How do Client Allocations Searches work and how do they help me match a Member to a Shift?
There are several search options you can make use of when in EntireHREntireOnhire. These work to automatically match a Member with a shift requested by a client, usually by checking their entered "Availability" (either from the Apps, Portals or by internal staff members) and the basic requirements needed for the shift as per the client's needs.
For your convenience, you can search and filter them in the Excel spreadsheet below, the spreadsheet is colour coded for easy identification;
Download here: Client Allocations Search Parameters.xlsx
Please note : Member Allocation Searches are currently being worked on, and will be updated at a later date.
The following information is always displayed within the search display
Matching Qualification of the Shift
Member Request and Restrictions
Client Requests and Restrictions
Each search will only show “Active” members
If the shift will breach a member visa hours they will appear in red and if you hover over their name it will tell you how many hours they will go over their visa
...
Key | |
Yes | Yes means the search is actively using this criteria |
No | No means the search is NOT actively using this criteria |
1st Option Different to Yes/No | If information is displayed only on the search screen, or is different to Yes / No. |
2nd Option Different to Yes/No | If information is displayed only on the search screen, or is different to Yes / No. |
Search Name | Expertise Match | Sub Expertise Match | Availability Match | Office Match | Worked at Service Location | Worked at Delivery Location | Organise by Distance? |
Quick Search | No | No | Yes | Primary | Yes | No | Displayed |
Standard | No | No | Yes | Primary | Displayed | No | No |
Standard Multiple Office Search | No | No | Yes | Primary & Alt. | Displayed | No | No |
Standard All Offices | Yes if Found | No | Yes | All Offices | Displayed | No | No |
Expertise Available | Yes | No | Yes | Primary | Displayed | No | No |
Sub Expertise Available | Yes | Yes | Yes | Primary | Displayed | No | No |
Proximity (Distance in mins) | No | No | Yes | Primary | Displayed | No | Yes |
Worked at Location | No | No | Yes | Primary | Yes | No | No |
Worked at Location- Unknown | No | No | Unknown | Primary | Yes | No | No |
Worked at Delivery | No | No | Yes | Primary | Yes | Yes | No |
Availability Possible | No | No | Possible | Primary | Displayed | No | No |
Availability Unknown | No | No | Unknown | Primary | Displayed | No | No |
Not Available | No | No | No | Primary | Displayed | No | No |
Client Request | No | No | Yes | Primary | Displayed | No | No |
Member Request | No | No | Yes | Primary | Displayed | No | No |