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Scheduling 2.0 - Release Notes - FY25 Q1

Scheduling 2.0 provides a one stop screen from which users can manage all job requirements maximising user productivity.

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Written by Terence Cassidy
Updated over 3 weeks ago

What’s new?

We continue to use ongoing feedback from our large customer base on the useability and functionality of Scheduling 2.0, and in line with Access’s strategic roadmap, to add enhancements to this latest release.


Enabling Scheduling 2.0

The ‘Scheduling 2.0’ feature toggle can be enabled by a user with ‘administration’ access to Options ; System Settings ; Feature Toggles.

Enabling Scheduling 2.0


Enhanced Features

Previous Workers for a Job

  • Once jobs have been searched and are listed in Scheduling 2.0, a new option of ‘Show Previous Workers’ is available under the 3-dot menu of all jobs.

Previous Workers for a Job 1

  • This option allows the search of workers who have worked in this job for an ‘x’ period without the need to add new shifts to the job.

  • Selecting the new option will show a new pop-up, which allows the selection of a period for which to search for previous workers against.

Previous Workers for a Job 2

  • On clicking ‘Confirm’, workers who match the selected criteria will be listed in the applicant pane in the bottom of the screen, ready to be placed as required.

  • A pill of ‘Previous Workers : <job title> - <job ref>’ will be displayed in the applicant’s search bar to indicate this search has been completed.

Previous Workers for a Job 3


Allow Change of Dates for a Shift

  • By clicking on a shift and displaying the Shift pop-up, both the start and end dates can now be adjusted to more than 24hours in the future or the past, without the need to navigate to the Job Schedule to do this.

  • Where the shift is not duplicated, there will be a ‘pencil’ icon next to the ‘shift time’ details. Clicking the ‘pencil’ icon will show the date and time details in an expanded mode lower in the pop-up.

📌 Note: where a shift is duplicated, the ‘pencil’ icon will not be displayed next to the ‘shift time’ details. In this instance, you must navigate to the Job Schedule to adjust individual shifts.

Allow Change of Dates for a Shift 1

  • The following validation rules are now in place:

    • The Start and End Date and Time can be modified

    • The End Date and Time must be after the Start Date and Time

    • The End Date and Time must be within 24hrs of the Start Date and Time

  • Adjusting the dates and times will not be reflected on any timesheets already created. These must be dealt with manually to reflect the shift changes.

  • On clicking ‘Confirm’ the following message is shown and must be acknowledged to allow the requested updates to be processed.

Allow Change of Dates for a Shift 2


Zoom Bar

  • The ability to easily affect the depth and details of the job shifts and applicant diaries has been provided by way of a new zoom bar.

Zoom Bar 1

  • By either sliding the green circle horizontally across the bar left and right, or by clicking the right and left green circled arrows, the depth of the shifts and applicant diaries will be shown as either:

    • 5 min slots

    • 15 min slots

    • 30 min slots

    • Hourly slots

    • Full day slots

Zoom Bar 2


Prevent Duplicate Shifts

  • When adding new shifts or updating existing shifts, duplicate shifts are now prevented from being created across Access Recruitment CRM, based on their:

    • Shift or Shift Type

    • Start & End Dates

    • Start & End Times

    • Base or Shift Rate

  • This prevention allows for more powerful functionality to be introduced to ARCRM for the manipulation of shifts e.g. individual shift requirements, change of date and time etc

  • Existing duplicate shifts will remain as duplicates and Access Recruitment CRM will apply appropriate rules to prevent certain actions from being taken against the shifts.

  • From various areas within Access Recruitment CRM, while creating new shifts or updating shifts, so that they would become duplicates to existing shifts, the following message will be displayed:
    “Some of these Shifts already exist. The number of Applicants required will be increased on these existing Shifts. Do you want to continue?”

  • Clicking the ‘Yes’ button, the number of required applicants requested on the shifts being created or updated will instead be updated to the existing shifts identified as being duplicates. If duplicates are not found, the shifts will be created as normal.

Prevent Duplicate Shifts

  • The following areas of Access Recruitment CRM will be affected by the new check and prevention steps:

Area

Functionality

Navigation

Scheduling 2.0

Add Shifts

Scheduler 2.0 > search for jobs > click on 3-dot for a job > Add Shifts > (select from 'Shift Type' from dropdown)

Scheduling 1.0

Add Shifts

Scheduling 2.0 > search for jobs > click on 3-dot for a job > Add Shifts > (select from 'Shifts' dropdown

Contract Jobs

Add Shifts & Events

Jobs > Contract Jobs > Scheduling (tab) > click '+Shifts' > (select from 'Shifts' dropdown

Job Wizard

Add Shifts

Job Wizard > Contract Job > fill in mandatory fields in step 1 (job Details) > (step 2) > (step 3) > Shift Details (step 4) > (select from 'Shift Type' dropdown) > add 1st shift > click '+ Shift' (to add subsequent shifts)

Placements
Contract Placements

Add Events

Placements > Contract Placements > Scheduling (tab) > click '+Event' > (select from 'Shift' dropdown) > (not single day events)

Extend Placements

Add Shifts

Scheduling 2.0 > search for jobs > click on 3-dot for a job > Extend Placements > (select from 'Shifts' dropdown)
Scheduling 1.0 > search for jobs > click on 3-dot for a job > Extend Placements > (select from 'Shifts' dropdown)
Placements > Contract Placements > Action > Extend Placements > (select from 'Shifts' dropdown

One Job from Template

Add Shifts

Jobs > Contract Jobs > '+New' > One job from Template > (select from 'Shifts' dropdown)
Clients > 'Create Job' > 'One job from Template'

Multiple Jobs

Add Shifts

Jobs > Contract Jobs > '+New' > Multiple Jobs > (select from 'Shifts' dropdown)
Clients > 'Create Job' > 'Multiple Jobs'

Quick Add +

Add Shifts

"Quick Add +" > Job Wizard (see job wizard above for details)
"Quick Add +" > Contract Job (see contract jobs above for details)
"Quick Add +" > One job from Template (see one job from template above for details)
"Quick Add +" > Multiple Jobs (see multiple jobs above for details)

Scheduling 2.0

Amend Shifts

Scheduler 2.0 > search for jobs > click on any shift > amend time

Scheduling 1.0

Amend Shifts

Scheduling 2.0 > search for jobs > click on 3-dot for any shift > amend time

Contract Jobs

Amend Shifts

Jobs > Contract Jobs > Scheduling (tab) > click on any shift > amend date and time

Placements
Contract Placements

Amend Events

Placements > Contract Placements > Scheduling (tab) > click on any event > (select from 'Shift' dropdown)

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