To access a known shift:
- Navigate to the Vacancies section and click on the Shifts tab, using the filters if needed
- Click the shift row (not Shift Ref) to open Shift Candidates
- On Available Matching Candidates, select candidates and click Submit selected candidates
- In Submit Candidates text box, review each candidate:
- Choose engagement type
- For Agency Direct Employment: PAYE candidates need an NI number or valid reason
- Limited Company Contractors require Ltd company details
- For Standard Placement, select engagement reason
Note: Changing engagement type may affect rates
5. Ensure candidates meet vacancy requirements; those not meeting mandatory criteria cannot be submitted
6. Review Employee Checklist; update profiles via Edit, then refresh
7. Click Next to review and adjust shift rates from the agreed rate card (Warnings show rate breaches; hover for details and adjust as needed)
Note: ER's NI is editable only for non-medical/non-clinical roles. Some NHS trusts limit commission increases or block submissions if charge rate caps are exceeded.
9. Click Submit Candidate:
- No breaches: candidate submitted; next candidate appears
- Overridable breaches: provide reasons, confirm, then submit
- Total cap breaches prevent submission with a warning
10. Use Next and Previous candidate buttons to navigate; click Close to exit.
Guidance for submitting candidates for multiple shifts within a vacancy can be found here.