The Rules Builder offers expanded hiring rules, detailed rankings and more. The new module will allow expanded hiring, allowing multiple rules within a single system.
To access the Callback Module
The Callback Dashboard
The Dashboard, similar to the Assistant, is where all Callbacks will be managed. From here, you'll be able to create your force hire lists, rules, and approaches, lists as well as seeing both your callback history and list ranking. The power of building and creating the rules on how your callbacks work in the hands of the administration.
Building Callback Lists
To start, you'll need to make sure that your callback lists are created. You can find the directions on how to do that here
. Now, the callback lists are kept under Employees > Manage Callback Lists
This article will walk you through building approaches
This link will walk you through building rules
Ranking will be different now, based on the approaches and rules. You can learn more about ranking here
Callbacks will operate differently within the new module. You can find out more information about that in this article
Rules Builder - Rules
While your approach dictates who you are hiring, the rule is how the list is ranked, managed and awarded. With the Callback Module, rules used to be global. Now, any approach can be used with any rule-- there is no limit to how you can call and award ...
Rules Builder - CallBack Lists
One of the first things you'll want to do when setting up your new scheduling account, is creating employee 'Lists'. These can also be referred to as Rankings, Job Titles, Buckets, Binders, etc. However, for our case, we refer to them simply as ...
Callback Rules Builder- Ranking
Ranking within the Rules Builder is more dynamic than it is within the Legacy Method, but you'll be able to see more information as to why the ranking has changed. Ranking To access the ranking, you'll first click on the Callback Module, then click ...
Callback Rules Builder- Creating a Callback
Creating a callback is similar to the legacy method, however, there have been a few upgrades to the process. To start a callback- When you go to start a callback, you'll first click on the 'Callback' icon. From there, you'll be sent to the ...
Rules Builder - Approaches
Building Approaches The best way to think of your approach is going to be by position. Ask yourself 'if I am hiring back for an engineer, who am I calling back?'. Approaches differ from lists in that you will be able to use multiple lists for a ...