Differences
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quick_guides_22 [2022/12/08 16:00] – Meena Brock | quick_guides_22 [2022/12/09 10:56] – Meena Brock | ||
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- | + | To filter to just one type of Expiry Date - e.g. Visa Expiry - click on the column header. Only Temps with a date in that column will now show. All their other dates also remain in view. | |
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+ | To clear this selection click on the **Clear Column Filter** button. | ||
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+ | To include non-current Temps such as pre-registered or not active select the radio button for **Entire Pool.** | ||
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+ | To search for a Temp by name you can use the Search button. A window will pop up where you can search for the Temp by name. | ||
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+ | To make an individual contact event to send an email or write a letter. Click on the line once to select the Temp - then use the **Make Contact Event** button or **F2** to bring up the Contact Event window. | ||
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+ | **To send emails or print letters in bulk - Mail Merge** | ||
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+ | Use the **Process** button to take all the visible records to the **Person Selector** or select by holding CTRL and click on the required records to process only the selected records to the selector. | ||
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+ | From the **Person Selector** use the Mail Merge view to write the email/ | ||
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+ | ====Compliance==== | ||
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+ | If compliance domains are set up by the Agency a summary of the states for all Temps in the Temp Desk can be seen on the Compliance view. | ||
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+ | By default you will see Temps that are working in the week, but you can see all Temps in the desk by unticking the **Working this Week** box. | ||
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+ | **Expand** will open the Temps record. If any expiry dates are expired or expiring, you will get a list of these in the final column. Again from here you can make individual contact events or process Temps to send a Mail Merge. |