Resource Planner

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About this vacancy

  • Contract Type

    Full Time
  • Duration

  • Functions

    Administration / Analytics / Operations
  • Start Date

    Immediate Start
  • Location

  • Salary

Closing Date: 9th December 2018 Apply Now

Resource Planner

About this vacancy

Role Summary

The Resource Planner is responsible for the planning and reporting of the health assessments undertaken within the Health Surveillance Team. 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 Health Surveillance, Fit for Task and Wellbeing assessments.
  • Manage the recall database ensuring it is up to date and accurate at all times.
  • Work with clients to efficiently plan the delivery of the annual programmes in line with agreed planning principles and constraints.
  • Track key planning assumptions throughout the year by client identifying opportunities to deliver service efficiencies and increased profits.
  • Through close working with the Customer Service Administrators and OHA’s ensure testing outcomes are processed and reported in line with contractual requirements.
  • Work with clients to improve their schedule utilisations and attendance rates.
  • Work with the Mobile Manager 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 fleet and technician capacity and advertise capacity to existing clients.
  • Be a key point of contact for the technicians ensuring they are fully aware of their schedules.
  • Manage enquiries from client contacts and employees.
  • Ensure that all client programmes are fully administered in accordance with process and the agreed client SLA’s.

Tracking & Reporting Requirements

  • Maintain up to date employee population lists for each client
  • Update scheduling trackers with appointment bookings, cancellations and attendance data daily.
  • Update Wallchart accurately (Resource Diary System) to reflect planned, booked, confirmed, cancelled and carried out work.
  • Update the Mobile Forecasted Work Trackers weekly and review during team planning meetings.
  • Update the New Work Requests daily (Pipeline report).
  • Produce monthly Programme to Date Compliance Levels.
  • Produce Monthly Health Surveillance Dashboard Reports for each client.
  • Produce monthly Booking Dashboard for each client.
  • Produce End of Programme Reports for each set client.
  • Raise monthly invoice requisitions for set clients ensuring they are accurate of the work and the contractual charging arrangements.

Person Specification

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 (including Maths, Economics, Business, Accounting, Engineering or Computer Science).
  • 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

  • Fleet, Booth, Technician Employed and Billable Utilisation.
  • Confirmed: Booked Work Ratio (1 month to go).
  • Screen: Travel Ratio.
  • Key Planning Assumption adherence.
  • Adherence to client reporting schedules.

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