newreleases:release_2.20.4

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newreleases:release_2.20.4 [2020/05/27 09:56] – created hazelnewreleases:release_2.20.4 [2020/11/12 17:25] (current) – Viola Scott
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   *[[#tabs-admin|System Administrator]]   *[[#tabs-admin|System Administrator]]
   *[[#tabs-fixes|Fixes]]   *[[#tabs-fixes|Fixes]]
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 <pane id="tabs-user"> <pane id="tabs-user">
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 ===== IQX Reminders and Appointments linked to Outlook =====  ===== IQX Reminders and Appointments linked to Outlook ===== 
  
-It is now possible to send diary appointments, reminder and interview details to an Outlook calendar.+It is now possible to send diary appointments, reminders and interview details to an Outlook calendar.
  
 If set up by your Agency, when creating a diary appointment or reminder in the IQX diary you can also send this to your Outlook calendar so you always know what meetings you have, even if you are not logged in to IQX, without the need to enter the appointment twice.   If set up by your Agency, when creating a diary appointment or reminder in the IQX diary you can also send this to your Outlook calendar so you always know what meetings you have, even if you are not logged in to IQX, without the need to enter the appointment twice.  
  
-{{:playground:iq-1153.png?400|}}+{{:newreleases:iq-1153.png?400|}}
  
 If the appointment is linked with a candidate or a client you can also tick to send them an email with an attachment that they can then add to their own calendar. If the appointment is linked with a candidate or a client you can also tick to send them an email with an attachment that they can then add to their own calendar.
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 When setting up interviews from the vacancy shortlist, if you are using progress notifications you can also send an email to the client and the candidate with a diary appointment attached for them to add to their own diary.  Any notes added to the notes section of the progress record will be included in the diary appointment for BOTH the candidate and the client if sending to both. When setting up interviews from the vacancy shortlist, if you are using progress notifications you can also send an email to the client and the candidate with a diary appointment attached for them to add to their own diary.  Any notes added to the notes section of the progress record will be included in the diary appointment for BOTH the candidate and the client if sending to both.
  
-{{:playground:iq-1153_2.png?400|}}+{{:newreleases:iq-1153_2.png?400|}}
 \\ \\ \\ \\
  
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 Where Consultants share a Temp Desk yet very much have 'their OWN candidates'  the Consultant can be set individually to having a User drop-down on the Temp Desk which will filter to their records on Temps, Placements and Expiry Dates views.  Where Consultants share a Temp Desk yet very much have 'their OWN candidates'  the Consultant can be set individually to having a User drop-down on the Temp Desk which will filter to their records on Temps, Placements and Expiry Dates views. 
  
-{{:playground:iq-1420_2.png?600|}}+{{:newreleases:iq-1420_2.png?400|}}
    
  
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 If the Agency has turned on the Setting to have a different member of staff allocated for Compliance functions then on the Expiry Dates view there are radio buttons for filtering to records linked to the Compliance or Booking Consultant, with the default selection being that of the Compliance. If the Agency has turned on the Setting to have a different member of staff allocated for Compliance functions then on the Expiry Dates view there are radio buttons for filtering to records linked to the Compliance or Booking Consultant, with the default selection being that of the Compliance.
  
-{{:playground:iq-1420.png?400|}}+{{:newreleases:iq-1420.png?400|}}
  
 ===== Total number of hours worked now visible on timesheet =====  ===== Total number of hours worked now visible on timesheet ===== 
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 Users can now see a total number of hours worked on a shift so they can easily match the paybands to the shift.  E.g. they can now see a shift totals 12 hours and check that it’s 10 hours at standard pay and 2 at overtime without having to mentally calculate. Users can now see a total number of hours worked on a shift so they can easily match the paybands to the shift.  E.g. they can now see a shift totals 12 hours and check that it’s 10 hours at standard pay and 2 at overtime without having to mentally calculate.
  
-{{:playground:iq-1308.png?400|}} \\ \\ +{{:newreleases:iq-1308.png?400|}} \\ \\ 
  
  
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 Simply tick the Hide box on the vacancy shortlist to hide candidates from view, the Show Hidden button can be used to see all candidates on the list. Simply tick the Hide box on the vacancy shortlist to hide candidates from view, the Show Hidden button can be used to see all candidates on the list.
  
