Initiating a Call Shift (Candidate Method)
Purpose
- To explain how to initiate a Call Shift when utilizing the Candidate Method.
Related Articles
Video
Directions
1. Click on Scheduling > Call Shifts.
2. Click New Call Shift.
3. Fill in the:
- Start Date and Time
- End Date and Time
- Deadline Date and Time
4. Next, you can choose a qualifier and how many positions you need for the qualifier.
- By clicking the plus sign you can add additional qualifiers to the call shift.
- By clicking Advanced Options, you are able to filter down the qualifier further down by:
- Groups
- Ranks
- Rotations
5. You can also tier a call shift. Please look in the Related Articles section at the top of this article.
6. Finally, type your message.
7. Finally, review the call shift preview.
- If you notice zero individuals in the Contactable Employees Section but a large amount under not contacted, turn on Ignore Availability.
When done, click Send.
8. You will be taken to the History of the call shift that you just sent. Here you can view the methods individuals chose to be contacted by, and if they responded.
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Purpose To explain how to initiate a Call Shift when not utilizing the candidate method. Related Articles Tiered Call Shift Video Directions 1. Click on Call Shifts. 2. Click on New Call Shift. 3. Fill in the: Start Date and Time End Date and Time ...Creating a New Call Shift Rule
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