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.
Avoiding Unavailability Clashes
The system assumed that all the bookings selected on the screen are to be copied into the following week. So the first step - check for clashes! Anywhere the candidate is marked as unavailable/ already in a booking for the same dates the week you want to copy the bookings to, it will show you in a precise list for you to look for replacement candidates to fill.
Once you have reviewed your clashes, you can then start to work on your bookings to copy. From within the pop-out you will see the below screen
The Multi-Selector - Here you can select/ unselect all the bookings in the week
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.
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.
Show Cancelled Bookings - This feature was designed to enable normal work patterns to be copied week to week, even if one day this week the candidate was off sick and classed as "cancelled" - but they usually work on that day as part of their work pattern.
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")
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
Reason For Leaving - this is a drop-down option to select pre-defined reasons for reporting purposes.
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.