iqx

Online User Guides

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Online User Guides Click on the headings below to see a list of available guides: * 1 Person/Candidate * 2 Client/Company * 3 Vacancy/Job: Perms/Temps * 4 Placement Perms/Temps * 5 Desktop/Diary/Contact Event * 6 Temp Desk/Timesheets * 7 Accounts/Payroll * 8 Reports * 9 Searching for records * 10 Contact Management * 11 Open Forms Management * 12 IQXNet * 13 AWR

Welcome to the IQX 'Frequently Asked Questions' help page

Anonymous (anonymous@undisclosed.example.com) — 2018-12-31T17:47:06+00:00

Welcome to the IQX 'Frequently Asked Questions' help page * Person/Candidate FAQs * Client/Company FAQs * Vacancy/Job FAQs * Desktop/Diary/Contact Event FAQs * Temp Desk/TimeSheets FAQs * Accounts/Payroll FAQs * Reports FAQs * Searching FAQs * Common error messages FAQs * Mail Merge FAQs * AWR FAQs * OTHER FAQ's

Document Downloads

Anonymous (anonymous@undisclosed.example.com) — 2019-04-15T10:51:59+00:00

Document Downloads IQX Shift Guidelines for Safe Outsourcing Agencies - for laminating IQX User Guide v2 document produced xx/xx/xx WIP [PIV2 Questionnaires Guide] document produced xx/xx/xx [IQX Switchable Fields Config Guide] document produced xx/xx/xx [IQX Holiday Pay Guide] document produced xx/xx/xx [IQX Secondary Agencies Settings] document produced xx/xx/xx PIV2 Config Guide document produced xx/xx/xx WIP [:IQX Reporting Rights levels] document produced xx/xx/x…

Form Position Saving

Anonymous (anonymous@undisclosed.example.com) — 2023-02-02T17:29:45+00:00

Form Position Saving IQX has a facilty from version 2.2.9.14 onwards where a form will remember a fixed position to open at, rather than move cascade positioning down the screen. It has to be switched on in General Settings, then activated and finally the forms set.

Getting Started

Anonymous (anonymous@undisclosed.example.com) — 2022-12-21T15:06:38+00:00

Getting Started * Start up * Desk Top * Company Selector * Company Record * Person Selector * The Person Record * Vacancy Selector * Vacancy Record * Temp Desk * Make an Appointment * Make a Reminder * Progress Selector * Placement Selector * Contact Events * Quick Fill Shift * Staff Note * How to search for a Person * How to add a new Person * How to search for a Company/Contact * How to add a new Company * How to add and remove Contacts * How to ma…

Inbox and Contact Events

Anonymous (anonymous@undisclosed.example.com) — 2022-12-12T13:05:29+00:00

Inbox and Contact Events Inbox Settings From the Desk Top the most recent emails of the computer's inbox are displayed in the Inbox view. The amount of emails showing and refresh rate is set per User, as a large amount of emails takes a long time to load.

IQX Bug Report

Anonymous (anonymous@undisclosed.example.com) — 2020-01-21T14:47:11+00:00

IQX Bug Report If you wish to report a bug please either phone 01835 340034 or email us on support@iqx.co.uk.

IQX Feature Request

Anonymous (anonymous@undisclosed.example.com) — 2018-01-10T16:26:31+00:00

IQX Feature Request A new feature request form is under construction. Meanwhile, if you would like to suggest a new feature please either phone 01835 340034 or email us on support@iqx.co.uk.

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Video Buttons - Moving between records [Video Buttons - Moving between records] Using the video buttons at the top of an open record will move you through each record on the selection screen and will update and save any changes made when leaving each record. This saves you having to close out of a record and open up the next one in the selection each time.

Startup Form

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Startup Form A user can be set up to have a form open automatically on login to IQX - Desk Top or Temp Desk for example. Set up in User Form, enter the name of the form without spaces eg. TempDesk [Startup Form] Go back to Hints, Tips & Shortcuts

Configuration guides for IQX system administrators

Anonymous (anonymous@undisclosed.example.com) — 2024-01-23T14:21:57+00:00

Configuration guides for IQX system administrators * IQX Administration Setup Guide * Configure IQX to recognise email from an internal Email Address * Configure a bar code scanner to read timesheet barcodes * Ensure that a particular e-mail address is used in e-mail merges * Run a database update * Apply an IQX configuration update * Safe Outsourcing: Enter an International Payment in IQX using Bankscan account checker * Create a list of regularly used compani…

