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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.”
If “ Enable adding vacant roles” is enabled, it will show the ‘add vacant role’ button under member rows in Planner.
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Request a team member in Planner by selecting the 3 dots against an existing team:
Or by adding a chapter/supply area:
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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. |
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.
The vacant role will then be updated in the demand team with the assigned member.
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Vacancy Import Process - Members and Teams
Note: this refers to soft vacancies, sometimes called “placeholder” roles (they are stored in teamform as “isPlaceholder”: True)
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Pros: simple file upload structure (internal ID). |
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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:
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Person ID,Preferred Name
newrole-XXXX,new_name |