Open or Escalate a Shortfall to Agency(ies)

← Auto Escalation of a Shortfall | Rapidbooks →

To Open or Escalate a Shortfall to Agency(ies)

To enter a Shortfall and immediately open it up to an Agency or Agencies via the protocols established within ShiftMatch, see Add a Shortfall > Agency.

To escalate a Shortfall to Agency(ies), it may be done in multiple ways:

1. Edit Shortfall
   

• View the Shortfall in the Unfilled list at the bottom of the Staffing > Schedule page
  Note there is an “x” marked under the Agency column

• click on the Edit button to open the Shortfall
• click on the Agency tab
• check the box next to Immediately open to all agencies
• click on “Update Shortfall”

2. Open Employment Type via Unfilled Shortfalls
   

• Click on Staffing > Unfilled and view the list of Unfilled Shortfalls
• Next to the Shortfall you would like to open to Agency, check off the box under Agency
• Click “Update Shortfalls”

3. You may establish protocols within ShiftMatch, to Auto Escalate Shortfalls.
   

Once a Shortfall has been opened to Agency, the green check mark will appear under the Agency column in the Unfilled list.

If an Agency worked has been placed in a Shortfall and you would like to replace them with internal staff, see Replace Agency Worker.

Next Topic: Rapidbooks →