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

 

 

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