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

    • 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 ...
    • Call Shift Settings Overview

      Purpose To give a overview on Call Shift settings. Video Directions 1. Click on Scheduling > Setup. 2. Click on Call Shift Rules. 3. Click on Settings. 4. Here you can: Toggle on or off the candidate method. Toggle on the ability to manually charge ...
    • 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 ...
    • Understanding Candidate Method

      Purpose To understand the Candidate Method feature in the Scheduling Module. Directions 1. Navigate to Scheduling > Setup. 2. Next, click Call Shift Rules, then Settings. 3. You'll notice the slider "Candidate Method". Sliding it to the enabled ...
    • 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 ...