Call Out Pro Processes

The Call Out  Pro is designed to be able to provide an auditable, immutable record of an overtime calling process. 

Note: If you are interested in Call Out Pro, please 
contact your Customer Success Manager or reach to
support at support@indeavor.com.

This article outlines the workflows and best practices for 
Call Out Pro. 
The primary users of Call Out Pro are Schedulers.

2) Select desired Organizational Unit (OU). To select an OU click the  icon in the top right corner. Then pick the correct OU from the drop-down list.

3) Select the desired Profile from the Profile drop-down menu.

4) Select the desired Date within the Date drop-down menu. This can be done by either clicking the calendar icon and selecting a day from the calendar or click on the date and typing in the desired date.

 

5) Press the Start button to begin this call out process.

 

Preforming an Overtime Call Out

1) Use the response column to indicate the employee's response to the offered overtime opportunity. This can be done by selecting the down arrow on the drop-down box and clicking on the appropriate response.

2) If you would like to make any additional notes regarding an employee's response, you can click into the Comment box at the end of the employees' row. Be sure to click Enter on your keyboard once you are finished making the note in order to save the comment.

3) If an employee responds 'Yes' to an overtime opportunity, you can create this overtime assignment within the Call Out Tool. This can be done by first selecting 'Yes' within the Response drop-down. Then click on the + Add Assignment button in the top right-hand corner. Fill out the Shift, Job, Start and End times, and any other required fields within the pop-up box. Once every field is entered, click the blue Add Assignment button in the bottom right-hand corner of the pop-up box. This will add the assignment directly into the main scheduling app/Roster. 

NOTE: If you utilize the Indeavor Approval Tool, the overtime assignment created in the Call Out Tool will also appear in the Approval Tool.

4) If employees are volunteering last minute after a Call Out process has already been started, you can use the Append option to add these employees to the bottom of the Call Out list. This is simply done by selecting the Append button at the top of the page. 

Completing a Call Out Process

1) When all required call outs/overtime opportunities have been filled and completed, click on the Finalize button in order to lock this call out process so that no additional changes can be made to this specific Call Out process.

2) If a copy of this Call Out process needs to be shared or printed, we have the option to export to PDF. This can be done by selecting the date and profile that you would like to print and then selecting the Export PDF button in the top right-hand corner.

 Call Out Tool Definitions

This Value is determined by reviewing the past schedule for an employee to find that 
last date/time they worked an assignment with the "OT" flag.
Date/time is the start of the assignment.
Assignments for today count, assignments for tomorrow and later do not(schedule day).

Last Voluntary OT Worked - This value represents the last time an Employee worked a Voluntary
Overtime Assignment.

This value is determined by reviewing the past schedule for an employee to find the
last datetime they worked an assignment with the "OT" flag and an overlapping 
volunteering opportunity on the same day.
Date/time is the start of the assignment.

This value is determined by reviewing the past schedule for an employee to find the 
last datetime they worked an assignment with the "OT" flag and does not have an 
overlapping volunteering opportunity for the same day.
Date/time is the start of the assignment.

This value is determined by reviewing the datetime of when the last response was
added for the employee in the Call Out regardless of the working date of the 
assignment or the date of the Call Out process happening.
Date/time is the time the last response was added.

Working Periods - A Working Period is a period of time where an employee is working for the day. “Working” means “has an assignment which begins within the defined period.” (It is not “assignment overlaps with the defined period,” it is “assignments starts within the period.)

Starting April 15th 2025, working period will allow users to say the employee must
be assigned to specific jobs, locations, shifts or demand categories to be included
in the filter. An example of this is below (in this case, the filtering means - 
show any employees who have an assignment on location A, on any job from the job group
"Supervisor Group" starting between 6am and 10am today):