Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
| sa_maintenance_2.1 [2013/11/12 12:50] – barbara | sa_maintenance_2.1 [2017/12/01 16:35] (current) – external edit 127.0.0.1 | ||
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| Line 14: | Line 14: | ||
| **Maintenance, | **Maintenance, | ||
| - | Confirm that colours have been set to distinguish Secondary Agency forms.\\ | + | Confirm that colours have been set to distinguish Secondary Agency forms.\\ \\ |
| **Clients**\\ | **Clients**\\ | ||
| Add a Client as normal – then Select Secondary Agency as the State. The colour of the background will change to show that it is a Secondary Agency. | Add a Client as normal – then Select Secondary Agency as the State. The colour of the background will change to show that it is a Secondary Agency. | ||
| - | There is an extra view on the left called Temp Desk. Tick all the Temp Desks for which this Agency will be used.\\ | + | There is an extra view on the left called Temp Desk. Tick all the Temp Desks for which this Agency will be used.\\ \\ |
| **Candidates**\\ | **Candidates**\\ | ||
| Usually added on the fly as a Placement is being entered or a Shift filled. To add from the Person form enter a State of Secondary Agency, then tab to the bottom of the section to link with the Secondary Agency they work for and add/edit the Ref.\\ | Usually added on the fly as a Placement is being entered or a Shift filled. To add from the Person form enter a State of Secondary Agency, then tab to the bottom of the section to link with the Secondary Agency they work for and add/edit the Ref.\\ | ||
| - | **Usage**\\ | + | === Usage === |
| - | Contract Vacancies | + | **Contract Vacancies** |
| Make Placement – has now got a button called ‘Use Secondary Agency Applicant’ Click to bring up list of Agencies, Select Agency and use Select button – a list of that Agencies temps appears (blank if no Temps on system) | Make Placement – has now got a button called ‘Use Secondary Agency Applicant’ Click to bring up list of Agencies, Select Agency and use Select button – a list of that Agencies temps appears (blank if no Temps on system) | ||
| - | Shift Vacancies | + | **Shift Vacancies** |
| Fill Shifts – as you would with a standard temp but select the Secondary Agency Temp radio button on shift match screen. Then you select the Agency, then select a Temp or add a new one. Finally allocate the shifts.\\ | Fill Shifts – as you would with a standard temp but select the Secondary Agency Temp radio button on shift match screen. Then you select the Agency, then select a Temp or add a new one. Finally allocate the shifts.\\ | ||
| + | |||
| + | **Timesheets** | ||
| + | The change is in the last page which now has two fields for the secondary agency references. Reports will have to be adjusted to show these. | ||