How To GoSHIFT: Upload and Dispatch Jobs (with auto-grouping)
If you are reading this article, we presume that you know how to create a shift under GoSHIFT already. If you are still unsure, please follow this article to create a shift.
Clicking on the Upload Multiple Jobs button.
You can upload as many Jobs as you want at any time. You can do this using an Excel spreadsheet (saved in the .xlsx format), and is Go People’s suggested method of uploading.
Similar to booking a Shift, you’ll be asked from what store you want to book Shifts and what Shift you want to upload the Jobs (useful if you have more than 1 Shift booked.
On Step 3, you upload your Excel sheet.
Note: You must use our template or our system will not recognise the addresses. You can download the template by clicking on the link at the top of the below page:
On Step 4, you will be able to fix any address errors. For more detail on this part of the process, please read this Knowledge Base on how to fix address errors. For the rest of this article, we’ll assume there’s no problems with the uploaded addresses.
After you’ve uploaded your jobs, you’ll again be taken back to the first screen. There will be three changes from the last time you saw this screen – you’ll be able to download the job manifest; there will be a number of Jobs uploaded; and the status of the Shift will have changed accordingly.
So now we have to group the Jobs. Click on the map icon on the far right hand side.
You will then be taken to the map screen, where you will be able to see the locations of all your jobs you have just uploaded. The map screen will automatically size itself to fit in all addresses. The next step will be the click on the wand at the top of the screen. If this button is not available for you, please visit How to group jobs manually without auto-grouping
This wand icon to the Auto-grouping part of the process. As it’s automatic, grouping only requires you to answer 1 of 2 questions: How many Runs do you want, or How many hours do you want your Runs to be? (You can read more about the difference between the two over here)
So after we enter ‘1’ into the following box…
…the map will now look like this. Not a big change, but the details (like the total distance and EWT) on the right will be updated, as will the drop off colours:
Now all that’s left is to assign a Runner. First click on any Job of a Run, to assign a Runner. Then, click on Assign Runner:
Then on the next screen, click on ‘Hire Runners’:
This will take you to the next page, where you can either hire a Go People Runner, or use one of your own drivers. For this step, we’ll just hire 1 Runner, so we’ll press that big blue circle.
Click that big blue circle that appears, and you’ll be taken to the Hire Runners page:
Once you and confirm and pay your deposit (more information on this step can be found here), and the Go People operations team allocates you a Runner, you will then be able to select which Runner you wish to assign to which Run. Click one the grey area to select the Runner, then click on Assign.
Voila! You are done, and now the rest of the Shift is up to you. The Runner will be ready to come and do your deliveries.
You’ll be sent to the front page again, and you’re all good