How to send shift job summary reports to clients and candidates

Do you charge clients every week/month and need approval or generally want to send them a summary of their shift job usage in a particular time period? You can send them in bulk via email, SMS or push notification!

Go to the shift job calendar, select the date range of interest, go to the “Table View”, and then select the “Summary by Clients” or “Summary by Candidates”:

image png Dec 09 2023 01 59 11 3144 PM EngineHire

This generates tables with a breakdown of their usage/work for that time period. Then you will see 3 buttons to “Send out summaries via” Email, SMS and Push Notification. 

You can select who you want to send it to and customize the message:image png Dec 09 2023 02 06 56 7286 PM EngineHire

The [[user_job_summary_link]] will plug in a unique link for that particular person. image png Dec 10 2023 03 25 15 2749 AM EngineHire

And they can click on each row to get more details:image png Dec 10 2023 03 25 57 2593 AM EngineHire

 

 

Scroll to Top