Staff Segmentation

Overview

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:-

1. Grouping client's trained workers

2. Grouping staff based on their KPIs

3. Grouping staff based on their teams e.g HR Team, Management Team 

4. 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.

Update/Delete Segment

Update:

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.

Delete:

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.

Note: If a segment attached to client is deleted then that segment will also be removed from the client's profile.

 Segment attached before deletionSegment removed after deletion

Bulk email/SMS to segmented staff:

Go to staff list and click on Bulk email or bulk sms.

On top of the list you will see list of segments. Select preferred segment, type a message and click send.

Pin to Job Board

You can pin jobs to the job board for specific staff who are within a segment. When filtering workers or selecting pin to job board a dialogue box will be displayed where you can select the segment that the staff are grouped in. This way, the pinned job will only be visible to staff within that selected segment.