In the Candidate Page
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 Multiple Dates Selection
· Click on “Clear All” to remove any date/time entered
You also can 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 Multiple Dates Selections
· Click on “Clear All” to remove any date/time entered
· You also can 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 previously 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 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 >User
Management > 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”