Staff segmentation in ShiftCare refers to the process of identifying distinct groups of staff based on their unique needs and characteristics. Segmentation can be done in many ways depending on an organisation's business and human resources strategies. Few examples are as below:-
Grouping client's trained workers
Grouping staff based on their KPIs
Grouping staff based on their teams e.g HR Team, Management Team
Grouping based on staff location, language, qualifications etc
Access Staff Segments
In order to create segments, go to Staff section from left hand side navigation and then drop-down section select Segments.
Now click on New in order to make segments.
Name the Segment. In the example below, the segment is named "Andrew's Team". All organisation's workers are on the right hand side. To create a segment add staff by dragging and dropping them from the list on the right hand side to the grey left hand section.
After saving, below confirmation dialogue will open. Press Ok to confirm.
You can view the list of all created segments by clicking on the List button located under segments on left hand side. These can be deleted or edited by clicking on the delete buttons in front of the list. See below.
If you wish to add/remove staff or change the segment's name navigate to Segments under Staff. Under Segment select List. This will bring up all the segments that have been created.
On the far right hand side are the options Edit & Delete.
To Edit a segment, click the edit button. This will bring you back to the segment information page. Here you can change the name of the segment, add staff by dragging and dropping their name from the available staff list to the selected staff list.
To remove staff drag and drop their name from the selected staff list back to the available staff list.
Note: Remember to click Update at the bottom right of the page to save any changes made to the segments.
To delete a segment simply click the red delete button next to the segment of choice.
A prompt will appear with the options to Cancel or Yes. If you still wish to delete the segment click yes, if not then select Cancel.