Apply Fill By Rules

Review About Fill By Rules topic.

The Fill by Rules (FBR) screen is used for manual staffing. Use Outbound to automatically run Fill by Rules and contact people.

To run Fill By Rules:

  1. Go to the Roster and locate the vacancy to fill.
  2. Click the vacancy to enable your options and click Fill By Rules.
  3. The system provides a set of candidates based on your business rules. The default values were configured by your organization. The selected candidate is next in line for this opportunity. The system shows the person’s contact information along with the work code associated with the list target.
  4. Contact personnel on the list and record the result of each call in the Outcome menu box.

    Values in the Outcome menu box are system derived and can not be modified

  5. Click Save.