Creating a New Call Shift Rule

Creating a New Call Shift Rule

Purpose

  1. To explain how to create a Call Shift Rule.
  2. 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 on Call Shift Rules.


Click on Call Shift Rules.



3. Here you can see any existing rules, the ability to edit using the pencil, and the ability to delete using the trashcan. Select Add Rule. 


Here you can see any existing rules, the ability to edit using the pencil, and the ability to delete using the trashcan. Select Add Rule.



4. Here you can:
  • 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.
  • Determine the Call Shift Logic.
  • Choose a name.
  • Choose which qualifiers you want associated with the rule.






5. Call Shift Logic allows you to deviate from the general settings for specific call shift rules.
Essentially, you could have the default setting set to non-candidate method, but turn on the candidate method for one specific call shift rule. 


Call Shift Logic allows you to deviate from the general settings for specific call shift rules.



6. 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 rotate the user.
  • Always will move the user regardless of the length of the call shift.


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



7. Move If allows you to determine who will move on the list. You can move if: 
  • Offered.
  • Accepted.
  • Denied.
  • No answer.
  • Contact Error.






8. 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.


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



9. 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.


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.



10. We can also pre-build Tiers within the rule. Click Add Tier.


We can also pre-build Tiers within the rule. Click Add Tier.



11. Here you can:
  • Determine the qualifier.
  • Ignore Availability.
    • This will send messages to those who are unavailable. 
  • Determine a wait time (Non-Candidate Only)
  • Determine a Rank or Rotation. 






12. The users assoociated with the Tiers will appear on the right. 


The users assoociated with the Tiers will appear on the right.



13. Click on Save when Done. 


Click on Save when Done.



14. Here is a example of pre-filled tiers. 

​
Here is a example of pre-filled tiers.

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