Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
quick_guides_15 [2022/06/02 10:59] – Catherine Riddell | quick_guides_15 [2022/07/06 09:04] (current) – Meena Brock | ||
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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 | 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. | affects the links that can be made. | ||
+ | [[quick_guides_11|To learn how to make a Contact Event click here]] | ||
// | // | ||
// | // | ||
- | [[quick_guides_11|To learn how to make a Contact Event click here]] | ||
++++ | ++++ | ||
- | ++++ Get in Touch| | + | ++++ |
+ | Get in Touch| | ||
This is where you can easily access the Contact details for the Person, including mobile, telephone, e-mail, and social media. | This is where you can easily access the Contact details for the Person, including mobile, telephone, e-mail, and social media. | ||
// | // | ||
// | // | ||
++++ | ++++ | ||
- | ++++ Diary| | + | ++++ |
+ | Diary| | ||
Use the Diary tab to see a weekly calendar of the candidate' | Use the Diary tab to see a weekly calendar of the candidate' | ||
availability or unavailability here, as well as book and confirm shifts. | availability or unavailability here, as well as book and confirm shifts. | ||
Line 24: | Line 26: | ||
// | // | ||
++++ | ++++ | ||
- | ++++ Shifts| | + | ++++ |
+ | 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 | 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. | booked in for this is a great way to see the Candidates work history within the Agency. | ||
Line 30: | Line 33: | ||
// | // | ||
++++ | ++++ | ||
- | === 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 | + | 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]] | [[ug1-16| Learn more about Progress here]] | ||
- | |||
- | === Availability === | ||
- | The Person - Availability tab shows at a glance when the temp is available to work, on holiday, unavailable or booked in to shifts/ | ||
// | // | ||
+ | // | ||
+ | ++++ | ||
+ | ++++ | ||
+ | Availability| | ||
+ | The Person - Availability tab shows at a glance when the temp is available to work, on holiday, unavailable or booked in to shifts/ | ||
[[ug1-08| To learn more about Availability click here]] | [[ug1-08| To learn more about Availability click here]] | ||
- | |||
- | === 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.// | ||
// | // | ||
+ | // | ||
+ | ++++ | ||
+ | ++++ | ||
+ | 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]] | [[ug1-03| To learn more click here]] | ||
- | |||
- | === 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 // | ||
// | // | ||
+ | // | ||
+ | ++++ | ||
+ | ++++ | ||
+ | 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]] | [[ug1-05| To learn more click here]] | ||
- | |||
- | === Questionnaire === | ||
- | The full questionnaires for the selected department and the general candidate information are shown here. // | ||
// | // | ||
+ | // | ||
+ | ++++ | ||
+ | ++++ | ||
+ | Questionnaire| | ||
+ | The full questionnaires for the selected department and the general candidate information are shown here. | ||
[[ug1-06| To learn more click here]] | [[ug1-06| To learn more click here]] | ||
- | + | // | |
- | === Notes === | + | // |
+ | ++++ | ||
+ | ++++ | ||
+ | Notes| | ||
This is a free text section for keeping further notes about the Candidate, which can be searched for at a later date. | 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) | + | // |
+ | ++++ | ||
+ | ++++ | ||
+ | (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 | 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.// | ||
// | // | ||
+ | // | ||
+ | ++++ | ||
+ | ++++ | ||
+ | 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]] | [[ug1-12| To learn more, click here]] | ||
- | |||
- | === Placements === | ||
- | The placements tab shows all the placements, either permanent, contract or shift, that are linked to the Candidate.// | ||
// | // | ||
+ | // | ||
+ | ++++ | ||
+ | ++++ | ||
+ | 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]] | [[ug1-17| To learn more, click here]] | ||
- | |||
- | === Withholds === | ||
- | A candidate can be withheld from a company at their choice or the companies choice via the Person record.// | ||
// | // | ||
+ | // | ||
+ | ++++ | ||
+ | ++++ | ||
+ | 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]] | [[new_withholds| To find out more about Withholds, click here]] | ||
- | |||
- | === AWR === | ||
- | All AWR roles the Candidate has had can be viewed on their record// | ||
// | // | ||
+ | // | ||
+ | ++++ | ||
+ | ++++ | ||
+ | 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]] | [[ug13-03|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.// | ||
// | // | ||
+ | // | ||
+ | ++++ | ||
+ | ++++ | ||
+ | Timesheets| | ||
+ | The Timesheets tab within the Person Record provides a list of timesheets for that Person. | ||
[[ug1-18-1| Click here to learn more]] | [[ug1-18-1| Click here to learn more]] | ||
- | |||
- | === 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// | ||
// | // | ||
+ | // | ||
+ | ++++ | ||
+ | ++++ | ||
+ | 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]] | [[ug1-13| Click here to learn more]] | ||
- | + | // | |
- | === Location Map === | + | // |
- | This is where you can see a visual of where the Person is on a map // | + | ++++ |
- | + | ++++ | |
- | === Temp Desks === | + | 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 | 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 === | + | // |
+ | ++++ | ||
+ | ++++ | ||
+ | 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 | 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 | 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. // | ||
// | // | ||
+ | // | ||
+ | ++++ | ||
+ | ++++ | ||
+ | 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]] | [[ug1-21| Click here to learn more]] | ||
- | + | // | |
- | === Compliance Documents | + | // |
+ | ++++ | ||
+ | ++++ | ||
+ | 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 | 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 // | + | Documents here |
[[compliance_docs| Click here to learn more]] | [[compliance_docs| Click here to learn more]] | ||
+ | // | ||
+ | // | ||
+ | ++++ | ||
+ | ++++ | ||
+ | Compliance Detail| | ||
+ | This is where you'll find the answers to the Compliance questions; they can't be changed. | ||
+ | // | ||
+ | // | ||
+ | ++++ | ||
+ | ++++ | ||
+ | Score Details| | ||
+ | When the Candidate has a Compliance Domain set, you can see what compliance items they have failed on | ||
+ | ++++ | ||
+ | ++++ | ||
+ | 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]] | ||
+ | ++++ | ||
+ | ++++ | ||
+ | Warning| | ||
+ | The Warning can be put in this tab which will trigger a pop-up message when the record is opened | ||
+ | ++++ | ||
+ | |||
+ | ---- | ||
+ | // | ||
+ | // | ||
+ | |||
+ | [[3_quick_guides|Back to Getting Started]] | ||