Call Creation

Call Creation

Create new calls, including tweaks and editing.

Call Details

Input call details and select call settings. Use work description for additional details to include in work offers, and notes for admin-only additional details.

Input project, call, and venue name.

Escalation Rate - Choose between a preset escalation rate; the time between rounds of offers sent. Adjust preset escalation rates in Settings under Calls.

Use Recommended Rate - Generate an escalation rate to fill shifts by a specified date, based on collected response data. Recommended rate can be manually edited.

Start/End Date - Choose a start and end date and time. Toggle the time up and down by hour and by minute, or click on the hour and minute digits to open a selection.

Work Description - Add any notes you want workers to know before accepting an offer.

Post Arrival Instructions - Add any notes you want workers to know once they have accepted an offer.

Notes - Add any notes to be viewed by admin, visible in the call details on the dashboard.

Basic

Pause on Landlines - Select to have calls pause when they reach an offer for a worker with a landline. Uncheck this box to have landline workers automatically confirmed. Check or uncheck this box by default in Settings under Calls.

Fewest Hours First - Select to sent offers first to workers with the least booked hours in the week of the call. Check or uncheck this box by default in Settings under Offers.

Multiple Days - Changes call to span multiple days for the same shift start and end time. For more details on how to book multiple shifts, check out How to book for multiple shifts as part of one offer.

Advanced

To select between Basic and Advanced in call creation, turn on Advanced Call Creation in Settings under Calls.

Starting list - Choose a referral list to start sending offers by. Once a list is exhausted, the next list in order is used.

Use rotating list - When selected, offers are sent in order of the referral list starting with the next person after the last person to receive an offer. View a referral list through the Lists page to see the last worker to receive an offer on a list.

Contractors can choose positions - When selected, offers sent to workers who qualify for more than one position on the call can choose which position they accept the shift for.

Pause on Landlines - When selected, the call with pause and send a notification when the next worker to receive an offer has a landline phone number. When unselected, call will automatically confirm landline phone workers sent a work offer. Pause on Landlines is selected by default, change in the settings.

Multiple Days - When selected, changes the call to create shifts across a range of dates with the same start and end time each day.

Positions

Input the number of shifts and skill level for each positions the call requires.

Search - Narrow the list of positions by searching a position name.

4 / 5 active workers - Displays the number of available workers and total workers on the position list.

Shifts required - Input the number of shifts required for that position on the call.

Skill level - Select a minimum skill level from the drop down.

Tweaks

Modify who receives offer first, won't receive an offer, or hold shifts for a worker.

See the separate Tweaks page for all the Tweaks functions.