Managing numerous activities throughout your day can be challenging. With the Vincere planner, you can conveniently access and organize all your tasks, meetings, and activities in one centralized location.

For optimal use of the planner, ensure that your Office 365/Gmail emails are connected to Vincere. This enables a two-way sync, ensuring seamless integration and synchronization of all your data. 👉Find out how here

The planner comes in a few different views:

Agenda view - The agenda tab will be displayed every time you log in to Vincere. Tasks, meetings, or anything that is scheduled from your email account and activities set for your Contacts and Candidates (Tasks, Meetings) will be displayed here.

Day View - Here, you have the option to view your activities either during business hours or for the entire day.

Week View - In the Week tab, you'll see your schedule for the entire week, as each week varies. You can also choose to view it during business hours or for the whole day, providing flexibility based on your preferences.

Month View - The activities for the entire month will be displayed here (Tasks, Meetings, Interviews), but the option to view by business hours is not available in this view.

Stats View - The Stats view displays numerical counts for each day, indicating your level of activity and workload for that day.

👉 It keeps count of how many tasks/activities you have going on, the higher the number the busier you are which means more activities and you guessed it = more placements 🤑

Last but not least, team managers can also view their Team Planners. This allows managers to see what their team members are up to inside Vincere - perfect for visibility.

👉 Team Managers can then filter down by each team member.

To set teams up, check out this article

We have a 2-way sync function between your connected email and Vincere. This syncs every 6 PM of your server time.

Refresh - This will trigger a manual sync to retrieve events from your connected email and sync it to Vincere Calendar/Planner.

Sync Events - This will trigger a manual sync to retrieve events from your Vincere Calendar/Planner and sync it to your connected email (The synchronization will only find all missing events from 1 year ago to 6 months in the future period.)

Events that are being synced from Vincere to your connected email will show the syncing status and will show the icon below:

For events that haven't been synced to your connected email yet, you'll notice a red exclamation mark next to the event.

And, if you open the event, it will give you the option to manually sync it by clicking the Retry now option.