quick_guides-12

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quick_guides-12 [2014/11/03 12:11] – barbaraquick_guides-12 [2017/12/01 16:35] (current) – external edit 127.0.0.1
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   * Current Vacancies: State is current so to be worked on.    * Current Vacancies: State is current so to be worked on. 
   * Unauthorised Placements: Perm Placements waiting to be Authorised for Invoicing.   * Unauthorised Placements: Perm Placements waiting to be Authorised for Invoicing.
 +
 +[[ug5-00|Desk Top - further information]]
  
 ===== Contact Events F2 ===== ===== Contact Events F2 =====
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 On Temp Desk> Temps view, click on the column header (showing the days) to filter to Temps who have Availability entered for that day. Click again to clear the available filter. On Temp Desk> Temps view, click on the column header (showing the days) to filter to Temps who have Availability entered for that day. Click again to clear the available filter.
 +
 +[[ug1-08|Availability - further information]]
  
 ===== Enter Shifts ===== ===== Enter Shifts =====
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 Temp Desk> Shifts: shows all shifts - full details are in the lower part of the screen. Shifts are managed individually here. Temp Desk> Shifts: shows all shifts - full details are in the lower part of the screen. Shifts are managed individually here.
 +
 +[[vacancy_job:ug3-21|Adding shifts - further information]]
 +
 +===== Fill Shifts =====
 +Vacancy and Temp Desk: **Fill Shifts** button opens the wizard.
 +  * Page 1: Select where to Match from – and how many weeks to match – default is 1 - also if have previously worked for that Client.
 +  * Add Criteria, if Filter Temps has been selected
 +  * Select Candidate on left – Shifts how if Candidate is Available, Possibly Available, Booked or Not Qualified.  Available results are at the top, least good matches at bottom.
 +
 +Use F2 to make a Contact Event to telephone, use Outcomes to aid quick entry.
 +Use Ctrl + Click to select Candidates to send Texts to and use Text Messages Button.
 +Tick the shifts the Candidate can do. This will block this Candidate from other searches.
 +
 +To Search for Shifts for a Temp, from a Temps record, use **Book Shifts** from Availability or **Book** from Diary.\\ 
 +**NB** //A candidate will not be available if already booked in an overlapping shift, Unavailable/Holiday has been entered, Withdrawn from the client in History or in an ongoing placement that is NOT ticked for Concurrent.//
 +
 +[[vacancy_job:ug3-23|Fill Shifts - further information]]
 +
 +===== Confirm Shifts =====
 +Select or Expand the Vacancy, use the **Confirm Shifts** button, make a CE to contact other party, then tick if confirmed (or cancel shift if rejected).
 +
 +Shifts are outlined in Royal Blue until both Client and Candidate have been Confirmed. The Confirmed colour is Dark Blue and the Worked (has a completed Timesheet) colour is Black.
 +
 +[[vacancy_job:ug3-24|Confirm Shifts - further information]]
 +
 +===== Cancel Shifts =====
 +Use the **Confirm Shifts** button, tick the Cancel box and select a Cancel Reason. Make a CE to contact other party. From Person or Vacancy Diary right click on shift and Cancel.  
 +
 +Depending on the Cancel Reason used, another Unfilled shift can be automatically created.
 +
 +Fill new shift, if required.  For analysis purposes, cancel unfilled shifts. Do this once a week.
 +
 +The Cancel Reason determines who has to be notified. The shift disappears from the record that caused the cancellation and is outlined in pink in the record still to be notified, until ticked as confirmed.
 +
 +===== Mail Merge =====
 +Mail merge has to be to a Person or Client Contact.
 +From IQX version 2.2.9.9 A mail merge can be filtered according to highlighted records on the selection.\\ \\  
 +If using an IQX version previous to this, then reduce the list by highlighting and making a stored selection then retrieve it and proceed.
 +Create the mail merge in Word, then Print or activate E-mail or Fax distribution. If an E-mail address is not found then a hard copy will be printed for that person.
 +
 +[[ug10-3|Mail Merge - further information]]
 +
 +===== Leavers =====
 +In IQX complete and transfer the last timesheets, including any Holiday Pay timesheets.
 +
 +Go to the Temp's record and change the state from Current to what is the appropriate state.
 +  * Payroll: Click P45 Date and CAREFULLY go through the list of actions to take when ending an employment. 
 +
 +===== Temp Desk Weekly Checks =====
 +  * Vacancies. Change the state of ended Vacancies from Current to Finished/Filled and end all attached Placements.
 +  * Placements. Make sure all ended Placements have Leave Dates.  Check over the Temps record. 
 +  * Timesheets. Chase up previous uncompleted provisional timesheets. 
 +  * Temps. Chase up Availability and enter. 
 +
 +See also \\ 
 +[[ug6-00|Temp Desk]]\\ 
 +[[vacancy_job:ug3-00|Vacancy/booking]]
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  • Last modified: 2017/11/16 21:57
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