Initiating a Call Shift (Non-Candidate Method)

Initiating a Call Shift (Non-Candidate Method)

Purpose

  1. To explain how to initiate a Call Shift when not utilizing the candidate method.

Related Articles


Video 



Directions 

1. Click on Call Shifts.


Click on Call Shifts



2. Click on New Call Shift.


Click on New Call Shift



3. Fill in the:
  • Start Date and Time
  • End Date and Time
  • Deadline Date and Time
  • Wait Time
    • How long the call shift will remain with one person, before it moves onto the next.





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


Next, you can choose a qualifier and how many positions you need for the qualifier.



5. You can also tier a call shift. Please look in the Related Articles section at the top of this article for further. 


You can also tier a call shift. Please look in the Related Articles section at the top of this article for further.



6. Type your message.


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. 


Finally, review the call shift preview.



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.


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.



    • Related Articles

    • Understanding Candidate Method

      Understanding the Candidate Method Purpose Statement Explain how the Candidate Method streamlines call shift distribution by allowing multiple personnel to respond simultaneously, with the option of automatic or manual awarding, based on departmental ...

    • 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 ...

    • Initiating a Call Shift (Candidate Method)

      Purpose To explain how to initiate a Call Shift when utilizing the Candidate Method. Related Articles Understanding the Candidate Method Tiered Call Shift Availability Settings Video Directions 1. Click on Scheduling > Call Shifts. 2. Click New Call ...

    • Creating a New Call Shift Rule

      Purpose To explain how to create a Call Shift Rule. Call Shift Rules determine how users will rotate on their Rankings Lists, as well as allow you to pre-build tiers for specific Call Shifts. Video Directions 1. Click on Scheduling > Setup. 2. Click ...

    • Initiating a Call Shift with a Multi-Rule Qualifier

      Purpose Statement This feature allows administrators and supervisors to create call shifts using qualifiers that have multiple rule configurations. When a qualifier is associated with multiple rules, the system provides a dropdown selection to ensure ...