Submitting candidates for multiple shifts for a vacancy
- Go to Vacancies, filter to find the vacancy and click the vacancy to view details
- Select Candidates list in Vacancy Details
- View Available Matching Candidates who meet requirements and are available. This includes candidates not applied, partially applied, or joined after vacancy publication
- You can invite or submit candidates. Invited candidates appear under Invited or Requested Application status
- Filter candidates by Application Status; multiple filters allowed
- If Invited Candidates page is missing, your organisation only supports direct submission
- Submit interested, invited candidates and select candidates and check skill match via percentage icon; hover and click View Details for info
- Select all candidates on page or across pages using checkboxes and submit candidates with Requested Application status
- Click Action on Selected> Candidates > Submit
- In the Submit Candidates box, select shifts to submit candidates for; use checkbox to select all and confirm candidates meet mandatory vacancy requirements
- Review and adjust shift rates per agreed rate card. Warning icons indicate breaches; hover for details and adjust as needed
- Apply rate changes across all shifts of the same type and click Submit Candidate
- If no rate breaches, candidates are submitted; if breaches occur, provide reasons or adjust rates. Candidates move to Submitted Candidates page
- Use navigation buttons or close the box when done
Candidates submitted for some shifts appear on both Invited and Submitted Candidates pages.
Submitting candidates for a single shift
If you know the shift, access it directly from the Shifts list:
- Go to Vacancies> Collab bank > Shifts
- Filter to find the shift
- Click the shift row (not Shift Ref) to open the Shift Candidates box
On the Available Matching Candidates page, view candidates matching the vacancy and available for shifts. Includes those who haven't applied, partially applied, or joined after vacancy publication.
Inviting candidates: If enabled, invite candidates to confirm interest before submitting.
- Select candidates using checkboxes (all on page or all pages) and click Action on Selected> Invite
- Invited candidates move to Invited Candidates page. Those invited to some shifts appear on both Available and Invited pages
Submitting candidates: If not using invite or candidates are interested, submit directly.
- Select candidates on Available Matching Candidates page and click Action on Selected> Submit
- In Submit Candidates box, confirm candidates meet mandatory requirements; you cannot submit those who don't
- Check and update shift rates as needed; warnings indicate breaches
- Commission increases may be restricted by NHS settings; adjust before submitting if needed
- Submission may be blocked if total charge rate cap is exceeded
- Click Submit Candidate; use Next/Previous to proceed through candidates
- Submitted candidates move to Submitted Candidates page
- Candidates submitted for some shifts appear on both Available and Submitted pages
Submitting from Invited Candidates
On Invited Candidates page, view invited candidates. Those who applied have Requested Application status. To submit:
- Select candidates with Requested Application status
- Click Action on Selected> Submit
- Follow same steps as submitting from Available Matching Candidates
- Candidates submitted for some invited shifts appear on both Invited and Submitted pages
- Track progress and view shift pay rates on Submitted Candidates page by clicking View More