Differences

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

--- ug1-08 [2018/01/25 09:42] – ivan
+++ ug1-08 [2022/12/12 12:51] (current) – [Unavailability and Holidays] Shelley Hunter
@@ Line 1: / Line 1: @@
-**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|}} \\  \\
+.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|}}
-  * 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 Friday, or to Clear.
   * Times can be added or adjusted manually.
   * 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|}}
-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|}}
-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]]
 ------
@@ Line 37: / Line 45: @@
 {{:playground:image_5.png?400|}}
 Any templates set up are available.
@@ Line 47: / Line 53: @@
   * 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):
@@ Line 58: / Line 67: @@
 {{: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+).
+.22.9+ the short code for the unavailability/holiday that has been entered will show on the placement and timesheet views on the Temp Desk.  <ifauth @technical> General settings 3335 and 3340 need to be set to the Shift Cancel Reason ID.</ifauth>
+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]]
 \\ Back to [[1_online_user_guide]]
 \\ back to [[UG1-00]]