====== Release 2.23.40 ===
~~NOTOC~~
If you have custom forms defined in IQX, not all new features may be available to you. Your agency custom forms are shown on Help – About.
*[[#tabs-user|Features]]
*[[#tabs-enhancements|Enhancements]]
*[[#tabs-admin|System Administrator]]
*[[#tabs-fixes|Fixes]]
===== FEATURES =====
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==== Process for managing shifts for clients who are Self Bill/Managed through Portals ====
Issue: The client will send a list of shifts to be invoiced, and will pay only an invoice that matches. The list could exclude a single shift on a timesheet that covers multiple shifts, or could have modified times. Invoice does not need to list each shift so need not be created from Timesheet.
Solution: where client is ticked for ‘Managed by Portal’ to allow from the Accounts view an option to see a list of shifts, add refs and modify times for later comparison with original, select them as being included on client invoice, and then create an Ad Hoc invoice that will exactly match the total of the client invoice/self bill. That will mark the shift as having been linked to an invoice by saving the Ad Hoc Invoice documentID in the table.
Ability to report on shifts that appear to have escaped the invoicing process.
Ability to report on overwritten times and breaks to follow up corrective action with client.
{{::invoice_shifts_1.png?600|}} {{::invoice_shifts_2.png?600|}} \\ \\
For further information please contact IQX Support. \\ \\
==== Improvements to References on Desktop ====
To enable users to keep on top of the online references for candidates a new view has been added on the Desktop for monitoring online references. Users can filter on state and date to quickly identify what stage references are at.
{{:online_refs_desktop.png?950|}} \\ \\
==== Automatically answering questions to update Compliance Score when document is signed ====
Only questions can be included in the Compliance Score so to provide visibility over compliance documents when a document has been checked and is signed to say it ok a date question can be automatically answered to update the Compliance Score.
This feature will require your System Administrator to update a new function called Compliance Document Signed, please contact IQX Support for assistance with this.
===== ENHANCEMENTS =====
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==== Contact events - make "all including system" filter default switchable ====
The Contact Event Consultant drop down filter now defaults to ‘All Including System’ rather than ‘All Excluding System’.
{{::contact_event_-_all_including_system.png?600|}} \\ \\
This can be reverted back if needed, if this needs to be done please speak to your System Administrator.
==== Ad Hoc invoices/Credits - give the user the option of choosing another template ====
When creating Adhoc invoices you now have the ability to select the invoice template you want to use with it. There is now a dropdown field that allows you to select the template. If there is an invoice override template set this will populate the dropdown as default but can be changed. \\ \\
==== Bank Holidays per Region ====
Ability to set holiday by Region i.e. Scotland/England.
This can be set up within the Client record > Temp Details > Temp Holiday Code > enter code that is applicable to region.
==== P45 options - Remove Composite Company Template ====
It is now possible when P45ing a candidate to clear the composite company details in addition to bank details.
{{::p45_comp_temp.png?500|}} \\ \\
==== Saving files from IQXanywhere - offer default filename ====
In IQXanywhere when saving a Document the caption of the form (which is the owner name plus the document description) will be offered as the filename instead of a blank. \\ \\
==== Role to limit access to Unsubscribe to Marketing button ====
New User Layout setting has been added that will allow you to limit who has access to the 'Subscribe/Unsubscribe from Marketing’ button. The default is that all users have access to this. In order to disable access for users a System Administrator will need to apply the new layout setting.
==== Notification Enhancements ====
CC in the Consultant or Researcher, etc. You can now add a CC recipient in to a Notification Template in order for them to always receive this when that template is selected. This is particularly useful if you want to CC in the consultant, and you can also enter an email address manually. Note that additional cc recipient fields for Compliance and Resourcer are available for Person and App notifications.
{{::notification_cc_recipient.png?600|}} \\ \\
For more information or assistance with setting this up, please contact IQX Support. \\ \\
Same notification template applying to multiple progress states. A new notification type of ProgressCode has been created so that users can select multiple different progress states and send them a generic message. This is useful if you internally differentiate between progress states for reporting but in essence they are the same thing to candidates. \\ \\
==== Vacancy Shifts - Secondary Agency name ====
We have added the secondary Agency Name in brackets after the candidate name in the Vacancy Shifts view on the Temp Desk to make it obvious at a glance which clients are Secondary Agency. \\ \\
==== Temp Desk Vacancies view colour in cell for identifying if Candidate confirmed on web. ====
If set up when a candidate confirms a shift through iqxWEB the background of the cell can be coloured to show on the Temp Desk when a Candidate had confirmed through IQXWeb.
Requires to be set up by System Administrator who should contact IQX support. \\ \\
==== Sales Pipeline Enhancements ====
In Sales Pipeline a Contact Event is now started and shows on screen as soon as a new record has been created. This is in addition to a Contact Event being started when a record is dragged from one state column to another.
Addition of a filter to find a record quickly.
