Stop the Busywork: TempWorks Workflows Built for Staffing Teams

For staffing teams running on TempWorks, the bottleneck is rarely the recruiter. It's everything around the recruiter.

Every accepted offer triggers a manual email. Every inbound CV requires a profile update. Every status change means someone, somewhere, has to stop what they're doing and make sure the right information gets to the right place.

Individually, these tasks take minutes. Collectively, they take hours, and they pull your team away from the work that actually drives revenue: sourcing, screening, and placing candidates.

Whippy Workflows integrate directly with TempWorks, automating the operational tasks your team has been handling manually, triggered in real time by the events happening inside your ATS. No custom middleware, no engineering overhead, no workarounds.

Below are some examples of what your team can start automating today.

Building a TempWorks workflow in Whippy takes minutes. Here is what it looks like:

Every time a candidate accepts an offer, your coordinating team needs the same information: candidate name, job order ID, client name, assigned recruiter, and pay details.

In most TempWorks agencies, that means a recruiter stops what they are doing, pulls the data manually, and sends it, every single time a placement is made.

Ask any recruiter who has done this at scale and they will tell you the same thing: getting this automated would be huge.

With Whippy, it already is.

The moment a recruiter changes a candidate status to "Accepted" in TempWorks, Whippy detects the change in real time, pulls all the relevant candidate data directly from TempWorks, builds the onboarding email, and sends it to your coordinating team automatically. Accurate, instant, and without any manual input.

Your recruiters stay focused on placements. Your coordinators get everything they need the moment an offer is accepted.

How it works:

1. Candidate status is changed to "Accepted" in TempWorks
2. Whippy confirms the status and triggers the workflow
3. Candidate data is pulled directly from TempWorks
4. The onboarding email is built automatically
5. The email is sent instantly to the coordinating team

Here is how the workflow is structured:

When a candidate sends their CV by email, someone on your team has to track it down, find the right profile in TempWorks, and attach it manually. If the candidate is not in the system yet, that means creating a new record from scratch before you can even get started.

It is not a complicated task. But it is a constant one. And every interruption pulls your recruiters away from the work that actually moves the needle.

With Whippy, the moment a candidate sends an email with their CV attached, the workflow takes over. Whippy checks whether the candidate already exists in TempWorks using their email address. If they do, the resume is attached to their profile automatically. If they do not, Whippy creates a new employee record in TempWorks and attaches the CV. Either way, the profile is updated instantly, with no manual input required.

If the email arrives without an attachment, Whippy logs a note in the candidate's TempWorks profile flagging that no CV was included, so nothing falls through the cracks.

Your team stays focused on recruiting, not on manual data entry.

How it works:

1. Candidate sends an email with their CV attached
2. Whippy detects the incoming email and checks for a matching TempWorks record
3. If the candidate exists, the CV is attached to their TempWorks profile automatically
4. If the candidate is new, Whippy creates their TempWorks record and attaches the CV.
5. If no CV is attached, a note is logged in TempWorks so the gap is captured

Here is how the workflow is structured:

Every new applicant needs to land in the right hands. The faster that happens, the faster your team can act.

In most staffing agencies, that routing happens manually. A recruiter opens the record, reads through the details, and decides which team should own it. One applicant at a time, every single day. At scale, that becomes a bottleneck.

With Whippy, the moment a new applicant record is created in TempWorks, the workflow evaluates their data automatically. Certifications, job type, custom TempWorks fields, all read in real time. Whippy routes the applicant to the right recruiting team and updates their status in TempWorks instantly. No manual review, no delays.

Your team receives pre-routed applicants the moment they enter the system.

How it works:

1. A new applicant record is created in TempWorks
2. Whippy reads the applicant data in real time
3. The workflow evaluates certifications, job type, and custom fields
4. The applicant is routed to the correct recruiting team automatically
5. Status is updated in TempWorks instantly

Here is how the workflow is structured:

Your best candidates are already in TempWorks. They know your process, they have a track record, and when their assignment ends, they are available.

The problem is not finding them. It is timing. Most recruiters think to reach out after the assignment ends. By then, the candidate has already moved on.

Whippy monitors assignment end dates in TempWorks and triggers outreach automatically before the window closes. No manual tracking. No missed opportunities.

How it works:

1. Whippy detects an assignment end date approaching in TempWorks
2. An outreach message is sent to the candidate automatically
3. If the candidate is available, the recruiter is notified and TempWorks is updated
4. If there is no response, a follow-up reminder goes out
5. If the candidate is not available, their status is updated in TempWorks

Every assignment end becomes a redeployment opportunity. Your placed candidates stop being a closed chapter and start being a pipeline.

Here is how the workflow is structured:

In staffing verticals like healthcare, industrial, and light manufacturing, an expired credential does not just create a compliance risk. It pulls a candidate off an active assignment, disrupts a client relationship, and puts your agency on the hook.

The problem is not that your team does not care. It is that tracking expiration dates across every active employee in TempWorks, manually, every day, is not sustainable at scale.

Whippy monitors credential expiration dates across your TempWorks employee records on a daily schedule and triggers automated outreach before any of them lapse. Candidates get advance notice to renew. Updated credentials are logged back to TempWorks automatically. Your recruiters are alerted to any employee still at risk.

Your talent pipeline stays compliant and placeable, without anyone having to run a manual audit.

How it works:

1. Whippy checks credential expiration dates across TempWorks employee records daily
2. Any credential nearing expiration triggers an automatic SMS to the employee with renewal instructions
3. Employee confirms renewal: the updated credential is logged back to TempWorks automatically
4. No response: a follow-up reminder is sent as the deadline approaches
5. Recruiter is notified of any employee credential still at risk

A new assignment is confirmed. The job order is filled. But before the employee can start, your team still needs the paperwork: I-9s, direct deposit forms, certifications, identification.

Until every document is in, the placement is on hold. And your team is stuck sending the same follow-up messages manually, one candidate at a time.

The moment a new assignment is created in TempWorks, Whippy identifies which onboarding documents are still outstanding, reaches out to the employee automatically, and collects each one as it comes in. Every document received is logged back to TempWorks in real time. Your recruiter is notified the moment onboarding is complete.

Your employees start on time. Your team never sends a manual reminder again.

How it works:

1. A new assignment is created in TempWorks
2. Whippy identifies which onboarding documents are still outstanding
3. An SMS is sent to the employee requesting what is needed
4. As documents come in, each one is logged back to TempWorks automatically
5. The recruiter is notified once onboarding is complete

What This Means for Your Team

Every manual task your recruiters no longer have to do is time they can put toward sourcing, screening, and placing candidates. Whippy Workflows connect directly to your TempWorks data, so your team spends less time maintaining systems and more time growing your business.

These are just two examples of what is possible. The workflows your team needs are unique to how you operate, and Whippy is built to match that.

Ready to see what you can automate? ↗