Purpose

1. To understand the Candidate Method feature in the Scheduling Module.
   

IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. 

Video

Process

1. Navigate to Personnel > Setup > Call Shift Rules> Settings.
   
   
   
   
   
2. 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 (personnel define how they receive the message in their profile: SMS, text, phone call or a combination thereof).
   
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 will automatically award the shift to the candidate that is first in the rankings (on the contactable list). 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.
   
   
   

1. 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. System waits until deadline before awarding the shift.
   
5. System awards shift to first candidate in 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.