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quick_guides_22 [2022/07/08 15:50] – Meena Brock | quick_guides_22 [2022/12/08 16:00] – Meena Brock | ||
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- | ===Vacancies=== | + | ====Vacancies==== |
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- | ===Temps=== | + | ====Temps==== |
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- | ===Availability=== | + | ====Availability==== |
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- | ===Placements=== | + | ====Placements==== |
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+ | **refers to:**\\ | ||
+ | temp desk form -> placements tab\\ | ||
+ | \\ | ||
+ | This is where you manage your group of placed candidates. All contacts can be made and recorded from this view. | ||
+ | \\ \\ | ||
+ | In order to save entry time a Placement is not required until a first Timesheet is Completed – IQX takes care of it in the background. This means that looking at the Placement list does NOT show who is working in the week. | ||
+ | \\ \\ | ||
+ | If a Placement is needed because a Temp is getting different rates to the Vacancy then from the Vacancy it is possible to early-create the Placement **from the shift view** by clicking the **Placement/ | ||
+ | \\ \\ | ||
+ | 2.22.2+ If set up by your system administrator unavailability entered for a contract temp the reason is now visible onthe Placements, Timesheets and Availability views. \\ \\ | ||
+ | {{ : | ||
+ | The Unavailability reasons will also show on the timesheet in place of the hours, if Show Hours is ticked. \\ \\ | ||
+ | {{ : | ||
+ | |||
+ | <ifauth @technical> | ||
+ | |||
+ | Set General Settings, Settings 3335 and 3340 with the ID of the Cancel Reasons set up. </ | ||
+ | |||
+ | **Note** <color red> Timesheets are generated from this list so it is important to only have current placements on this list.</ | ||
+ | \\ | ||
+ | \\ See also | ||
+ | \\ [[http:// | ||
+ | \\ | ||
+ | ====Vacancy Shifts==== | ||
+ | // | ||
+ | // | ||
+ | Here you will see all the filled shifts in the week for each vacancy on your chosen desk. It also shows you the name of the temp that is booked into the shift and the shift description and times. This information can be viewed full by rolling your mouse over the cell. | ||
+ | // | ||
+ | // | ||
+ | {{ : | ||
+ | // | ||
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+ | From this tab you can perform a count of the vacancies, confirm shifts, copy shifts, and enter timesheets. | ||
+ | // | ||
+ | // | ||
+ | ====Shifts==== | ||
+ | // | ||
+ | // | ||
+ | When you click on this tab a new window will open detailing all the shifts for the week on your selected desk. From here you can view each shift in more detail > move the arrow to the shift and all the details will be in the bottom section of the window. You will see several buttons to the left of this section detailing all the tasks you can carry out from this view. This includes, filling shifts, expanding the vacancy, cancelling shifts, expanding the Temp record, cascade, expanding the timesheet, confirm, move shift. | ||
+ | // | ||
+ | // | ||
+ | {{ : | ||
+ | // | ||
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+ | On the main window you can filter the shifts to narrow down what you are looking for. Add shifts and bulk cancel any unfilled shifts | ||
+ | // | ||
+ | // | ||
+ | ====Timesheets==== | ||
+ | // | ||
+ | // | ||
+ | This is where you can view your timesheets, create timesheets or add new ones. You can also directly access the Vacancy Record and Person' | ||
+ | By expanding up the timesheet you can complete it ready for invoicing. | ||
+ | // | ||
+ | // | ||
+ | {{ : | ||
+ | // | ||
+ | // | ||
+ | ==== AWR Temps & AWR Checking ==== | ||
+ | The Temp Desk has two new views - AWR Temps and AWR Checking. | ||
+ | \\ | ||
+ | \\ | ||
+ | **AWR Temps** | ||
+ | \\ | ||
+ | This view shows the current roles for the Temps registered with the desk.\\ The default view is to check the roles that have 11 weeks of qualification. This can be changed to look at less weeks of qualification or to look at the gap since the last timesheet.\\ After six weeks of gap, the role reverts to Unqualified State with a Qualifying count of 0. | ||
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+ | {{ : | ||
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+ | The example is showing candidates with at least one week's qualifying but in practise it should be used to see who is coming up to qualifying to ensure all the details are set up and correct. | ||
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+ | \\ | ||
+ | The Show Weekly Details button will list the events that count towards qualifying and pausing the gap. Other Agency Work can also be entered from here - **make sure to choose the correct role that it is to be entered for before clicking the button.** | ||
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+ | \\ | ||
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+ | **AWR Checking** | ||
+ | \\ | ||
+ | This view shows the AWR information for Companies, Vacancies and AWR Roles (which can encompass several Placements). You can filter to just one type. The dates refer to the checked date and information can always be updated from this view. | ||
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+ | {{ : | ||
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+ | ====Expiry Dates==== | ||
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+ | The Temp Desk has an Expiry View which shows all Date Criteria/ | ||
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+ | {{ : | ||
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+ | **Expiry Dates View Features** | ||
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+ | If the date is in the future by more days than the lead number, the date is in **Black** | ||
+ | \\ | ||
+ | If the date is in the future by fewer days than the lead number, the date is in **<color # | ||
+ | \\ | ||
+ | If the date is in the past, the date is in **<color # | ||
+ | \\ | ||
+ | \\ | ||
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+ | {{ : | ||
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+ | To see just the Candidates who have a date due to expire or already expired click on the 'Temps to Show' and select **Expired and Expiring** from the dropdown. | ||
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+ | {{ : | ||
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