Good to Know: Tiered Call Shifts are helpful when you want to reach more qualifiers in the case that individuals in the primary qualifier are not available.
Only once the primary qualifier has reached its deadline will tiers be contacted.
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
Directions
1. We will be starting in Personnel> Call Shifts, with a Qualifier already chosen. Turn on Tiered Call Shift. You can then:
Determine the Deadline Date and Time.
Add a qualifier.
By selecting advanced options you can filter down by:
Group
Rank
Rotations
2. You can add additional tiers to the call shift as well. The same steps apply as above.
Important: You can only add up to five total tiers.
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 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 ...
Purpose To explain how to send shift reminders. 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 Sending Reminders Navigate ...
Purpose To explain how to initiate a Call Shift when not utilizing the candidate method. Related Articles Tiered Call Shift Video Directions 1. Click on Call Shifts. 2. Click on New Call Shift. 3. Fill in the: Start Date and Time End Date and Time ...