Process Button

Anonymous (anonymous@undisclosed.example.com) — 2020-04-24T11:17:19+00:00

Process Button The Process button takes a group of records to the related selector form where further action is possible - such as mail merge, reports or saving the lines as a stored selection. Examples: * The Process Button from Vacancy Shortlist takes the records to a Progress Selector form where you could bulk change progress state or action date. See

Copying Letter Text

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Copying Letter Text If a contact event has a letter already created against it, you can view and copy the text from the letter by clicking on the Letter Text tab on the lefthand side of the expanded contact event. [Letter Text] If you want to copy part of the letter text to paste somewhere else, highlight the text required, right click and copy.

Wildcards for searching for records

Anonymous (anonymous@undisclosed.example.com) — 2022-06-01T11:38:18+00:00

Wildcards for searching for records KeyActionExample% Find any (or no) characters %International finds all records whose name starts with anything but finishes with International. International% finds all records whose name starts with International but finishes with anything.

Keyboard Shortcuts

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Keyboard Shortcuts Key Action Moves you through fields, expanding each level as above↑ and ↓Moves you up and down through the fields without expanding levels.<- and -> collapses or expands a level where you see a + ticks or clears a check box+ ↓

IQX & SQL Anywhere 10 Basic Install

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

IQX & SQL Anywhere 10 Basic Install * Basic Install * Client Install

Advanced Installation

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Advanced Installation * Advanced Install * Full Install * Server Install * Advanced Configuration * Advanced INI Configuration

IQX/SQL Anywhere 16 Client Installation

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

IQX/SQL Anywhere 16 Client Installation What is/can be installed * Sybase Database Server tools - Set of server tools to maintain and administer the IQX SQL Anywhere database i.e. DBUnload and DBUpgrade utilities. * Sybase Database Service - Installs the IQX SQL Anywhere service for your IQX database

Troubleshooting

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Troubleshooting Create the following registry key in your registry. HKEY_LOCAL_MACHINE\Software\Policies\Microsoft\Windows\Installer Reg_SZ: Logging Value: voicewarmupx The letters in the value field can be in any order. Each letter turns on a different logging mode. Each letter's actual function is as follows for MSI version 1.1:

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Searching for Shift

Anonymous (anonymous@undisclosed.example.com) — 2022-07-21T16:34:46+00:00

Searching for Shift Users can search for shifts from a specific temp using the Book Shifts Button. This will open a wizard for you to select the temp desk where the shifts are and set the date range. As with filling shifts you can specify whether the temp has worked for the company or in a vacancy before.

Advanced INI Configuration

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Advanced INI Configuration

IQXAssist (Early Access)

Anonymous (anonymous@undisclosed.example.com) — 2026-02-05T11:12:59+00:00

Early Access Disclaimer Early Access IQXAssist (Early Access) IQXAssist is a powerful new AI companion integrated directly into your recruitment workflow. Unlike standard chatbots, IQXAssist can securely access live candidate records, process documents, and help you draft communications in seconds.

Alternative Invoice Address Set Up

Anonymous (anonymous@undisclosed.example.com) — 2021-05-04T08:47:28+00:00

Alternative Invoice Address Set Up To set up Alternative Invoice Address first decide whether this is just to be used as providing alternative addresses for sites or for a portal, or if as an agency you want to distinguish the invoices for the different address e.g. when you trade as several agencies with the same client you might want to apply a Sales Brand to an invoice.

Alternative Invoice Address - Users

Anonymous (anonymous@undisclosed.example.com) — 2021-05-04T09:01:19+00:00

Alternative Invoice Address - Users If enabled by your agency it is possible to set up client addresses other than the main client record invoice address. This allows invoices to be split according to the different addresses the invoices are required to be sent to, either regularly or for an individual placement.

Alternative Form Background Colour

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Alternative Form Background Colour (2.3.4+) This feature allows the Company or Person form colour to be changed according to the record state. To configure this feature – Maintenance - General settings – Search on ‘colour’ - switchable fields (2080 and 2085) – set the fields to Y – Click the Update button – Click on the Save and Close button.

