Differences

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--- newreleases:release_2.19.11 [2020/02/26 09:44] – hazel
+++ newreleases:release_2.19.11 [2020/02/26 09:50] – hazel
@@ Line 122: / Line 122: @@
 \\
-===== Mailchimp Unsubscribe Improvements =====
+===== E-Timesheet colour consistency =====
-Unsubscribing candidates and contacts in Mail Chimp now filters back to IQX.  When a user presses the subscribe button on the Mailer Selections new records are subscribed to Mail Chimp and records that have unsubscribed in Mail Chimp are filtered back to IQX \\ \\
+E-Timesheet colours now show on vacancy and placement timesheets view for easy identification.
+===== AWR Filters would be useful =====
-===== Withhold Reasons Added =====
+We have now added filters for AWR. These are available on Person - AWR view, Temp Desk - AWR Temps view and Placements - AWR Linked Placements view.\\ \\
-In order to provide meaningful information to clients or for your Agency you can now distinguish why someone was withheld from a particular company or vacancy by way of withhold reasons.
-If set up by your Agency when adding a withhold you will be prompted to select a type and reason from two drop down menus.
+===== Being able to add an Accounts contact from Misc view rather than go back to Contact =====
-If you want to edit a withhold press the Edit button and select the correct Type and Reason.
+It is now possible to add an accounts contact from within the company Miscellaneous view rather than having to go back to the contacts page.
-\\ {{:Withhold.png?400|}} \\
+If the accounts contact is not yet in IQX you can add them on the miscellaneous view by clicking on the elipses at the end of the Accounts Contact field and using the Add Contact button \\ \\
-Note - if you withheld from all companies in the group editing a withhold will only edit an individual company and you will need to edit each company individually.
-===== New Dual List Box screen on Maintenance forms for Divisions/Departments =====
+===== Changing an iqxWEB user's Rights should be an audited item in IQX =====
-Added the ability to link to a selection of Divisions or Departments instead of just one.
-Useful where several Divisions or Departments work in a similar way and you do not want to set up one each individually. \\ \\
+Whenever you make a change to a candidate, client or consultants iqxWEB rights this is now audited within IQX. This is shown on the audit trail on the specific page (candidate, client, consultant) and also the main audit trail within IQX. \\ \\
-===== CV Parse Extension =====
+===== Process for identifying when CompanyAccount does not exist when Provisional Timesheet created =====
-The CV parsing function has been improved and now parses more information across a variety of CV formats than it did in previous versions. \\ \\
+Improvement to the error message when trying to open a Provisional Timesheet if no Company Account record exists. The error will prompt to enter the mandatory fields in the Company Miscellaneous view. \\ \\
-===== Auditing when re-filling shift =====
-When cancelling and refilling a shift there is now a clearer audit display of what has happened; who actioned and when. This will show when the shift was entered and by who, when the shift was last filled and who filled it and also when the shift was initially filled and who filled it.
+===== General Settings - Allow filtering on number =====
-\\ {{:Shift_Refill.png?400|}} \\
+It is now possible to search by the setting number when searching for a specific setting within General Settings. \\ \\
-===== Additions to Invoice view =====
-When viewing an invoice record if you scroll along to the end in the top section there are new columns that show Invoice Template ID (Doc Template), Transfer Batch to show when exported to Accounts and the internal DocumentID. On the journal lines below it will also show the Transfer Batch and the Analysis Batch if processed for GM reporting.
-\\ {{:Invoice.png?400|}} \\
 ===== Person Duplicate checking refinement =====
@@ Line 171: / Line 163: @@
-===== Broadbean - Add Candidate wizard =====
+===== IR35 SDS refinements =====
-When adding a new candidate to IQX who has applied through Broadbean the new person screen is now a wizard for efficiency allowing you to parse the CV, answer candidate questions, add notes and register candidate to a department.
-\\ {{:BB_Wizard.png?400|}} \\
-\\ \\
-===== Improvements to Notification Attachments =====
-When attaching documents to notifications IQX will now look at the document type and the document name.  This is helpful as it avoids documents not being picked up due to mispellings in the name.  Note it will pick up any documents that match that have not been archived so if you have multiple documents of the same type or with the same name they will all be picked up. \\ \\
-===== Copy Button on Manual Invoice =====
-New copy button on manual invoices to create a copy of the invoice but with current date. \\ \\
-===== Bulk Adding to Vacancy Shortlist =====
-On the search wizard in a vacancy the 'Tick All' button has been changed to 'Tick' and when pressed you will see two new options; 'Tick All' the same as before and a new option for 'tick all records down to and including the selected record'.  This option will look to which record the black arrow is next to and tick every record down to and including that record.  This will save users repeatedly ticking each line individually.
-If set up by your Agency you may also have the option to 'tick the top X number of records' on the list.  This is useful if you have re-ordered the search results by proximity to the vacancy and want the 15 closest people to be added to the shortlist.
-\\ {{:Shortlist.png?400|}} \\
-===== CV Send Improvements =====
-When a single sent cv is sent from a vacancy short list, on the client form the candidate name shows in the link. Where multiple cv’s are sent, this will display the word Multiple and a count of attached cv’s in the link.
-\\ {{:CV.png?400|}} \\
+Clearer guidance on IR35. If the company is marked as being outside of IR35, upon making a candidate placement you get the following message.
-===== New index on person.ni =====
+!image-20200122-135950.png|width=1005,height=210!
-We previously had a job that would check for duplicate NI Numbers. This has now been added as an index on [[http://person.ni|person.ni]] as is a much better way for this to work. \\ \\
+For auditing purposes, you are also now able to add an SDS for a candidate for all candidate tax methods. \\ \\
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