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The Person Record
The Person Record is made up of personal information and job related information.
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.
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
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.
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.
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
Questionnaire
The full questionnaires for the selected department and the general candidate information are shown here.
Notes
This is a free text section for keeping further notes about the Candidate, which can be searched for at a later date.
(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
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.
Placements
The placements tab shows all the placements, either permanent, contract or shift, that are linked to the Candidate.
Withholds
A candidate can be withheld from a company at their choice or the companies choice via the Person record.
AWR
All AWR roles the Candidate has had can be viewed on their record
To learn more about AWR within the Person Record, click here
Timesheets
The Timesheets tab within the Person Record provides a list of timesheets for that Person.
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
Location Map
This is where you can see a visual of where the Person is on a map === 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 === 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 === Documents === The Documents tab is where you can upload and manage the Documents that the Candidates have provided to your Agency. Click here to learn more === 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
Catherine Riddell