newreleases:release_2.15.11

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newreleases:release_2.15.11 [2016/07/22 15:51] – lukemnewreleases:release_2.15.11 [2019/11/22 19:05] (current) – updated iqxWEB capitalisation Justin Willey
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-===== Temps Setup =====+====== Release 2.15.11 ====== 
 +~~NOTOC~~ 
 +<alert type="info">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.</alert>
  
-=== Payroll Years === +<nav type="tabs"> 
-For Temp Year and Week numbers to appear in the Temp Desk they must be set up. There are restrictions according to what back office is connected. The Years are numbered by the year at the start of the financial year. e.g. 6/4/2004 to 5/4/2005 is called 2004. This can be changed if another method is preferred. If a candidate works in week A they will actually be paid in the next week in week B. The decision has to be made whether to link the IQX week number with the payroll week number. If yes, then in IQX call the last week of the financial year (including 5th April) Week 1 and it will correspond with the payroll week 1. If the Week 1 ends on a Sunday the days will be presented in the Temp Desks as Monday to Sunday. To present the days in a different order make the Week 1 end on what is your last day of a week. (Not available with LSM Back Office)\\ {{:payroll_years.png?200|Payroll Years}} +  *[[#tabs-user|User]]   
-=== Temp Desks === +  *[[#tabs-desk|Temp Desk]] 
-The Temp Desk system is a way to arrange work for the convenience of individual consultants. They can get at active Temp Vacancies for filling, processing and completing time sheets, in the time frame of a week or a month.\\ \\ There are two ways of organising Temp vacancies; by contracts or by shifts.\\ +  *[[#tabs-net|IQXNet]] 
-**Contracts:** here the skills are of primary importance and the time frame is likely to be continuous. The vacancy is displayed as needing work until all positions are filled. Placements are made for each candidate filling a position. Timesheets are generated from the placement.\\  +  *[[#tabs-account|Accounts]] 
-**Shifts:** Where time matching is of primary importance and there can be varying times for each day. The vacancy is displayed with the shifts entered for each day, either unfilled or with the candidate linked. Timesheets are generated from the shifts, with placements retrospectively created from the timesheets. +  *[[#tabs-admin|System Administrator]] 
-\\ \\  +  *[[#tabs-enhancements|Fixes and Enhancements]]
-You can create as many Temp Desks as you require to fulfil your business requirements +
-  * Each Temp Desk is attached to a Department for skills matching. +
-  * Each Temp Desk is attached to a Division for viewing access. +
-  * Each Temp Vacancy is attached to a Temp Desk +
-Applicants can be attached to several Temp Desks to make groups of skills easy to search. Consultants can work with any Temp Desk but should have a primary attachment to one. Temp Desks can be seen in Monthly or Weekly views. For example, if you have 4 consultants all working in one department you could have: +
-  * One Temp Desk that all consultants work in together, any consultant working on any job. +
-  * A Temp Desk for each consultant, where they bring in their own vacancies and match their own candidates +
-  * A combination of the above, depending on agency working methods. +
-For initial configuration consider how your consultants work – individually or in teams – and list the potential Temp Desks that will be needed.  The IQX installer will also be able to advise. +
-\\ \\ +
-=== To create a Temp Desk === +
-For each Temp Desk you need to add the following:  +
-\\  +
-  * **Name** - Enter an appropriate name for the grouping. +
-  * **Default View** - Select the view from: +
-    * **Monthly Contract** which displays by vacancy a month at a time, +
-    * **Weekly Contract** which displays by vacancy a week at a time, +
-    * **Weekly Shift** which displays by shift states a week at a time. +
-  * **Department** - Selects the department. +
-  * **Division** - Selects the division. +
-  * **Current Year** - Enter the code for the current Temp Year. This should correspond with a year in the Temp Years table. +
-  * **Current Week/Month** - Enter the year and month number. This will set the first ‘Current Date’ setting. +
-  * **Default Payroll Company** - Enter as appropriate for your back office. For LSM Back Office enter A. +
-  * **Default Analysis Code** - Available if required for extra report functionality. +
-  * **Timesheet Period** - Weekly or monthly. +
-  * **Default check timesheets** - Alters the behaviour of the Vacancies tab: colours reflect whether placements or timesheets are completed for the vacancy. +
-  * **Extra Codes** - Available if required for extra report functionality. +
-\\  +
-=== Temp Pay Bands === +
-The parameters for each type of pay unit must be set. They are used in specially defined Rate Schemes for Departments or Clients but can be set to appear by default on the Vacancy Rate Tab. +
-To add a Temp Pay Band: +
-  * Description - Will be carried through to payslips and invoices +
