Job Title: Resource Planner
Location: Sheffield, S9 1BY - Hybrid after training
Salary: £26,208 p.a.
Contract Type: Permanent
Hours: Full time, Monday to Friday
Right to live and work in the UK is required for this role

ABOUT US

Optima Health are the UK market leader of Occupational Health and Wellbeing services. Our heritage can be traced back to 1947 where we were pioneers in the provision of Occupational Health and have led the way ever since, bringing new and innovative solutions to employers across the UK. We can offer unrivalled clinical expertise and industry leading tailored solutions to our clients. We work with over two thousand businesses, in various industries, and our aim is to improve the health and wellbeing of the UK workforce by supporting healthy high performance in our client organisations, helping them to achieve their full potential through their people.
Optima Health not only provide an excellent package, but we also offer a structured induction and training programme in your first few weeks. We offer tailored career development and opportunities for further training and qualifications, to support you in your career journey. We are committed to making this a really great place to work, so together, we live by our values; We are one team, we do the right thing, we are shaping tomorrow, and we are never too big to care.

ROLE SUMMARY

The role of the Resource Planner is to conduct operational planning activities within a given area of Resource Optimisation. The purpose of which, is to provide clients and/or resource pools with optimised plans to deliver the best service possible according to client requirements, whilst balancing this with maximising revenue and achievement of KPIs or compliance rates.

MAIN DUTIES AND RESPONSIBILITIES

• Working in conjunction with the Capacity Planning team to determine the appropriate levels of resources to be planned by client, and enacting the plans to ensure service. delivery, KPI achievement and compliance rates are delivered in line with contractual obligations.
• Identify and resolve gaps in clinical delivery headcount and competencies to ensure that coverage is provided, and continuity of service is preserved.
• Maintenance of schedules in an agreed, standardised format, ensuring data is accurate.
• Ensuring shrinkages (e.g., absence, holidays, training, meetings) are approved and managed in line with forecasts and guidance and recorded appropriately on the relevant logs and plans.
• Re-planning to accommodate changes to schedules, cancellations, absence of practitioners, priorities etc., whilst fully understanding and being able to articulate the impact of changes.
• Work in conjunction with the Real Time Team to monitor schedule adherence and identify opportunities for improvement to maximise productivity and utilisation, KPIs and service credits, or to minimise the impact of unplanned changes.
• Identifying issues within the plans and proposing solutions to resolve.
• Working very closely and establishing strong relationships with Practitioners, Clinical Performance Managers, Customer Operations Managers, Client Services teams, and Clients (where relevant to the role).
• Working with agency or associate practitioners to determine schedules and plan accordingly.
• Setting up the planned schedules within the booking system, ensuring they are accurately setup to reflect restrictions (e.g., specific clients, specific interventions) and in line with practitioner working patterns.
• Identifying opportunities for improvement within planning processes.
• Setup and editing of streaming groups in line with flexing demands, leavers and joiners and contracts onboarding.
• Working in line with the Optima Health values – Shaping Tomorrow, Do the Right Thing, One Team, Never Too Big to Care
• Conduct other ad hoc tasks commensurate with level of responsibility as requested.

EXPERIENCE, SKILLS, AND KNOWLEDGE REQUIRED FOR THE ROLE

• Previous planning and scheduling experience is desirable
• Strong customer service and relationship building skills
• Microsoft Excel to advanced level
• Ability to analyse data
• Ability to work accurately and efficiently on multiple projects