Send Shift Job Summary Reports

For demonstration purposes, this article uses clients as an example, but the same steps apply when sending summaries to candidates.

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Step 1: Log in to your agent dashboard and click on Shift Job Calendar from the navigation bar.

Step 2: Select the required date range to filter the shift job summaries.

Step 3: Click the Table tab to switch to the table view.

Step 4: Click the Summary by Clients button.

Step 5: You will now see three buttons that allow you to send summaries via Email, SMS, and Push Notification. For demonstration purposes, we will use the SMS option.

Step 6: Select the client(s) you want to send the summary to by checking the checkbox before their name, as shown in the screenshot below.

Step 7: Edit or customize the message if needed, then click Send to send the SMS to the selected client(s).

The SMS will be sent successfully.

The [[user_job_summary_link]] tag inserts a unique link for each client.

Client(s) can click on any row to view more details, including a breakdown of shift jobs by date.

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