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Schedule a requirement

Scheduling intro​

When scheduling shifts that your candidates have performed for your company there are 2 big steps to take.

  1. scheduling shifts

  2. assigning candidates to fill in the scheduled shifts

A requirement can have one or more jobs and a job can have one or more shifts.

In order to schedule a requirement you can either

  • go to the requirements page and then click the "Add requirement" button on the top right of the page.

  • go to the live labour journal page and the click on the little green plus sign on the top right

  • You can also click on the global add button next to your name on the top right of the page and then select "Requiement" from the dropdown.

The add requirement page​

The add requirement page is split vertically in two.

On the left side we have a form with details to fill in and on the right a simple preview calendar.

Here are all the form fields explained.

ℹ️ Apart from the Client and Work site, data filled in here cand also be edited afterward.

  • Order Id: a short name/code/number for this requirement. In Skillo, we try to give each requirement, job or shift a short name. If you don't provide anything one will be generated for you.

  • Number of people / jobs: the number of jobs that you need to generate

  • Client: the Client for which the staff will perform the work.

    • When starting out you will not have any Clients in the system.

    • You can add a Client by clicking on the green + button right next to the input.

    • Only the Client name is mandatory.

    • After saving the Client you can select it from the dropdown.

  • Work site: the Work site at which the staff will perform the work.

    • When starting out you will not have any Work Sites in the system.

    • You can add a Work site by clicking on the green + button right next to the input.

    • Fill in the Work site name and Address. Be sure to select from the Google Powered dropdown when filling in the address.

    • After saving the Work site you can select it from the dropdown

  • Contact: the Contact person at the Work site, from the contacts linked to the work site.

    • When starting out you will not have any Contacts in the system.

    • You can add a Contact by clicking on the green + button right next to the input

    • Fill in the Contact details and click save

    • After saving the Contact you can select it from the dropdown

  • Required competency: the main competency required for the candidate to own and not be expired in order to perform the job.

  • Extra required competencies - Optional: extra required competencies that potential candidates must own and not be expired in order to perform the job.

  • First shift start date & Last shift end date: use these two fields to schedule the length of the time interval.

    • For longer interval - weeks - you can click on the "select specific weekdays for repetitive intervals" and uncheck specific weekdays.

    • Any changes on these fields will be reflected in the calendar on the right side of the page.

  • Unpaid Break: set the break duration here.

  • Work field: RAIL or CONSTRUCTION

    • CONSTRUCTION fields are NOT validated against the Network Rail constraints

    • The Fatigue and Risk indexes are calculated for CONSTRUCTION shifts as well

    • Provided you have the right priviledges, you can set the default for this in Operational settings

  • Charge/Pay model: HOUR or SHIFT

  • Charge rates: the charge rates for different shift circadian categorisations to be applied on shifts of this job

    • you will be able to edit the charge rates per job/shift afterward

    • you review/add charge rate templates in the charge rates section

  • Pay rates: the pay rates for different shift circadian categorisations to be applied on shifts of this job

    • you will be able to edit the pay rates per job/shift afterward

    • you review/add charge rate templates in the pay rates section

After filling in the form you can click on the green button in the bottom left and create the requirement

You will be redirected to the new requirement`s page.

The gray color of the shifts signifies that they do not have candidates assigned on them.

On the requirement page you can review shifts assigned to the newly created requirements.

The same shifts can be reviewed on the live labour journal page in their respective time frames.

Notes​

ℹ️ We plan on improving this page in the future in order to provide more refined scheduling capabilities.

Alternatives​

If you want to skip this process and assigning candidates you can use the Batch Imports from Excel feature.