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.

    • Related Articles

    • Scheduling > Call Shifts > Responding to Job Board Postings

      Responding to Job Board Posts Purpose Statement Apply for available shift vacancies and assignments posted on the Job Board by viewing details and submitting responses through the Fire/EMS scheduling system Background Information The Job Board allows ...

    • Responding to Call Shifts

      Purpose To explain how a individual can respond to Call Shift Notifications. Video Responding Via Text Message 1. A text message will be delivered notifying you of : The qualifier that has a vacancy (in this case, it is a test qualifier) The date ...

    • Scheduling > Call Shifts > Posting to the Job Board

      Posting to the Job Board Purpose Statement Create and publish shift vacancies and assignments to the Job Board, where personnel can view and apply for available opportunities within the scheduling system Background Information Posting to the Job ...

    • Call Shift Settings Overview

      Call Shift Settings Overview Purpose Statement The Call Shift Settings feature allows administrators to configure and customize how call shifts are managed within the scheduling module. This centralized configuration ensures consistent call shift ...

    • Manually Adjusting Call Shift Rankings

      Purpose To explain how to manually adjust call shift rankings. Video Directions 1. Click on Scheduling> Call Shifts. 2. Click on Ranking. 3. This qualifier is set up to show a rotating or seniority based list. To manually adjust a individual, select ...