SmartConnect allows clients and agencies to seamlessly transfer unfilled shifts to external suppliers to meet security needs. With this feature, you can efficiently manage and delegate shifts to different external agencies.
Steps to Transfer a Shift to an External Agency
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Log In
Log in to your account to access the platform. -
Choose the Request
Navigate to the request containing the shifts you want to transfer. -
Select the Shifts
- Check the boxes for the shifts you want to send to an external agency.
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Use SmartConnect
- In the bulk menu on the right, click SmartConnect.
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Enable SmartConnect Check
- Ensure the SmartConnect Check option is selected.
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Choose the External Agency
- From the list, select the external agency to which you want to transfer the shifts.
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Click Assign
- Finalize the transfer by clicking Assign.
Additional Notes
- You can distribute shifts across multiple external agencies. For example:
- If you have 10 unfilled shifts, you can send 5 to Agency A and 5 to Agency B.
- SmartConnect ensures smooth coordination and transparency between agencies and clients.
If you encounter any issues or have further questions, feel free to contact support for assistance.
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