Page Comparison

explains how TEAMS Coordinators and Logistics Personnel can use the Talent Cloud website.

\uD83D\uDCD8 TEAMS Coordinator

User Role: TEAMS Coordinator

User Permissions: All

How to Log In

1. Navigate to the the log in page. Test URL: Talent Cloud (gov.bc.ca)
   

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2. Click “Log In”.

3. Enter your valid IDIR credentials.

4. Click Continue.

How to Read the Dashboard

1. View the “Search Results” dashboard table. The default table view shows only “Active” members with the following columns:

2. Use the pagination at the bottom of the page to move between pages or jump to the last page or back to the first page.

3. Use the bottom drop-down to change how many members are displayed on a single page. You can choose between 25, 50, and 100 rows to be displayed on a single page.
   

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4. Click on the “Show Inactive” toggle located at the top-right of the dashboard table.

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7. Click again on the “Show Inactive” toggle to turn it off and go back to the default view of “Active” members.

How to Use the Search & Filters Feature

Search by Name

1. At the top of the page, there is a search bar and additional filters to narrow your search results as desired.

2. Type a member’s name in the “Search by Name” box to narrow down the search by name.

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Filter by Region & Home Location

1. Select single or multiple values from the “Region” and “Home Locations” filter drop-downs.

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Filter by Function & Experience Level

1. Select a single “Function” value from the drop-down menu first, then, select a single “Experience” level. To filter by a different function/exp, choose another one.

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Filter by Availability Type

By default, the availability column shows the member’s availability for today’s date.

1. In order to apply the availability filter, you must first select one of the following options from the “Availability” drop-down: Available, Unavailable, or Deployed. Once an option is selected, then, the “Availability date range” date picker will become enabled and allow you to select a single date or a date range to see which members are available, unavailable or deployed for the selected date(s).

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View a New Applicant’s Profile

1. From the dashboard, switch the toggle to “Show Inactive”

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2. Click on a member that has “Pending Approval” next to his name to open the user’s profile on a new tab.

3. You will see an alert as “Pending Applicant Alert” which means that this profile needs to be reviewed by the coordinator in order to make this member’s status as active.

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4. Once the application has been reviewed, click “Complete Review”.

5. Click “Confirm” to confirm application has been reviewed and change the member’s status from pending approval to active.

6. Click “Cancel” to discard.

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📹 Video Tutorial: How to review a new applicant with status “Pending Approval”

View an Existing Member’s Profile

1. Click on an active member’s name to open their profile page on a new tab. Next to the member’s name, their current status is displayed - either Pending Approval, Active, or Inactive

2. There is a “Switch to Inactive” toggle which can be used should you wish to change a member’s status to inactive and vice versa.

3. To the right of the member’s name and status, you can view when the member was last deployed, see their work location as well as their home location.

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📹 Video Tutorial: How to switch member status from “Active” to “Inactive” and vice-versa

View/Edit Member Details

1. Next is the “Member Details” section divided into three subcategories: General Information, Contact, and Organizational Information. There is an edit icon to the far right of this section.

2. Under the “General Information”, you can view/edit the following information:

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3. Under the “Contact” section, you can view/edit the following information:

4. Under the “Organizational Information” section, you can view/edit the following information:

5. To edit any of the above information, simply click the edit icon to the far right of the “Member Details” banner.

6. After making the desired edits, click “Save” to save the changes or “Cancel” to discard the changes.

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📹 Video Tutorial: How to edit the “Member Details” section

Function & Experience Levels

1. The next section after “Member Details” on the user’s profile is called “Function & Experience Levels”.

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2. If you wish to edit the experience levels for a given function, simply click on the “Edit” icon located on the far right of the “Function & Experience Levels” banner. This will open the edit pop-up.

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3. You may choose from any of the five options listed under the “Experience” drop-down.

   1. Not indicated means the experience level is unknown or has not been provided.

   2. Interested means the member is interested to participate in the given function.

   3. Experienced means the member has relevant experience for the given function.

   4. Chief Experience means the member has taken on the role of chief and has relevant experience for the given function.

   5. Outside Experienced means the member has experience in the given function, but was not part of a PECC/PREOC.

4. After making the desired changes, click “Update” to save then changes or “Cancel” to discard the changes.

📹 Video Tutorial: How to update experience levels

Member’s Schedule

The third section on the user profile is the calendar view of a member’s schedule.

