Automate your staffing process with Ubeya's hands-free staffing machine! This feature empowers you to seamlessly approve client orders and assign qualified workers without manual intervention.
This is how it goes:
Automatically approve staff orders from chosen clients
Automatically publish job and send availability check to qualified workers
Automatically book workers preferred by client to the job
Repeat
Here's how to set it up in two easy steps:
1. Enable Self-Service Mode for Preferred Clients
Navigate to the Clients module at the left sidebar → Select the desired client from the list → Click on Settings Manager → Locate the "Self service mode" option and mark it to "active" (green tick) → Save your changes.
2. Automate Worker Booking
Go to "Settings" → Click on "Scheduling & Timesheet" → Select the "Scheduling" (default view) tab → Scroll down to the "Booking" section → Find the "Auto-book preferred employees by clients when applying for jobs" option and toggle it to "active".
Once you've completed these steps, you're all set!
Ubeya's hands-free staffing machine will now automatically approve staffing orders from your chosen client and send availability checks to qualified workers, streamlining your workflow and saving you valuable time.
For more scheduling automations, head on over to read the Auto pilot article!