Creating a New Call Shift Rule

Purpose

1. To explain how to create a Call Shift Rule.
   

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Video 

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Directions

1. Click on Scheduling> Setup. 

2. Click on Call Shift Rules.

3. Click on Add Rule.

4. Here you have the ability to:

• Determine if this is the Default Rule.
• Determine if you want to use global ranking.
  • Global ranking allows for individuals who are associated with multiple qualifiers to receive adjustments on all lists. 
• Choose a name.
• Choose which qualifiers you want associated with the rule. 
  

5. The first list sorting option is Rotating. Change Ranking If allows you to determine when the user should be charged (awarded) the call shift. 

• Greater Than allows you to input a hourly amount that the call shift must be greater than to rotate the user. 
• Greater than or equal to allows you to input a hourly amount that the call shift must be greater than or equal to to rotate the user. 
• Always will move the user regardless of the length of the call shift. 
  

6. Move If allows you to determine who will move on the list. You can move if: 

1. Offered.
2. Accepted.
3. Denied.
4. No answer.
5. Contact Error. 
   

7. Hours Based allows users to collect hours to drop and remain lower on the list. 

• Change Ranking If works the same as the Rotating list options. 
• Tie breakers allow you to determine who will be awarded the call shift. You can choose from:
  • Date of Hire.
  • Alphabetical.
  • The last date worked (when the last overtime was.)
• Use secondary start date- this allows users secondary start date to be used instead of Date of Hire. 
• Apply Hours When determines who will be charged the call shift. You can choose between:
  • Offered.
  • Accepted.
  • Denied.
  • No answer.
  • Contact Error. 
  • If Candidate.
• Reset Annually on allows the list to be reset to zeros annually on a select date. 
  

8. Static list sorting will keep individuals in the same position based off their date of hire. Those with more seniority will remain at the top. 

• You can use the option of Use secondary start date to reposition those who have been promoted. 

NOTE: This allows those who may have more tenure within the department to fall appropriately on a different list when promoted since they are not as senior in the new rank as others may be. 

9. Click on Save when you are done making your changes and the Call Shift Rule will be created. 

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