PRIM allows you to manually add candidates to the list of preferences, for example if your client knows one of your candidates.

Preferences are handled jointly between the client and the candidate. Click on (Afficher le dossier) to open the file of the selected candidate.

1.Open the client's file and move to the Preferences tab.

2.In the main area, click on an empty line or on (Insert) to open the candidates selection window. .

3.Click on (Execute search) to display the list of all the candidates. To search for specific candidates, use the fields in green to refine your search.

4.Check the box to the left of a candidate's name and click, on (Save). The candidate is added to the list.

5.If you prefer to manage preferences by department, repeat these steps to add one or more departments in the section Department detail. Click on (Save).

6.If you want to delete an item from the list, select the candidate and click on (Delete).

If a candidate has already worked for the client, it will not be possible to remove him from the list.

Updating preferences allows you to assign the best possible candidate to a shift or to avoid displaying an unappreciated candidate in the list of available candidates.

To edit preferences, you can tick or untick the checkboxes in both areas of the window (main area or "Department detail")

Based on the filters applied to the planner in the basic configuration, the unwanted candidates for a specific client will not be displayed in the list of proposed candidates. The results might be different depending on your specific configuration.

At the client's request, a candidate's work appreciation rating can be added in the "Priority" column.  This notation can be added from the candidate's file or from the client's file. However, the box in the "Favorite" column must be ticked to allow this rating to be added.  

In the example below, we will update the preferences based on departments.

In Preferences tab, select a candidate and go to the Department detail section.

The client

1.Departement 1

•In this department, the candidate is particularly appreciated. Check the box in column Favorite.

•In column Priority, type "1" and click on (Save).

2.Department 2

•In this department, the candidate is not appreciated anymore.

•Check the box Not wanted. The candidate will not be displayed anymore in the list of available candidates for this department.

The candidate

3.Department 3

•The candidate has expressed interest working in this department.

•Check the box in the Would like column. The candidate will be displayed in the list of available candidates for a future request for this client.

4.Department 4

•The candidate doesn't want to work in this department.

•Check the box Do not want.  The candidate will not be displayed in the list of available candidats for a future assignment in this department, provided that the proper filter is applied to the planner.