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Send Shift Job Summary Reports

Send shift job summary reports to clients and candidates to share a summary of their shift job usage for a selected time period, with the option to send them in bulk via email, SMS, or push notification.

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

Let’s get started 🚀

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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