Differences

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

--- ug6_31 [2014/07/16 11:32] – barbara
+++ ug6_31 [2022/12/12 12:16] (current) – Shelley Hunter
@@ Line 1: / Line 1: @@
-====== Expiry Dates ======
+ ====== Expiry Dates ======
 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.
@@ Line 45: / Line 46: @@
 **To send emails or print letters in bulk - Mail Merge**
-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 then use the process button.
+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.
 {{:expiry_dates_10.jpg|}}
+From the person selector use the mail merge view to write the email / letter to the temps.
+{{:expiry_dates_11.jpg|}}
+====Tempdesk, Expiry Dates. New filters added.====
+**(2.15.11+)**\\
+\\
+To improve the ease of searching within Temp Desk – Expiry Dates, new filters have been added – ‘Working this week’ and ‘Person state’.\\
+Temp Desk - Expiry Dates - Working this week filter (click button) - Person State filter click buttons.\\
+{{:2-15-11_f.png|}} \\
+**(2.20.4+)**\\
+Where Consultants share a Temp Desk yet very much have 'their OWN candidates'  the Consultant can be set individually to having a User drop-down on the Temp Desk which will filter to their records on Temps, Placements and Expiry Dates views.
+{{:newreleases:iq-1420_2.png?500|}}
+This does not affect the other views -  several Consultants are likely to enter all Vacancies and Timesheets can be completed by a wide range of Users.
+If the Agency has turned on the Setting to have a different member of staff allocated for Compliance functions then on the Expiry Dates view there are radio buttons for filtering to records linked to the Compliance or Booking Consultant, with the default selection being that of the Compliance.
+{{:newreleases:iq-1420.png?500|}} \\ \\
+.22.9+ expiry dates can be linked to candidate states, each state can either be Included or Excluded from the expiry dates.  Where they ahve been excluded they still show in the list but are greyed out so the user can see they are not relevant. <ifauth @technical> To set up go to Maintenance - Questionnaires - Candidate Questionnaire - select the question (must be a date question) and click on the Expiry Excluded States button, select the states to be excluded and press OK.</ifauth>
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 \\ Back to [[UG6-00]]