-  * Unit- Hour, Day or Week (as in Holiday Pay) +
-  * Payroll Flag - Varies according to back office system. The installer will advise. +
-  * Appears by default - If ticked, will appear empty for each vacancy +
-  * Holiday Pay - Is treated as Holiday Pay and decreases the entitlement +
-  * Include in Holiday Pay - Counts towards the rate of pay in Holiday Pay Calculation entitlement **ALL PAY USING A PAY BAND WHICH IS TICKED TO BE INCLUDED IN HOLIDAY PAY CALCULATION ENTITLEMENT WILL ACCRUE HOLIDAY TAKE CARE WHEN SELECTING WHICH PAYBAND IS USED** +
-  * Sort Order - Controls the display of lines +
-  * LSM Exclude from Total - The units associated with this pay band are NOT added to total units in LSM, as in where a second line for extra payments per hour is used. +
-\\ +
-=== Temp Rate Schemes === +
-Default Rate schemes for the Agency and Clients are set up in Maintenance but can later be edited as required for each Vacancy. In the Vacancy the scheme will be selected from the Description.  +
-  * To limit a scheme to be visible only for a Department select the Department from the drop down box. +
-  * To limit a scheme to be visible only for Clients with the same Charge Code (entered in the Company-Miscellaneous Tab in the Temp Charge Code field) enter that Charge Code here. +
-  * To get a best guess calculation for Employer NI contributions and for Holiday allowances enter a percent e.g.10% and 8%. This is to help estimate the cost of a Temp for setting Charge Rates. It can only be an estimate. +
-  * Enter the Pay Rates and Charge Rates in the Pay Bands appropriate for the scheme. Extra Bands can always be added. +
-\\ +
-\\ [[sa_RateScriptLanguage|Temp Rate Scripts]] +
-\\ +
-=== Shift Templates === +
-Shift Templates need to be defined before shifts can be used. The minimum required is a Description, Times or Duration and whether moveable. Shift Templates can be predefined for a department, client or be global. They can have skills requirements set and time frames, a reference and confirmations required. +
-  * Description - Viewed in the list +
-  * Client Shift Code - Enter if to be used for one client/set of clients only +
-  * Department - Enter to restrict to use by that department +
-  * Skill Section- This does not have to be used! However, if you know there is one Essential Skill that MUST be met you can set it here so that it is never forgotten. +
-  * Skill Questionnaire - Select General or Department from the drop down box +
-  * Skill Question ID - Enter the ID of the skill +
-  * Skill Choice - Can have a Choice ID, % which will match if any choice exists, or leave blank so that a list of the choices is given each time. +
-  * Skill Grade Question ID - This can be used in addition to the Skill Question if your criteria is set up to have grading in a different question.  If the initial Skill question is a graded question, leave it blank. +
-  * Skill Grade ID - Can refer to either question and be set to an ID, % or blank. +
-  * Time From and To - Enter the start time and finish of the shift, if the times are regular +
-  * Minutes Required - Is for where times are not regular and you might start at variable times, but be for a standard duration. Then leave Time From and To empty +
-  * Break - For the Timesheet to deduct break time enter the minutes to be deducted here. +
-  * Moveable - Tick to allow manual adjustment of the times in a vacancy +
-  * Reference Req. - Select from the choice of On First Entry, Not Required, On Timesheet Entry or On Confirmation +
-  * Must Confirm - If the shift is to be provisional until the client and/or candidate has given confirmation, tick the box. The shifts will be framed in blue until fully confirmed. +
-  * Shift Type - Is for use with Rate Scripts +
-  * Analysis Code - Is for use with exceptional reporting requirements +
-Guidance from LSM Logic is required if complex shift timesheeting is to be used. +
-\\ \\ +
-=== Shift Cancel Reasons === +
-Cancellation Reasons control who is to be notified of a cancellation, if rebooking is required and if a cancelled shift should be invoiced. +
-\\ +
-{{:shift_cancel_reasons_table.jpg|:shift_cancel_reasons_table.jpg}} +
-\\ +
-=== Miscellaneous Settings === +
-  * Set default numberings for Payroll Numbers and Timesheets. +
-  * Set default shift times –used by availability and shifts +
-  * Set PAYE defaults – Tax Code, NI Letter and Week 1 +
-  * Set Payroll and behaviour +
-  * Set how Holiday Pay dates behave. +
-\\ +
-=== Composite Pay Companies === +
-Set up the Composite Payroll Companies that can be used by the Agency. Each element can be set to be included or excluded – as indicated by red or green. Once a Name has been entered and Update pressed, each element defaults to Do Not Include.  +
-  * To enter an element first select Include from the drop down box in the white line, then enter the data in the now green line. Complete as required.  +
-Any changes to an existing Template will be sent through to all candidates with that Template selected. +
-\\ \\ +
-=== CIS Card Templates === +
-Set up the CIS Card Templates that can be used by the Agency +
-\\ \\ [[sa_maintenance_2.1|Secondary Agencies]]+
  
