Differences

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

--- sa_maintenance_2 [2019/11/19 20:52] – [Placement Roles] Justin Willey
+++ sa_maintenance_2 [2022/12/12 10:56] (current) – [Shift Cancel Reasons] Shelley Hunter
@@ Line 2: / Line 2: @@
 ==== Payroll Years ====
-For Temp Year and Week numbers to appear in the Temp Desk they must be set up. There are restrictions according to what back office is connected. The Years are numbered by the year at the start of the financial year. e.g. 6/4/2004 to 5/4/2005 is called 2004. This can be changed if another method is preferred. If a candidate works in week A they will actually be paid in the next week in week B. The decision has to be made whether to link the IQX week number with the payroll week number. If yes, then in IQX call the last week of the financial year (including 5th April) Week 1 and it will correspond with the payroll week 1. If the Week 1 ends on a Sunday the days will be presented in the Temp Desks as Monday to Sunday. To present the days in a different order make the Week 1 end on what is your last day of a week. (Not available with LSM Back Office)\\ {{:payroll_years.png?200|Payroll Years}}
+For Temp Year and Week numbers to appear in the Temp Desk they must be set up. There are restrictions according to what back office is connected. \\ \\
+The Years are numbered by the year at the start of the financial year. e.g. 8/4/2018 to 31/3/2019 is called 2018. This can be changed if another method is preferred. \\
+If a candidate works in week A they will actually be paid in the next week in week B. The decision has to be made whether to link the IQX week number with the payroll week number. If yes, then in IQX call the last week of the financial year (including 5th April) Week 1 and it will correspond with the payroll week 1. \\ \\
+Normally your payroll will have 52 weeks in the year but you need to detirmine when you will have a week 53 (usually if the pay date falls on 4 or 5 April due to the leap year for 2020) to take into consideration? Not sure? Check with your accounts team.\\ \\
+If the Week 1 ends on a Sunday the days will be presented in the Temp Desks as Monday to Sunday. To present the days in a different order make the Week 1 end on what is your last day of a week. (Not available with Safe Back Office)\\
+.20.6 Added columns to show the start and end dates for week 1 with colour indication if overlapping or with a gap.\\
+.20.8 Repopulate Table button will populate the added year's dates in a table - must be run after adding a year.
+{{:payroll_years.png?600|Payroll Years}}
 ==== Temp Desks ====
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   * Enter the Pay Rates and Charge Rates in the Pay Bands appropriate for the scheme. Extra Bands can always be added.
-From version 2.18.8 the [[Rate Scheme Calculator]] can be used to help with maintaining rate schemes.
+From version 2.18.8 the [[Rate Scheme Calculator]] can be used to help with maintaining rate schemes. \\
+From version 2.21.8 it is possible to create a global default rate scheme for use with e-timesheets that will be applied to all vacancies that don't already have a client default scheme.  Create a new Rate Scheme that has a description that is (or begins with) ‘Global Default’.
+If needed you can create multiple ‘Global Default’ schemes for different departments/client codes using the department name such as Global Default Industrial.
@@ Line 97: / Line 109: @@
   * Shift Type - Is for use with Rate Scripts
   * Analysis Code	- Is for use with exceptional reporting requirements
-Guidance from LSM Logic is required if complex shift timesheeting is to be used.
+Guidance from IQX is required if complex shift timesheeting is to be used.
 \\ \\
@@ Line 109: / Line 121: @@
 Cancellation Reasons control who is to be notified of a cancellation, if rebooking is required and if a cancelled shift should be invoiced.
 \\
-{{:shift_cancel_reasons_table.jpg|:shift_cancel_reasons_table.jpg}}
+{{:shift_cancel_reasons_table.jpg|:shift_cancel_reasons_table.jpg}} \\ \\
+A reason can only be deleted if it has never been used so from 2.21.8+ to 'lose' a reason you can merge it into another one where you cannot actually delete. \\ \\
+From 2.22.9+ a department can also be assigned to a cancel reason.
 ==== Shift Order Reasons====
@@ Line 125: / Line 139: @@
 ==== Unavailability Reasons ====
-Candidates can have periods of time blocked out of their diary as unavailable.  Specific reasons can be set up here such as sick, jury duty, rest days so users can easily identify why a candidate is not available for work.
+Candidates can have periods of time blocked out of their diary as unavailable.  Specific reasons can be set up here such as sick, jury duty, rest days so users can easily identify why a candidate is not available for work. \\ \\
+A reason can only be deleted if it has never been used so from 2.21.8+ to 'lose' a reason you can merge it into another one where you cannot actually delete.
 ==== Compliance Domains ====
@@ Line 203: / Line 218: @@
 ==== Availability Templates ====
-To help users add candidate availability quickly for specific times templates can be set up which can be picked from a drop down.  Also available for use on IQXWeb.
+To help users add candidate availability quickly for specific times templates can be set up which can be picked from a drop down.  Also available for use on iqxWEB.
-==== Master Rosta Change Reasons ====
+==== Master Roster Change Reasons ====
 WIP
 ==== Configuration Log ====
@@ Line 210: / Line 225: @@
 ==== Payroll Field Translations ====
-WIP\\
 Provides a way of maintaining the cross-reference between payroll fields in external payroll systems.
+Should be set up when a linked table export is configured.
-==== Card Reader Settings ====
+==== Time & Attendance Settings ====
 Maintain the settings that control the interaction of IQX with external Time & Attendance card readers and other technologies. All time settings are expressed in minutes.