You can find detailed information on past shifts by navigating from the home screen to the “Past Shifts” tab.
When you click on each shift, you will find similar information to the Shift Details page for upcoming shift with a few key differences:
Payment Information - This is the final bill amount based on the hours worked.
Edit Timesheet - Above the scheduled Pros, click on the “Edit Timesheet” button to make adjustments to the timesheet for all individual on this specific shift. All hours are finalized on the following Monday.
Ratings -
To rate professionals, you can do it from the Past Shifts section or in the Ratings tab. From there, you can choose how you want to work with each Professional in the future by selecting one of three options:
Add to Roster
Ok to Book
Block
Use these to indicate how the Pro performed on their shifts. Read Below
Dashboard Overview
Welcome to Instawork! Before we dive into booking shifts, building a roster and managing your staffing schedule, let's get you oriented with the Partner Dashboard.
Accessing Your Dashboard
Dashboard Homepage
Explore Upcoming Shifts
Explore Past Shifts
Account Settings
Accessing Your Dashboard
To access your Instawork dashboard, visit instawork.com/business/login and log in with your email and password.
Adding a New Team Member
To add a new team member to your Instawork account:
Click the three lines on the top right-hand corner of the screen and choose 'Account Settings'
Click on 'Team members' and select 'Add team member'
Enter the business email address for the person you want to add and click 'Add'
Download and Share the App
Share link: https://iwbiz.app.link/R6SXmu1LYxb
Download the App: Log into your account with your email address and password once downloaded.
Dashboard Homepage
On the dashboard homepage, you will see an overview of all shifts organized into two sections:
Upcoming Shifts - Shifts that are in progress or coming up.
Past Shifts - Shifts that have already completed.
Shifts are organized by location, position, and timeframe. You can filter shifts by locations or departments using the location dropdown above the first shift. Click anywhere on the shift box for detailed information, or toggle to the calendar view in the top right corner.
Explore Upcoming Shifts
When you open up the shift page, key information available includes:
Shift Information: Position, location name, geographic location, and internal shift title.
Clock-in and Clock-out Codes: Randomly generated codes for Pros to clock in/out on their app.
Shift Details: Shift start/end time, bill rate, fill rate, and quantity of professionals.
Payment Info: Estimated total and payment information.
Instructions and Details: Attire, location details, and adjustable location pin.
Onsite Contact: Onsite contacts listed for the shift.
Scheduled Pros: Live view of all Pros on the shift (status, contact info within 24 hours, options to book more or cancel).
Announcements: Send communication to all current and future Pros on the shift.
Book Again: Re-book shifts using current shift details as a template.
Print Timesheets: Print out timesheets from the Print dropdown.
Exploring Past Shifts
Find detailed past shift information under the 'Past Shifts' tab:
Payment Information: Final bill amount based on hours worked.
Edit Timesheet: Click 'Edit Timesheet' to make adjustments to timesheets (hours finalized on the following Monday).
Ratings: Use 'Thumb Up' and 'Thumb Down' to rate Pro performance.
Account Settings
Manage user and company information by clicking the 3 horizontal lines in the top right corner and selecting 'Account Settings':
Profile: Edit profile picture, phone number, address, and password.
Company: Add company description and profile picture visible to Pros.
Locations: Manage locations and notification preferences.
Team Members: Add and remove team members by email.
Payment Methods: Add emails for weekly invoice management.
Geofences: Custom check-in/out boundaries to prevent time fraud.