Alternative Font Colour on a Selector

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Alternative Font Colour on a Selector (2.3.4+) This feature allows the Company or Person font colour to be changed according to the record state. To configure this feature – Maintenance - General settings – Search on ‘colour’ - switchable fields (2080 and 2085) – set the fields to Y – Update – Click on the Save and Close button.

Archiving Documents

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Archiving Documents (2.3.4+) Documents can be archived in all document views. Once archived the file text will turn red. These files will not be available when attaching documents to emails. When viewing a range of documents it is possible to filter them by All, Archived or Live documents. The default is All.

Audit Contact Events

Anonymous (anonymous@undisclosed.example.com) — 2023-11-30T13:02:56+00:00

Audit Contact Events (2.16.6+) Auditing of Disallow Contact Event Editing and Days Contact Event auditing has been extended to automatically audit changes to Disallow Editing and After Number of Days in Maintenance - Agency Setup - Miscellaneous Settings.

Company Record Checked Date

Anonymous (anonymous@undisclosed.example.com) — 2023-11-30T13:03:05+00:00

Company Record Checked Date This should be updated whenever AWR information has been checked or updated with the client. An Agency can set extra questions to show here in the AWR screen by giving the question a group of -20 but they will NOT be passed onto Vacancies and Placements. If marked to be audited, these will be shown in the standard audit view not the AWR audit view.

Audit Changes to Department Registration Agency Setup

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Audit Changes to Department Registration Agency Setup (2.16.4+) In Maintenance - Database Setup - Audit Items - Area - Person Pay - click the tick box. Any changes to department registration will appear in Maintenance - Database Diagnostics - Audit Trail - AUDIT

Shifts And Vacancies - Audit Trail

Anonymous (anonymous@undisclosed.example.com) — 2022-06-03T10:08:32+00:00

Shifts And Vacancies - Audit Trail (2.15.11+) Temp Desk - Shifts. If shift or plan auditing is on an Audit Trail is added. Access to this facility is dependent on user access rights and Shift or Plan auditing being switched on. The tab is located at Temp Desk – Shifts – Audit Trail. Shift Confirmations can be audited, format -

System Administrator

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

System Administrator (2.3.5+) In Person records the Audit Trail side bar button has been moved to the bottom of the list. Visibility of this button can be set up via Maintenance – Users – Roles - Role Group SUPERUSER - Can see Audit Views without Tech Support Role

Auditing the Person Record

Anonymous (anonymous@undisclosed.example.com) — 2022-06-03T11:47:58+00:00

Auditing the Person Record Changes made to the following will be appear in the Audit Trail * Name * Address * Alert * Status * Registration Date * Registration Number * Division, Consultant * Date of Birth * Source * AWR Exemption Reason

IQXanywhere Word Processing

Anonymous (anonymous@undisclosed.example.com) — 2021-04-09T08:53:29+00:00

IQXanywhere Word Processing Because IQXanywhere is SAAS it cannot directly use Microsoft Word for word processing. Instead an internal Word Processor called AXWWriter has been embedded into the program. It uses merge fields and is intended to provide letter writing and mail merging capabilities, but it lacks the more advanced formatting capabilities of Word, and some features in imported Word documents may not render properly.

Boilerplate menu list size switch

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Boilerplate menu list size switch A switch has been inserted to table the boiler plate menu column so they do not stretch beyond the screen. This function can be enabled via Maintenance – General Settings – Group - Settings - No 1850 and inserting the number of Boilerplate items required before an additional column is started. Note if the value inserted is below or equal to 20 this function will keep the list as a single column.

Adding more personalisation to Boiler Plate Text

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Adding more personalisation to Boiler Plate Text (2.3.4+) This feature allows SMS and Emails to be personalised using Boiler Plate Text. For example a Salutation can be added to Shift Details texted to a candidate. See below for an example. However, the number of characters is still limited to 160 so this must be considered when creating Boiler Plate Text.

Bulk Importing CVs

Anonymous (anonymous@undisclosed.example.com) — 2022-06-03T11:38:02+00:00

Bulk Importing CVs This is only available if it is enabled – optional per agency Bulk CV import enables the user to import multiple CVs at the same time and register the candidates against a selected division and department. Bulk CV Import needs to be set up in the user record, please speak to your System Administrator to set this up.

Compliance Documents

Anonymous (anonymous@undisclosed.example.com) — 2023-10-06T13:44:37+00:00

Compliance Documents Agencies may wish to separate documents and compliance documents for administrative security reasons. Compliance documents are set up as Document Types in Agency Setup and can only be administered by Users with the relevant roles. Only candidate document types can be compliance.

