Staffing Features

Various features and automation levels ranging from manual to fully automated are available in the application to staff personnel based on your business rules or preferences.

The level of automation implemented is highly dependent on your business work flow, staffing process, desired scheduling control, and general preferences. This application, generally, uses position centric staffing methods. Person centric staffing is available with Blueprints using the job allocation tool.1

A variation of the following features may be implemented to staff personnel:

  • Drag and Drop - fills vacancies on the Roster from the People Filter using a dragging method.
  • Switch - fills on-duty personnel.
  • Fill By Person - fills vacancies with the People Filter, and Fill By Person function.
  • Fill By Rules - with a strategic rules process, Fill By Rules automatically produces an orderly list of candidates derived from user defined qualifiers and minimum staffing levels. Schedulers can control which vacancies are filled first and who they choose to contact from the list of candidates.
  • Outbound - automatically contacts people to fill vacancies using the phone module. Schedulers can control which vacancies are filled first and can either staff in Fill By Rule order - OR - use Fill By Person and override the rules to select any candidate.
  • Auto-Hire is a scheduling job tool set in the Task Manager and used to automatically offer working opportunities at user defined time periods. Auto-hire uses a position centric staffing method. Vacancies are staffed in Fill By Rules order where the first person on the list is offered to work the position first utilizing user defined reserve periods as set by customer business rules and timing dependencies within the configured rules. The candidate can accept, reject, or skip the opportunity. When the job offer expires or elapses the next candidate is called and given the opportunity, and so on. Also available for Blueprint jobs as of application 7.2 using the Auto-Hire for Blueprint Jobs task type, same concept as auto-hire but targets blueprint jobs.
    Note:

    Auto-hire is an automatic staffing tool used when business rules are consistent and predictable. Schedulers cannot intercede with the selection process or fill order once the Auto-Hire process startsto offer job opportunities. However, authorized staffers can make changes to the outcome of an Auto-Hire run.

  • Auto-Assign- is a scheduling job tool set in the Task Manager used to automatically fill vacancies, and commits employees to do the work. Jobs are scheduled during user defined time periods. Vacancies are staffed in Fill By Rules order. Not available for Blueprint jobs.
    Note:

    Auto-Assign is an automatic staffing tool used when business rules are consistent and predictable. Schedulers cannot intercede with the selection process or fill order once the Auto-Assign process starts. Auto-Assign does not offer, it staffs and commits employees for job assignments. However, authorized staffers can make changes to the outcome of an Auto-Assign run.

  • Job Allocation - is a scheduling tool used to staff Blueprint jobs. The job allocation tool schedules people by allocating (assigning) each person to the best fit job using a combination of rules, job allocation filters, sorts, and passes. This is person centric staffing. Requires a Blueprint license to access.