To start searching for Candidates, click on any shift in the Shift Jobs section in the "Top Half" of the Shift Planner.
This will trigger the following to happen:
- Any filters applied to the Job when either creating the Job, or applied subsequently to be applied to the Candidate filters (you may see the Filter button turn purple to indicate this)
- The Candidate list in the "Bottom Half" will load with the Candidates that match this criteria
- Candidates will be ranked based on their Availability, Skills Match, Location, Metric Score (Reliability) and Shift Matching (declared availability versus the shift days and times)
Note: Any decalred Absence via the App Availability will show in the Availability column against each Candidate in addition to the Availability notes on the Candidate record.
If you want to make changes to the Filters, click the Filters button above the Candidate list to present the Candidate Filters.
In addition to those that may already applied, you can filter on the following group:
- Candidate Details e.g. Name
- Quick Skills (Required, Optional, Excluded)
- Address & Radius (Address Search, Country and Radius)
- Pay Rate (From and To Rates)
- Compliance (Up to 3 Compliance Items)
- Candidate Pools (Included and Excluded Pools)
- Custom Fields
Whilst you remain within the same Job in the Planner (even clicking different days), these filters will be preserved allowing you to search freely and flexibly with that Job. Clicking on a different Job will reset the filters to the defaults set for the Job you clicked.
Click Go > when you have set your filters to apply these to the Candidate List, or Reset to clear ALL filters set (default or custom) to start a fresh search.