-{{:playground:iq-1263.png?400|}} \\ \\ +{{:newreleases:iq-1263.png?400|}} \\ \\ 
  
  
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 ===== Bulk-select files to add to Documents or to an email. ===== ===== Bulk-select files to add to Documents or to an email. =====
  
-The ability to multi-select attachment files for email files and files for the Documents view for faster entry.\\ \\+The ability to multi-select attachment files for emails and files for the Documents view for faster entry.\\ \\
  
 On Documents, Add, although you can only select one type, it is now possible to select multiple files at the same time\\ \\ On Documents, Add, although you can only select one type, it is now possible to select multiple files at the same time\\ \\
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 It is now possible to exclude Time-sheets from appearing on the Timesheet Linking form if the Client does not require images on the invoice and the Agency does not require them for completing Timesheets, e.g. where a client is Self Billing or Portal managed. To activate this you need to go to the Miscellaneous view of the client or the Accounts view if Accounts is a stand alone view,  tick the Invoice Exclude Images option. The Timesheet will show as 'No Link' on the Temp Desk\\ \\ It is now possible to exclude Time-sheets from appearing on the Timesheet Linking form if the Client does not require images on the invoice and the Agency does not require them for completing Timesheets, e.g. where a client is Self Billing or Portal managed. To activate this you need to go to the Miscellaneous view of the client or the Accounts view if Accounts is a stand alone view,  tick the Invoice Exclude Images option. The Timesheet will show as 'No Link' on the Temp Desk\\ \\
  
-===== An Unfilled Cancelled shift no longer has a Filled By: entry on Details =====+===== An Unfilled Cancelled shift no longer has a Filled By:  =====
  
 It used to show Filled By: with the date it was cancelled - now just shows original Entered by: It used to show Filled By: with the date it was cancelled - now just shows original Entered by:
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 </ifauth> </ifauth>
  
-<ifauth @newreleases,@internal>+<ifauth @newreleases>
  
 ===== System Administrator ===== ===== System Administrator =====
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 To include diary reminders with notifications sent from the shortlist you will need to set up new notification templates and amend the attachment function.  Please contact IQX support for assistance with this. \\ \\  To include diary reminders with notifications sent from the shortlist you will need to set up new notification templates and amend the attachment function.  Please contact IQX support for assistance with this. \\ \\ 
  
-===== Warning if required document missing when Notifications sent. ===== +===== Warning if required document missing when Notifications sent ===== 
  
 You can make specified notification attachment documents REQUIRED so that it will refuse to send the notification until the document is available. \\ \\   You can make specified notification attachment documents REQUIRED so that it will refuse to send the notification until the document is available. \\ \\  
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 Drop down menus are now available for selecting the fields you want to include and you can even drop in other templates for editing. Drop down menus are now available for selecting the fields you want to include and you can even drop in other templates for editing.
  
-{{:playground:iq-627.png?400|+{{:newreleases:iq-627.png?400|}}
  
 A new boiler plate text type of notification has been created for use within notifications to allow you to quickly and easily drop in formatted tables and other HTML tags. A new boiler plate text type of notification has been created for use within notifications to allow you to quickly and easily drop in formatted tables and other HTML tags.
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 Where Consultants very much have 'their OWN candidates'  they can be set individually to having a User drop-down on the Temp Desk which will filter to the Consultant on Temps, Placements and Expiry Dates views.  Where Consultants very much have 'their OWN candidates'  they can be set individually to having a User drop-down on the Temp Desk which will filter to the Consultant on Temps, Placements and Expiry Dates views. 
  
-{{:playground:iq-1420_2.png?400|}}+{{:newreleases:iq-1420_2.png?400|}}
    
  
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 If the Agency has turned on the Setting to have a different member of staff allocated for Compliance functions then on the Expiry Dates view there are radio buttons for Compliance and Consultant, with the default selection being that of the Compliance. If the Agency has turned on the Setting to have a different member of staff allocated for Compliance functions then on the Expiry Dates view there are radio buttons for Compliance and Consultant, with the default selection being that of the Compliance.
  
-{{:playground:iq-1420.png?400|}}+{{:newreleases:iq-1420.png?400|}}
  
 SETUP SETUP
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 </ifauth> </ifauth>
 </pane> </pane>
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 +</nav>
  • newreleases/release_2.20.4.1590573401.txt.gz
  • Last modified: 2020/05/27 09:56
  • by hazel