Rotating a Placement

 

Introduction

Users can create Rotations in the Ready Recruit product!

Follow the video or steps below to create a rotation within a Placement Record!

 

Quick Navigation

Creating a Rotation

Navigate to the Placement Record

In the taskbar click

Select Note from the drop-down 

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OR in the Host Details section click 

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The New Rotation modal will appear with the following fields

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  • Placement Status - The new status for the current placement
  • Host expected end date - Prefilled based on current placement data
  • Host actual end date - Enter the actual end date
  • Comments - Free-form text field for any comments
  • Do you wish to Invalidate any Scheduled Visits & Scheduled Reminders after the Host Actual End Date? - Tick this box if you wish to invalidate any Scheduled Visits or Reminders after the actual end date
  • New Placement Details -
    • New host start date- The date the new placement will start
    • New Placement Status - The Status you wish for the new placement to be
    • New Host expected end date - Enter the new Expected end date
    • Vacancy - Select a current vacancy to rotate this placement to, leave this blank if the vacancy doesn't exist
    • Company - The host company for this placement
    • Job title - The Job title of the new placement
    • Work Type - Select the Work type from the drop-down box

Once all the relevant information is entered click

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The Placement is now rotated!

 

A new Application will be created with a status of 'Applied' and will need to be confirmed. The previous placement status will change to 'Completed' 

Viewing Rotation History

 In the Information storage panel click on Rotations

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The Rotation History will show

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To view any previous placements, click the View button next to the relevant Placement

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You will now be redirected to that Placement Record!

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