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 | ||
quick_guides-7 [2013/04/29 16:06] – barbara | quick_guides-7 [2023/12/21 12:50] – Catherine Riddell | ||
---|---|---|---|
Line 5: | Line 5: | ||
- Timesheet images - arriving by fax or email. | - Timesheet images - arriving by fax or email. | ||
- | - If the timesheet image is for **all** the shifts in the week for that Temp and site - save to the **N:/ | + | - If the timesheet image is for **all** the shifts in the week for that Temp and site - save to the **N:/ |
- <color blue> | - <color blue> | ||
- <color blue> | - <color blue> | ||
Line 13: | Line 13: | ||
Merge or Split the images in **N:/ | Merge or Split the images in **N:/ | ||
+ | |||
+ | For Anywhere users timesheet images should be saved to a folder then zipped up, these can then be uploaded into the database. | ||
===== Using the images to complete timesheets in IQX ===== | ===== Using the images to complete timesheets in IQX ===== | ||
Line 21: | Line 23: | ||
* Select the Timesheets view and use the CREATE button to create blue provisional timesheets from the booked shifts. | * Select the Timesheets view and use the CREATE button to create blue provisional timesheets from the booked shifts. | ||
* Repeat for each Temp Desk.\\ {{: | * Repeat for each Temp Desk.\\ {{: | ||
- | - Open **Timesheet Image Link** from the Accounts menu. **DO NOT maximise**.\\ {{:timesheet_image_linking.png|}}\\ | + | - Open **Timesheet Image Link** from the Accounts menu. **DO NOT maximise**.\\ {{:imagelinking1.png?200|}}\\ |
- Select the Temp Desk | - Select the Temp Desk | ||
- Select the Year and Week | - Select the Year and Week | ||
Line 29: | Line 31: | ||
* Enter the client shift reference in Their Ref (if there is none required a full stop will do). | * Enter the client shift reference in Their Ref (if there is none required a full stop will do). | ||
* Check the total hours at the bottom with the image - if OK click NEXT.\\ {{: | * Check the total hours at the bottom with the image - if OK click NEXT.\\ {{: | ||
+ | - {{ : | ||
+ | - {{ : | ||
+ | - Basic client account settings, of which you should always check the code, VAT setting and Accounts Contact. | ||
+ | - Candidate payroll settings, check pay method and tax method. | ||
+ | - Position reference - not the same as shift reference, but can be used to group timesheets on invoices.\\ | ||
+ | |||
+ | **If an image is not needed** then when the Timesheet is selected on the right, use the **No Link** button on the left to mark the Timesheet as not needing a link, and it will be linked to a blank. | ||
+ | \\ \\ | ||
+ | **If an image relates to more than one timesheet in IQX** once the image has been linked to the first timesheet click on the Linked tab and select the Link Copy to Other TS button, a list of all other timesheets for vacancies with that client will be displayed and the user can select which other timesheets should also be linked to this image. | ||
+ | {{: | ||
+ | |||
+ | If an image is still needed you know who to chase. This is best done from the Timesheet view. Select the lines to be chased by holdingdown **Ctrl** and clicking the line - it will be highlighted blue. When you have highlighted all relevant lines, use the **Process** button, **Temps**, to open the person selector with those Temps. On the Mail Merge view you can start a mail merge or use the **Send Text** button to contact the temps about the missing timesheet images. | ||
+ | |||
+ | ===== Trouble Shooting ===== | ||
+ | |||
+ | - There is a shift on the timesheet image but not on IQXtimesheet. This may have been a self booked shift, or not added by the consultant. | ||
+ | * {{ : | ||
+ | * {{ : | ||
+ | - There is a shift {{ : | ||
+ | - The rates on the second view are 0.00. This means there is a mismatch between the grade of the shift and the grade of the rate scheme.\\ \\ If this is a new vacancy, it maybe that the wrong scheme has been selected. Check with the consultant to correct it.\\ \\ Otherwise the wrong shift has been originally entered. It is possible to change the grade of the shift in the first view to what should have been selected. | ||
+ | |||
+ | ===== Accessing Client Email addresses in Timesheet Image Link ===== | ||
+ | |||
+ | When emailing a Timesheet Image, Client Email addresses can be searched or typed into the email box. | ||
+ | To access this feature – Accounts – Timesheet Image Link – Letter Icon – enter or search company email addresses in the To box. | ||
+ | {{:: | ||
+ | {{:: | ||
+ | \\ | ||
+ | Go back to [[3_quick_guides|Quick Guides and How to]] |