Temp Planner

Results are displayed in order as defined via the criteria setting - if Availability is used then the ranking used will ensure candidates that are marked as available, in the near future, are ordered highest. Candidates that already have shifts or marked as unavailable will be further down, depending on how far in the future (with the 2 week range) this applies to

Double click on candidate name to open the candidate record

Columns available (default columns *, other columns added via column chooser, see grid views section on how to customise your grid/

*		displays if the candidate is one of your favourites
*	Candidate Name	displays the candidates fullname
*	Mobile	displays the candidates Mobile Number(s)
*		displays if the candidate has historical or current temp placements
*	EAA	checks if the candidate is ticked for EAA Prevented from placing candidate due to not having EAA ticked within their candidate record Passed EAA is ticked within the candidate record Warning from placing candidate due to not having EAA ticked within their candidate record
*	RTW	check if the candidate is ticked for RTW (Right to Work) Prevented from placing candidate due to not having RTW ticked within their candidate record Passed RTW is ticked within the candidate record Warning from placing candidate due to not having RTW ticked within their candidate record
*	Privacy Audit Status	displays whether the candidate is: Lawful Basis Process completed Lawful Basis Process Refuse / Expired Lawful Basis Process Ongoing Lawful Basis set to "Not Required" Candidate Restricted** ** If restriction is switched on, see Privacy Audit setup section for more details
	Alert	displays candidate alert message as defined within their record
	Based In	displays candidate based in text as defined within their record
	Candidate Id	displays the candidate Infinity Ref Code
	Postcode	displays the candidates Postcode (Send by default if multiple addresses are recorded)
	Preferred Job Title	displays the preferred Job Title as defined within the candidates job title grid
	Preferred Location	displays the Preferred location text as defined within the candidate record
	Worker Type	displays the candidate worker type as defined within the candidates financial details

Candidate Reference - displays the candidates code Last Shift Date - will display the last shift date worked Job Titles - displays all job titles recorded on the candidate record Last Contacted By - displays the consultant that last logged an event against the candidate record Expected Rate - display the candidates expected Temp rates Candidates Rates - displays any defined candidate rates All Telecoms - displays all telecoms recorded against records Comments - will display comments recorded on records

Toolbar Options

	Access the Comms Centre to send emails or SMS messages, use the dropdown if you wish to send a bulk email to all search results
	Access the Event Logger to log communications with the selected record(s)
	Access the candidates Temp calendar
	Export current Temp Planner to Excel (permission required). There is a user option to only show 'Times' columns on the report.
	Display filter row, will activate the filter row above the grid and enable you to input text or select icon to filter the results by
	Clear and remove filter row, will remove filter content
	Allows you to paint availability on the calendar
	Allows you to paint unavailability on the calendar
	Allows you to define the unavailability reason
	Allows you to Directly Place the candidate - use dropdown to define as Confirmed or Awaiting Confirmation for shifts, see Direct Placements for more information

Planner View Options

	Cycle back the current view
	Cycle forward the current view
	Go to today
	Go to a date, dialogue box will open for you to select a specific date
	Display shift planner in a 1 day view
	Display shift planner in a 7 day view
	Display shift planner in a 14 day view
	Display shift planner in a 21 day view
	Display shift planner in a 28 day view

The Temp calendar is displayed as a gantt chart which allows you to scroll left or right through the calendar view showing each candidate in the search results and their Temp calendars.

Key statuses - you can set shifts straight to confirmed but below shows the default core shift statuses in order

NB: - Colours can be customised via Global Temp Settings

All statuses - in order

NB: - Colours can be customised via Global Temp Settings

Hover over content within the calendars, double click on a Placement block to open the Placement record:

NB:- The content within the brown block can be adjusted via user options

Next 14 Days

You can access the Next 14 days via the arrow button top right, you can cycle through to up to 90 days into the future.

Previous 14 Days

You can access previous 14 days via the arrow button top right, to review candidates recent availability:

This will not rerun the search or reorder your results.

Managing Shifts

Right clicking on shift entries will allow you to access different tools and records:

