Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision Next revisionBoth sides next revision | ||
newreleases:release_2.19.11 [2020/02/26 09:37] – hazel | newreleases:release_2.19.11 [2020/02/26 09:50] – hazel | ||
---|---|---|---|
Line 122: | Line 122: | ||
\\ | \\ | ||
- | ===== Mailchimp Unsubscribe Improvements | + | ===== E-Timesheet colour consistency |
- | Unsubscribing candidates and contacts in Mail Chimp now filters back to IQX. When a user presses the subscribe button | + | E-Timesheet colours |
+ | ===== AWR Filters would be useful ===== | ||
- | ===== Withhold Reasons Added ===== | + | We have now added filters for AWR. These are available on Person - AWR view, Temp Desk - AWR Temps view and Placements - AWR Linked Placements view.\\ \\ |
- | In order to provide meaningful information to clients or for your Agency you can now distinguish why someone was withheld from a particular company or vacancy by way of withhold reasons. | ||
- | If set up by your Agency when adding a withhold you will be prompted | + | ===== Being able to add an Accounts contact |
- | If you want to edit a withhold press the Edit button and select | + | It is now possible |
- | \\ {{: | + | If the accounts contact is not yet in IQX you can add them on the miscellaneous view by clicking on the elipses at the end of the Accounts Contact field and using the Add Contact button |
- | Note - if you withheld from all companies in the group editing a withhold will only edit an individual company and you will need to edit each company individually. | ||
- | ===== New Dual List Box screen on Maintenance forms for Divisions/ | + | ===== Changing an iqxWEB user's Rights should be an audited item in IQX ===== |
- | Added the ability to link to a selection of Divisions or Departments instead of just one. | ||
- | Useful where several Divisions or Departments work in a similar way and you do not want to set up one each individually. \\ \\ | ||
+ | Whenever you make a change to a candidate, client or consultants iqxWEB rights this is now audited within IQX. This is shown on the audit trail on the specific page (candidate, client, consultant) and also the main audit trail within IQX. \\ \\ | ||
- | ===== CV Parse Extension ===== | ||
+ | ===== Process for identifying when CompanyAccount does not exist when Provisional Timesheet created ===== | ||
- | The CV parsing function has been improved and now parses more information across | + | Improvement to the error message when trying to open a Provisional Timesheet if no Company Account record exists. The error will prompt to enter the mandatory fields |
- | ===== Auditing when re-filling shift ===== | ||
- | When cancelling and refilling a shift there is now a clearer audit display of what has happened; who actioned and when. This will show when the shift was entered and by who, when the shift was last filled and who filled it and also when the shift was initially filled and who filled it. | + | ===== General Settings - Allow filtering on number ===== |
- | \\ {{: | + | |
- | + | It is now possible | |
- | ===== Additions to Invoice view ===== | + | |
- | + | ||
- | When viewing an invoice record if you scroll along to the end in the top section there are new columns that show Invoice Template ID (Doc Template), Transfer Batch to show when exported to Accounts and the internal DocumentID. On the journal lines below it will also show the Transfer Batch and the Analysis Batch if processed | + | |
- | \\ {{: | + | |
===== Person Duplicate checking refinement ===== | ===== Person Duplicate checking refinement ===== | ||
Line 171: | Line 163: | ||
- | ===== Broadbean - Add Candidate wizard | + | ===== IR35 SDS refinements |
- | When adding a new candidate to IQX who has applied through Broadbean | + | Clearer guidance on IR35. If the company |
+ | !image-20200122-135950.png|width=1005, | ||
- | \\ {{: | + | For auditing purposes, you are also now able to add an SDS for a candidate |
- | + | ||
- | \\ \\ | + | |
- | + | ||
- | + | ||
- | ===== Improvements to Notification Attachments ===== | + | |
- | + | ||
- | When attaching documents to notifications IQX will now look at the document type and the document name. This is helpful as it avoids documents not being picked up due to mispellings in the name. Note it will pick up any documents that match that have not been archived so if you have multiple documents of the same type or with the same name they will all be picked up. \\ \\ | + | |
- | + | ||
- | ===== Copy Button on Manual Invoice ===== | + | |
- | + | ||
- | New copy button on manual invoices to create | + | |
- | + | ||
- | + | ||
- | ===== Bulk Adding to Vacancy Shortlist ===== | + | |
- | + | ||
- | On the search wizard in a vacancy the 'Tick All' button has been changed to ' | + | |
- | + | ||
