Client & Candidate Rota

Created by Graeme Orchard, Modified on Mon, 18 Nov at 3:41 PM by Graeme Orchard

This article explains about the new ROTA export feature, available from release 1.00.24.299 (or later)

CONTENTS (Click an item to jump to that section)

TABLE OF CONTENTS

OVERVIEW
System Setup & Parameters
Candidate Rota (Export)
Client Rota (Export)

OVERVIEW

From release 1.00.24.299 or later, it is now possible to create ROTAs

These ROTA exports provide a way to export an Monthly 'overview' of either a Client or Candidate, showing Bookings and availability. The export is laid out a bit like a monthly calendar view, and is passed to MS Excel.

System Setup & Parameters

The following system parameters are used.

PARAMETER	Details
PAYROLLB Integer 8 - Number of role codes selectable for Rota (1-10)	This is used to control the number of ROLE CODES that can be chosen when filtering/generating the rota (

Candidate Rota (Export)

To create and export a Candidate ROTA, go to the Bookings tab of the candidate.

Click the [Rota] button at the bottom right.

The system will display a window to choose which Month/Year you wish to export.

NOTE: If you select specific Role(s) then the Rota will only export bookings for the chosen Role(s) plus any availability added to the Planner for this worker. Leaving roles <Blank> will export all bookings/Roles for this worker.
It is possible to allow tne selection of up to 10 Roles.

Clicking [OK] will then run though the month and export all the bookings into MS Excel.

The sheet will show the Candidate Name/Reference at the top left, and then a month view of the bookings/availability for this Candidate.

At the bottom of the Rota is a KEY identifying each of the items (colours) in the Rota export.

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Client Rota (Export)

The Client Rota allows users to export any Bookings and/or availability at the chosen client, in a monthly format as a ROTA. Once created/exported the information will be displayed in MS excel, and looks a little like a monthly calendar.

The Rota will show the client name at the top left, and the Branches (Locations) in the SITE cell against each day.

To Export the Client ROTA, go to the [Bookings] tab of the client, and click [Rota]

The system will pop-up a box for the user to choose the Month/Year - and any specific ROLES (Blank will export all Roles)

Clicking [OK] will export the Rota to MS Excel.

(See below)

There is a KEY below the export, that shows the different types of marker in the ROTA.

NOTE: The availability displayed on the Client Rota export is only availability items that are specific to that client/site -
i.e. Items added to the MASTER Planner (not site specific) will not be displayed as part of the Rota export.

Example:
John Smith might have an availability marker on the Master Planner for Wed 13th Nov.
He might also have a marker for 'morning' on Thur 14th Nov at Spire Gatwick (Site).
Exporting the Rota for Spire Gatwick will only display the details of Thursday, since this is the only "Site Specific" marker for John.

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