Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Planner can be used to create vacancy avatars in teams, linked to a supply and demand structure. These are sometimes called “placeholder” roles (they are stored in teamform as “isPlaceholder”: True) or “soft vacancies”

Step 1: Enable vacant roles via Planner

In the configuration for planner under Settings > Configure Workspace, enable “individual allocation” and “adding vacant roles.”

Image Removed

If “ Enable adding vacant roles” is enabled, it will show the ‘add vacant role’ button under member rows in Planner.

...

Request a team member in Planner by selecting the 3 dots against an existing team:

Image Removed

Or by adding a chapter/supply area:

...

Info

When adding roles in the planner view (in the members' row, without clicking 3 dots or adding a new chapter area), they will not appear as vacant role placeholders.

Image Removed

Step 3: Fulfil a vacant role

Users can fulfil the vacant role by assigning a member of the supply structure (chapter) in the supply structure or the demand team.

Image Removed

The vacant role will then be updated in the demand team with the assigned member.

...

Vacancy Import Process - Members and Teams

Note: this refers to soft vacancies, sometimes called “placeholder” roles (they are stored in teamform as “isPlaceholder”: True)

Info

Pros: simple file upload structure (internal ID).
Cons: cannot also load role attributes e.g. job title, position ID.

...

  • Use a member and teams integration, exclude vacancy (but include all people and vacancies you wish to retain) and select “Departure active people against current import” or “Departure missing people from previous import” as applicable

How do you rename a vacancy?

  • Use a file upload integration to rename the vacancy:

Code Block
Person ID,Preferred Name
newrole-XXXX,new_name