CRM - Shift(s)/Scheduling

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

  * Candidate submitted; shift shown in green

   * Job order with multiple shifts