quick_guides_2

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quick_guides_2 [2014/09/09 10:56] – external edit 127.0.0.1quick_guides_2 [2023/04/17 10:01] (current) – Shelley Hunter
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 There are a few different ways you can add a new candidate. There are a few different ways you can add a new candidate.
 +  * NEW button on the Person Selector
 +  * FAST NEW button on the Person Selector
 +  * From a CV
 +  * Directly from the IQX Inbox
  
 ==== Using the NEW button on the Person Selector ==== ==== Using the NEW button on the Person Selector ====
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 Click on the New button, this will open the Person Details wizard to be completed. Click on the New button, this will open the Person Details wizard to be completed.
  
-{{ :add_candidate_wizard.png |New candidate wizard}}+{{ ::newcand.png?nolink |}}
  
-<color red>**NB** from version 2.2.10.16</color> there is a LOAD CV button available when adding a new candidate.  This will allow you to browse to relevant folder and load CV from word and parse details etc.  +There is a Load CV button available when adding a new candidate.  This will allow you to browse to relevant folder and load CV from word and parse details etc.  If you have started the registration from an open CV using the macro the CV will be loaded, ready for parsing.
  
 You cannot edit the lines that are in grey, as they will be generated from items entered in the expanded group of fields.  You cannot edit the lines that are in grey, as they will be generated from items entered in the expanded group of fields.
 Move to the next line by tabbing, this will auto-fill fields. Move to the next line by tabbing, this will auto-fill fields.
-The information that you are asked for depends on what has been requested and set up by your company, but should include all of the following:+The information that you are asked for depends on what has been requested and set up by your Agency, but should include all of the following:
  
 |Name| This will be generated as you enter the names in the Surname & Forename fields.| |Name| This will be generated as you enter the names in the Surname & Forename fields.|
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 |Forenames| Candidate's forename.| |Forenames| Candidate's forename.|
 |Full Name| This is generated from the names that you enter.| |Full Name| This is generated from the names that you enter.|
-|Salutation| This is generated frm the names that you eenter. It is used for letters and e-mails, ie. Dear <Salutation>. You can overwrite this field to show their 'nickname'| +|Salutation| This is generated from the names that you enter. It is used for letters and e-mails.| 
-|Keyname| This is generated from the names that you enter. It can be edited, e.g. put in spaces.|+|Keyname| This is generated from the names that you enter.|
 |State| This will default to Agency initial applicant state setting.| |State| This will default to Agency initial applicant state setting.|
-|Consultant| Select a name from the drop down list.|+|Personal| Gender, Date of Birth and NI Number are required for payroll| 
 +|Marketing| If the person has agreed to Marketing change to Subscribed| 
 +|Consultant| Defaults to User entering. Select a name from the drop down list if to be changed.|
 |Registered| This is set to today's date| |Registered| This is set to today's date|
 |Number| This is the candidate's number that is generated by IQX. It is initially empty until the wizard is finished.| |Number| This is the candidate's number that is generated by IQX. It is initially empty until the wizard is finished.|
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 Once you have entered all the key information, click on the Next button. Once you have entered all the key information, click on the Next button.
  
-Work through each screen entering all the relevant information that you have on each.\\ ** General Questionnaire\\ Payroll Information\\ Registering with a Department\\ Perm/Temp Employment** (Note you must select at least one of these employment types) \\ **Register to a Temp Desk if relevant\\ Department Questionnaire**\\ \\ +The wizard is made up as follows, but can be customised by each Agency to only include the pages that are relevant to you.  For more information please contact IQX Support. 
 +|Main details|Name, Address, Phone and Email, Essential Information| 
 +|General Questions|Universal data to be kept for the record.| 
 +|Payroll Information|Tax Method and Details, Pay method and details. Optional if the Agency does not complete at initial stage.| 
 +|Department|Defaults to the User’s Department. This page is optional.| 
 +|Perm and/or Temp|Defaults to tick if the User has the Perm and/or Temp roles. Optional.| 
 +|Temp Desks|Defaults to all in the Divisions the User can see. Optional if the Agency does not assign Temp Desks until compliant.| 
 +|Department Questions|Departmental specific data to be kept for the record.| 
 + 
 +==== Using the FAST NEW button on the Person Selector ==== 
 + 
 +If enabled by your Agency there will be a **Fast New** button on the person selector which opens a simplified version of the new person wizard which is a single page form.\\ \\ 
 + 
 +{{ ::fastnew.png?nolink |}} 
 + 
 +This single page registration form will enable consultants to quickly add records while the candidate is on the telephone ensuring the data is entered onto the system and can be found and searched for.\\ \\ 
 +2.21.11+ CV Parse option was added to the Fast New button. \\ \\ 
 +2.23.1+ If turned on in General Settings Source will show on the Fast New Wizard. \\ \\
  
