Overview
Continuing to evolve the high-volume temp and contract workforce management offering, the Placement and Availability Managers streamline consultant activity allowing them to proactively manage and view placements and availability, addressing key pain point for Recruitment Agencies of all sizes.
These tools continue to ensure that Access Recruitment CRM underpins the range of recruitment focus and consultant activity required to support our customers. Both the Placement & Availability Managers create a better Access Recruitment CRM experience and elevate the platform to both protect existing revenue, as well as strengthen opportunities across the recruitment sector.
Availability Manager Object Diary Event Summary Cards
What's New
Consultants can now personalise their Availability Manager view by selecting which Object Diary Event Types appear as summary cards at the top of the screen.
This enhancement gives you control over the metrics that matter most to your workflow, displaying up to four custom event totals alongside the existing Total Applicants card.
Configurable Event Selection
The Availability Manager Settings modal has been expanded to include a new multi-pick list of Object Diary Event Types.
Access this through the Config Wheel > Settings option, where you'll find an alphabetically ordered list of all available event types from your Master Types configuration.
Simply select the events you want to track (up to four), and your choices will be saved as sticky settings for your user account.
The system includes validation to prevent selecting more than four events, ensuring the display remains clean and uncluttered.
Visual Design and Display
Each selected event appears as a summary card positioned to the right of the Total Applicants card, ordered alphabetically from left to right. The cards maintain a consistent design featuring:
A teal circular icon containing a Sum symbol.
Light blue-grey background (#F1F7FB) matching existing summary cards.
Event type names with automatic truncation and tooltips for longer names.
Numeric counts representing the total of that event type across all displayed applicants
Dynamic Filtering Integration
The summary card totals respond intelligently to your search and filter criteria. When you apply filters in the Search bar or adjust the date range, the counts update automatically to reflect only the filtered applicants in your current view.
Benefits
Tailored Dashboard Experience: Focus on the events most relevant to your day-to-day work rather than scrolling through the applicant list to gather totals.
Improved Decision Making: See critical event metrics at a glance, helping you make faster, more informed decisions about temporary worker availability and scheduling.
Consistent Visibility: Summary card totals remain accurate across all filtered views, giving you confidence in the numbers you're seeing regardless of which search criteria you've applied.
Foundation for Future Enhancements: This feature has been built with future functionality in mind, preparing the groundwork for clickable summary cards that will act as quick filters.
How to Access
Navigate to Temp Management ; Availability Manager.
Click the Config Wheel icon to access Settings.
Locate the new multi-pick list below the Summary Cards toggle.
Select up to four Object Diary Event Types from the alphabetically ordered list.
Click Done to save your selections.
Your chosen event summary cards will immediately appear at the top of the Availability Manager.
📌 Note: Your Summary Cards setting must be set to "Show" for the cards to be visible.
Availability Manager Reserved Applicant Summary Card
What's New
We've added a new Reserved Applicants summary card to the Availability Manager screen, giving consultants better visibility of reserved worker availability at a glance.
New Reserved Applicants Summary Card
A dedicated summary card now appears alongside the existing Total Applicants card, showing the count of applicants with reserved diary entries within the current timeframe.
Card Characteristics
Displays total reserved applicants with reserved events in the current date range.
Features a distinctive tick icon with custom colour styling.
Border colour matches the Reserved event type colour from Master Types configuration.
Light blue-grey background for easy visual distinction.
Interactive Filtering
Click the Reserved Applicants card to filter the data grid to show only applicants with reserved events. Click again to remove the filter. The card changes colour when active to clearly indicate the filter is applied.
Settings Control
The visibility of the summary cards is controlled through the existing Summary Cards toggle in Availability Manager settings (cog wheel ; Settings ; Summary Cards).
Benefits
Improved Visibility: Consultants can immediately see how many applicants are reserved without scrolling through the grid.
Quick Filtering: One-click filtering saves time when focusing on reserved applicants.
Enhanced Planning: Better oversight of reserved worker capacity aids in resource planning.
Client-Requested: Addresses feedback from multiple clients requesting this functionality.
How to Access
Navigate to Temp Management ; Availability Manager.
Ensure Summary Cards are enabled via the settings cog wheel.
The Reserved Applicants card will appear to the right of the Total Applicants card.
Availability Manager Total Number of Events in Table View
A new optional column has been added to the Availability Manager that displays the total number of events for each applicant within your selected date range.
Key Features
New 'Total Events' Column: Access this through the Configure Columns cog in the Availability Manager table view.
Flexible Configuration: Move the column between the left and right sides of the grid as needed.
Standard Functionality: Sort and filter the column using the standard header controls.
Optional Display: The column is not shown when you click "Restore Defaults", giving you control over your view.
How to Access
Navigate to: Temp Management ; Availability Manager ; Configuration Cog ; Configure Columns.
You can now quickly assess applicant activity levels without manually counting individual events, helping you make faster decisions when processing applicants and managing your temporary workforce.
Placement Manager Total Hours Summary Card
What's New?
The Placement Manager now includes a Total Hours tile that shows the cumulative hours for all shifts across all placements currently displayed in the manager. This provides consultants with an at-a-glance view of total placed hours without needing to calculate manually.
Key Features
New Summary Tile: Located to the right of the 'Approx Weekly Margin' tile, displaying total hours with a teal hourglass icon.
Automatic Calculation: Hours are calculated as the difference between shift start and end times, displayed to 2 decimal places.
Date Range Aware: Total reflects only the placements and shifts visible in your current date range filter.
Feature Toggle Control: This enhancement is controlled via a new feature toggle 'Placement Manager Total Hours Tile' accessible in Options ; System Settings ; Feature Toggles (disabled by default).
How to Use
Navigate to Placements ; Contract Placements ; Contract/Temp Manager.
Ensure the feature toggle is enabled in Options ; System Settings ; Feature Toggles.
Ensure summary tiles are set to 'Show' via the config wheel ; Settings ; Summary Card.
View the Total Hours tile in the summary section at the top of the Placement Manager.
This enhancement helps consultants quickly assess workload capacity and placement coverage across their managed placements.
Availability Manager Single Summary Card Filtering
What's Changed
The Availability Manager now restricts filtering to a single summary card selection at a time. Previously, users could select multiple summary cards simultaneously, which could lead to complex, overlapping filters.
How It Works
Single Selection: When you click on any summary card (e.g., "Available"), only that card will be highlighted and the grid will filter to show Applicants matching that criteria.
Automatic Deselection: Clicking a different summary card will automatically deselect the previous one and update the grid to show the new filter.
Clear Filter: Clicking the same selected card again will deselect it and remove all filters, returning to an unfiltered view of all Applicants.
User Benefits
Provides a clearer, single-filtered view of Applicants without confusion from multiple overlapping filters
Simplifies the filtering experience by ensuring only one criteria is active at a time
Makes it easier to understand which filter is currently applied
Where to Find It
Navigation: Temp Management ; Availability Manager