Differences
This shows you the differences between two versions of the page.
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ug13-03 [2013/02/12 14:57] – barbara | ug13-03 [2016/08/08 15:01] – [Person Record] ivan | ||
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====== Person Record ====== | ====== Person Record ====== | ||
- | AWR view on the person record shows each AWR Role - combination of Legal Entity and Job Title (with Grade & Specialisation if used). | + | AWR view on the person record shows each AWR Role - combination of Legal Entity and Job Title (with Grade & Specialisation if used). |
* As Timesheets or Other Agency Work are added the total number of weeks shows.\\ | * As Timesheets or Other Agency Work are added the total number of weeks shows.\\ | ||
* When the Gap reaches 6 then Qualification is broken and Weeks returns to 0.\\ | * When the Gap reaches 6 then Qualification is broken and Weeks returns to 0.\\ | ||
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**Show Weekly Details**\\ | **Show Weekly Details**\\ | ||
This will display a form to show how the qualification is progressing.\\ | This will display a form to show how the qualification is progressing.\\ | ||
- | {{: | + | {{: |
If there is a valid reason to tick an entry to be ignored the Tick the Ignore column and use the Add to Notes to enter a description as to WHY it is to be ignored. Your name and the date and time will be added at the end for audit purposes.\\ | If there is a valid reason to tick an entry to be ignored the Tick the Ignore column and use the Add to Notes to enter a description as to WHY it is to be ignored. Your name and the date and time will be added at the end for audit purposes.\\ | ||
Weeks with more than one entry will only be counted once.\\ | Weeks with more than one entry will only be counted once.\\ | ||
\\ **Report**\\ The Report button will show the detail lines for each of the active AWR Roles the Temp is doing.\\ | \\ **Report**\\ The Report button will show the detail lines for each of the active AWR Roles the Temp is doing.\\ | ||
- | {{: | + | {{: |
\\ **If you require a report to show ALL which includes historic AWR roles please contact IQX.\\ The report currently shows count of weeks up to 15 so 15 = 15 weeks or more. If you require the report to show the actual count of weeks please contact IQX.**\\ | \\ **If you require a report to show ALL which includes historic AWR roles please contact IQX.\\ The report currently shows count of weeks up to 15 so 15 = 15 weeks or more. If you require the report to show the actual count of weeks please contact IQX.**\\ | ||
\\ **Other Agency Work**\\ | \\ **Other Agency Work**\\ | ||
To enter Other Agency Work from the person AWR view, ENSURE THE CORRECT ROLE is selected when this is entered as it will only apply for that Role. This will add to the qualification periods.\\ | To enter Other Agency Work from the person AWR view, ENSURE THE CORRECT ROLE is selected when this is entered as it will only apply for that Role. This will add to the qualification periods.\\ | ||
- | {{: | + | {{: |
\\ **Person AWR - Expand Button**\\ | \\ **Person AWR - Expand Button**\\ | ||
Opens the AWR Role details form for notes and Extra Holiday Pay allowance. The information is initially inherited from the Vacancy but can be edited direct, here or in the Placement.\\ \\ | Opens the AWR Role details form for notes and Extra Holiday Pay allowance. The information is initially inherited from the Vacancy but can be edited direct, here or in the Placement.\\ \\ | ||
- | It is also where a Manual Override of qualification can take place to allow for situations such as the first day having been at the end of af a week. Make the Override Status ' | + | It is also where a Manual Override of qualification can take place to allow for situations such as the first day having been at the end of af a week. Make the Override Status ' |
**Placement Button**\\ Opens the primary placement associated with the Role. Manual linking of placements into one role can also be done on the placement view. Some Agencies will have some auto linking set up by Position, Grade, Question or speciality. This is done by IQX customisation, | **Placement Button**\\ Opens the primary placement associated with the Role. Manual linking of placements into one role can also be done on the placement view. Some Agencies will have some auto linking set up by Position, Grade, Question or speciality. This is done by IQX customisation, | ||
- | There is a new field in Person Payroll 'AWR Exemption Reason' | + | There is a new field in Person Payroll 'AWR Exemption Reason' |
- | \\ Go back to [[ug13-00|AWR Menu]] | + | |
+ | **2.16.6+** | ||
+ | ====Switchable person details availability fields.==== | ||
+ | |||
+ | In a Person record a candidate' | ||
+ | |||
+ | Open a Person record and click the + next to Available. Fill in the availability Type and Days Notice. When the Available view is closed down the Days notice will remain visible. | ||
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+ | {{ : | ||
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+ | To set up this up Maintenance - General Settings - Settings - 2000 - Y | ||
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+ | {{ : | ||
+ | |||
+ | ====Compliance Detail View added.===== | ||
+ | |||
+ | There is a Compliance Detail View on a Person Record for Users with Compliance rights, but without Perm or Temp Consultant rights. It provides an at a glance view of Compliance issues. No data can be amended from this view. | ||
+ | |||
+ | To view this feature go to Person - Open a Person record - Side bar tab Compliance - Compliance Detail View. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | To set up this feature a User needs 'Can maintain Clearance/ | ||
+ | |||
+ | {{ : | ||
+ | \\ \\ | ||
+ | ====Employment History - Unlinked Companies==== | ||
+ | |||
+ | **(2.15.11+)** | ||
+ | |||
+ | Employment History with companies who are not recorded on IQX can now be added to a Person record.\\ | ||
+ | |||
+ | In Person record - History - Add Employment/ | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | If, later, it becomes worthwhile adding the company to Company records this can be completed by making the employment internal via the ‘Make Internal’ button.\\ | ||
+ | |||
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+ | \\ Go to next page [[ug13-04|AWR Placement]] | ||
+ | |||
+ | Go back to [[ug13-00|AWR Menu]] |