Shift-based recruitment: a practical booking checklist

Talisman2 min read

Paper booking folio with blue and rose confirmation slips, an amber outstanding-action pocket and a timesheet — conceptual illustration

A client adds a shift. A worker changes their availability. Start by checking which booking has changed and who needs to act.

Use this checklist as a suggested routine for your temp desk. Keep the booking, worker conversation and client instruction connected, so the next controller can see what is agreed and what still needs attention.

Capture the change before finding cover

Confirm the date, start and finish time, location, role and number of workers required. Record who requested the change and any instructions that affect the booking.

If you are extending or repeating work, check which details carry forward and which need confirming. Give the controller a clear distinction between an extra shift and a change to an existing one.

Test this part of your process with the people who use it. Ask them to walk through adding an extra shift during a call, including corrections and the point where they confirm the details.

Review the worker against this shift

Check the worker's recorded availability, existing bookings, relevant experience and stated preferences. Confirm details that are out of date or unclear before progressing.

Talisman's Booking Desk brings availability, existing bookings and candidate information into the booking view. Configured safeguards can flag matters for the controller to review. Agree which checks apply to the role and who resolves exceptions.

Use the result to support the booking decision. Keep responsibility for confirming suitability and resolving outstanding checks with the appropriate people on your team.

Make confirmation and changes explicit

Agree how the worker and client will receive the booking details. Include the information they need for arrival and the person to contact with a question.

Record what has been confirmed and what still needs chasing. When a time, location or requirement changes, check who has received the revision and whether anything remains unresolved.

If a booking is cancelled, record the cancellation and relevant reason. Identify any replacement work separately so colleagues can follow what happened.

Check what reaches timesheets and the next controller

Before handing over, review the open shifts, outstanding replies and unresolved checks. Assign the next action and its owner against the relevant record.

Confirm that the booking details needed for time submission are correct. Talisman's Online Timesheets supports submission, approval and queries; agree the process for changed or disputed time in your agency's setup.

After a busy period, review a few changed bookings with the team. Note where information was missing, a confirmation was unclear or a correction needed repeating. Use those findings to improve the routine.

If you are evaluating software, our temporary recruitment software guide turns these operational questions into demo checks. Keep the day-to-day process clear enough for someone else to pick up.