Employee UDF setup

The contact information used to send Mobile Shift Offers is set in the Employee Data section of an employee's profile as UDF values. These UDF values specify which methods are used to contact an employee for open shifts:

• MSB_TEXT: For SMS contact. Must be a valid mobile number with text messages enabled.
• MSB_EMAIL: For email contact.
• MSB_PHONE: For phone (IVR) contact.

Each of these UDF values references the UDF value that contains the actual contact information. This means you are only required to maintain one set of contact information per employee, since employee contact details are generally already stored in the HOME_PHONE, MOBILE_PHONE, and EMAIL fields. This table shows standard values to use for these UDFs:

When a mobile shift offer is sent, the open shift is sent to each selected employee using the methods that are configured in their employee profile. This means an employee with all the methods set would receive a text, phone call, and email when a shift is available. If an employee does not want to be contacted by one of the methods, the value can be left blank.

We recommend that default values for these UDFs be set by the initial employee setup in the employee import. You can also maintain these values within the application.