Fill by Rules Field Descriptions

The field descriptions below correspond to the selected vacancy.

Field Name	Contact Log Field Description
Vacancy Area	All vacancies highlighted on the roster are displayed in the Vacancy Area at the top of the window. All vacancies are sorted by Fill Order. To view a list of qualified candidates for any specific vacancy, left click on a vacancy and the list of qualified candidates redraws. A red bell alarm displays when a vacancy requires staffing. When the position is staffed the red alarm turns gray. When the vacancy is partially staffed, additional rows appear to show the filled portion of the vacancy, and the remainder of the vacancy.
Fill Order	The Fill Order displays the Fill Priority. This determines the order in which to fill open positions when staffing for multiple positions via the Contact Manager. Lowest value has priority in the Call Queue.
Hours	Displays the total hours for the vacancy.
Description	Displays the unit and position details of the vacancy.
Date	Displays the date of the vacancy.
Start	Displays the start time of the vacancy.
End	Displays the end time of the vacancy.
Contact Log	Displays the contact log history for the selected vacancy.
Work Code	Each vacancy has a suggested work code that displays in this field by default. This work code will be assigned to the selected candidate when staffed unless a different work code is selected in the Fill By Rules screen. This field automatically populates, the selected List displays the work code defined in the List Target. When you select a work code, the work code applies outside the person’s normal working time.
Detail Code	This optional ten character field is the unmarked box to the right of the Work Code field. The field may be disabled if the work code is configured to not require a Detail Code. If the work code requires it, apply a Detail Code to more fully describe the work code, or the reason for using the work code. This field automatically populates if the selected List contains a List Target with a detail code preset. The detail code displays on the Roster, and is used for reporting and exporting data to a payroll system. Max: 20 characters.
Note	This is an optional text field used for notes if the work code allows a note. The note will be maintained with the record. Format: 100 characters max, or 255 characters max as of 5.4.6+, 6.3.1+
Account	This code identifies who is paying for a particular staffing record. An Account Code may be required, optional, or not needed depending on the configuration of the Work Code. In a Dimensions integration only applicable and available cost centers appear for each person as selectable items in the Account menu. Cost Centers are retrieved from Dimensions using the Workforce Dimensions Data Import Task, and then stored in this application as of version 7.1.14+, 7.2.5+, and 7.3.1+. For additional information see topic, Workforce Dimensions Data Import Task. Additionally, as of application version7.5+ the Account Code (Cost Center) is retrieved from the Detail Code when present in a Dimensions integration. If the detail code does not contain an Account Code, current behavior persists. This means the Account Code is sourced from the work code if available. If it is not available on the work code, then the Account Code is sourced from the business structure in this application.
Assigned Jobs	Displays a list of jobs from Dimensions for the selected user. A Dimensions product license is required to view the Transfers panel, and at least one of these user permissions must be granted: Roster: View Schedule Transfers; and/or Roster: Edit Schedule Transfers.
Labor Categories	Displays a list of labor category entries by day from Dimensions for the selected user. A Dimensions product license is required to view the Transfers panel, and at least one of these user permissions must be granted: Roster: View Schedule Labor Categories; and/or *Roster: Assign Schedule Labor Categories*.
From	Displays the start time of the vacancy. Enter a new start time, if desired. The format is mm/dd/yyyy hh:mm based on a 24 hour clock. The date is not displayed if the time is within the vacancy’s period. if the date appears, then the time is before the vacancy’s target period.
Through	Displays the end time of the vacancy. Enter a new end time, if necessary. The format is mm/dd/yyyy hh:mm based on a 24 hour clock. The date is not displayed if the time is within the vacancy's period. If the date appears, then the time is after the vacancy's target period.
Hours	Displays the duration of the vacancy. Enter a new duration, if desired. When the Hours field is updated the Through field updates automatically. A vacancy can be filled for the entire duration or for part of the duration.