-===Departmentalise shift order reasons===+<pane id="tabs-user">
  
-**(2.16.6+)**+=====Users=====
  
-Shift order reasons can be targeted at a departmental level.+====Add shifts from a Temps view.==== 
 +An ‘Add Shifts’ button has been added to Temp Desk – Temp to provide an alternative route to adding shifts in addition to the ‘Add Shifts’ button in Temp Desk – Vacancies.\\
  
-Allocating shift order reasons to a Department is done through Maintenance - Temp Setup - Shift Order Reasons.+{{:2-15-11_a.png?470x0}}
  
-Select an order reason and click Department. It is possible to allocate that order reason to any or all Departments.+From Temp Desks select a candidate – Add Shift – Fill in Shift Details – Save and Fill and the form below will appear with the last person ticked visible. Continue to fill the shift. \\
  
-{{ :2-16-6_t.png? |}}+{{:2-15-11_b.png?460x0}}\\
  
-{{ :2-16-6_u.png? |}}+In addition, it is now possible to drag a candidate to the ‘Fill Shifts’ window, from the Person Selector. Ensure the Person has their name checked and continue to fill the Shift.\\
  
-====Maintenance, Temps, TS Query Reasons. Unused Codes Button====+====Person, Payroll. "Awaiting NI" added.====
  
-**(2.15.11+)**+Where a candidate has not provided their National Insurance number this can be recorded by using the New ‘Awaiting NI’ tick box. This function does not transfer to payroll. Contact IQX if needed.\\ 
 + 
 +This can be accessed via the Person Selector – Payroll – Scroll down the lower part of the table.\\ 
 + 
 +{{ :2-15-11_c.png |}} 
 +  
 +====Employment History - Unlinked Companies==== 
 + 
 +Employment History with companies who are not recorded on IQX can now be added to a Person record.\\ 
 + 
 +In Person record - History - Add Employment/Delete Employment – No and complete the details and save.\\ 
 + 
 +{{ :2-15-11_d.png |}} 
 + 
 +If, later, it becomes worthwhile adding the company to Company records this can be completed by making the employment internal via the ‘Make Internal’ button.\\ 
 + 
 +====Allow ascending/descending sorting on shifts==== 
 + 
 +Ascending and descending sorting has been provided in Temp Desk - Vacancy - Shifts for ‘Our Ref’ and ‘When Entered’ columns.\\ 
 + 
 +{{ :2-15-11_e.png |}}\\ 
 +====Web Referencing==== 
 +Users can now send reference requests and receive references from within IQX via the web. Referees will be able to log onto a temporary website to complete the reference which will automatically update the IQX database. This functionality requires System Administrator set up in addition to IQX set-up of the database/wpk, IQXHub and some iqxWEB functionality.{{:newreleases:web_referencing_user_guide_.pdf|User Guide}}\\ 
 +</pane> 
 +<pane id="tabs-desk"> 
 +=====Temp Desk===== 
 +====Tempdesk, Expiry Dates. New filters added.==== 
 +To improve the ease of searching within Temp Desk – Expiry Dates, new filters have been added – ‘Working this week’ and ‘Person state’.\\ 
 +Temp Desk - Expiry Dates - Working this week filter (click button) - Person State filter click buttons.\\ 
 + 
 +{{ :2-15-11_f.png |}} 
 +  
 +====Shift/Vacancy Confirmations and Auditing==== 
 +Confirmations details are recorded for Shifts and Vacancies.\\ 
 + 
