Vacancy Planning
10 guides in this category.
How to Add Extra Craft Groups to an Open Shift (Beyond Level 2)
When Level 2 only covers one craft but you need wider coverage, you can add additional craft groups to an open shift. Staff in those extra craft groups will ...
How to Add or Remove Craft Groups and Scopes Across a Whole Stream
Use the stream-header pencil on Vacancy Planning to add or remove craft groups and scopes of practice across every requirement in a stream from the current week forward — without changing staff counts or unassigning rostered staff.
How to Bulk Close Open Shifts Without Losing Pending Requests
Closing multiple open shifts at once now warns you when any of them have pending requests, and lets you close only the safe ones instead of expiring everyone's request by accident.
How to Bulk Edit Multiple Open Shifts at Once
Select multiple open shifts and apply changes across all of them in a single action — with a preview before anything is committed.
How to Edit an Existing Open Shift
You can edit an open shift after it has been created — no need to close it and start again.
How to Use Bulk Reconcile to Publish and Repair Open Shifts
Bulk Reconcile publishes open shifts for unfilled Level 2 requirements and repairs existing open shifts to match the roster — expanding, shrinking, closing, or holding them for review as needed.
How to Use Staffing Profiles (Vacancy Templates)
Staffing Profiles let you save and reuse staffing configurations for Vacancy Planning (Level 2). Instead of manually re-entering staffing requirements for re...
OR Logic in Vacancy Planning — Flexible Role Filling
Instead of locking a vacancy slot to one craft group, you can set it to accept multiple craft groups using OR logic. This gives IRIS flexibility to fill gaps...
Seeing Open Shifts From Other Craft Groups
You may see open shifts on the grid that belong to a different craft group. Here is what they mean and what you can do.
Vacancy Planning Capacity Analysis — "Do I Have Enough Staff?"
The Capacity Analysis tab in Vacancy Planning answers a structural question: "Given the demand I've entered, do I have enough staff to fill it?"