Do you have situations where in candidates start but not finish their contract, and you have to cancel the placement?

For situations similar to this, you can cancel applications.

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

Once there, You can choose to either go inside the placement or select it from the table.

If you selected the placement from the table, you can select Cancel Placement option in the action list before selecting the reason and adding notes.

Once done, click on Save to complete the cancellation

If you opened a placement page, you can click on the actions button and select cancel placement option before selecting the reason and adding notes.

Once done, click on Save to complete the cancellation

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

Note: If you are using Any Pay and Bill application in Vincere (Vincere Timetemp) This will delete all submitted Timesheets and draft Invoices.

After cancelling a placement, you can also check the table view and hover your mouse on the application status to see the reason for cancellation:

Once a placement is cancelled, the fields will be read-only, and you will no longer be able to change the details in the placement page.

Hovering over the page will show you this mouse pointer icon that will indicate that the fields will not be available to update/change.

A message will also show on the top right to say that the placement has been cancelled and an option to undo the cancellation.

To undo the placement cancellation, you would need to go to the list of cancelled placements. To do this, click on the red number to pull up a list of cancelled, finished and terminated applications

From there, you can use the filter option to find the cancelled applications

Once there, You can choose to either go inside the placement or select it from the table.

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

Once done, click on Yes to complete the cancellation

If you opened a placement page, you can click on the actions button and select undo cancellation option before selecting the new start and end date and the reason.

Once done, click on Yes to complete the cancellation

Lastly, you can also undo the cancellation by clicking on the undo link in the red banner inside the cancelled placement and finish it by selecting the new start and end date and the reason before clicking Yes.

Note: When trying to undo a cancellation, the start and end date should not overlap a current active placement or pending renewal for the same candidate in the job.

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

All 3 actions, Cancel Placement, Update Cancellation and Undo Cancellation are logged in

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

To export Cancelled placements, you can select the Data set Placement cancellation data

From here, you will have 4 additional fields

To learn more about the process, you can click here: Data export.

What is the difference between undo Placement and Cancel placement?

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

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

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 new placement when there is a cancelled placement (for the same job) is not allowed, users must undo 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 Candidate’s Availability, cancellation of the placement will remove the placement from Availability Calendar

If a worker’s placement is cancelled, 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 cancelled, a Shift-book validation message will prevent the user from booking candidates with cancelled placements in the same shift.

Placement with only Submitted Timesheet and draft Invoice (nothing is approved) can still be cancelled, in this case those timesheets and/or Invoices will be deleted (Hence we have a red warning every time user cancel a placement)

If one of the 2 placements is cancelled, 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 what fall within the cancelled placement duration will be removed.