 ==== Adding a Person from a CV ==== ==== Adding a Person from a CV ====
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 For Word Versions after 2007 there will be an extra Menu item called Add-Ins and the IQX Icon will be in that view. For Word Versions after 2007 there will be an extra Menu item called Add-Ins and the IQX Icon will be in that view.
  
-OR drag and drop the CV from desktop into a blank area of IQX.+OR drag and drop the CV from desktop into a blank area of IQX (IQX can handle both word and pdf CVs).
  
 When using the macro button or drag and drop method, the Person Wizard will be opened with the CV in plain text on the left panel.  When using the macro button or drag and drop method, the Person Wizard will be opened with the CV in plain text on the left panel. 
-You can then click on the Parse CV button underneath the CV text and this will auto populate the main fields with the relevant information. <color red>**NB** From IQX Version 2.2.10.15 </color> there is a Clear Parse button.+You can then click on the Parse CV button underneath the CV text and this will auto populate the main fields with the relevant information. There is a Clear Parse button if the data is unsuitable for parsing.
  
-{{:add_person_cv_parsing.png|Add person CV parsing}}+{{ :parsing_cv_1.png?400 |Parsed CV}}
  
 Populate other fields by highlighting the text on the CV, right clicking the mouse and selecting the destination field. Populate other fields by highlighting the text on the CV, right clicking the mouse and selecting the destination field.
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 The following fields can be populated in this way - Surname, Forenames, Full Name, Salutation, Postcode, Country, County, Town, Rest of the address, Date of Birth, Gender, Home Phone, Day Phone, Mobile and e-mail. The following fields can be populated in this way - Surname, Forenames, Full Name, Salutation, Postcode, Country, County, Town, Rest of the address, Date of Birth, Gender, Home Phone, Day Phone, Mobile and e-mail.
    
-{{:populate_fields.png|Populating fields}}+{{ :cv_parse_2.png?400 |Adding Details}}
  
 The right hand side will show the data as it is added.\\ The right hand side will show the data as it is added.\\
 Thereafter use the Next button and work through the wizard as usual.\\ Thereafter use the Next button and work through the wizard as usual.\\
-You will have the CV on display to help fill in the Questionnaires.\\+You will have the CV on display to help fill in the Questionnaires.\\ \\ 
 + 
 +From version 2.20.9 onwards it is also possible to import History for a candidate when you are parsing their CV or highlight the information, right click and select Employment History from the menu.  You can link to companies that already exist in IQX and those that don't.\\ \\ 
 + 
 +{{ :employment_history_cv_parse.png?400 |Employment History Parsing}} 
 + 
 +==== Directly from IQX Inbox ==== 
 +You can now load a CV into the New Person wizard directly from your inbox in IQX. From here you can parse the CV and create the new person as you normally would from a Word CV or New button. The email has to be visible in your inbox in IQX (in the inbox limit set in IQX). The CV has to be in either TXT, PDF or Docx format. To do this follow these steps. \\ \\ 
 + 
 +Find the email that has the CV you want in your IQX inbox and click on Expand. \\ \\ 
 + 
 +{{ :expand_button_on_inbox_email.png?500 |}} \\ \\ 
 + 
 +Click on the required CV / Document to select it. 
 +Once you have clicked on the CV to select it click on the ‘Add New Person’ button. \\ \\ 
 + 
 +{{ :selecting_cv_doc_in_inbox.png?250 |}} \\ \\ 
 + 
 +This will load the CV text into the New Person Wizard and allow you to Parse the CV and create the new person. \\ \\ 
  
 Back to [[3_quick_guides|Getting Started]] Back to [[3_quick_guides|Getting Started]]
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  • Last modified: 2017/11/16 21:57
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