Timeframe Slider	The timeframe slider enables you to quickly adjust theFrom, Through, and Hours field wherever this tool appears. Click the magnifying glass in the bottom right corner to focus in on the timeframe for sensitive adjustment.
Off-Duty Phone On-Duty Phone	This field Displays the selected candidate’s preferred contact number. On Duty- the candidate is working when the opportunity is offered. This is the Phone associated with each level of the organizational hierarchy. The number displayed comes from the lowest organizational level of the person’s assignment to have a number associated with it. Off-Duty - the candidate is not working when the opportunity is offered. The number displayed toggles between the person’s 1st Contact and 2nd Contact numbers.
Contact	Displays the candidate’s contact information now, meaning this moment in time- not for the target day and time.
Outcome	Displays contact outcome records and mainly used to track call outcomes when notifying candidates of an assignment or opportunity.
Log	Displays the Contact Log queue and call history for the selected vacancy.
List Chain Drop-down	Each position is configured with a default List Plan association. The List Plan determines which List Chain to turn on for the target datetime and vacancy requirements. The list chain shown in the menu box is the default list chain for the target date and time of the vacancy. If desired, a different list chain may be used to change the staffing criteria. Select <none> to show a list of all active people and grant <user assigned> staffing - this setting assumes the user has the expertise and command level to bypass business rules and select anyone to fill the position.
Gear Drop-down	Contains additional settings you can apply when viewing the list of candidates. Choices are: First 10: Displays X records, the default is ten. Only the top ten candidates are displayed in the window. Limiting the candidates improves performance when refreshing this window. Select this option and enter how many candidates to display. First List: Although several Lists may be linked together in a List Chain, selecting this option displays only the candidates from the first list in the selected chain. All Lists: Displays all qualified candidates from all Lists in the selected list chain. Outbound Behavior: Limits the List Chain execution results to the first candidate. Displays the name of the candidates in the Contact Manager (CM). This is a troubleshooting tool to see exactly what auto-hire would end up with if it was executed against the same vacancy. Unavailable Too: Displays the candidates who were removed from consideration because they were unavailable. When selected the list of candidates includes unavailable candidates with an X by their name. Select their name and choose Audit to see the details of why they are not available for the position. By default, only qualified candidates that are available to fill the position display on the List. Auto Refresh: Controls whether or not the List Chain is re-executed when loading or refreshing the page. When selected the page automatically refreshes when opened or when information changes on the screen. To turn this option off and manually refresh the list of candidates, clear the check box.
Refresh	By default, the Fill by Rules page automatically refreshes when opened, a new list chain is selected, or a vacancy is highlighted in the Vacancy area. When Auto-Refresh is turned off, use the Refresh button to redraw the list of candidates.
Smart Groups	The icon that looks like a magnifying glass is the Smart Groups feature used to locate or limit specific record items for the applicable column.
#	The sort order number of the qualified candidate.
Person	Displays the candidate’s name as Last Name, First Name, Middle Initial. The number of candidate displayed is dependent on the number of lists executing. See Options menu box.
List	Displays the name of the List under which the candidate qualified. Within the List Chain there is an initial List and there may be subsequent Lists defined within the List Chain. The initial list gathers, sorts, and prioritizes candidates according to the business rules identified during configuration. Subsequent Lists may execute in the Candidates area, depending on the Options selected (above). This is the result of continuous chaining of Lists until the entire staffing strategy (List Chain) completes.
Rank	Displays the candidate’s rank for the target date and time of the vacancy.
Opportunity Factors	Displays the selection criteria for each candidate.
Audit	Displays the audit trail, how and why a rule qualified or failed a candidate.
Fill Another	Retains the Fill By Rules page in view to fill another vacancy. Notable Application Behavior: When filling multiple vacancies via Fill by Rules from the Roster and Fill Another is selected on the Fill by Rules task dialog box, any partial vacancies on the top-left pane will suppress if the Vacancy Strategy contains a Dynamic Condition of type DURATION - and the parameter in DURATION evaluates TRUE. Functionality available as of application version 7.1.4.