Overview

The Workspace in NextCrew is a centralized command center for staffing managers. It consolidates Orders, Jobs, and Offers (assignments) into one easy-to-navigate screen, eliminating the need to switch between multiple views. Each tab provides a distinct perspective based on whether you are reviewing client orders, monitoring job fills, or tracking candidate engagement, supporting efficient staffing operations.


Navigation

  • Log in to NextCrew.

  • From the main menu, select Workspace.

  • Use the three tabs at the top: Orders, Jobs, and Offers to access relevant workflows and data fast.


Key Features

  • Unified Screen: Access Orders, Jobs, and Offers from a single workspace.

  • List Management Standards: Sort, search, and filter using familiar NextCrew controls.

  • Custom Filters: Save and reuse filters for views like "Orders This Week," "Open Jobs," or "Confirmed People."

  • Status Visibility: Track staffing progress and candidate responses in real time across tabs.

  • Role-Specific Views: Select the tab that aligns with your current function—order manager, recruiter, or job scheduler.


Visual Workflow

Orders Tab – High-Level Staffing Overview

  • Select the Orders tab for a company-wide overview.

  • Filter by date range (e.g., "This Week") to track upcoming and active orders.

  • Review job counts and fill status linked to orders.

  • Prioritize and strategize your workload based on order details.

Jobs Tab – Managing Shifts Across the Company

  • Switch to the Jobs tab for visibility into all shifts.

  • Apply filters such as "Open Jobs" or "Partially Filled Jobs."

  • Identify staffing gaps, assign candidates, and monitor fill status in real time.

Offers Tab – Tracking Candidate Engagement

  • Click the Offers tab to see all candidate assignments and responses.

  • Use filters like "Confirmed Candidates" or "Interested but Pending."

  • Track interest, confirmations, and client approvals—take action by confirming or escalating as needed.


Calendar View Reference

In addition to the Workspace list view, NextCrew provides a Calendar View for those who prefer a visual layout:

  • The Calendar view includes tabs for Orders, Jobs, and Crew.

  • Useful for quickly identifying scheduled orders, open shifts (jobs), and crew assignments on specific dates.

  • Designed for staffing managers or crew coordinators who need a day-by-day visualization of schedules, job fills, or crew engagement, complementing the data-centric list format.


FAQ

  • Q: Why are all three tabs combined into one screen?
    A: To provide staffing managers with a centralized view, ensuring efficiency without switching between modules.

  • Q: Can filters be saved?
    A: Yes—custom filters can be created and saved for fast, repeat access.

  • Q: Who primarily uses the Offers tab?
    A: Recruiters and account managers tracking candidate responses and managing confirmations most benefit from Offers.


Pro-Tip

Use the Jobs Tab with "Open Jobs" filters during busy periods to instantly spot and fill coverage gaps.

See Also

  • Assigning Candidates to Shifts

  • Creating and Managing Filters

  • Monitoring Workforce Availability


Partnership & Integration

The Workspace integrates in real time with scheduling, client management, notifications, and other modules, providing seamless staffing updates throughout the organization.


Key Performance Indicators

  • Order Fulfillment Rate: Percentage of orders fully staffed on time

  • Job Fill Rate: Open vs. filled shifts within a set period

  • Candidate Engagement Rate: Offers sent vs. confirmed responses


Automation

  • Automated reminders for candidates who haven’t responded to offers

  • Jobs auto-closing when all shifts are filled

  • Notifications to clients when offers are accepted or rejected


Reports

  • Orders Report: Track status and completion rates

  • Jobs Report: See fill rates, open vs. closed jobs

  • Offers Report: Analyze candidate response rates and confirmation trends


Legacy Compatibility

All features and workflows described are fully compatible with the legacy NextCrew platform, ensuring a seamless transition for existing users.