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 ...
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 ...
Purpose To explain how to send shift reminders. Shift reminders can be sent when you've moved a individual to another assignment, allowing them a heads up of this move. Video Directions 1. Navigate to Scheduling > Shift Board. 2. Determine who you ...
Purpose To explain how to create Time Off Types in the Scheduling Module. Video Directions 1. Click on Scheduling > Setup. 2. Click on Time Off Types. 3. Click on Add Time Off Type. 4. Type in a time off type name and Shortcode (short name). ...
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 ...