| Field Name | General TAB > Execution Context Field Description |
|---|---|
| Name | List description. |
| Execution Context | This section indicates where the selected list
is used:
|
| Field Name | General TAB > Partial Assignment Field Description |
|---|---|
| Fill Unscheduled Times | Used to allow people to partially fill within
vacancy times using their unscheduled times. Selecting this check
box enables the Ignore check box.
Note:
Does not apply to Fill By Rules via Scheduling Blueprints. |
| Ignore | Ignore enables when the Fill Unscheduled check
box is selected and targets work codes of type Working and Regular
Duty. Ignore is used to indicate which of the following work code
properties are either evaluated or ignored via Fill by Rules when returning
candidates for the unscheduled portion of the vacancy:
Note:
The default behavior ignores working type codes that have any of the above properties selected. This means, if a person has a charge code that overlaps an unscheduled period of time as result of refusing an opportunity, that charge code will be ignored. These properties are typically used to add work codes for non-staffing scenarios and generally for personnel tracking purposes, or to add accrual hours where working codes are used to add time to a bank of hours and as such should not interfere with staffing. Ignore allows organizations to control the default behavior due to specific business rules. |
| Fill Signup Times | Used to allow people to partially fill within
vacancy times using signup times. Examples:
Note:
Does not apply to Fill By Rules via Scheduling Blueprints. |
| From and Through | Used to conditionally set specific From and
Through vacancy times.
Note:
Does not apply to Fill By Rules via Scheduling Blueprints. |
| Field Name | General TAB > List Target Field Description |
|---|---|
| List Target Area | Determines the first of three passes available in a List. There must be at least one list target in the list to define the set of candidates. If there are multiple list targets in this area, their order is significant. The list targets are evaluated from the top down. |
| Condition | Optional, The Conditions field defines when a list target enables in the list. |
| Rules Area | This is where additional Rules are entered.
This area will run the 2nd pass utilizing any added Unavailable
if... Rules to further refine the group of candidates. The 3rd pass
is made utilizing any Sort...Rules to order the remaining candidates. Note:
If there are multiple rules within a List category, sort the rules with the highest processing value at the bottom of that category to lessen rule processing time. |
| Behavior: Rules are used in list targets and lists in different ways and their behavior depends on how the rule is used. | |
| Qualifying Limit Static Count | Optional, use to limit the maximum number of qualified candidates that are returned by the List. |
| Vacancy Count | Use to target vacancies displayed on a certain Roster view. Default is <none>. Select an option to limit the number of vacancies currently on the Roster for the target date. |
| Gray Number | The application Internal ID. |
| Field Name | Rules ‘List’ Advanced TAB Field Description |
|---|---|
| Restrict | Use to restrict access to this List when editing Roster records using the Edit feature. Only users with permission, Setup: Authority can select this List. |
| Fill Priority | Determines vacancy fill order when staffing multiple vacancies on the Roster. The lower the value the higher the priority in the Call Queue. Important: Force List determination must be ON in Vacancy Strategy to use this value. |
| A Fill Priority can be associated with a List,
a Position, and a Vacancy Strategy. Note:
The Fill Priority on a List has precedence, followed by the Position’s Fill Priority, and then the Vacancy Strategy’s Fill Priority. |
|
| Penalty | Displays all Penalties or Refusals. Select a Penalty to apply a Penalty work code on the candidate’s calendar for non-acceptance (rejection or expiration) of an opportunity. |
| Logging Behavior | Displays all Logging Behaviors. Use the Status
column in the panel to designate whether or not the corresponding
Logging Behavior is tracked and stored for future reference by the
system for fairness criteria. Choices are:
|
| Field Name | Rules ‘List’ Outbound TAB Field Description |
|---|---|
| Allow Outbound | Select to contact candidates from this List using the application Outbound Module. Clear the check box to disable the Outbound feature for this List. When selected, fields Expires In and Reserve For become required fields. |
Note:
If this check box is cleared, this List returns candidates in red font in the Fill By Rules panel and the system halts at the first candidate returned by this List when staffing through the Contact Manager. |
|
| Automatically Assign | Select to automatically assign the first candidate
from this List to the vacancy via Outbound. There is no option to
reject the offer. Important: To contact the candidate the work code assigned by this List must have the setting Auto Notify if Appropriate property selected, and both Allow Outbound and Automatically Assign check box must be selected. Important: When using the Task Manager ‘Auto-Assign’ task, both Allow Outbound and Automatically Assign check boxes must be selected to use auto-assign. |
| Automatically Assign if on duty | Select to automatically assign the suggested candidate if they are working during the time the offer is made; otherwise if the candidate is not working, they are called and ‘offered’ the vacant position. |
| Maximum Call Attempts | Enter a value in the field provided to define the maximum number of call attempts to call each candidate within the Reserved time period. |
Note:
The actual number of call attempts may be less, depending on whether the candidate responded on the 1st call attempt, or the time allotted to the Outbound Module elapsed. |
|
| Reserved for | Enter a value in this field to define the amount
of time (in minutes) that the vacancy will be reserved for each
candidate before the Outbound Module calls the next candidate. This
field is required when Allow Outbound is selected. See help topic Expire and Reserve Time Examples for additional information. |
| Example: Suppose the offer expires in two minutes, this means the clock starts when the Line Manager outbounds the call. If the person answers the call at 10 seconds and it takes 20 seconds to review the message, then the person has approximately one minute and thirty seconds remaining. | |
| Expires In | The specified amount of time before an offer
that is not accepted or rejected expires for a candidate.This field
is required when Allow Outbound is selected.
See help topic Expire and Reserve Time Examples for additional information. Important: The Expire time needs to be greater than or equal to the Reserve time when using positive values; otherwise only one person will be called from the List. When a negative Expire and Reserve time is used, the opposite is true: Reserve values should be greater than Expire values. |
| ‘Scorch the Earth’ | Select to contact the suggested candidates
on this List until someone either accepts the offer or the time
allotted to the Outbound Module to make the calls elapses. Each candidate
receives one contact attempt. When selected, the Maximum Call Attempts field
automatically sets to a value of 1 and the Reserved for __ minutes
value sets to 0.02 - if these predefined values are changed, the
Scorch the Earth check box is cleared.Contacts employees as quickly
as possible. Note:
Scorch the Earth is the quickest way to contact employees. |
| Leaving messages on answering machines is OK | Select to leave a message on an answering machine for the suggested candidate on this List. When selected the Outbound Module leaves the Request for Service message on an answering machine for the candidate on this List and logs the call as Answer Machine - when an answering machine is detected. If ‘unchecked’ and an answering machine is detected, the candidate is given some time to pickup and press 1; otherwise, the Outbound Module hangs up the phone and logs the call as No Answer. |
Note:
Whether to leave a message is turned on in the Contact Manager, when to leave a message is determined at the List level in Rules in Setup. |
|
| Contact Methods | Used to define which contact methods are used
by the application’s Outbound Module when contacting the suggested
candidates on this List.
Note:
When choosing a mix of contact methods and types above, be sure the method maps to the corresponding contact. This means if you choose Email, and 1st Contact, be sure the first contact stores an email address.Choosing both restricts the application. |