Compliance Domains - Advanced

Anonymous (anonymous@undisclosed.example.com) — 2024-11-25T11:16:47+00:00

Compliance Domains - Advanced Compliance domains provide a structured mechanism for monitoring the compliance status and suitability of candidates based on their Questionnaire responses (both global and departmental). They can also be easily fitted into the validation mechanism so that relevant errors and warnings appear without the need for fiddly custom programming in the validation functions.

Connection Check

Anonymous (anonymous@undisclosed.example.com) — 2018-07-18T14:02:03+00:00

Connection Check

Convert Boiler Plate Text

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Convert Boiler Plate Text There is an extension to the webservice CONVERT_BOILERPLATETEXT with new parameters added. The existing parameters were ID1, ID2, html & Text. Type, ID1 & ID2 can still be used (left in for any job using them) but new parameters have been added:-

Copying Shifts

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Copying Shifts Note: The copy shift button will only show up if you have been granted the necessary rights by your system administrator. Copying shifts should always be done with care as it cannot be undone! It is possible to copy all shifts on a temp desk, shifts for selected vacancies or shifts for a particular day from one week to another by using the copy shifts button on the vacancies tab of the temp desk.

Custom Grid Columns

Anonymous (anonymous@undisclosed.example.com) — 2020-12-15T18:28:59+00:00

Custom Grid Columns Refers to Maintenance - Database Set Up - Custom Grids As an Agency you can customise almost all of the grids in IQX, selector screens and grid views on records e.g. placements view on a candidate record. You can do this so users can see information that is important to your Agency at a glance. For example on the person selector you might want to see the date the candidate was last contacted or on Desktop - Current Vacancies you might want to see the answer to a vacancy q…

CV Searching using Indexes

Anonymous (anonymous@undisclosed.example.com) — 2020-04-24T11:30:56+00:00

CV Searching using Indexes There are two methods of Index searches used in IQX Currently the following is used (Pre SQL Anywhere 11) Basic IQX CV Searching using Microsoft Indexing Services From 2016 the following is being introduced (SQL Anywhere 11+) IQX CV Searching using Internal Db Text Indexes (SQL Anywhere 11+) Please take a look at our CV Indexed Searching:

IQX CV Searching using Internal Db Text Indexes (SQL Anywhere 11+)

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

IQX CV Searching using Internal Db Text Indexes (SQL Anywhere 11+) Searching the CV using the text index is much faster than using the previous indexing services. [Efficient CV searching - example 1] Tips on Text Index Server Searching and Using 'AND' will look for instances of both words:

How data is protected in IQX (Desktop Application .exe AND IQXanywhere)

Anonymous (anonymous@undisclosed.example.com) — 2021-04-21T10:37:18+00:00

How data is protected in IQX (Desktop Application .exe AND IQXanywhere) How do we ensure our information is well protected? Desktop Application (.exe) * All data in the IQX exe is hosted on managed server systems with full support by your IT provider. IQX Limited does not retain or have access to this except under managed remote-control sessions for user support. This is managed by IT support also.

IQXanywhere Data Storage Fair Use Policy

Anonymous (anonymous@undisclosed.example.com) — 2021-05-06T10:37:34+00:00

IQXanywhere Data Storage Fair Use Policy IQXanywhere allows documents, videos, images etc to be stored against records for use in conjunction with IQXanywhere. However, IQXanywhere is not intended as a general-purpose document storage solution. The storage of excessive quantities of data can have a detrimental impact on the performance of the system, both for an individual Client, and potentially impact other Clients.

Debugging IQX BDE Connection Failures

Anonymous (anonymous@undisclosed.example.com) — 2018-07-13T20:24:10+00:00

Debugging IQX BDE Connection Failures This article is primarily concerned with resolving login failures rather than disconnection problems. Disconnection problems are almost invariably caused by faulty network connections. This article applies to older versions of IQX that use the Borland Database Engine (BDE) for connections (see Help | About, if in doubt). For current versions of IQX that buse FireDAC see

Disabling Search Hints

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Disabling Search Hints (2.3.4+) The text can be temporarily hidden by clicking Hints button. To access this feature – People - Search The text can be permanently hidden through User Layout Settings. This requires system administrator configuration for each user.

