How to cancel a Placement in Vincere? 🤔

Have you encountered cases where candidates begin but don't complete their contracts, and you have to cancel the placement?

To cancel a placement, you would need to select an application in starting or active status in the Placed stage.

👉 To do this, click on the placed chevron in your candidate pipeline and click on the Amber or green numbers to filter through Starting or Active applications.

To cancel a placement in Table View - simply click on the action list and choose 'Cancel Placement' Then, you'll be asked to pick a reason and include any notes.
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📌 To learn how to set up the cancelation reason - click HERE

If you've opened a placement page, simply click on the Actions button and choose the 'Cancel Placement' option. Afterward, you can select the reason and add any necessary notes."

To set up additional reasons for cancellation, you can go to Settings > Shift scheduler settings > Reason Settings > Edit > Cancellation > + Create new reason > Save

After canceling a placement, you can also view the reason for cancellation by hovering your mouse over the application status in the table view.

🛑 Once a placement is canceled, the fields become read-only, and you won't be able to update or change the details on the placement page.

There is a message that will also show on the top right to say that the placement has been canceled and an option to undo the cancellation.

To undo the placement cancellation, you would need to go to the list of canceled placements.

👉 To do this, click on the red number to pull up a list of

'Terminated┃ Finished┃ Canceled' applications.

Once there, you can use the filter option to find the canceled applications. From there, you can choose to either go inside the placement or select it from the table.

First in the Table View, If you select the placement from the table, you can select the undo cancellation option in the action list before selecting the new start and end date and the reason.

Secondly in the Placement page, if you open a placement page, you can click on the actions button and select the undo cancellation option before selecting the new start and end date and the reason.

Lastly in the Banner of the placement, click on the undo link in the red banner inside the canceled placement.

👉 Then, select the new start and end date, provide a reason, and click Yes to finish the undo process.

If there are any renewals with conflicting dates, a prompt will let you know, so you can update the dates accordingly.

Allows you to change the Cancellation reason

There are 3 actions to track Cancellations in Vincere, Cancel Placement, Update Cancellation, and Undo Cancellation.

Together with the cancel placement option, you will also be able to filter and export canceled placements.

👉 To export Canceled placements, you can go to Settings > Data Export > + Create new report > select the Data set Placement cancellation data in Data Set.

Undo placement will only be available for placements whose start date has not yet passed and by doing this, you will leave no traces of the placement you reversed. To learn more about undo placements, please click here.

Meanwhile, the Cancel placement option will be available for as long as the placement has no approved Timesheet and Invoices.

Canceling a placement will also save the placement details when it was canceled in a read-only view.

You can use the terminate contract option if there's a problem with the placement. For example, the candidate doesn't want to proceed.

You can use the cancel application if you, for example, accidentally made a placement when you shouldn't have.

Please note that both actions will still be considered successful placements.

Hope this information helps.

The Cancel application option will only be available for the following applications:

The cancel placement options will be available for all placement types as long as the placement is still active and not terminated or finished, and they do not have approved Invoices

The cancel placement options will be available for all placement types for as long as the placement is still active/starting and not terminated or finished, and it does not have approved timesheets and invoices.

Similar to a Terminated Placement, creating a new placement when there is a canceled placement (for the same job) is not allowed, users must undo the cancel of the Placement

A cancelled placement won’t be counted toward the Job’s Headcount, and Job’s Booked Fee.

If a placement is shown in the Candidate’s Availability, cancellation of the placement will remove the placement from the Availability Calendar

If a worker’s placement is canceled, but they are already booked into a shift, the worker will automatically be unbooked from the Shift

When trying to book a worker whom their placement is canceled, a Shift-book validation message will prevent the user from booking candidates with canceled placements in the same shift.
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Placement with only a Submitted Timesheet and draft Invoice (nothing is approved) can still be canceled, in this case, those timesheets and/or Invoices will be deleted (Hence we have a red warning every time the user cancels a placement)

If one of the 2 placements is canceled, the Merged Timesheet will be updated on both Vincere and Timetemp side. The Timesheet date range will be shortened to the duration of the still-active placement, and all time logged that fall within the cancelled placement duration will be removed.