Escalate A Shortfall

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Manually Escalating A Shortfall

If a Shortfall remains unfilled as its deadline approaches, you may want to increase the pool of candidates for that Shortfall by broadening the parameters under which it can be filled.
This process is termed Escalation.

To Escalate a Shortfall:

1. On the scheduling calendar, click on the date of the Shortfall you would like to escalate.
   [A list of all Unfilled Shortfalls will appear below the calendar.]
2. Find the Shortfall you would like to escalate, and click on the specific Shortfall ID or Edit button of that Shortfall.
3. Change one or multiple variables listed to widen the pool of candidates.

For example, you can Escalate a shift by:

• broadening the range of Grades to which the shift is offered
  [change the Minimum Grade and/or the Maximum Grade]
• reducing the Skills required for the shift
  [change the Skills Required]
• reducing the Rating required, if applicable
  [change the Minimum Rating]
• increasing the number of work request messages sent
  [change Up to How Many Messages]
• using all available candidates, not just those individuals who registered their availability
  [uncheck the Only use people with availabilities box]
• broadening the range of Employment Types
  [change the Employment Type or click additional boxes to include more Employment Types]
  

4. Click the “Update Shortfall” button.

ShiftMatch will now restart the Shortfall filling process with the larger pool of candidates.

*At any time, you may click on the button and ShiftMatch can tell you how many Users will match the set parameters.

Next Topic: Auto Escalation of a Shortfall →