Candidate

       Note: The previous schedule preferences for a candidate is no longer under the candidate 'Preferences' tab, it has been moved to the 'Availability' tab.

 

· Open candidate record and click on the ‘Availability’ tab to enter in their schedule.

   

· Check off ‘Shift(s)/Scheduling’ to display the ‘Add/Edit’ hyperlink. Click on ‘Add/Edit’ to open the Shift(s)/Scheduling screen.

  


· You can enter in a candidate’s available time by clicking on a date from the calendar, checking off ‘Shift time for above dates’ and

   selecting the time frame for which the candidate is available.

· You can also select several dates from the calendars and enter in the time frame.

  


· Once you have made your selections click on ‘Add Shifts’


  * Calendar View with Individual Date Selection

 

   * Calendar View with Mutiple Dates Selection

  


· Click on 'Clear All' to remove any date/time entered

   


· You also have the ability to enter a recurrence for a candidate’s availability.

· Click on ‘Show/Hide Recurrence’.

· Choose the ‘Recurrence pattern’ for the candidate and select the ‘Range of recurrence’.

  


· Finally, click on ‘Add Shifts’

  


· When creating a recurrence, if the dates in the recurrence coincide with previous scheduled dates you will be asked if you want to

   'Append' the current schedule, 'Overwrite' the current schedule or cancel your recurrence.

   

   * Calendar View with Daily Recurrence Event

   

    * Calendar View with Weekly Recurrence Event  

   

    * Calendar View with Monthly Recurrence Event

   


· Once everything looks good, click on ‘Apply’ and the Shift(s)/Scheduling screen will disappear and show you a candidate's

   availability marked in green. Once a candidate has been placed on a job order the hours they will be working turn red.

   

   


Add/Edit Availability

· Once a candidate's shift schedule has been created, you can edit their schedule through the 'Availability' tab

· To add a shift, click any white area next to the date of the new shift.

   


· On the pop-up, select the 'Start Time' and 'End Time of the new shift and click 'Add Shift'

   


· To edit/delete a current shift, click anywhere on the green section of the shift

   


· If you are change the shift times, make your selection and click on 'Update Shift'. If you need to delete the shift, click on 'Delete

   Shift'

   


NOTE: YOU CAN'T UPDATE/DELETE ANY SHIFT IN RED ONCE A CANDIDATE HAS BEEN PLACED ON ASSIGNMENT


Job Order

 

· Open a job order and click on ‘Edit’

  

· Go down to ‘Scheduling’ and click on + to expand

· Check off ‘Shift(s)/Scheduling’ to display the ‘Add/Edit’ hyperlink. Click on 'Add/Edit' to open the Shift(s)/Scheduling screen.

  

· You can enter in schedule for the job order by clicking on a date from the calendar, checking off ‘Shift time for above dates’ and

   selecting the time frame for which the candidate is available.

· You can also select several dates from the calendars and enter in the time frame.

   


· Once you have made your selections click on ‘Add Shifts’.


   * Calendar View with Individual Date Selection

   

   * Calendar View with Mutiple Dates Selection

  


· Click on 'Clear All' to remove any date/time entered

   


· You also have the ability to enter a recurrence for the job order's schedule

· Click on ‘Show/Hide Recurrence’.

· Choose the ‘Recurrence pattern’ for the candidate and select the ‘Range of recurrence’.

   


· Finally, click on ‘Add Shifts’

   


· When creating a recurrence, if the dates in the recurrence coincide with previous scheduled dates you will be asked if you want to

   'Append' the current schedule, 'Overwrite' the current schedule or cancel your recurrence.

   

   * Calendar View with Daily Recurrence Event  

   

   * Calendar View with Weekly Recurrence Event   

   

  * Calendar View with Monthly Recurrence Event

  


 · Once everything looks good, click on ‘Apply’, the Shift(s)/Scheduling screen will disappear and show you the job order schedule

    marked in blue. Once a candidate has been placed on the job order the schedule will turn green.


   * Available shifts, shown in blue

  

  * Candidate submitted, shift shown in green

  

   * Job order with multiple shifts

  


Search for Matching Candidates

 

· Open up the job order and click on ‘(search for candidates)’

  

· Click on the ‘Schedule Search’ tab. Any candidates that are an exact match will be displayed in the grid below.

· You can change your search criteria. For example, do a keyword search first, then go to the 'Schedule Search' tab, this will narrow

   down the candidate pool.

· You can also search using 'March Partial Shift(s)' or 'Extend Match + Hours'


  * Match Exact Shift(s)

  

  * Match Partial Shift(s)

  

   * Daily Details View

  

· From the ‘Schedule Search’ tab, you can short list, submit and place the individual candidates.

 


· On the job orders manage submission screen you will notice a new calendar/time icon next to a candidate record.

  


· This will display the candidates ‘Availability Details’

  


Job Order - Matching Candidates


· From the job order, go to the bottom right hand side, next to 'Matching Candidates' click on 'all search results'

 


· Here you can narrow your search by using 'Keyword Search', 'Advanced Search' or the new 'Schedule Search'. Click on 'Schedule

   Search' to see the matching candidates that also have a matching shift schedule.

   * Matching Candidates, all search results

  

   * Matching Candidates - Search Schedule Results

  


Job Order - Short Listed Candidates


· From the job order, go to the bottom right hand side, next to 'Short Listed Candidates' click on 'manage short list'

  


· Here you can narrow your search by using 'Keyword Search' or the new 'Schedule Search'. Click on 'Schedule Search' to see the

   short listed candidates that also have a matching shift schedule


   * Short Listed Candidates showing all

  

   * Short Listed Candidates - Search Schedule Results

  


ESS Users


· The 'Availability' menu needs to be enabled for ESS users to give them the ability to Shift(s)/Scheduling. Go to Admin à User

   Management à User Preferences.

  


· Once the 'Availability' menu has been activated, under 'My Profile' an ESS users availability details will no longer display under the

   'Status' screen. There will be a new menu titled 'Availability' that will now show those details. Below are the changes:

 

  * Status Screen

  

   * Availability Screen

  


· ESS User would go to 'My Profile' - 'Availability' to input/edit their shift schedules.

  


· ESS Users can't add/update their shift schedules in the following scenarios and will receive a pop-up alert if they try to do so:

 1 - Assignment is 'Active' and any one of the assignments has 'No End Date'

 2 - Assignment has a status of 'Needs Approval'