i.e., enough resources have replied or made a claim for the job), the scheduler can decide who, from the list of the respondents, they wish to allocate by clicking "Select" (which then changes to "Selected").
When the required number of resources are selected, clicking the "Allocate and notify" button will send out the finalized job allocations and close the offer.
Important! At this time, there is no way to reopen the job offer once it is sent or canceled. This will be addressed in a future release.
Figure 7. Identifying the number of claimed job offers in the job details view.
Figure 8. Reviewing and allocating job offers.
"Pending" job offers that are assigned to dates which have already passed (i.e., old offers) can also be reviewed. However, the job offers modal for these types of jobs has reduced functionality (e.g., the "Send" tab will not be available).
Figure 9. Reviewing a job offer in the past.
Once the "Allocate and notify" button has been clicked, job allocation notifications are sent to out to those resources selected from the list. The job allocation status is set automatically to "Confirmed" and the job offer is then withdrawn (canceled).
Figure 10. The dispatched job is automatically set to the confirmed (auto-accepted) status.
Auto Allocation of Job Offers
Organizations have the option to automatically allocate a job to those who are first to make the claim, i.e., "first come first served." Once the offer requirements have been fulfilled, the offer is closed.
For example, an offer that requires two resources is sent out to a target group. The first person to claim will be allocated as soon as the claim is received (and so on). The offer itself will be closed when the offer requirements are met, i.e., when the first two claims have been received.
To automatically allocate job offers to resources, the option "auto allocate" must be enabled for job offers—which can be found in the "Workflow" section of the admin settings.
Filter Job Offers
The filter bar on the scheduling console provides options to display any jobs with offers. To apply a filter perform the following:
- In the filter bar, click on the "Add Filter" button.
- Select "Job Offers" from the drop-down menu.
- Pick one of the filters:
- All jobs with offers.
- Jobs currently under offer.
- Click the "Add" button.
- Click "Apply Filters."
The new filter will now be applied and will appear in the filter bar.
Figure 11. Applying a job offer filter in the scheduling console.
Also, see Filter Bar.
Cancel a Job Offer
To cancel a current job offer, open the job offers modal (by clicking on the blue banner on the resource requirement as in Figure 7) and select the "Review" tab. The review tab contains the list of resources that are being considered for the job (i.e., offers have been sent).
To cancel an offer (or all offers):
- Click on the options menu button for an individual resource, then select "Cancel offer."
- Click on the options menu button for the whole offer, then select "Cancel all pending offers."
Figure 12. Canceling a job offer from the job details view.
Delete a Requirement with Job Offers
For organizations who use resources requirements, if a requirement is changed after job offers have been sent, all the associated job offers will be canceled.
Figure 13. A warning notification is presented prior to deleting a resource requirement with job offers.