sa_maintenance_2.1

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sa_maintenance_2.1 [2013/11/12 12:49] – created barbarasa_maintenance_2.1 [2017/12/01 16:35] (current) – external edit 127.0.0.1
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 +====== Secondary Agencies ======
 +
 +
 **Maintenance, Agency Setup** **Maintenance, Agency Setup**
   - Company State – Add state of code ‘A’, description ‘Secondary Agency’   - Company State – Add state of code ‘A’, description ‘Secondary Agency’
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 **Maintenance, General Settings, Colours**\\ **Maintenance, General Settings, Colours**\\
-Confirm that colours have been set to distinguish Secondary Agency forms.\\+Confirm that colours have been set to distinguish Secondary Agency forms.\\ \\
 **Clients**\\  **Clients**\\ 
 Add a Client as normal – then Select Secondary Agency as the State. The colour of the background will change to show that it is a Secondary Agency. Add a Client as normal – then Select Secondary Agency as the State. The colour of the background will change to show that it is a Secondary Agency.
-There is an extra view on the left called Temp Desk. Tick all the Temp Desks for which this Agency will be used.\\+There is an extra view on the left called Temp Desk. Tick all the Temp Desks for which this Agency will be used.\\ \\ 
 **Candidates**\\ **Candidates**\\
 Usually added on the fly as a Placement is being entered or a Shift filled. To add from the Person form enter a State of Secondary Agency, then tab to the bottom of the section to link with the Secondary Agency they work for and add/edit the Ref.\\ Usually added on the fly as a Placement is being entered or a Shift filled. To add from the Person form enter a State of Secondary Agency, then tab to the bottom of the section to link with the Secondary Agency they work for and add/edit the Ref.\\
  
-**Usage**\\ +=== Usage === 
-Contract Vacancies+**Contract Vacancies**
 Make Placement – has now got a button called ‘Use Secondary Agency Applicant’ Click to bring up list of Agencies, Select Agency and use Select button – a list of that Agencies temps appears (blank if no Temps on system)  or use the New button to add a new Temp to that Agency. Continue as normal. On the placement view the colour is different to signify a Secondary Agency Temp.\\ Make Placement – has now got a button called ‘Use Secondary Agency Applicant’ Click to bring up list of Agencies, Select Agency and use Select button – a list of that Agencies temps appears (blank if no Temps on system)  or use the New button to add a new Temp to that Agency. Continue as normal. On the placement view the colour is different to signify a Secondary Agency Temp.\\
  
-Shift Vacancies+**Shift Vacancies**
 Fill Shifts – as you would with a standard temp but select the Secondary Agency Temp radio button on shift match screen. Then you select the Agency, then select a Temp or add a new one. Finally allocate the shifts.\\ Fill Shifts – as you would with a standard temp but select the Secondary Agency Temp radio button on shift match screen. Then you select the Agency, then select a Temp or add a new one. Finally allocate the shifts.\\
 +
 +**Timesheets**
 +The change is in the last page which now has two fields for the secondary agency references. Reports will have to be adjusted to show these. 
  • sa_maintenance_2.1.1384260572.txt.gz
  • Last modified: 2017/11/16 21:57
  • (external edit)