ug1-08

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ug1-08 [2018/01/24 17:20] – Availability, Unavailability, Holiday hazelug1-08 [2022/06/28 08:53] Shelley Hunter
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-**Availability, Unavailability, Holiday**+======Availability, Unavailability, Holiday======
  
-The person Availability tab shows at a glance when the temp is available to work, on holiday, unavailable or booked in to shifts/working.+The Person - Availability tab shows at a glance when the temp is available to work, on holiday, unavailable or booked in to shifts/working.\\
  
-The person Diary tab also shows the information, although Availability can be hidden by default, and only shown if the button is depressed +The person Diary tab also shows the information, although Availability can be hidden by default, and only shown if the button is depressed.\\
-For an at a glance view of multiple candidates availability this can be seen on the TempDesk Temps tab..+
  
-Availability can be added on the Person form Availability tab and TempDesk Temps tab by using the Available button.+For an at a glance view of multiple candidates availability this can be seen on the TempDesk Temps tab.\\
  
-The following screen is displayed:+Availability can be added on the Person form Availability tab and TempDesk Temps tab by using the Available button.\\
  
-{{:playground:image_1.png?400|}}+The following screen is displayed:\\
  
-If your agency has availability templates set up, you can select them from the drop down boxes if relevant.+{{:playground:image_1.png?400|}} \\  \\ 
 +2.22.2+ it is possible to also create a diary reminder to contact the candidate again in the future, when the date is reached the consultant will receive a pop up reminder. \\  
 +{{:avail_make_reminder.jpg?500|}}\\ \\ 
 + 
 + 
 +If your agency has availability templates set up, you can select them from the drop down boxes if relevant.\\
  
 {{:playground:image_2.png?400|}} {{:playground:image_2.png?400|}}
  
-  * Select the days available to work by ticking the boxes or use the buttons on the right to set Monday to Friday or to Clear.  +  * Select the days available to work by ticking the boxes or use the buttons on the right to set Monday to Fridayor to Clear.  
   * Times can be added or adjusted manually.    * Times can be added or adjusted manually. 
   * Blank times are treated as 24hour availability.   * Blank times are treated as 24hour availability.
  
-Click on Save & Continue if you need to keep adding availability with a different pattern. NOTE the availability will be saved but the form on the person record will not be refreshed until you Save & Close. Once you have finished adding availability use Save & Close.+Click on Save & Continue if you need to keep adding availability with a different pattern. \\
  
-Person form Availability tab and TempDesk Temps temps tab – right clicking on the cell will show you further details+**NOTE** the availability will be saved but the form on the person record will not be refreshed until you Save & Close. Once you have finished adding availability use Save & Close. 
 + 
 +Person form Availability tab and TempDesk Temps temps tab – right clicking on the cell will show you further details.
  
 {{:playground:image_3.png?400|}} {{:playground:image_3.png?400|}}
  
-Clicking on the Available or the template time allows the option of changing times or selecting a new template+Clicking on the Available or the template time allows the option of changing times or selecting a new template.
  
 {{:playground:image_4.png?400|}} {{:playground:image_4.png?400|}}
  
-The Available at time option – allows you to search ALL Temps who are Available between the times shown, and filters the list to those candidates.  For more information please see [[https://iqxusers.co.uk/iqxhelp/doku.php?id=hat_21|Filtering Temps on Temp Desk according to availability]]+The Available at time option – allows you to search ALL Temps who are Available between the times shown, and filters the list to those candidates.  \\ 
 + 
 +For more information please see [[https://iqxusers.co.uk/iqxhelp/doku.php?id=hat_21|Filtering Temps on Temp Desk according to availability]]
  
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 {{:playground:image_5.png?400|}} {{:playground:image_5.png?400|}}
- 
- 
  
 Any templates set up are available. Any templates set up are available.
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   * You can extend or reduce the time by dragging on the bottom margin.   * You can extend or reduce the time by dragging on the bottom margin.
  
-Unavailability and Holidays +===== Unavailability and Holidays ===== 
-Enter Unavailability and Holidays in the same way on any form using the relevant buttons.  + 
-When entering Unavailability remember to use the relevant Unavailability Reason as this effects AWR.+Enter Unavailability and Holidays in the same way on any form using the relevant buttons. \\ 
 + 
 +When entering Unavailability remember to use the relevant Unavailability Reason as this effects AWR.\\ 
 Once updated, the Availability screen will show with A (available), B (booked into a shift), W (worked), U (unavailable), H (holiday): Once updated, the Availability screen will show with A (available), B (booked into a shift), W (worked), U (unavailable), H (holiday):
  
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 {{:playground:image_7.png?400|}} {{:playground:image_7.png?400|}}
  
-A Contact Event can be auto-created every time Availability, Unavailability or Holiday is entered, with a further option of the contact event being opened so that more details can be entered (requires configuration and version 2.17.4+). +A Contact Event can be auto-created every time Availability, Unavailability or Holiday is entered, with a further option of the contact event being opened so that more details can be entered **(requires configuration and version 2.17.4+)**.
  
 \\ See also [[hat_21|Filtering Temps by availability]] \\ See also [[hat_21|Filtering Temps by availability]]
 \\ Back to [[1_online_user_guide]] \\ Back to [[1_online_user_guide]]
 \\ back to [[UG1-00]] \\ back to [[UG1-00]]
  • ug1-08.txt
  • Last modified: 2022/12/12 12:51
  • by Shelley Hunter