View Schedule

1. The default is a three month view from the current month. For example, if the current month is March 2024, then, the default view of a member’s schedule will be from March 2024 - May 2024.

Jump to Today

1. Clicking on “Jump to Today” brings the current month in view and places the text “Today” under today’s date.

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How to Change the Calendar Monthly View

1. You may change the default three month’s view to other options such as: 1 month, 6 months or 12 month (full year) view. To do so, simply click on the arrow next to “3 Months” and select the desired monthly view from the drop-down menu.

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2. If you would like to display a different month, simply click on the arrow next to the month on the left side.

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📹 Video Tutorial: Navigating the Calendar

Add a New Event from the “Add Event” button

1. Click on “Add Event” button on the top-right side of the scheduler. It will open a “New Event” pop-up window.

2. On the left-hand side, you will see the following:

   1. Task No. / Resource Request No. : This field should be used for deployments only.

   2. Start Date: The start date of the event, e.g. the member is either available, unavailable or deployed from this start date. The start date can either be entered manually or picked from the calendar on the right-hand side.

   3. End Date: The end date of the event, e.g. the member is either available, unavailable or deployed from this start date. The end date can either be entered manually or picked from the calendar on the right-hand side.

   4. Choose one of the following options: Available, Unavailable, or Deployed

   5. Click “Save” to update the calendar.

   6. Click “Cancel” on the top right to discard the changes.

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Add a New Event from an Empty Calendar Cell

1. A calendar cell becomes clickable if you hover over it. Click on an empty cell on the calendar.

2. It opens up the “New Event” pop-up.

3. Fill in the desired fields.

4. Click “Save.”

Edit an Existing Event

1. Click on a calendar cell with an existing event.

2. The “Edit Event” pop-up window will open.

3. On the left-hand side, you will see the following:

   1. Task No. / Resource Request No. : This field should be used for deployments only.

   2. Start Date: The start date of the event, e.g. the member is either available, unavailable or deployed from this start date. The start date can either be entered manually or picked from the calendar on the right-hand side.

   3. End Date: The end date of the event, e.g. the member is either available, unavailable or deployed from this start date. The end date can either be entered manually or picked from the calendar on the right-hand side.

   4. Choose one of the following options: Available, Unavailable, or Deployed

   5. Click “Save” to update the calendar.

   6. Click “Cancel” on the top right to discard the changes.

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Delete an Existing Event

1. Click on an existing event cell on the calendar. The “Edit Event” pop-up will open.

2. Click “Delete Event” next to the “Save” button at the bottom.

📹 Video Tutorial: How to updating member’s availability

Notes

1. Under the “Notes” section, you can view the following two categories.

   1. Notes - these are any notes entered by the logistics personnel.

   2. Coordinator Notes - these are any notes entered by the coordinators.

2. There is an edit icon next to each note category.

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3. Click on the edit icon next to notes opens up the “Edit Notes” pop-up.

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4. Type in the text box. Current limitation is 1000 characters.

5. Click “Save” to save the changes.

6. Click “Cancel” to discard the changes.

📹 Video Tutorial: How to edit notes (Coordinator vs. Logistics view)

Logout

1. Click on the profile icon next to your name at the top-right of the screen.

2. Click “Logout” to log out from the application.
   

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\uD83D\uDCD8 Logistics

User Role: Logistics Personnel
User Permissions: Limited

1. Navigate to the the log in page.

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2. Click “Log In”.

3. Enter your valid IDIR credentials.

4. Click Continue.

How to Read the Dashboard

1. View the “Search Results” dashboard table.

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2. The dashboard table view shows only “Active” members with the following columns:

2. Use the pagination at the bottom of the page to move between pages or jump to the last page or back to the first page.

3. Use the bottom drop-down to change how many members are displayed on a single page. You can choose between 25, 50, and 100 rows to be displayed on a single page.

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How to Use the Search & Filters Feature

Search by Name

1. At the top of the page, there is a search bar and additional filters to narrow your search results as desired.

2. Type a member’s name in the “Search by Name” box to narrow down the search by name.

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Filter by Region & Home Location

1. Select single or multiple values from the “Region” and “Home Locations” filter drop-downs.

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Filter by Function & Experience Level

1. Select a single “Function” value from the drop-down menu first, then, select a single “Experience” level. To filter by a different function/exp, choose another one.

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Filter by Availability Type

By default, the availability column shows the member’s availability for today’s date.

