ug12-02b

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ug12-02b [2022/05/04 11:14] – Shelley Hunterug12-02b [2022/06/03 11:38] – Shelley Hunter
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 1 Create provisional timesheet.\\ \\ In IQX go to Temp Desk Timesheets and use the CREATE button to create the provisional timesheets for that week. Provisional E-Timesheets will show in red bold and timesheet number prefixed with an <color red>**E**</color>.\\ {{:tempdesk_showing_provisional_etimesheet.jpg|}}\\ \\  1 Create provisional timesheet.\\ \\ In IQX go to Temp Desk Timesheets and use the CREATE button to create the provisional timesheets for that week. Provisional E-Timesheets will show in red bold and timesheet number prefixed with an <color red>**E**</color>.\\ {{:tempdesk_showing_provisional_etimesheet.jpg|}}\\ \\ 
 2 Client and or Candidate edits and completes timesheet online.\\ \\ Once a provisional E-timesheet exists, the candidate will see the timesheet online in the Current Timesheet section.  It will show the shift details for the shifts that they have been booked in to.\\ {{:iqxnet_candidate_portal.jpg|}}\\ \\ If they need to change any of these existing shift details - ie. start/end time or reference details then click the EDIT button and make the changes then SAVE. \\ \\ If they need to add extra shifts click on the COPY button which creates a new line to then enter the relevant date, start and end times and reference details then SAVE.\\ \\ If they have times showing for a day that they did not work then UNTICK the WORKED button.\\ {{:iqxnet_edit_line.jpg|}}\\ \\ Once all of the timesheet lines are showing correctly for days/shifts worked click the CALCULATE button to ensure that all the pay lines are updated.\\ {{:iqxnet_calculate_and_complete.jpg|}}\\ \\ Once all details are entered and are showing correctly click COMPLETE. \\ \\ 2 Client and or Candidate edits and completes timesheet online.\\ \\ Once a provisional E-timesheet exists, the candidate will see the timesheet online in the Current Timesheet section.  It will show the shift details for the shifts that they have been booked in to.\\ {{:iqxnet_candidate_portal.jpg|}}\\ \\ If they need to change any of these existing shift details - ie. start/end time or reference details then click the EDIT button and make the changes then SAVE. \\ \\ If they need to add extra shifts click on the COPY button which creates a new line to then enter the relevant date, start and end times and reference details then SAVE.\\ \\ If they have times showing for a day that they did not work then UNTICK the WORKED button.\\ {{:iqxnet_edit_line.jpg|}}\\ \\ Once all of the timesheet lines are showing correctly for days/shifts worked click the CALCULATE button to ensure that all the pay lines are updated.\\ {{:iqxnet_calculate_and_complete.jpg|}}\\ \\ Once all details are entered and are showing correctly click COMPLETE. \\ \\
-2.21.8+ You can now set Timesheet Authorisers within IQX. Once these have been set it means when a candidate completes their timesheet on iqxWEB and clicks to send for approval rather than having to free type in an email address for who it should be sent to for authorisation they can now select from a dropdown box.  This requires administrator set up. \\+2.21.11+ You can set Timesheet Authorisers within IQX. Once these have been set it means when a candidate completes their timesheet on iqxWEB and clicks to send for approval rather than having to free type in an email address for who it should be sent to for authorisation they can now select from a dropdown box.  This requires administrator set up. \\
  
 Also in this version you are now able to see the client email address a timesheet was sent to, while its still in the provisional (pink) stage.  For assistance with setting this up please contact IQX Support. \\ \\ Also in this version you are now able to see the client email address a timesheet was sent to, while its still in the provisional (pink) stage.  For assistance with setting this up please contact IQX Support. \\ \\
  • ug12-02b.txt
  • Last modified: 2023/04/19 11:57
  • by Catherine Riddell