Differences

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

--- quick_guides_22 [2022/12/07 15:11] – Meena Brock
+++ quick_guides_22 [2022/12/09 11:07] (current) – Meena Brock
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-===Vacancies===
+====Vacancies====
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-===Temps===
+====Temps====
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-===Availability===
+====Availability====
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-===Placements===
+====Placements====
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 \\ [[http://www.iqxusers.co.uk/iqxhelp/doku.php?id=UG9-11|What do the colours mean?]]
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-===Vacancy Shifts===
+====Vacancy Shifts====
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-===Shifts===
+====Shifts====
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+When you click on this tab a new window will open detailing all the shifts for the week on your selected desk. From here you can view each shift in more detail > move the arrow to the shift and all the details will be in the bottom section of the window. You will see several buttons to the left of this section detailing all the tasks you can carry out from this view. This includes, filling shifts, expanding the vacancy, cancelling shifts, expanding the Temp record, cascade, expanding the timesheet, confirm, move shift.
+//
+//
+{{ :shifts_tab.jpg?nolink&600 |}}
+//
+//
+On the main window you can filter the shifts to narrow down what you are looking for. Add shifts and bulk cancel any unfilled shifts
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+====Timesheets====
+//
+//
+This is where you can view  your timesheets, create timesheets or add new ones. You can also directly access the Vacancy Record and Person's Record by clicking the corresponding buttons in the top bar menu.
+By expanding up the timesheet you can complete it ready for invoicing.
+//
+//
+{{ :timesheet_tab.jpg?nolink&600 |}}
+//
+//
+==== AWR Temps & AWR Checking ====
+The Temp Desk has two new views - AWR Temps and AWR Checking.  These have to process a LOT of information so can be slow to load.
+\\
+\\
+**AWR Temps**
+\\
+This view shows the current roles for the Temps registered with the desk.\\ The default view is to check the roles that have 11 weeks of qualification. This can be changed to look at less weeks of qualification or to look at the gap since the last timesheet.\\ After six weeks of gap, the role reverts to Unqualified State with a Qualifying count of 0.
+\\
+\\
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+{{ :temp_desk_awr_temps_view.png?nolink&600 |}}
+\\
+\\
+\\
+The example is showing candidates with at least one week's qualifying but in practise it should be used to see who is coming up to qualifying to ensure all the details are set up and correct.
+\\
+\\
+The Show Weekly Details button will list the events that count towards qualifying and pausing the gap. Other Agency Work can also be entered from here - **make sure to choose the correct role that it is to be entered for before clicking the button.**
+\\
+\\
+\\
+**AWR Checking**
+\\
+This view shows the AWR information for Companies, Vacancies and AWR Roles (which can encompass several Placements). You can filter to just one type. The dates refer to the checked date and information can always be updated from this view.
+\\
+\\
+\\
+{{ :temp_desk_awr_temps_view.png?nolink&600 |}}
+\\
+\\
+\\
+====Expiry Dates====
+\\
+\\
+The Temp Desk has an Expiry View which shows all Date Criteria/Skills/Questions that have been set up with a number of 'Lead' days to expiry. This should be used to initiate bulk communications with the Temps needing updating. In order to appear in this view a question needs to be a date question and have a lead time entered:
+\\
+\\
+\\
+{{ :expiry_dates.jpg?nolink&600 |}}
+\\
+\\
+**Expiry Dates View Features**
+\\
+If the date is in the future by more days than the lead number, the date is in **Black**
+\\
+If the date is in the future by fewer days than the lead number, the date is in **<color #00a2e8>Blue</color>** to show it's nearing expiry.
+\\
+If the date is in the past, the date is in **<color #ed1c24>Red</color>** to show that it has expired.
+\\
+\\
+\\
+{{ :expiry_view.jpg?nolink&600 |}}
+\\
+\\
+\\
+To see just the Candidates who have a date due to expire or already expired click on the 'Temps to Show' and select **Expired and Expiring** from the dropdown.
+\\
+\\
+\\
+{{ :expiry_dropdown.jpg?nolink&600 |}}
+\\
+\\
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+To filter to just one type of Expiry Date - e.g. Visa Expiry - click on the column header. Only Temps with a date in that column will now show. All their other dates also remain in view.
+\\
+\\
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+{{ :visa_expiry.jpg?nolink&600 |}}
+\\
+\\
+\\
+To clear this selection click on the **Clear Column Filter** button.
+\\
+To include non-current Temps such as pre-registered or not active select the radio button for **Entire Pool.**
+\\
+\\
+{{ :entire_pool.jpg?nolink&600 |}}
+\\
+\\
+To search for a Temp by name you can use the Search button. A window will pop up where you can search for the Temp by name.
+\\
+\\
+\\
+{{ :search_window.jpg?nolink&600 |}}
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+\\
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+To make an individual contact event to send an email or write a letter. Click on the line once to select the Temp - then use the **Make Contact Event** button or **F2** to bring up the Contact Event window.
+\\
+\\
+\\
+{{ :contact_event_window.jpg?nolink&600 |}}
+\\
+\\
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+**To send emails or print letters in bulk - Mail Merge**
+\\
+Use the **Process** button to take all the visible records to the **Person Selector** or select by holding CTRL and click on the required records to process only the selected records to the selector.
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+From the **Person Selector** use the Mail Merge view to write the email/letter to the Temps.
+\\
+\\
+\\
+====Compliance====
+\\
+\\
+If compliance domains are set up by the Agency a summary of the states for all Temps in the Temp Desk can be seen on the Compliance view.
+\\
+\\
+\\
+{{ :compliance_view.jpg?nolink&600 |}}
+\\
+\\
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+By default you will see Temps that are working in the week, but you can see all Temps in the desk by unticking the **Working this Week** box.
+\\
+\\
+**Expand** will open the Temps record. If any expiry dates are expired or expiring, you will get a list of these in the final column. Again from here you can make individual contact events or process Temps to send a Mail Merge.
+\\
+\\
+====Reports====
+\\
+\\
+Here you will find all the reports that are linked to the Temp Desk. These are usually reports that require their data to be pulled from the timesheets or shifts. To run the required report, click on the line once to select then click on open. The report will either prompt you to make a further selection i.e. a date range, or it will open immediately using the information from the week you have selected on the Temp Desk.