Using the Relief Calling Area

The Relief Calling Area is used to assign employees to shifts, you can access this for a shift that has already been broadcasted. During the assignment process, you can contact the employee and record their responses.

You can view and sort a read-only version of the latest employee call list and use this list to manually assign the shift in third-party scheduling applications similar to Vocantas.

This topic assumes you are already on the Relief Queue.

  1. Select the shift to send to relief, then select Offer Shifts.
  2. Click Ok.
  3. On the Relief Calling Area page, click + next to Employee Selection Criteria.
  4. If you have a preset for the Relief Calling Area, select it in the Preset field to apply the employee criteria selections.
  5. To filter the employees displayed in the employee pool, specify the Call List Member, Teams, or Employee fields.
    Note: If no common employees are identified after applying all three or any two filters, an inline error message displays.

    The Call List Member lookup displays only call lists linked to teams offering relief shifts. For example, if the CARDIO and ICU teams offer shifts, only their associated call lists are available.

    In the Teams field, select Include Non-Home Team to include employees outside their home team.

  6. Optionally, specify additional filter criteria:
    In the Call List Shift Type field, specify shift types to filter employees based on the linked call list. This field auto-populates with offered shifts when call lists are pre-filled but is disabled when filtering by teams or employees.

    In the Skills field, select the Require All Skills check box to include only employees who have all specified skills. Leave it unchecked to allow employees with at least one of the specified skills.

    For the Availability filter, select one or more of these availability settings:
    • Available: Shows employees that are available for the entire duration of all offered shifts.
    • Partial Available: Shows employees that have explicit availability for part of the offered shifts. For example, when offering multiple relief shifts together, this option returns employees that are available for at least part of one of the shifts.
    • Unavailable: Shows employees that are explicitly unavailable for all of the offered shifts.
    • Partial Unavailable: Shows employees that have no explicit availability, and have explicit unavailability for part of the offered shifts.
    • Unknown: Shows employees without availability information for all of the offered shifts.

    If left blank, all employees that match the filter criteria are returned regardless of availability.

  7. Select a sort order from the Sort Order field.
  8. Click Refresh.
    A list of employees that match the filter criteria is displayed in the Employee Pool panel.
  9. Select the shifts to assign to an employee in the Employee Pool panel. Hover over a shift to view details about the shift, including the start time, end time, shift type, etc.
  10. Select the quick link icon:
    • Accept All: Accepts all your selected shifts.
    • Open Employee Call Pop-up: Accepts each of your selected shifts individually or in groups.

    See Employee Call Pop-up.

  11. Click OK to confirm the assignments.
    The selected shifts are assigned to the specified employees.