Auto Offer

Aside from manually Offering jobs and Bulk Offering jobs to Interpreters (as covered in the topics ‘Offering & Assigning Jobs’ and ‘Bulk Offering Jobs’), you can also avail of a system setting to Auto Offer jobs to Interpreters on a scheduled basis.

Auto Offer will offer Open jobs to any default eligible Interpreters only. In other words, if you go to the Assignments page of any job, click on the Unassigned link, the Interpreters that appear in the Interpreter List, without any toggling of Job Summary or Booking filters, will be automatically offered the job using the Auto Offer setting.

If you do need to toggle the job or booking filters to view or offer to more Interpreters, the offer will need to be sent out manually.

Note: for Service locations that use the ‘Remote’ flag, i.e. this is not a physical address for Video/Phone Bookings, the Proximity Search will automatically be disabled and the same is the case for the Auto Offer process.

It is also important to note that, every time the Auto Offer Process runs (approximately every hour), it will check previously offered jobs that are still in an Offered status for any newly available Interpreters and will then also offer the job to those Interpreters. Once a job is any other status other than Open or Offered, for example Assigned or Closed, it will of course no longer be offered.

If all interpreters decline the job offer, the job will revert to Open status. The auto offer will not re-offer to interpreters who have declined or have been marked as Unavailable by schedulers. If additional interpreters become available for the job, auto-offer will send out offers to those individuals.

Enabling Auto Offer at Company Level

Navigate to the ‘Admin’ menu and select ‘Company’
Click on the Configuration tab and scroll down to the Configuration: Job Offers section and check the box Enable Auto Offering
There are a number of other settings that can also be updated according to your preferences:
- Include Unavailable Interpreters - this setting will include Unavailable Interpreters for both Auto Offer and Bulk Offers
- Auto Offer Exclude Hours - this is the number of hours between the Expected Start time of the job and the Auto Offer process, for example, if this is set to 24 (hours), jobs that are due to start within 24 hours of the next scheduled Auto Offer Process will be excluded from Auto Offer as they may need to Offered/Assigned manually and urgently
- Enable Auto Job Offer Emails - this is a flag specifically related to Email Notifications for Auto Offer, some agencies find that their Interpreters may be swamped by Auto Offer Emails and do not check this box and prefer to direct their Interpreters to Accepting jobs via their Interpreter Portal
- Enable Daily Job Offer Digest - this option can be used as an alternative to individual Job Offer Emails (when using Auto Offer or not) where Interpreters will receive an end of day digest Email which includes all offers received within the 24 hour period
Finally, scroll back to the top of the Configuration tab under Configuration: Interpreter Self Assignment:
- # Days for Self Assignment - this will set the period into the future from now to the Expected Start Date of the job where auto offers will be sent, for example, if this is set to 7 days, only jobs that have an Expected Start Date of 7 days from now will be included in the Auto Offer - such jobs are automatically and subsequently auto offered when they are within 7 days into the future
- Radius for Self Assignment - this sets the Radius from the Interpreter’s Home address to the Service Location on the job whereby auto offers will be sent, for example, if this is set to 50, Interpreters will receive auto offers for all jobs that are within 50 (miles/Km as per Company settings) of their Home address
Finally, click the Blue Save button on the left hand side.

Enabling Auto Offer at Customer Level

Once you have enabled Auto Offer at the Company level you must then enable at the individual Customer level, this provides the flexibility to enable for certain customers and not for others, for example, Auto Offer may suit larger customers but smaller customers may prefer manual offering.

Navigate to the ‘Admin’ menu and select ‘Customers’
Search and select the relevant Customer from the list on the left hand side

Scroll down to the Customer Portal section and check the box ‘Enable Auto Offering’
Finally, click the Blue Save Changes button on the top left hand side.
Repeat the above process for any other Customers where Auto Offer is required.

Other Auto Offer Exclusions

Aside from Excluding (not enabling) Auto Offer for certain customers, there are other ways that you can modify auto offer options.

Exclude from Auto Offer on Contact Profile

You can exclude individual Interpreters from Auto Offer at the Contact level:

Navigate to the ‘Manage’ menu and select ‘Manage Contacts’
Search for the relevant Contact from the list and, using the dropdown arrow, select Edit (in full)
Under the Miscellaneous section you can check the box Exclude from Auto Job Offer
Alternatively, you can also disable Auto Offer emails at the Contact level by checking the box Disable Auto Job Offer Emails
Finally, click the Blue Save button on the left hand side.