CallBacks - Auto Accept Feature

CallBacks - Auto Accept Feature

Employees can set up time periods when they want the system to automatically accept CallBacks on their behalf.

When a callback arrives at an employee with an active auto-accept period, instead of contacting them, it automatically accepts the CallBack for them, and notifies them of the fact. This feature should be used carefully and you should be willing to accept and work any date / time that the shift may be accepted on your behalf during the time you specify.

Enabling the feature: 

This feature is turned off by default. You can enable it by going to admin System Settings > Callbacks > Rules and ticking the box next to "Enable auto-accept feature". Be sure to click the green Save options button before exiting.  

You also need to enable the Availability Calendar for this option to be active. You can do this by going to admin System Settings > Employee > Availability > "Allow Employees to Choose their availability". Be sure to click the green Save options button before exiting. 

Setting up auto-accept periods:

To access the availability calendar - click your name in the upper left hand corner, go to the tab titled "Set Availability".

Select a period of time just like you would when setting up available/not available periods. From the "Period type" drop-down, select "Auto-accept period". If the period start/end dates/times look correct, click save.

The system will display a warning bar on the Dashboard while you have an active Auto Accept period.

WARNING: By enabling the auto accept period, you are obligated to work any period that is accepted on your behalf. There is no canceling an auto-enabled CallBack. So it is advised to use this feature very carefully. 

    • Related Articles

    • Assistant - Auto Analyze

      The Assistant feature offers both a manual analyze, as well as auto-analyze option. You can set the system to auto analyze on a set schedule and time. To do this, click the 'Assistant Settings' option in the left side bar. You'll notice a slew of ...
    • CallBack Feature

      The scheduling CallBack feature is a highly advanced module that allows managers to reduce the time spent filling open work shifts. The system is designed to eliminate the need for managers to spend countless hours on the phone calling employees into ...
    • CallBack - Settings

      There are many system settings that you can set in relation to the CallBack function. To view the system options, click the admin System Settings button in the top tool bar > Callback > Rules Options include: - Ignore Employee Availability when ...
    • Initiating a New CallBack Manually

      To Initiate a New CallBack manually: In the module menu bar, click CallBacks > start Manual CallBack Now, a three tabbed form will open where you will need to enter in all of the pertinent shift information.  Step 1: Choose CallBack Shift date/time  ...
    • Work Sites

      Work sites allow employees to select where they would like to work if several options are available. Once properly set up, one callback can go out for several different work sites, as long as the time frame is the same.  To set up work sites First, ...