	Set Contacted	Can set 'awaiting confirmed' shift to 'Contacted' status
	Undo Contacted	Undo 'Contacted' shift status back to 'awaiting confirmed'
	Confirm Shifts	(Awaiting Confirmation shifts - YELLOW) click to "confirm" shifts and activate confirmation email(s)(see Global Temp Settings)
	------------------------------------------------------------------------
	Remove Candidate	Removes the candidate from the shift (the shift will remain against the job and will display as unfilled   Use radio button to either remove selected shifts or Shifts From, set date and it will remove shifts greater or equal to the date entered (shifts will now display as unfilled in the job) Select appropriate Reason from the dropdown (this info is used within reports and Voyager BI) Tick Go to Unfilled Jobs once removed to force open the Unfilled Jobs board as soon as confirmation process is complete Blocklist the candidate if client no longer wishes to employ this candidate in future Type Company will either warn or block future placements Set whether to specific location or "All" locations for the Company
	------------------------------------------------------------------------
	Cancel Shifts	Use radio button to either cancel selected shifts or Shifts From, set date and it will cancel shifts greater or equal to the date entered Select appropriate Reason from the dropdown (this info is used within reports and Voyager BI) Blocklist the candidate if client no longer wishes to employ this candidate in future Set Type Candidate or Company for block requested Set whether to specific location or "All" locations for the Company
	------------------------------------------------------------------------
	Late	Adjust Arrival Time - this will display as late within the Shift and Temp Planner (this is used within reports and within candidates calendar)
	------------------------------------------------------------------------
	Edit Placement Shift Times	Set new Start and End Time     Use radio button to define whether times should be changed for assigned shifts, shifts from today will display shifts in the grid:
	Edit Placement Rates	Access the placement rate grid to review and manage rates NB:- if the placement record is open by you or any other user it will notify you that it is locked:
	Edit Placement Shift Core Rate	Enables you to set which rate should be applied to the selected shift(s)
	------------------------------------------------------------------------
	Extend Placement	Accesses the Extension Wizard to add shifts to the placement calendar, see extension wizard section below
	------------------------------------------------------------------------
	Set As Started / Undo As Started	Mark the selected shift(s) as "started", this will also be considered confirmed and is included within Temp reports
	Set Timed Worked / Undo Time Worked	Marked the shift as "Timed Worked", this will also be considered confirmed and is included within the Temp reports
	------------------------------------------------------------------------
	Leave review of candidate	Allows you to quickly add a review "score" of candidate based on feedback, see Reviews section for more candidates
	------------------------------------------------------------------------
	Placement Shifts Calendar	Launches the Placement Shift calendar for the selected job
	Log placement Event	Access the placement Event Logger to record events against the candidate / contact or both
	Open Placement Comms Centre	Access the placement Comms Centre to send email / SMS / Online Signature documents to the candidate or contact
	------------------------------------------------------------------------
	Job	open Job Shifts Calendar to review or add shifts to the job (use extension wizard to add shifts to the placement calendar) Open Job Page Log event within the Job record against the contact Open Job Comms Centre to send email / SMS to contact (utilising data within the job record) use Placement Comms Centre to utilise data within the placement record
	------------------------------------------------------------------------
	Company / Contact	Open Company record Log event against the company or contact Open Company Comms Centre to send email / SMS
	------------------------------------------------------------------------

Full search enables you to utilise the full search builder meaning you can further filter results using criteria not available within the quick search tab. It also enables you to switch off the default Temp search restrictions (Temp marker, searching on multiple job titles, attributes, Q&C's, any other data recorded within candidate records).

You must enable temp availability candidate searching to be able to access "Full" tab within the Temp Planner user options

Select ... - Allows you to access your ad hoc searches, using this as your desired criteria

Open - Allows you to access the search criteria for the ad hoc search you have selected to make adjustments to the criteria, see ad hoc searching for more details

Selected Search - Will display the name of the ad hoc search you have selected

Run Search - Will run the search criteria and display the candidate results within the Temp Planner

You are able to complete searches of candidates with temp placement(s) who are due to start, finish, have unconfirmed shifts within pre-set date range sets or custom date range. You can also utilise other criteria including Consultant(s), Company, Location, Forename, Surname and whether a candidate has had a particular event or NOT.

Examples of Placement Searches

The Suitable Jobs panel enables you to review matching jobs with the selected candidate, this utilises the job title(s) within the candidate record and job records with matching job titles, in addition it will also use the distance* of the candidate from the job location, restricting the results to the limit set within the Global Temp Settings.

*Distance Search is a licensable feature, if you do not have this feature it will not restrict your results by distance

Suitable Jobs Criteria

The dates you can complete a search on are limited to the view setting in your Temp Planner, 1 day, 7 days or 14 days. When selecting the days it will look for matching jobs that have shift(s) for the selected date, these are treated as AND's. If you tick all dates then the jobs that are returned would require a shift in all selected dates.

CV Submit - This allows you to select and submit multiple Candidate CVs to the Job. See CV Submit for more details

The system will return jobs that match to the job title(s) within the candidate record, if you have distance search feature it will also limit the results to jobs within your Global Temp Settings:

 

Place Candidate

You can directly place the selected candidate into a suitable job if they are 100% available for the selected dates. It will also highlight the selected dates within the job calendar and you can also select further shifts as required. Once complete it will run the compliance checker before completing the placement.

 

Search for:

Date Range

Consultant(s)

Select a consultant or multi-select consultants, defined by the placement split field

Company

Review Temp placements against a particular Company, utilise the find button to look up a company

Location

Enabled by selecting a Company, to then be able to review Temp placements by individual site within a company

Forename

Review Temp placements for a particular candidate

Surname

Review Temp placements for a particular candidate

Event

Review Temp placements where a candidate has had a particular event logged or NOT logged against them (all events are accessible)

If you require further assistance please contact Voyager on :

Visit our website for future events and clinics www.voyagersoftware.com

If you would like to make suggestions or have found any errors with this Help section please complete the query form here