Ensure their resources are paid for late cancellations.
If the system could be configured to remove the resource from the timesheet if a job is cancelled prior to a configurable time period in relation to the job start time. (customer wants to pay a resource if the job is not cancelled prior to 5pm the day before) Ability to configure the ruling that controls how resources are paid on late cancellations.How is this done currently
Worker reimbursement for client cancellations
If a client cancels a service rostered for a full or part time employee within 7 days, the employer must either find an equivalent shift for the worker or pay them the full rate. There’s also several conditions on when that equivalent work (or what the Award calls ‘make-up time’) can occur, how much notice employers need to provide, and the kind of make-up time that can be offered.
Given the Short Notice Cancellation rule in the NDIS Pricing Arrangements is currently only 2 clear business days, this will be one of the most challenging changes for providers.
A custom setting to define the time period (no of days) that a cancellation warning needs to be provided: "Cancellation Notification Period"
A custom setting to define what Employment Types will create the Cancellation Activity: "Late_Cancellation_Employment_Types"
A custom setting to define the Activity Type that will be created when a Cancellation occurs within the Cancellation Period: "Late_Cancellation_Activity_Type"
A custom setting to map custom fields from a Job to an Activity (for example a Role or Cost Centre): "Late Cancellation Mapping"
A custom setting to define what cancellation reasons: “Late Cancellation Reasons”
A Batch or Trigger will run that will identify Jobs that are cancelled within the Cancellation Notification Period and have a corresponding Late Cancellation Reasons. This will create an activity type with the type defined in “Late Cancellation Reasons” for the corresponding jobs time for each resource allocated to the job. This will also map any custom fields defined in Late Cancellation Mapping
When using the Allocate function on the Job creation Modals and Available resources are being displayed, Resources with the Activity Type defined in the custom setting will still be considered as available. (i.e these activities still make the resource available)
How to access the setting:
1. Go to "Setup"
2. In the search box, input "Custom Settings"
3. Find the "Skedulo Configs" setting
4. Find the "Late_Cancellation_Reasons" setting
Define what cancellation reasons “Late Cancellation Reasons”
+ Possible Value: depends on customer definition. For example "Customer No Show - Billable"; "Cancelled by Customer - Billable"; "Appointment Missed - Billable"
+ Default Value: Other
Note: To link the created activity with the job, please enter the following value in the Late_Cancellation_Mapping field:
This will ensure that the created activity is linked to the job.
From the job's perspective, we have this activity listed in the related list.