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Booking Desk - Bulk Copy Bookings

Work on a week-by-week continuation of your temp workers? Then we have a treat for you!

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Written by Robyn Neal
Updated over a month ago

A new function in Talisman release V13 is the "Copy Booking" function within the Booking Desk Jobs. This function allows you to take a series of bookings from one week, and copy them into another within a matter of seconds.

Start by navigating to the week which has the bookings you would like to copy. Then press the plus button icon situated in the top left.

From within the pop-out you will see the below screen

  1. The Multi-Selector - Here you can select/ unselect all the bookings in the week

  2. Individual Drop-Down - Next to each candidate that has more than one booking that week, you will have an arrow than allows you to see the different shift patterns/days. Here you are able to select which bookings you would like to copy into a future week, and which you would not be continuing forward.

  3. Week Selector - The week selector indicates which week in the future you would like to copy the selected bookings to. You can copy & paste bookings up to 26 weeks into the future.

Once you have decided which bookings you want to copy, and to where you press the "Copy Bookings" button in the top right. Once the bookings have been copied, you will see a "Bookings Successfully Copied" message. You will then be taken into the Reject window:

(Important! You do not need to reject candidates, this is just a way to stop candidates being placed in this role at that company again in the future. This can be reversed manually by going into the Job page and moving the Candidate out of "Reject")

  1. Reject Select - if you are wanting to reject the candidate from the role, tick the box next to their name. This will then allow you to select a Reason For Leaving from the drop-down, and to enter in a Reason For Rejection note

  2. Reason For Leaving - this is a drop-down option to select pre-defined reasons for reporting purposes.

  3. Reason For Rejection - the free-text box allows you to capture more detail outside of the pre-defined reasons aforementioned

You can then press "Save and Continue", and they Hey Presto! Your bookings will have been copied into your selected week.

In version 14, a new update came out for this feature which enables you to include cancelled bookings. If you have a candidate who was off sick on a Monday, but their usual working days are Monday-Friday, you will now be able to copy this cancelled booking as part of their standard pattern.

First tick the "show cancelled bookings" tick box in the top left of the screen. From there you will then see all the cancelled bookings.

Tick the one you want, and then press "copy bookings". This will copy the details of the cancelled booking into the week selected as a Initial Booking.

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