Differences

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

--- ug1-08 [2014/09/22 12:01] – barbara
+++ ug1-08 [2022/12/12 12:51] (current) – [Unavailability and Holidays] Shelley Hunter
@@ Line 1: / Line 1: @@
-==== Availability ====
+======Availability, Unavailability, Holiday======
-  * Person form -> Availability tab\\
-  * This can also be entered via the TempDesk-> Temps-> using the Available, Unavailable and On Holiday buttons.
-\\
-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 - Availability tab shows at a glance when the temp is available to work, on holiday, unavailable or booked in to shifts/working.\\
-  * From Temp Desk> Temps, click on the **Available** button
-The following screen is displayed:
+The person Diary tab also shows the information, although Availability can be hidden by default, and only shown if the button is depressed.\\
-{{:availability1.jpg?500|}}
+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 can be added on the Person form Availability tab and TempDesk Temps tab by using the Available button.\\
-  * 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.  **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.
-\\
-\\
-Enter Unavailability and Holidays in the same way using the relevant button.  When entering Unavailability remember to use the relevant Unavailability Reason as this effects AWR.
-Once updated, the Availability screen will show with <color lime>A</color> (available), <color purple>B</color> (booked into a shift), W (worked), <color red>U</color> (unavailable), <color red>H</color> (holiday):
+The following screen is displayed:\\
-{{:availability2.jpg?500|}}
+{{:playground:image_1.png?400|}} \\  \\
+.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. \\
+{{:avail_make_reminder.jpg?500|}}\\ \\
+If your agency has availability templates set up, you can select them from the drop down boxes if relevant.\\
+{{:playground:image_2.png?400|}}
+  * 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.
+{{:playground:image_3.png?400|}}
+Clicking on the Available or the template time allows the option of changing times or selecting a new template.
+{{:playground:image_4.png?400|}}
+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://iqxusers.co.uk/iqxhelp/doku.php?id=hat_21|Filtering Temps on Temp Desk according to availability]]
+------
+Person form → Diary tab use the Add button to add Availability, Unavailability or Holiday. When used it goes yellow to show it is active, until it is clicked again.
+{{:playground:image_5.png?400|}}
+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), B (booked into a shift), W (worked), U (unavailable), H (holiday):
+{{:playground:image_6.jpg?400|}}
+The Diary and Temp Desk will show the suffix letter to indicate the Type.
+{{:playground:image_7.png?400|}}
+.22.9+ the short code for the unavailability/holiday that has been entered will show on the placement and timesheet views on the Temp Desk.  <ifauth @technical> General settings 3335 and 3340 need to be set to the Shift Cancel Reason ID.</ifauth>
+A Contact Event can be auto-created every time Availability, Unavailability or Holiday is entered, with a further option of the contact event being opened so that more details can be entered **(requires configuration and version 2.17.4+)**.
 \\ See also [[hat_21|Filtering Temps by availability]]
 \\ Back to [[1_online_user_guide]]
 \\ back to [[UG1-00]]