 +In Vacancies – Temporary Vacancy - Diary – Right click an Appointment – Edit - View the information at the bottom of window.\\ 
 +  
 +{{ :2-15-11_g.png |}}\\ 
 +  
 +In Temp Desk – Shifts – Details Tab – scroll to bottom of the window.\\  
 + 
 +{{ :2-15-11_h.png |}} 
 +  
 +====Temp Desk - Shifts. If shift or plan auditing is on an Audit Trail is added.==== 
 + 
 +Access to this facility is dependent on user access rights and Shift or Plan auditing being switched on. The tab is located at Temp Desk – Shifts – Audit Trail. Shift Confirmations can be audited, format - "0, 02/09/15 11:50:01, Ivan Baldwin". The 1 is a confirmation and a 0 indicates unconfirmed.\\ 
 + 
 +{{ :2-15-11_i.png |}} 
 +  
 +====Person , Tempdesks. Adding/removing can be audited==== 
 +The adding or removing of Temp Desks from a person record can be audited. Additional Temp Desks are added via Person Record - Register – Complete the form including allocating a temp desk.\\ 
 + 
 +The audit trail is recorded in the side bar view of the Person record.\\ 
 + 
 +{{ :2-15-11_j.png |}} 
 +</pane> 
 +<pane id="tabs-net"> 
 +  
 +=====IQXNet===== 
 + 
 +====Authorised e-timesheet, Entered now shows the client contact who completed the timesheet==== 
 + 
 +In IQXNet the timesheet has been enhanced by the inclusion of the name of the Consultant who completed the timesheet on the portal.\\ 
 + 
 +{{ :2-15-11_k.png |}}  
 +</pane> 
 +<pane id="tabs-account"> 
 + 
 +=====Accounts===== 
 +====Maintenance, Invoice Management Groups. "Tradeshift" added as a Process Method.==== 
 + 
 +Timesheets will go through Batch invoice creation and invoices will not appear in Send Invoices or Send OB10 Invoices. Contact IQX to implement this feature.\\ 
 +</pane> 
 +<pane id="tabs-admin"> 
 + 
 +=====System Administrator===== 
 + 
 +====View only default to see IQXNet details==== 
 + 
 +There is now a ‘View only’ option for IQXNet. Consultants will be able to open the record of a candidate with the IQXNet icon on their Person record but will not be able to make any changes to the record.\\ 
 + 
 +This function requires IQXNet and is set up in Maintenance – Users – IQXNet.\\ 
 + 
 +{{ :2-15-11_l.png |}} 
 +  
 +On opening the IQXNet record the Consultant will see – \\ 
 + 
 +{{ :2-15-11_m.png |}} 
 +  
 +For Comparison, a Consultant with ‘Can administer IQXNet Users\\ 
 + 
 +{{ :2-15-11_n.png |}} 
 +  
 +will see - \\  
 + 
 +{{ :2-15-11_o.png |}} 
 + 
 +====Compliance Documents - Adjustment of document input configuration to change size/readability.==== 
 + 
 +Compliance documents can now be adjusted to improve the size and readability of the documents.\\ 
 + 
 +In Maintenance - General Settings – Settings 1870 and 1880. Both input values specify the percentage of resolution and compression for compliance documents.\\ 
 + 
 +{{ :2-15-11_p.png |}} 
 + 
 +====New User Role - Restrict Users from seeing Temp Desk other than own==== 
 + 
 +User can now be restricted from seeing Temp Desks other than their own.\\ 
 +  
 +{{ :2-15-11_q.png |}} 
 + 
 +The setting can be accessed via Maintenance - User - Layout Settings - Group USER - Click 'Hide temp Desk other than own'.\\ 
 + 
 +====Maintenance, Temps, TS Query Reasons. Unused Codes Button added.====
  
