Excluding/Including Employees on Call Shifts

Excluding/Including Employees on Call Shifts

Purpose

  1. To explain how to include or exclude employees in call shifts.

IMPORTANT: Rankings will only adjust if the Use Global Rankings is turned on within the Call Shift Rules section for users who are included in a call shift that they do not have a qualifier for. 


Video 



Direction

1. When you are preparing to send a call shift and have selected a qualifier, click Advanced Options.


When you are preparing to send a call shift and have selected a qualifier, click Advanced Options.



2. Click on Include/Exclude Users.






3. Here you can include or exclude any individuals in your department, irregardless of the qualifiers they hold. 
  • To include someone, select the checkbox next to their name and click the left arrow. 


Here you can include or exclude any individuals in your department, irregardless of the qualifiers they hold.



4. Click on Update when you are done. 


Click on Update when you are done.



5. Now you can view the manual included employee under call shift preview. 


Now you can view the manual included employee under call shift preview.



6. To exclude employees, select the red circle. 


To exclude employees, select the red circle.



7. The user will now appear in the excluded employees section. If you need to re-include them, click the blue plus sign. 


The user will now appear in the excluded employees section. If you need to re-include them, click the blue plus sign.

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