Document Templates Favourites/Search

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Document Templates Favourites/Search Users can build own Document Templates “favourites” list and search this list. This feature is accessed from a Contact event window. For example - Person Record - Contact Event icon. When using document templates;

Email Group Notifications

Anonymous (anonymous@undisclosed.example.com) — 2019-08-01T17:33:05+00:00

Email Group Notifications Email Group Notifications provide a mechanism for maintaining single or groups of email addresses for use by Jobs and iqxWEB when distributing messages reports etc. Individual email addresses etc can then be changed in IQX without having to edit the jobs each time.

IQXanywhere Enhanced Support Services Policy

Anonymous (anonymous@undisclosed.example.com) — 2021-05-05T13:46:54+00:00

IQXanywhere Enhanced Support Services Policy Enhanced Support Option Enhanced Support is available, which builds on the IQXanywhere Standard Support Services Policy included with all IQXanywhere subscriptions. The cost is detailed in IQXanywhere Subscription Services Pricing Plan as published and updated from time to time. * A dedicated Account Manager who will, on a quarterly basis, review your support tickets and ensure you are optimising your IQXanywhere subscription

External Credentials

Anonymous (anonymous@undisclosed.example.com) — 2023-03-04T02:39:11+00:00

External Credentials Used to store credentials for integrations with external systems. Different data items will need to be completed depending on the nature of the external system. These credentials are available to be used by built-in commands like or directly in Jobs.

Person/Candidate

Anonymous (anonymous@undisclosed.example.com) — 2018-12-31T17:56:42+00:00

Person/Candidate * When trying to fill a shift, it says temp not qualified. * I can’t place someone as it states they’re already working, even though on the ‘diary’ view in the temps screen they are not down as working anywhere else. * There are still provisional timesheets (showing as blue) even though I’ve ended the placement. * My temp worker has asked me to provide a print out of the shifts they are booked in for. Can I do this? * How can I change the departments that a temp is re…

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:13:30+00:00

When trying to fill a shift, it says temp not qualified. Why is this? Relates to: Temp Desk -> Vacancy This is because the temp does not have one or all of the required skills to match the shift requirements. If the temp is qualified to do the shift, their record will need updating to show they have the necessary skills:

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:13:46+00:00

I can’t place someone as it states they’re already working, even though on the ‘diary’ view in the temps screen they are not down as working anywhere else. You’ve placed a person, and have actually unselected the concurrent or shifts on one of the temp’s placements:

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:14:01+00:00

Why are there are still provisional timesheets (the blue ones) even though I’ve ended the placement? You either haven’t ended the placement OR you did so after payroll hit ‘create timesheets’. Refers to: person form -> placements tab

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:14:13+00:00

My temp worker has asked me to provide a print out of the shifts they are booked in for. Can I do this? * Open the person record for that temp, click on the Reports button at the top. * There will be a list of reports that can be run, there will be one called something like Temp Shifts or Timesheet Details etc.

How to change departments that a candidate is registered with

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

How to change departments that a candidate is registered with To register a candidate with a new department, or to remove them from a department within your database: From the person selector form, locate the candidate you wish to alter, and expand

Client Company

Anonymous (anonymous@undisclosed.example.com) — 2024-06-13T15:06:29+00:00

Client Company * IQX won't let me make a contact event against a client * IQX won't allow me to make a placement against a client * How do I find out what rate scheme a client is under? * How/where can I add a link to the client's own website? * IQX wont let me edit the Client Address * I want to do a mail shot to a selection of my clients. How do I go about this? Back to FAQ Section list

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:15:24+00:00

IQX won’t let me make a contact event against a client You MUST select a contact first. This applies even if there is only one contact against the client Relates to: Contacts -> contact form + Make Contact event button * Click on the

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:15:34+00:00

IQX won’t allow me to make a placement against a client The client status needs changing from Prospect to Client * Make sure you are in the correct division * Open the clients form and change the state field accordingly in the top left box of the client record

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:15:45+00:00

How do I find out what rate scheme a client is under? Relates to: temp desk -> vacancy General staff can’t see what rate scheme a client is under. It depends on how IQX has been configured. Contact your system administrator for assistance who will:

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

How/where can I add a link to the client’s own website? Relates to: Client form -> Client website tab In the top left box of a client record there is a field beneath the telephone number (expand the record by clicking on the “-”) for you to add a website address for the client. Once entered, just click on the 3 dots to the right of the address and it will open Internet explorer and take you to the site.