1. In order to apply the availability filter, you must first select one of the following options from the “Availability” drop-down: Available, Unavailable, or Deployed. Once an option is selected, then, the “Availability date range” date picker will become enabled and allow you to select a single date or a date range to see which members are available, unavailable or deployed for the selected date(s).

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View an Active Member’s Profile

1. Click on an active member’s name to open their profile page on a new tab.

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2. To the right of the member’s name and status, you can view when the member was last deployed, see their work location as well as their home location.

View Member Details

1. Next is the “Member Details” section divided into three subcategories: General Information, Contact, and Organizational Information.

2. Under the “General Information”, you can view the following information:

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3. Under the “Contact” section, you can view the following information:

4. Under the “Organizational Information” section, you can view/edit the following information:

Function & Experience Levels

1. The next section after “Member Details” on the user’s profile is called “Function & Experience Levels”.

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2. If you wish to edit the experience levels for a given function, simply click on the “Edit” icon located on the far right of the “Function & Experience Levels” banner. This will open the edit pop-up.

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3. You may choose from any of the five options listed under the “Experience” drop-down.

   1. Not indicated means the experience level is unknown or has not been provided.

   2. Interested means the member is interested to participate in the given function.

   3. Experienced means the member has relevant experience for the given function.

   4. Chief Experience means the member has taken on the role of chief and has relevant experience for the given function.

   5. Outside Experienced means the member has experience in the given function, but was not part of a PECC/PREOC.

4. After making the desired changes, click “Update” to save then changes or “Cancel” to discard the changes.

Member’s Schedule

The third section on the user profile is the calendar view of a member’s schedule.

View Schedule

1. The default is a three month view from the current month. For example, if the current month is March 2024, then, the default view of a member’s schedule will be from March 2024 - May 2024.

Jump to Today

1. Clicking on “Jump to Today” brings the current month in view and places the text “Today” under today’s date.

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How to Change the Calendar Monthly View

1. You may change the default three month’s view to other options such as: 1 month, 6 months or 12 month (full year) view. To do so, simply click on the arrow next to “3 Months” and select the desired monthly view from the drop-down menu.

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2. If you would like to display a different month, simply click on the arrow next to the month on the left side.

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Add a New Event from the “Add Event” button

1. Click on “Add Event” button on the top-right side of the scheduler. It will open a “New Event” pop-up window.

2. On the left-hand side, you will see the following:

   1. Task No. / Resource Request No. : This field should be used for deployments only.

   2. Start Date: The start date of the event, e.g. the member is either available, unavailable or deployed from this start date. The start date can either be entered manually or picked from the calendar on the right-hand side.

   3. End Date: The end date of the event, e.g. the member is either available, unavailable or deployed from this start date. The end date can either be entered manually or picked from the calendar on the right-hand side.

   4. Choose one of the following options: Available, Unavailable, or Deployed

   5. Click “Save” to update the calendar.

   6. Click “Cancel” on the top right to discard the changes.

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Add a New Event from an Empty Calendar Cell

1. A calendar cell becomes clickable if you hover over it. Click on an empty cell on the calendar.

2. It opens up the “New Event” pop-up.

3. Fill in the desired fields.

4. Click “Save.”

Edit an Existing Event

1. Click on a calendar cell with an existing event.

2. The “Edit Event” pop-up window will open.

3. On the left-hand side, you will see the following:

   1. Task No. / Resource Request No. : This field should be used for deployments only.

   2. Start Date: The start date of the event, e.g. the member is either available, unavailable or deployed from this start date. The start date can either be entered manually or picked from the calendar on the right-hand side.

   3. End Date: The end date of the event, e.g. the member is either available, unavailable or deployed from this start date. The end date can either be entered manually or picked from the calendar on the right-hand side.

   4. Choose one of the following options: Available, Unavailable, or Deployed

   5. Click “Save” to update the calendar.

   6. Click “Cancel” on the top right to discard the changes.

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Delete an Existing Event

1. Click on an existing event cell on the calendar. The “Edit Event” pop-up will open.

2. Click “Delete Event” next to the “Save” button at the bottom.

Notes

1. Logistics personnel can view and edit notes made by logistics only.

2. There is an edit icon next to notes.

3. Click on the edit icon next to notes opens up the “Edit Notes” pop-up.

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4. Type in the text box. Current limitation is 1000 characters.

5. Click “Save” to save the changes.

6. Click “Cancel” to discard the changes.

Logout