Activity Tracker

Do you have employees whose schedules are ever changing? They have a limited window of availability, or a strict time frame to work? You can track these nuances using the activity tracker within the employee record.  Not only will this be useful within Enterprise, employees may also add their own availability within WebCenter. 

Enterprise

Navigate to the employee record (1.), details (2.) to view the activity tracker (3.): 

Within this section assignment information is visible including (1.), availability (2.), and setup recurring availability in a calendar format. Toggle to view the information in a day, week, month, or timeline format (3.) .Scroll the calendar to the month desired (4.):

Select the settings icon (5.) to open the availability tracker settings window. Within this area toggle between viewing preferences of what will appear within the calendar. This will allow the employee availability and/or assignments to be displayed.

Hover over the assignment within the calendar to preview a quick popup list of basic information about the assignment:

Double-click the assignment to preview the details including job title, assignment status, order contacts, company and address information:

Selecting the edit assignment option allows for quick updates to the assignment without having to move away from the activity tracking screen:

Availability

Double-click within the calendar area on any given date to open the availability section.  Choose between available, partially available, and unavailable and include any notes correlating to the availability status. This section is useful when an employee may not be open to work certain days or they have appointments that will not allow them to complete a full day work at an assignment. 

Once the availability option is selected for the calendar date needed select the + icon to indicate the start and end time related to the status. Enter any notes correlating to the status:

Recurring availability may be set, this will only affect items from the current day moving forward.  Within the activity tracker view select the actions menu (1.) then new recurring availability (2.).  

This will open the edit recurrence window, enter the start and end date, recurrence information and days, as well as the availability status.

*Note- Recurrences start from the specific day indicated, not the start of the week. Therefore, if you setup a recurring availability to repeat Monday, Wednesday, Friday every two weeks and have it start on a Wednesday, the following Monday will be set as it is the first Monday of the recurrence. 

Searching Availability Information:

Within the candidate enhanced search section, availability category, search based on the availability information created within the activity tracker area. 

*Note- If searching for specific times, the search results will return employees who have partial time within that range or those who say they were available on that day.

WebCenter

Within WebCenter, employees will have the capability to edit/update their availability within the calendar section.  Administrators of WebCenter can update the role settings and permissions to ensure the calendar is included in a role.

What is WebCenter? WebCenter

Following the availability steps above, WebCenter employees may edit and add recurring availability within the calendar. Updates made to the WebCenter calendar will reflect within Enterprise. 

*Note-  Employees in WebCenter will not have the ability to make changes to the assignment as can be made by recruiters and staffing specialists in Enterprise. 

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