The planner takes into account the assignment method to assign a candidate.
To assign a candidate, interests () of the agency, the candidate and/or the client must match the assignment method for the request. For each replacement, parties determining the assignment are in bold in the section about interest.
Use the action buttons to contact a specific candidate.
Use the button for sending emails/SMS in the Home ribbon to contact several or all candidates displayed in the planner, ticking the check boxes. In order to reduce or increase the number of candidates displayed, you can use filters.
1. Use the button to add one or several candidates to the planner: a Candidate window will open in search mode.
2. Perform a search using one of the available fields, for example the name or one or several criteria in the tab Info/Ranking/Criteria.
3. A list of candidates is displayed: select the candidate(s) that you want to add to the planner and click on "Add to replacement #xxxxx".
4. The selected candidates are added in the planner, with the interest icon (Application under consideration).
In order to make the consultation of the planner's table easier, it is possible to freeze columns in order to block horizontal scrolling. To do so, right-click on the header of the column and slide the button "Freeze this column" to the right.
All the columns to the left of the selected column will also be frozen, and scrolling will only occur to the right of the selected column.
To unassign a candidate, go to the Replacements window. Refer to the corresponding page.