Replacement Cancellation - Manual Process Improvement

Completed

What we’re doing:

Added a button in Absence/Dispatch Changes to streamline the manual cancellation process for dispatched employees.

Why we think you’ll like it:

Previously, to manually cancel a replacement, dispatchers would have to go to absence/dispatch deletions, delete the dispatch record, note the absence ID or absence employee and date, then switch to absence/dispatch changes, load that noted absence record, then re-dispatch. The new process is streamlined to be initiated through a button option that will take the user through all the necessary steps, reducing the possibility of missing a step.

Even if the dispatcher does not want to re-dispatch, they can still remove the dispatched employee and leave the replacement blank or enter a new replacement if that employee is already known.

By improving this process, not only the dispatcher’s day-to-day tasks will be streamlined (estimated reduction in workflow steps and time is 70%), but the process will be much easier to learn for new dispatchers.

Learn more:

To manually cancel a dispatched employee:

Go to Absence/Dispatch Changes in Atrieve HR
Load the applicable record
Click Actions
Click Dispatch - Delete Replacement and Re-Dispatch

From there, the user will be prompted to either:

(a) delete the current replacement and re-dispatch, or

(b) delete the current replacement only - no re-dispatch

*note that selecting either of these options will immediately delete the current replacement.

If the user selects (a), they will be asked if the replacement employee should receive a cancellation call (if automated dispatching is activated), then the subject/level info window will open.

The requested employee can be updated on this screen.

If the user needs to change the subject/levels, they can click the subjects/levels button.

If the user needs to change the Message, they can click the Message button.

Once any changes are completed, the user clicks submit and the absence is re-dispatched.