Instawork empowers our business partners to create and manage their own roster to make the booking process easy. Below are the FAQs and a step-by-step guide on how to manage your roster.
What is a roster?
A roster is a list of Professionals that you loved working with and/or are a good fit to work at your business and definitely want to work with again. Adding a Pro to your roster:
Enables you to book the Pro directly
Gives the Pro first access to shifts you post in the future
Why build specific rosters?
Creating specific rosters makes it easier to request the right Pros for certain shifts. Here are some ways top Instawork Partners organize their rosters:
Skill or Position: Group Pros by their job type (e.g. Bartenders and Event Servers).
Location: If you're in multiple cities, make a roster for each one. Need workers in Boston? Just request from your Boston roster.
Department or Role: Have different departments? Create rosters for each, like front of house and back of house.
Shift Availability: Know your favorite workers' availability? Group them by morning, afternoon, or night shifts.
Project-Based: Build a roster for specific projects to request the Pros who already have been caught up to speed on what they are working on.
It's a simple way to stay organized and get the right team for the job.
How to create and manage a roster
Click the Professionals tab in the dashboard. Here, you will see all of the Professionals you've worked with before. You can find Pros you've rostered, blocked, or marked as "Okay to return."
Under "Rosters" you will see a list your Favorites (which is the default roster from ratings) and any other custom rosters you have built.
To create a new roster click "+New", give the roster a name, and click "Create"
Once your roster is created you can copy, rename, or delete it using the context menu that is accessible by clicking the three horizontal dots next to the roster name.
Adding Pros to your new roster
There are a few ways to add Pros to your roster, but the easiest way to add Pros to new, custom roster is to:
Navigate to the list "All Pros you've worked with"
Find the Pros you want to add to the new roster. You can search for Pros using region and position filters or simply searching their name in the search bar.
You can add a single Pro to your roster by clicking the three dots next to their information and selecting "Edit rosters and blocked positions."
From there, a window will pop up where you will choose which rosters you want to add them to by choosing from the dropdown under "Rosters."
To add multiple Pros to a rosters, simply click the checkboxes next to all the Pros you want to add, click "Actions" on the top right, and choose "Add to roster list."
From there, a window will pop up where you will choose which rosters you want to add them to by choosing from the dropdown and clicking "Save."
How can I request Professionals from roster for future shifts?
While we can’t guarantee an Instawork Professional's availability, you can request specific Professionals from your roster for your upcoming shifts. You can click the "Book from roster" button on the top right hand corner of your "Manage Roster" start the booking flow to request Pros.