Understanding Candidate Method

Understanding Candidate Method

Purpose

  1. 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 position will do the following:
  1. Requests for Call Shifts will be sent to all personnel on the contactable list
    1. Personnel define how they receive the message in their profile:
      1. SMS text
      2. Phone Call
      3. Push Notification 
      4. Email
  2. Those that respond "Yes" will be set as a "candidate" in the system.
  3. Once the deadline for the call shift is reached, the system (depending on the settings of the department) will award the shift to the candidate that is first in the rankings (on the contactable list).
    1. That person is then notified via their method of choice that they were awarded the call shift.
  4. All other candidates are notified the shift was filled via their method of notification.






4. Advantages of the Candidate Method:
  1. Provides a faster method for conducting call shifts for agencies with larger lists.
  2. Eligible personnel are notified simultaneously of the open shift.
  3. All personnel can respond immediately.
  4. The system can wait until the deadline to automatically award the shift, or you can award the shift manually.
  5. The system will award the shift to the candidate who is highest in the rankings based on agency's sorting method.
  6. All others are notified they were not selected for the shift.
  7. Rotation list is automatically updated.

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