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Workforce Scheduler – Trainee Resourcer (REF1384)

Role Summary

The Resource Planner is responsible for the planning and reporting of the Occupational health assessments undertaken within the National and Remote division. Acting as a dedicated planner for set clients the role holder will work closely with the wider delivery team to ensure contractual standards are met. As a member of the planning team each planner is expected to cover the duties of the other as and when required.

Main Duties and Responsibilities

 Service Delivery

  • Act as a key point of contact for set clients for the delivery of Optima’s Occupational Health assessments.
  • Work with clients and Service Delivery Managers to efficiently plan the delivery of the annual programmes in line with agreed planning principles and constraints.
  • Work with clients to improve their schedule utilisations and attendance rates.
  • Work with the Vertical teams and Service Delivery Managers to ensure there are sufficient resources to deliver the services at all times ensuring all are working to an agreed plan.
  • Work with the client to ensure they are fully engaged in the agreed plans
  • Identify ways to increase all clinical practitioner and technician utilisation and maximising capacity across the business
  • Be a key point of contact for the clinical teams ensuring they are fully aware of their schedules
  • Ensure that all client programmes are fully administered in accordance with process and the agreed client SLA’s

Tracking & Reporting Requirements

  • Update scheduling trackers with appointment bookings, cancellations and attendance data daily.
  • Update MYOHportal and booking bug accurately (Resource Diary System) to reflect planned, booked, confirmed, cancelled and carried out work.
  • Update the Forecasted Work Trackers weekly and review during team planning meetings.
  • Update the New Work Requests daily
  • Manage associate usage, invoicing and POs

Experience, skills and knowledge required for the role

  • Strong customer service and relationship building skills
  • Good working knowledge of Health Surveillance and Occupational Health
  • Proven scheduling experience or a graduate with a numbers-based degree
  • Highly proactive with excellent communications skills
  • Excellent problem-solving skills
  • Microsoft Excel to advanced level
  • Ability to analyse data
  • Ability to work accurately and efficiently on multiple projects
  • Ability to organise & prioritise own workload
  • Energetic and enthusiastic approach to work

Key Performance Indicators

  • Practitioner productivity and utilisation
  • Confirmed: Booked Work Ratio)
  • Key Planning Assumption adherence
  • Adherence to client reporting schedules

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