- | If set up by your Agency you may also have the option to 'tick the top X number of records' | + | |
- | + | ||
- | \\ {{: | + | |
- | + | ||
- | ===== CV Send Improvements ===== | + | |
- | + | ||
- | When a single sent cv is sent from a vacancy short list, on the client form the candidate | + | |
- | \\ {{: | + | |
- | + | ||
- | + | ||
- | ===== New index on person.ni ===== | + | |
- | + | ||
- | We previously had a job that would check for duplicate NI Numbers. This has now been added as an index on [[http:// | + | |
</ | </ | ||
Line 218: | Line 182: | ||
=====System Administrator===== | =====System Administrator===== | ||
\\ | \\ | ||
- | ===== New function | + | ===== Simplify uploading email Attachments |
- | This new validation gives the ability to validate completed timesheet lines and therefore the opportunity to make changes, rather than only have the option to block. e.g. warn if holiday pay is present | + | Documents that are automatically picked up for set Contact Event Types when emailing. We now have a new method of adding |
+ | In Maintenance- Agency setup- contact event types, you can add file types in the ' | ||
- | ===== Allow multiple removal from vacancy shortlist | + | ===== Add Note to General Setting - Switchable Fields - No 2850 ===== |
- | It is now possible | + | Note added to general setting 2850 which details required role to be able to Delete in Bulk on Diary List. \\ \\ |
- | Note that this feature does not require to be turned on but may only be available to those with the Manager role if General Setting, group of Settings number 1780 ‘Only Allow Managers to delete Short Lists’ is set to Y. \\ \\ | ||
+ | ===== Enhance pdf rotation introduction ===== | ||
- | ===== Companies House Look Up ===== | + | The note within general setting 3180 has been updated and is more informative. \\ \\ |
- | Accounts users can quickly check details of a company with Companies House without leaving IQX. Simply enter the company registration number and use the elipses button on the Company Reg No field or the new Companies House button on either the Person Payroll view or Company Miscellaneous view: | ||
- | \\ {{: | + | ===== Add Reports Folder to About Box ===== |
- | \\ {{: | + | Reports folder location has been added to the about box under the help menu. \\ \\ |
- | The following report will be returned an a contact event logged to show the check was completed: | + | ===== Withhold Reasons ===== |
- | \\ {{:CH3.png?200|}} \\ | + | In order to provide meaningful information to clients or for your Agency you can now distinguish why someone was withheld from a particular company or vacancy by way of withhold reasons. |
- | A new contact event type will need to be created | + | Set up in Agency Set Up - Withhold Reasons enter the type either Candidate, Client or Agency |
- | Note the new buttons are only available on Company records if the general setting Accounts 230 is set to Y. \\ \\ | + | Editing and deleting of withholds |
+ | ===== 4 New General Settings to set Email, Mobile, Addr1/Town and Postcode as Required fields ===== | ||
- | ===== VAT Number | + | To make these fields required they need to be turned on in General Settings - Group of Settings. |
- | Accounts users can quickly check details of a VAT number for either a person or a company without leaving IQX. Simply enter the VAT number | + | Note - if set the fields will be required in New and Fast New wizards and if you make a change to the details |
- | \\ {{: | + | ===== New WebService Call, PhoneLookUp, |
- | \\ {{: | + | For Horizon Integrator |
- | + | IQX can integrate with Horizon using their Integrator software so that incoming calls pop up the matching record | |
- | The following report will be returned and a contact event logged to show the check was completed. | + | |
- | + | ||
- | \\ {{: | + | |
- | + | ||
- | A new contact event type will need to be created in Maintenance - Agency Set Up - Contact Event Types and the code entered in to General Settings - group of Accounts number 610. | + | |
- | + | ||
- | Note the new buttons are only available if the general setting Accounts 230 is set to Y. \\ \\ | + | |
- | + | ||
- | ===== Withhold Reasons ===== | + | |
- | + | ||
- | In order to provide meaningful information to clients or for your Agency you can now distinguish why someone was withheld from a particular company or vacancy by way of withhold reasons. | + | |
- | + | ||
- | Set up in Agency Set Up - Withhold Reasons enter the type either Candidate, Client or Agency and enter the description. | + | |
- | + | ||
- | Editing and deleting of withholds is audited. | + | |
- | ===== Bulk Shortlisting ===== | ||
- | To enable this feature enter a value in General | + | ===== |
+ | Note added to general setting Temps 1155 which explains that linked colours will be disabled \\ \\ | ||
</ | </ |