 With a long list of timesheet query reasons it can be difficult to determine which ID characters are available. The Unused Codes button will display available ID Codes.\\ With a long list of timesheet query reasons it can be difficult to determine which ID characters are available. The Unused Codes button will display available ID Codes.\\
Line 121: Line 147:
 Go to Maintenance – Temp Setup – TSQuery Reasons – Unused Codes\\ Go to Maintenance – Temp Setup – TSQuery Reasons – Unused Codes\\
  
-{{ :2-15-11_r.png |}}                                                                                     +{{ :2-15-11_r.png |}} 
 + 
 +====New field 'Code' used to filter Timesheet Query Reasons==== 
 + 
 +A new field has been added allowing control over the choice of reasons available to a user when querying a provisional timesheet. Querying a provisional timesheet will allow the timesheet to be referred back for corrections or further approval.\\ 
 + 
 +To access this feature: Maintenance – Temp Setup – TS Query Reasons – Insert selected query codes. (alphanumeric works best).\\ 
 + 
 +{{ :2-15-11_s.png |}} 
 +  
 +Maintenance – Users – Select User – Insert User’s TS Query code.\\ 
 + 
 +{{ :2-15-11_t.png |}} 
 +  
 +Note if the query codes are left blank both in Temp Desk setup and in the user record the user will have access to all TS Query Codes.\\ 
 + 
 +To set up the TS Query Log – Maintenance – General Settings – Temps – No 530 - Y.  
 +  
 +{{ :2-15-11_u.png |}} 
 + 
 +{{ :2-15-11_v.png |}} 
 + 
 +====New field ExpiryBehaviour in Tag table==== 
 + 
 +This field is available for use by jobs as required. If you have a job which monitors DBS expiry this field allows the specification of what activities will happen as the expiry of the DBS approval approaches i.e. Warn Consultant, Email the Person, Block the matching of shifts.\\ 
 + 
 + 
 + 
 +====Connection name added to Sybase for ease of debugging==== 
 + 
 +The connection name column in Sybase has been developed to include more detail to help with debugging. 
 + 
 +{{ :2-15-11_w.png |}} 
 + 
 +====Updated .dll files and themes==== 
 + 
 +As a result of more PDF development another .dll is needed for JBig2 encoded PDFs. Updated .dll files can be downloaded from the FTP - file name IQX_21511_extradll.zip.\\ 
 + 
 +Kamri themes have been updated to standardise combo box drop down arrows. Contact IQX for advice on updating the themes.\\ 
 + 
 +====Web Referencing==== 
 + 
 +Users can now send reference requests and receive references from within IQX via the web. Referees will be able to log onto a temporary website to complete the reference which will automatically update the IQX database. This functionality requires System Administrator set up in addition to IQX set-up of the database/wpk, IQXHub and some iqxWEB functionality.{{:newreleases:web_referencing_setup_guide.pdf|Setup Guide}}\\  
 +</pane> 
 +<ifauth @newreleases,@internal> 
 +~~NOTOC~~ 
 +<pane id="tabs-enhancements"> 
 +=====Fixes and Enhancements===== 
 + 
 +====Build 1====  
 + 
 +  - New switch (general 1860) to default scan timesheet link division to all Company/Person caption not displaying for long names.  
 +  - Contact Event Type Attachments  
 +  - Tempdesk, Timesheets. Users with "Can process person-based Timesheet Images" role can expand timesheets  
 +  - Tempdesks process Temp. Default to All Dept if user has no default department 
 +  - JobRunner FTP Connection - New Attribute ' port' added  
 +  - Report Builder and Reports positioning on secondary monitor  
 +  - Accounts, Batch Invoice Temp Timesheets. Fix for Report button error.  
 +  - Fix for Compliance Document automatic archiving updating all archived documents of same type 
 +  - Loading Compliance Docs on Person, Company, Vacancy when Themes enabled  
 +  - Grid/Outlook bar centre alignment  
 +  - Change note on general setting Email/Telephony (330) Default MailMerge Selection  
 +  - Correct Position on tempdesk->vacancy view if monthly contract and sitename entered  
 +  - Fix bug when Authorising (on placement->invoicing) , caused by ' in the placement element validation  
 +  - Questionnaire multiple selection options with '&' not displaying correctly. 
 +  - Reminder fix duplicate appointment, when all staff selected 
 +  - Not button on search criteria now red when themes enabled  
 +  - Shift Adder. Optimisation of SQL for template selection.  
 +  - Timesheet Entry Note field extended to 100 chars  
 +  - TStyleManager and iqx.ini file altered to replace lost scrollbar functionality  
 +  - JobRunner, FTPConnection. If SSL is on can specify TLS type Implicit, Explicit or Require. Default – Require. 
 +  - Enhancement to Withhold from Group to clarify which are not employments 
 +  - Staff TS Query Code passed through templates  
 + 
 +====Build 2==== 
 + 
 +  - Fix Timesheet completion bug  
 +  - Fix Office 365 email bug  
 + 
 +====Build 3==== 
 + 
 +  - Maintenance, Invoice Management Groups. "Tradeshift" added as a Process Method. Timesheets will go through Batch invoice creation and invoices will not appear in Send Invoices or Send OB10 Invoices.  
 + 
 +====Build 4==== 
 + 
 +  - Applicant form not displayed correct from vacancy copy short list  
 +  - Plus/minus not displaying correctly on search criteria menu  
 +  - Webservice Convert_boilerplatetext, rename parameter consultant to staffid  
 +  - String substitution now on bulk sms  
 +  - Fix & Characters in Data Inspectors. 
 +  - Change how & characters are displayed. 
 +  - Prevent duplicates being added to Other Staff on Appointments. 
 +  - Fix bug when attaching more than 1 document via contact event type. 
 + 
 +====Build 5==== 
 + 
 +  - Compliance Documents - Improve JPG to PDF size. 
 + 
 +====Build 6==== 
 +  
 +  - Optimisation for wpk question views based on tables. 
 +  - Invoice How Sent will now display Tradeshift if sent that way.  
 +  - Duplicate check speed bottleneck. 
 + 
 +</pane> 
 +</ifauth>      
 +</nav>
  • newreleases/release_2.15.11.1469202702.txt.gz
  • Last modified: 2017/11/16 22:07
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