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This shows you the differences between two versions of the page.

--- quick_guides_15 [2022/06/01 16:03] – Meena Brock
+++ quick_guides_15 [2022/07/06 09:04] (current) – Meena Brock
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 The Temp view is split into two windows - the left window contains the Candidates Personal Information, including and the right window contains their job related information.
 {{ :personrecord.png?nolink&600 |}}
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+Contact Events|
+A Contact Event is a record of meetings, letters, telephone calls, e-mail or any other form of contact. The form that you are in when you make a contact event
+affects the links that can be made.
+[[quick_guides_11|To learn how to make a Contact Event click here]]
+//
+//
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+Get in Touch|
+This is where you can easily access the Contact details for the Person, including mobile, telephone, e-mail, and social media.
+//
+//
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+Diary|
+Use the Diary tab to see a weekly calendar of the candidate's availability. You can also manually enter the candidates'
+availability or unavailability here, as well as book and confirm shifts.
+[[ug1-09|To learn more click here]]
+//
+//
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+Shifts|
+Within the Person record you can see all the shifts they have previously worked, have been booked for, and the shifts that have been cancelled that they were
+booked in for this is a great way to see the Candidates work history within the Agency.
+//
+//
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+Shift Progress|
+This is where you can see all the Vacancies the Candidate is in the Shortlist for and what their state is within the Shortlist
+[[ug1-16| Learn more about Progress here]]
+//
+//
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+Availability|
+The Person - Availability tab shows at a glance when the temp is available to work, on holiday, unavailable or booked in to shifts/working.
+[[ug1-08| To learn more about Availability click here]]
+//
+//
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+Requirements|
+Use this tab to enter any specific requirements that the candidate has, for example; a minimum salary or rate and benefits that they require such as
+company car.
+[[ug1-03| To learn more click here]]
+//
+//
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+CV|
+This is where you can view the Candidates CV they have provided and where you can create or attach a new CV to add onto IQX
+[[ug1-05| To learn more click here]]
+//
+//
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+Questionnaire|
+The full questionnaires for the selected department and the general candidate information are shown here.
+[[ug1-06| To learn more click here]]
+//
+//
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+Notes|
+This is a free text section for keeping further notes about the Candidate, which can be searched for at a later date.
+//
+//
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+(Online) Reference(s)|
+This is where you can see the references the Candidate has submitted, **if set up**, this can also be where you send the referee the reference request form
+//
+//
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+History|
+All previous placements that your agency has booked in will appear into here, you can also enter the candidate’s previous external work history on this tab.
+[[ug1-12| To learn more, click here]]
+//
+//
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+Placements|
+The placements tab shows all the placements, either permanent, contract or shift, that are linked to the Candidate.
+[[ug1-17| To learn more, click here]]
+//
+//
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+Withholds|
+A candidate can be withheld from a company at their choice or the companies choice via the Person record.
+[[new_withholds| To find out more about Withholds, click here]]
+//
+//
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+AWR|
+All AWR roles the Candidate has had can be viewed on their record
+[[ug13-03|To learn more about AWR within the Person Record, click here]]
+//
+//
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+Timesheets|
+The Timesheets tab within the Person Record provides a list of timesheets for that Person.
+[[ug1-18-1| Click here to learn more]]
+//
+//
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+Payroll|
+The Payroll tab is where you can edit and manage the Payroll information for that Person, this includes, their tax method, bank details, National Insurance number
+[[ug1-13| Click here to learn more]]
+//
+//
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+Location Map|
+This is where you can see a visual of where the Person is on a map
+//
+//
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+Temp Desks|
+This is where you will find a full list of available temp desks, and you can assign the Person to a Temp Desk, you can assign the Person to multiple Temp Desks
+//
+//
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+Photo|
+You can upload a photo of the Person to this tab where it will show on the top left of the Person record, this can be used in confirmation of assignments to be
+sent to Clients when a shift has been booked
+//
+//
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+Documents|
+The Documents tab is where you can upload and manage the Documents that the Candidates have provided to your Agency.
+[[ug1-21| Click here to learn more]]
+//
+//
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+Compliance Documents|
+Agencies may want to separate Documents and Compliance Documents for administrative reasons, if your Agency does seperate these, you can find all the Compliance
+Documents here
+[[compliance_docs| Click here to learn more]]
+//
+//
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+Compliance Detail|
+This is where you'll find the answers to the Compliance questions; they can't be changed.
+//
+//
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+Score Details|
+When the Candidate has a Compliance Domain set, you can see what compliance items they have failed on
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+Compliance Domains|
+This is where you can set the Compliance Domain for each Candidate, this will allow you to score the Candidate on their Compliance.
+[[sa_maintenance-15-05|Click here to learn more]]
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+Warning|
+The Warning can be put in this tab which will trigger a pop-up message when the record is opened
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+----
+//
+//
+[[3_quick_guides|Back to Getting Started]]