Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
ug1-08 [2014/09/22 12:01] – barbara | ug1-08 [2022/12/12 12:51] (current) – [Unavailability and Holidays] Shelley Hunter | ||
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- | ==== Availability | + | ======Availability, |
- | * Person form -> Availability | + | |
- | * This can also be entered via the TempDesk-> | + | |
- | \\ | + | |
- | The person Availability screen shows at a glance when the temp is available to work, on holiday, unavailable or booked in to shifts / working. | + | |
- | * On the **Person Availability** tab, Click on the **Enter Availability** button to enter when the temp is available. | + | The Person |
- | * From Temp Desk> Temps, click on the **Available** button | + | |
- | The following screen | + | The person Diary tab also shows the information, |
- | {{: | + | For an at a glance view of multiple candidates availability this can be seen on the TempDesk Temps tab.\\ |
- | * Select the days available to work by ticking the boxes. | + | Availability |
- | * Enter the times available. | + | |
- | Click on the Monday to Friday button to set the same times for the remaining week days. | + | |
- | Click on the Every Day button to set the same times for the remaining days. | + | |
- | * Use the From and to boxes, to select a date range for the pattern. | + | |
- | * If your agency has availability templates set up, you can select them from the drop down boxes if relevant. | + | |
- | * Click on Save & Continue if you need to keep adding availability with a different pattern. | + | |
- | \\ | + | |
- | \\ | + | |
- | Enter Unavailability | + | |
- | Once updated, the Availability | + | The following |
- | {{:availability2.jpg?500|}} | + | {{:playground: |
+ | 2.22.2+ it is possible to also create a diary reminder to contact the candidate again in the future, when the date is reached the consultant will receive a pop up reminder. \\ | ||
+ | {{: | ||
+ | |||
+ | |||
+ | If your agency has availability templates set up, you can select them from the drop down boxes if relevant.\\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | * Select the days available to work by ticking the boxes or use the buttons on the right to set Monday to Friday, or to Clear. | ||
+ | * Times can be added or adjusted manually. | ||
+ | * Blank times are treated as 24hour availability. | ||
+ | |||
+ | Click on Save & Continue if you need to keep adding availability with a different pattern. \\ | ||
+ | |||
+ | **NOTE** the availability will be saved but the form on the person record will not be refreshed until you Save & Close. Once you have finished adding availability use Save & Close. | ||
+ | |||
+ | Person form Availability tab and TempDesk Temps temps tab – right clicking on the cell will show you further details. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Clicking on the Available or the template time allows the option of changing times or selecting a new template. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | The Available at time option – allows you to search ALL Temps who are Available between the times shown, and filters the list to those candidates. | ||
+ | |||
+ | For more information please see [[https:// | ||
+ | |||
+ | ------ | ||
+ | |||
+ | Person form → Diary tab use the Add button to add Availability, | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Any templates set up are available. | ||
+ | |||
+ | * Select the type to use – the cursor will change to show active – click on the day to add that type. | ||
+ | * If you click twice on a day then a further instance will be added. Click the Add button again to make it non-active, then right click the extra type and use Delete to remove. | ||
+ | * You can adjust the start time by dragging on the top margin. | ||
+ | * You can extend or reduce the time by dragging on the bottom margin. | ||
+ | |||
+ | ===== Unavailability and Holidays ===== | ||
+ | |||
+ | Enter Unavailability and Holidays in the same way on any form using the relevant buttons. \\ | ||
+ | |||
+ | When entering Unavailability remember to use the relevant Unavailability Reason as this effects AWR.\\ | ||
+ | |||
+ | Once updated, the Availability screen will show with A (available), | ||
+ | |||
+ | {{: | ||
+ | |||
+ | The Diary and Temp Desk will show the suffix letter to indicate the Type. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 2.22.9+ the short code for the unavailability/ | ||
+ | |||
+ | A Contact Event can be auto-created every time Availability, | ||
\\ See also [[hat_21|Filtering Temps by availability]] | \\ See also [[hat_21|Filtering Temps by availability]] | ||
\\ Back to [[1_online_user_guide]] | \\ Back to [[1_online_user_guide]] | ||
\\ back to [[UG1-00]] | \\ back to [[UG1-00]] |