Purpose Statement
Auto-accept periods allow users to automatically be considered for, or automatically accept, call shifts during specific dates and times based on department call shift settings. This helps departments streamline coverage by reducing manual responses to call shift notifications.
Background Information
Auto-accept periods are configured at the user level within My Shifts and rely on a department-wide setting that must be enabled in Scheduling Setup. When active, these periods display visually on the schedule and apply to future dates only. Depending on department configuration, users may automatically become candidates or fully accept call shifts sent during these periods.
Prerequisites:
- Department setting Enable Call Shift Auto Accept must be enabled in Scheduling Setup.
- Auto-accept periods can only be added to future dates.
- Configuration can be done from monthly or weekly schedule views.
Required Permissions
- Scheduling – Access My Shifts
Video
Step-by-Step Guide
Navigate to My Shifts
- Click the First Due logo
- Select Scheduling
- Click My Shifts
Select a Future Date
- Switch to monthly or weekly view
- Navigate to a future month if needed
- Click on a specific future date
Add an Auto-Accept Period
- Choose Add Auto-Accept Period
- The period will appear as a green box labeled “Auto Accept”
Add Auto-Accept Periods to Multiple Dates
- Click Multiple Selection
- Select multiple future dates (dates do not need to be consecutive)
- Click Done
- Add the auto-accept period, which will apply to all selected dates
Remove an Auto-Accept Period
- Select the X on the auto-accept period
- Click Delete to confirm removal
Best Practices
- Only configure auto-accept periods for dates you are confident you are available.
- Review department call shift rules to understand whether auto-accept results in candidacy or automatic acceptance.
- Use multi-select for efficiency when scheduling availability across multiple days.
- Periodically review future auto-accept periods to ensure accuracy.
Troubleshooting & FAQs
Q: Why can’t I add an auto-accept period?
A: The department setting Enable Call Shift Auto Accept may not be enabled in Scheduling Setup.
Q: Why doesn’t my auto-accept period apply to today or past dates?
A: Auto-accept periods can only be added to future dates.
Q: What does the green box mean on my schedule?
A: The green box labeled Auto Accept indicates an active auto-accept period for that date.
Q: Will I always automatically accept the call shift?
A: Not necessarily. Behavior depends on your department’s call shift settings; you may become a candidate or automatically accept the shift.