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Bank Management - Locum’s Nest Integration
Bank Management - Locum’s Nest Integration

A guide on how to use Locum's Nest with Rotageek to send shifts to bank.

Tori avatar
Written by Tori
Updated over a week ago

If your company uses our Locum's Nest integration, below you will find out how to send ad-hoc and long term bank shifts to Locum's Nest and how these will appear in Rotageek.

Ad-hoc Locum Shifts

In order to send a shift to bank, you need to first add it directly to the gap row on the Scheduler and then choose what banding you need. The banding needs to be put in the 'Passive Task' section. If you do not do this, it will not be able to be sent.

Once you have created your shift, it will sit in the gaps row until you send the gap. It will be in 'draft' mode with dashed lines around the shift.

To send your gap, go to Tools > Send Gaps to Locum's Nest. This will bring you up a list of the gaps you have to send. Simply click 'Send gaps to Locum's Nest'

Once the gap has been sent successfully, it will turn a block colour if you've selected one and show the 'Gap Sent' with a tick next to it. This means it's been sent to Locum's Nest and you need to log onto Locum's Nest to convert the shifts.

You may very occasionally get a 'Send failed' on the gap. This will normally be because you have added the wrong, or not added a passive band to the shift. If it fails, review the shift, add the correct banding for the location and then re-send.

Once a shift is picked up in Locum's Nest, it will come back to Rotageek and be assigned to the right person with the 'Bank' flag in its corner.

Long Term Locum Shifts (Full time Bank workers)

If you have full-time Bank workers in your location, rather than having to add these Gaps one by one onto the Scheduler, you can use our patterns feature that will enable you to apply a week pattern easily.

To do this, go to Patterns and add the shifts that you need for your full-time Bank worker, including the banding.

Once you have created your pattern, as it needs to be assigned to the Gaps row, you need to go to Tools > Apply shift pattern and instead of choosing a person, you need to choose the quantity of Gaps to be applied.

Once this has been applied to the Gaps row, you can follow the steps above to send the Gap shift to Locum's Nest.

Once sent to Locum's Nest, you will need to log in to convert the shifts.

Once a shift is picked up in Locum's Nest, it will come back to Rotageek and be assigned to the right person with the 'Bank' flag in its corner.

In Locum's Nest:

Once the Gaps have been sent to Locum's Nest, these need to be converted via the Link System before they will show on the Dashboard.

To do this, you need to click on the tick icon in the top left of the dashboard under the owl. Select Link and at the top of the screen you will see the shifts waiting to be converted.

Once you have done this, you will be brought to the below page.

You then need to change the filter to "converted no" which will show you the shifts that need to be sent to the app. You can select shifts individually by clicking the edit "pencil" on the right or you can select all shifts at the end of the list.

A green button will show saying 'Autofill all shifts.' Once you click this, it will bring you to the job description.

Scroll down and select 'Confirm all shifts'

Once this is done, the shifts will then appear on your dashboard and will be sent out on the app. When an applicant is approved for a shift, the details will be sent back to Rotageek automatically and the shift will be assigned to the candidate in your rota.

How the shifts are assigned from Locum's Nest to Rotageek:

Once all these steps are completed, the shift will automatically get assigned to a user if the exist in Rotageek.

If they do not exist in Rotageek, a new user will be created and automatically appear on the rota.

The mapping is based on SecondaryIDs on the People Page on Rotageek. If a new user is created but there is an existing user already, you will need to check that the employees SecondaryID is correct.

SecondaryIDs per Profession:

  • GMC numbers for Doctors

  • AHP registration numbers for AHPs

  • PIN numbers for Nurses

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