====== Secondary Agencies ====== **Maintenance, Agency Setup** - Company State – Add state of code ‘A’, description ‘Secondary Agency’ - Person State – Add state of code ‘A’, description ‘Secondary Agency’ **Maintenance, General Settings, Temps**\\ Four settings to be set up. - Use Secondary Agencies – set to Y - Secondary Agency State Code – Enter the State of the Secondary Agency codes above. (They must have the same code – ‘A’ is recommended.) - Cascade to Secondary Agencies – leave empty unless External Jobs are going to be used. - Secondary Agency External Refs on Timesheet – if Y then Secondary Agency Timesheet and Refs can be entered in the Timesheet.\\ **Maintenance, General Settings, Colours**\\ Confirm that colours have been set to distinguish Secondary Agency forms.\\ \\ **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. There is an extra view on the left called Temp Desk. Tick all the Temp Desks for which this Agency will be used.\\ \\ **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.\\ === Usage === **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) or use the New button to add a new Temp to that Agency. Continue as normal. On the placement view the colour is different to signify a Secondary Agency Temp.\\ **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.\\ **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.