Resource Planner

20000.00 - 22000.00 GBP Annual + GBP20000 - GBP22000/annum
29 Aug 2017
26 Sep 2017
Job Type
Contract Type
Resource Planner
National Services Centre - Health Surveillance Team
Resource & Planning Manager

Role Summary:

Ex-Forces Recruitment are searching for x 2 Resource Planners who will be 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.

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:
• 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