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 single approach.
To start, go to Callbacks > Approaches and Rules > New Approach
-List
Your list option pulls directing from your callback lists in the system.
- Group
The
groups that exist within the employee section of the system
- Specialty
The
specialty classifications within the system.
- Qualifiers
This uses the already existing
qualifiers within the assistant module.
-Seniority
Uses 'date of hire' to base the selection solely on years of service
Using the 'and' option within the approach will filter down from the larger list. So, in the scenario above, the system is complying a callback 'approach' that is going to look for anyone on the Firefighter callback list who also has the classification of PM. With the new Rules Builder, you are able to see who will be on the callback list, but not the order in which they will be in.
Using the 'or' option will add people from other lists to create a larger list. So, using the example above, it will look to first hire someone from either the Firefighter list OR the PM classification, which adds people to the approach.