The tender email helps to efficiently fill missing positions (categories) in jobs or even jobs where no staff has been assigned yet, without having to add employees individually to the job.
To do this, click on the email icon (contact employees) at the top right of the job and select "Send tender email".
- First, select the categories for which you want to request employees. All categories previously assigned to the job are listed here. Then click "next".
- On the right, you will see the first category with the corresponding employees, pre-filtered. If you want to send the tender additionally to freelancers or subcontractors, check the corresponding boxes at the top. You can also set filters, just like in the request dialog, to find the right employees. If you want to send a tender email to all employees, freelancers, or subcontractors shown on the right, simply click "select all" at the bottom right. Alternatively, you can click individual employees so that they appear on the left in the recipient list. You can also filter again within the recipient list itself. Using the buttons on the right-hand side of the recipient list, you can select those who have “already been requested” (red envelope), those who are already working on a job at the same time (red exclamation mark), or those who still have to observe rest periods (yellow exclamation mark). Individual employees can be deleted using the corresponding “X.”w
- Now select the required categories one after another and choose the employees as explained in step 2. Once all necessary employees are in the recipient list on the left, you can attach the job information (preset) or a "free-text email" by checking the box below.
- When all desired employees are in the recipient list, click "next" at the bottom right. You will then get an overview of who receives an email for which categories and jobs. If employees are listed in multiple categories, they can choose in which category they want to work in the respective job.
- Click "send" to send the tender email to the corresponding employees.
Tip: If you send the tender from the respective project or main job, employees will receive only one email or push notification, in which all subjobs are collectively tendered.
You end a tender by checking the box "Job planning finished" at the bottom of the job. Then no employee can apply anymore.
Depending on whether you receive an email or push notification (My Account > Notifications), you will be notified about the tender accordingly and can register accordingly. If an employee has been requested for multiple categories, he can decide here for which category he wants to register. The employee then appears as "available" in the job. The scheduler then decides which employee he books permanently for the job and sends him a booking email. Employees who were not selected can be removed from the job again via the red X. They will then receive a notification that the "request has been withdrawn".