sa_maintenance_6

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
sa_maintenance_6 [2022/06/28 11:29] – Shelley Huntersa_maintenance_6 [2023/11/13 17:01] (current) – [Compliance Questions] Viola Scott
Line 53: Line 53:
 **Description** The description appears in the lists - can be up to 25 characters.\\ **Description** The description appears in the lists - can be up to 25 characters.\\
 **Type** the type of question it is to be - see the Question Types tab for a definition of each.\\ **Type** the type of question it is to be - see the Question Types tab for a definition of each.\\
-**Min Step Size** Numeric and scored question types can specify a minimum step size eg - 1 for years, 000's for turnover etc.\\+**Min Step Size** Numeric and scored question types can specify a minimum step size eg - 1 for years, 000's for turnover etc.  This can also be used to specify the number of characters that can be entered on a text question.\\
 **Unit** Numeric and scored question types can specify the type of number unit used e.g. £s, years etc. For Text questions, specifies the number of lines to show.\\ **Unit** Numeric and scored question types can specify the type of number unit used e.g. £s, years etc. For Text questions, specifies the number of lines to show.\\
 **Required** This requires an answer to be entered before a new record can be saved.  Making an existing question required will mean that for any records where the question has not been answered the next time the questionnaire is edited on that record the changes cannot be saved until the required question has been answered.\\ **Required** This requires an answer to be entered before a new record can be saved.  Making an existing question required will mean that for any records where the question has not been answered the next time the questionnaire is edited on that record the changes cannot be saved until the required question has been answered.\\
Line 156: Line 156:
 |-10|Appear in Payroll at the BOTTOM.| |-10|Appear in Payroll at the BOTTOM.|
 |-11|Appear in Payroll at the TOP.|  |-11|Appear in Payroll at the TOP.| 
 +|-12| Appear in Payroll can be seen by all users but only edited by those with Accounts role.|
 |-19|Appear in P45 Wizard.| |-19|Appear in P45 Wizard.|
 |-2*0|Appear in Temp Role Clearance view, not editable.| |-2*0|Appear in Temp Role Clearance view, not editable.|
Line 231: Line 232:
 Any compliance questions that are specific to a department should be added to the relevant department questionnaire rather than the general person questionnaire. \\ \\ Any compliance questions that are specific to a department should be added to the relevant department questionnaire rather than the general person questionnaire. \\ \\
  
-For any date questions that require to be kept up to date you should complete the Expiry Lead field.  If a number is entered this question will be shown on the Tempdesk “Expiry Dates” view. The number is treated as a “Lead Time” for renewal to decide on urgency of expiring. Expiry questions can be allocated to departments if not relevant for all (Maintenance>Questionnaires>Departments for Expiry Questions).\\ +The Expiry Lead field is for any date questions that require to be kept up to date. If a number of days is entered this question will be shown on the Tempdesk “Expiry Dates” view. The number is treated as a “Lead Time” for renewal to decide on urgency of expiring. Expiry questions can be allocated to departments if not relevant for all (Maintenance>Questionnaires>Departments for Expiry Questions). The existence of an Expiry Date will control the temps appearing on the Temp Desk, Expiry Dates view.\\ \\ 
 + 
 +The Expiry Behaviour field can be set to Warning or Blocked and this will be used in Validations and Domains to manage compliance when booking work - Must the temp be blocked or just a warning raised to follow up. Domain behaviour is based on the settings found here.\\ \\ 
 + 
 +Expiry Status is a way to set an Expiry date question to NOT be included for Compliance chasing for a selection of Candidate STATES.  For example, a British passport may be necessary for pre-registration Candidates, but not once they are Current.  If set to be excluded for Current then it won't show red but grey in the 'Expiry Dates' area of the 'Temp Desk' for current Candidates or be included in the Days before Expiry or Shifts after Expiry count.  This enhancement relates only to the display on the Temp Desk Expiry dates view and does not affect the Compliance Score.    \\
 </pane> </pane>
  
  • sa_maintenance_6.1656415760.txt.gz
  • Last modified: 2022/06/28 11:29
  • by Shelley Hunter