Employee Availability Setup (Config Choice)

Overview

Updated 02/16/2022

 

This feature can help you manage how your Applicants / Employees are notifying you that they are available.  

 

Classic Setup
    Message Type setup
    Configure Message options
    Customize Called In Available Counter
Portal Setup
    Default Employee Message Action Types

 

 

Classic Setup

 

Message Type setup

The following Message Action Types are required for the employee availability to properly work:

If you need more information: Add an Action Type

  • Available
    • Available Counter
  • CalledInAvailable
    • Called In Available Counter

Note: Please make sure that the Action Types are activated for the respective Branch/Supplier.

 

 

Configure Message options

  1. Click Admin Tools

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  2. Click Config Choice

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  3. Click ChoiceProperty Tab

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  4. Select "Message" from the Category dropdown menu

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  5. Filter for the Message Type in the ChoiceCode Column
    1. Select the appropriate Message Type from the dropdown menu

      Note: You may see additional Message Types, after you filter the results.  If the Message Type you filtered for, contains the same letters, those Message Types will also be displayed.
      Example: Available will also show: Available, Unavailable, and CalledInAvailable

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  6. Scroll until you see the appropriate Column headings
    1. IsAvailableCall
      1. This Message Type is used for the 'Available' Counter
    2. IsCalledInAvailable
      1. This Message Type is used for the 'Called in Available' Counter
    3. IsWebVisible 
      1. This will determine if the system displays this option to the Employee
        1. True = Employee will see this option
        2. False = Employee will not see this option

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  7. Verify, or update as needed, the columns are listed as True
    Note: 
    You are only able to have 1 Message Type set to True; for IsAvailableCall and IsCalledInAvailable.  If there are multiple Message Types, listed as True, then the Counters won't display the correct results.

    1. To update all the Branches at once, instead of individually:
    2. Click Select Branch
      1. Select a Branch

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    3. Update the respective columns to True (IsAvailableCall and IsCalledInAvailable)
    4. Click Apply changes to all Branches
    5. Click Go

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Customize Called In Available Counter

The default setting is 7 days.  If the default setting is changed, you will need to restart the application.
Note: The number of days listed will include today and may appear to not work correctly.

Example: If today is Tuesday (06/15/2021), then last Tuesday (06/08/2021) should be included if the setting is 7 days.  However, since the setting includes today, then last Tuesday (06/08/2021) will not show in the Counter.

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  1. Click Admin Tools

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  2. Click Config Option

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  3. Click the Config Option By FKName Tab

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  4. Type the following in the Property column
    1. CalledInAvailableDays

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  5. In the DefaultValue column, type in number of days to look for the specific Message Type

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  6. Click the checkbox next to the Branch(es) you would like to change the default setting for

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  7. Click Updated selected row with default value

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  8. Restart the application to have the changes be applied

 

 

Portal Setup

 

Default Employee Message Action Types

This allows the employee to post a message on their Portal.  It will then have them show up in the appropriate Counter (Available or CalledInAvailable)

  1. Login to your Portal

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  2. Click Portal Property

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  3. Select "Employee" from the Portals dropdown menu

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  4. Find the Portal Property Settings:

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    1. web_Employee_Message_ActionType
      1. This option will vary based on your desired process/workflow
        1. To utilize the 'Called In Available' Counter, please type in the appropriate Action Type 
          1. Use the Action Type that was setup in Config Choice ('IsCalledInAvailable' = True)
        2. To utilitze the 'Available' Counter, please type in the appropriate Action Type
          1. Use the Action Type that was setup in Config Choice ('IsAvailableCall' = True)
      2. Click Update 

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    2. web_Employee_Message_MessageType
      1. This option should be set to "Message"
        1. Click Update

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