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quick_guides_2 [2020/10/02 14:56] – Shelley Hunterquick_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.
  
-{{ :new_person_wizard.png?600 |New Candidate Wizard}}+{{ ::newcand.png?nolink |}}
  
-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.+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.
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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 from the names that you enter. 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. //Note// If you change a candidate's surname for example because they have got married you will also need to update the keyname to ensure they can continue to be found.|+|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.|
 |Personal| Gender, Date of Birth and NI Number are required for payroll| |Personal| Gender, Date of Birth and NI Number are required for payroll|
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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.
  
-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.+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| |Main details|Name, Address, Phone and Email, Essential Information|
 |General Questions|Universal data to be kept for the record.| |General Questions|Universal data to be kept for the record.|
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 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.\\ \\ 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.\\ \\
  
-{{ :fast_new_wizard.png?600 |}}   \\ \\+{{ ::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.\\ \\ 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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 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.\\ \\ 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?550 |Employment History Parsing}}+{{ :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]]
  • quick_guides_2.1601650567.txt.gz
  • Last modified: 2020/10/02 14:56
  • by Shelley Hunter