Differences

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

--- quick_guides_22 [2022/12/08 12:47] – Meena Brock
+++ quick_guides_22 [2022/12/09 11:07] (current) – Meena Brock
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-====== AWR Temps & AWR Checking ======
+==== 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.
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+====Expiry Dates====
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+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:
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+{{ :expiry_dates.jpg?nolink&600 |}}
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+**Expiry Dates View Features**
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+If the date is in the future by more days than the lead number, the date is in **Black**
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+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.
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+If the date is in the past, the date is in **<color #ed1c24>Red</color>** to show that it has expired.
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+{{ :expiry_view.jpg?nolink&600 |}}
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+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.
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+{{ :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 |}}
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+To clear this selection click on the **Clear Column Filter** button.
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+To include non-current Temps such as pre-registered or not active select the radio button for **Entire Pool.**
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+{{ :entire_pool.jpg?nolink&600 |}}
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+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.
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+{{ :search_window.jpg?nolink&600 |}}
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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.
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+{{ :contact_event_window.jpg?nolink&600 |}}
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+**To send emails or print letters in bulk - Mail Merge**
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+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.
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+====Compliance====
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+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.
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+{{ :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.
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+**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.
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+====Reports====
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+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.