If no records are selected the Process button will process all the records. \\ \\
==== Contact Position column added when changing client on a vacancy ====
When on the Miscellaneous view of a Vacancy, if you press on the Change Client/Company button, the Select New Company and Contact form now has a column for the Contact Position. This is also the case if you add a new temp vacancy from the Temp Desk.
{{::vacancy_misc_contact_position.png?650|}} \\ \\
==== Filter on Invoice Temp Timesheets View ====
A filter has been added to Accounts - Invoice Temp Timesheets view for ease of finding individual timesheets when you need to do a credit and re-issue. \\ \\
===== System Administrator =====
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==== Process for managing shifts for clients who are Self Bill/Managed through Portals ====
Issue: The client will send a list of shifts to be invoiced, and will pay only an invoice that matches. The list could exclude a single shift on a timesheet that covers multiple shifts, or could have modified times. Invoice does not need to list each shift so need not be created from Timesheet.
Solution: where client is ticked for ‘Managed by Portal’ to allow from the Accounts view an option to see a list of shifts, add refs and modify times for later comparison with original, select them as being included on client invoice, and then create an Ad Hoc invoice that will exactly match the total of the client invoice/self bill. That will mark the shift as having been linked to an invoice by saving the Ad Hoc Invoice documentID in the table.
Ability to report on shifts that appear to have escaped the invoicing process.
Ability to report on overwritten times and breaks to follow up corrective action with client.
{{::invoice_shifts_1.png?600|}} {{::invoice_shifts_2.png?600|}} \\ \\
For further information please contact IQX Support. \\ \\
System Admin
A new table has been created to store shift data that can be used to create invoices directly from shifts rather than timesheets. Clients need to be ticked for 'Manage on Portal' to use this feature. \\ \\
==== Contact events - make "all including system" filter default switchable ====
The Contact Event Consultant drop down filter now defaults to ‘All Including System’ rather than ‘All Excluding System’.
{{::contact_event_-_all_including_system.png?600|}} \\ \\
This can be reverted back if needed, if this needs to be done please speak to your System Administrator.
System Admin
If you need to revert this back to ‘All Excluding System’ for some Users please find the relevant User, open their record, go to Layout Settings and search for the setting ‘Default System Contact Event’ and activate this and save and close the record. This will then change the default for that user. You can also do this in bulk for several users. \\ \\
==== Role to limit access to Unsubscribe to Marketing button ====
New User Layout setting has been added that will allow you to limit who has access to the 'Subscribe/Unsubscribe from Marketing’ button. The default is that all users have access to this. In order to disable access for users a System Administrator will need to apply the new layout setting.
System Admin
To disable access to this go to the User record, and then layout settings and search for the setting - Disable Access to Unsubscribe to Marketing and activate this. Save and close the record. Please note the user may need to log out and back in for the change to effect. You can also apply this in bulk for multiple users using the bulk add role button. \\ \\
==== Temp Desk Vacancies view colour in cell for identifying if Candidate confirmed on web. ====
If set up when a candidate confirms a shift through iqxWEB the background of the cell will be coloured to show on the Temp Desk when a Candidate had confirmed through IQXWeb.
Requires to be set up by System Administrator who should contact IQX support. \\ \\
System Admin
The function will be slightly different depending on how the client is set up so when setting up check this line in the function to see what is being returned on the who confirmed
or("TempShift"."WhoTempConfirmed"
= (select "staffid" from "staff" where "userid" = 'user'))) then
==== Make the Stamp Date description switchable so 'Verified Date' can be changed ====
If your agency use signature stamps for stamping compliance documents you can now choose the wording. Previously this was fixed to say Verified Date but you can now choose your own wording, go to General settings, number 3296 and enter the value you want. **Note** the field will be blank unless something is entered in this field. The title text can also be changed by going to General Setting 3295.
Before:
{{::sig_stamp_before.png?250|}} \\ \\
After:
{{::sig_stamp_after.png?250|}} \\ \\
==== Changes to iqxWeb Setting->Questionnaire Group ====
A Type field has been added so that some Groups can be set for use by other areas of the program, so far Notifications only. \\ \\
==== Rate Schemes - font colour ====
Rate Schemes associated with Secondary Agencies will now have the font colour set in General Settings for Secondary Agencies to make them easily identifiable. \\ \\
==== Audit Trail on Notification Templates ====
Notification Templates are now audited so if anything is changed within the HTML Template an audit can be looked back on to see when it was changed and who changed it. This is also useful to get a previous version of the Notification after making changes. \\ \\
==== Bank Holidays per Region ====
Ability to set holiday by Region i.e. Scotland/England.
This can be set up within the Client record > Temp Details > Temp Holiday Code > enter code that is applicable to region.
This then needs to be added to the Holiday dates in Maintenance > Temps Setup > Holidays > Client Temp Holiday Code. All Holiday Dates that have the Temp Holiday code set up will only pull through for the Clients that also have the same code set up for Temp Holiday Code and link to the rate scripts ensuring the correct pay rates are applied to the timesheets. \\ \\
==== New switch for Web account deletion ====
New setting that will enable the logging of a contact event of a specific type to be added when a web account is deleted. General Web Settings - Contact Event Class Code for Account Deletion. \\ \\
==== Web Re-Register State ====
If Web General Setting 'Allow Re-Register Status' is set to Y when a candidate re-registers through iqxWEB their status will be set to what it was prior to the re-registration and not web registered.
