Callback Rules Builder- Creating a Callback

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 dashboard. Clicking on the green plus sign will bring you to the new callback builder below. 

You will notice that much of the initial information is the same. You'll choose the start and end time for the callback, as well as the deadline if you don't have that information set to default time. You'll also be able to schedule the callback to go out like normal. Where the process changes, however, is in the ability to select a rule and approach.
Remember, your approach should be based on rank or the position you are looking to hire fore. The rules should be the way you want the list to order. 
Once you select your approach and rule, the list will show you a preview of the callback in the order in which it will go out, as well as those excluded for reasons such as being on time off, opting-out, or being over the max consecutive hours. The minus sign next to their name is where you can exclude people manually, and you can expand those who have been excluded to manually include them as well. 

Not only will you see the order in which the employees will be contacted, but you'll also see each tier in the correct order of contact as well.

Once you've ensured that the correct people will be contacted, you can press 'start callback'. There will not be a preview screen, as the preview is now built as you create the callback. Much like the lagacy callback module, you will automatically be taken to the callback history. 

    • Related Articles

    • Callback Rules Builder

      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 ...
    • 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 ...
    • 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 ...
    • 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 ...
    • 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 ...