Configuring call lists

Call lists are used in the Relief Calling Area to determine the list of employees that are displayed in the Employee Pool. You can edit and create call lists for the teams that you have access to.

  1. Select Scheduling > Multi-view Scheduler > Advanced Settings > ES Data Definitions > Call List Creation and Management > Call List.
  2. Click Create New Entry to configure a new call list.
  3. Specify a name and description for the call list in the Call List - Details panel.
  4. Click Save. The Call List Team and Call List Employee panels are displayed below the Call List - Details panel.
  5. Click the plus sign (+) icon in the Call List Team panel. A new set of blank fields is displayed below the existing fields.
  6. Specify this information in the Call List Team panel:
    Team
    Select the team that this call list applies to.
    Start Date and End Date
    Specify the effective start and end dates for the team assignment to this call list.

    You can specify additional team assignments by clicking the plus sign (+) icon.

  7. Click Save.
  8. Click the plus sign (+) icon in the Call List Employee panel. A new set of blank fields is displayed below the existing fields.
  9. Specify this information in the Call List Employee panel:
    Employee
    Select an employee to assign them to this call list.
    Job
    Select the job that the employee can be called for as a candidate to fill open shifts. The available jobs are limited to the employee's existing jobs. If an employee can work multiple jobs on a call list, create a separate entry for each job.
    Start Date and End Date
    Specify the effective date range for the employee's membership in this call list. Employees are assigned shifts for a call list within the start and end dates. An employee on a call list with effective dates outside the range of the selected shifts in the Relief Calling Area will not be displayed in the Employee Pool.
    Shift Type
    Optionally, select the shift type the employee can be called for. Only the shift types that are associated to the teams specified in the Call List Team panel are available. If an employee can be called for multiple shift types for the same job, create a separate entry for each shift type.

    If left blank, an employee can be called for any of the shift types that are associated with the specified teams.

    You can specify additional employee assignments by clicking the plus sign (+) icon. Multiple entries of the same employee, job, and shift types are combined together with the earliest start date and latest end date, if the dates overlap.

  10. Click Save.