==== New accounts role to change Candidate Payroll Co ====
New user role. If your database is set up to take the Payroll Company from the candidate record rather than the vacancy users with the new ‘Can Edit Payroll Company’ role will be able to edit the Payroll Company, the field will be greyed out for everyone else. \\ \\
==== Extra tick boxes on paybands to deal with expenses ====
Additional fields have been added to temp paybands to allow for greater flexibility in timesheeting and invoicing - Expense Image Allowed, Expense Image required, Add Expense Image to Invoice and Expense Pay Only by Default. \\ \\
==== Expand webservice ProvTSCreate to create 1 timesheet per shift ====
For imported e-timesheets, where it is necessary to restrict to one shift per timesheet per day, the IQXHub has been released to manage this via webservice Prov~TSCreateSys Admin. Please contact IQX Support for assistance with custom configuration. \\ \\
==== Default connection from inbox now to Outlook API ====
By default Users will now connect to their inbox in IQX using Outlook API. If for any reason Users need to be set back to Logon using Extended MAPI there is a User role that will allow you to do so. If a User needs to use Extended MAPI you just need to find the relevant User's record and look for the role ‘Use Extended Mapi’ and assign this. Please note this role can also be applied in bulk for multiple Users. \\ \\
==== Reports views for Maintenance Users ====
If a user has Full Maintenance or Report Maintenance new columns have been added to various reports and jobs views so they can easily see what jobs and reports other users are likely to see, based on their access level, without having to look at the table or report. The columns show the access level and the file type.
{{::report_maintenance_new_columns.png?600|}} \\ \\
==== Ability for Temp Desk Reports/Jobs to use highlighted records ====
There is a new user Layout setting ‘Allow highlighting of temp desk records’ that if enabled will allow users to click and highlight records on Vacancies, Temps, Placements, Expiry dates, Compliance and Availability view. Note not all reports will be suitable for use with this feature so it is recommended that the role is only given to those that need it to run certain reports. \\ \\
==== Split Rate Scheme Form Details section ====
When expanding a Rate Scheme in Maintenance > Temp Setup > Rate Schemes the form has been split into 2 sections to make this easier to read while still being able to see the rates below.
Before:
{{::rate_scheme_before.png?600|}} \\ \\
After:
{{::rate_scheme_after.png?600|}} \\ \\
==== SQLTool Font ====
Users are now able to change the font size in SQL Tool (both modal and non-modal).
{{::sql_font_size.png?600|}} \\ \\
==== SQLTrace can now be turned off from the Maintenance Menu ====
Users with the required rights that allows them to use SQL Trace to help with diagnosing issues can now easily access this and switch it on and off from the Maintenance menu.
{{::maintenance_menu_-_sql_trace.png?400|}} \\ \\
==== Improve Password Security ====
Introduced a new encryption method, only available through a Delphi function, to carry out the encryption, combining the user password with suitable "salts" and an industry standard encryption method. \\
===== Fixes =====
* Fixed Expense Images added in portal when being viewed on Timesheet.
* When changing Secondary Agency under the person headline the Bank Details are no longer cleared.
* Fixed Timesheet Validation to use Modulus if bankscan.dll not present.
* Fixed issues when trying to complete timesheet that needs an override code.
* Fixed accounts issue where imported data was showing as Outstanding because it didn’t not come through the allocation process.
* Fixed in IQXAnywhere the Documents attached to invoices using Add Docs was attaching to wrong invoice.
* Fixed issue with Notifications if the Notification Type was QueryBook it wasn’t listing all shifts if someone had unavailability entered.
* Person Postcode distance from Vacancy now pulls through into notification when using field {VAC_POSTCODEDISTANCETOPERSON}.
* Fixed sending notification to Client for multiple temps expecting to send multiple times.
* Timesheet image linking with filenames containing accents, acutes etc, was producing blank PDF invoices. This has now been fixed.
* Fixed the Mongo Db Interface, updated code.
* Fixed duplicating an online reference returning the same urlcode as original.
* Fixed issue with hiding duplicate shifts on Fill Shifts wizard.
* Index added to tempshiftplan.analysiscode.
* Fixed in IQXAnywhere the right click menu options in SQLTool.
* Fixed searches for Perm vacancies using the Desk Type and Shift queries.
* Fixed emails with Digital Signature not showing in Inbox. Readmailitem function (iqemail.pas) wasn't able to read the rtfbody.
* In JobRunner if unable to log into the local email client or the specified SMTP server a following tag will be executed if present.
* When selecting more than one recipient for notifications the Arrow focus now moves back to top line after sending.
* Fixed broadbean not defaulting to non-European addresses when link enabled.
* Fixed Contacts Selector - Mail Chimp subscription.