Anonymous (anonymous@undisclosed.example.com) — 2024-06-13T15:12:08+00:00

IQX won't let me edit the Client's Address This is usually due to the Client's Address being the same as the Invoice Address - in this case you would need to have the Accounts Clerk role activateds on the Users record. Back to FAQ Section list

Vacancy/Jobs

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:16:20+00:00

Vacancy/Jobs * A vacancy that I had on my temp desk has disappeared * I’ve added a vacancy and realised that there’s already one. I want to get rid of it. * A temporary placement has turned into a permanent role Back to FAQ Section list

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

A vacancy that I had on my temp desk has disappeared Relates to: vacancy form The most likely cause is that you have set the vacancy to filled. When placing someone IQX asks them whether there are any more locums required to fill the vacancy. They should always hit

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

I’ve added a vacancy and realised that there’s already one. I want to get rid of it. Relates to: vacancies This occurs when you forget to change the view on the vacancy from shifts in week to current state. * Try and delete it (if there are placements or timesheets associated with the vacancy, you will not be able to do so.

A temporary placement has turned into a permanent role

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

A temporary placement has turned into a permanent role A candidate has been placed in a temporary vacancy, which has now turned permanent. What is the best practice for updating this information in IQX? * Open the details form for the temporary placement.

Desktop/Diary/Contact Events

Anonymous (anonymous@undisclosed.example.com) — 2018-12-31T17:54:15+00:00

Desktop/Diary/Contact Events * How do I remove a 'Progress Due For Action' item? * Mail Inbox - user unable to accept attachments * Spell check doesn't seem to be working on Contact Events * Why can’t I delete a contact event? * I want to add to/delete from/change the list of contact event “types” in IQX * Spell check does not seem to be working on my contact events. * Email signature format is adding extra spaces Back to FAQ Section list

Removing a Progress Due For Action item from your Desktop

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Removing a Progress Due For Action item from your Desktop For a single line, highlight the ‘Action Date’ column and delete the date for that item, then hit update. To remove multiple entries, click the ‘select’ box for each item required and hit the ‘process’ button. From the ‘Select Process’ form go to the ‘Mail Merge’ tab and select ‘Change State/Action Date’ button.

Mail Inbox User Unable to accept attachments

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Mail Inbox User Unable to accept attachments This can be caused when a PC loses it's extended MAPI settings. The easiest way to do this is to check the Desktop inbox; if the newest items are at the bottom then only Simple MAPI is used. The User needs to go to Internet Explorer, Tools, Options and choose Outlook Express, then press SAVE go back to IQX and select Outlook, close and restart IQX. Go back to the Desktop Inbox and check that the newest events appear at the top of the list - this i…

Temp Desk/Timesheets

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:19:15+00:00

Temp Desk/Timesheets * Problems completing timesheets * The temp I am expecting to fill a shift with does not come up in the list of temps when I am trying to book them into a shift * I can't cancel a shift * How do I edit, cancel or delete timesheets? Back to FAQ Section list

When trying to book a temp into a shift they do not appear in the list of temps

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

When trying to book a temp into a shift they do not appear in the list of temps If you are searching by Current in Temp Desk pool: Is the temp in the relevant temp desk pool? Candidate Record> Temp Desks [TempDesk Pool] Is the temp's state current? Check candidate record.

I am trying to cancel a shift but it won't let me

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

I am trying to cancel a shift but it won't let me A 'worked' shift cannot be cancelled. This means that there is a completed timesheet associated with this shift. Within a vacancy or candidate diary, if you right click on the shift that is showing as worked then there will be no option to cancel.

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

FIXME or DELETEME ? Back to FAQ Section list

Reports

Anonymous (anonymous@undisclosed.example.com) — 2022-06-06T09:51:56+00:00

Reports How to.... * Find the report directory * Install a report * Run a report * Edit a report * Delete a report * Print a report * Reporting access levels Reports are designed to be run from specific locations, click on the following links to see what each report group can offer you. * Accounting Reports * Candidate Reports * Client/Contact Reports * Contact Events Reports * Desk Top Reports * Miscellaneous Reports * Progress Reports * Placements Reports * TempDesk/Timesh…

Find the report directory

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Find the report directory Go to Maintenance menu> Agency setup > Branches tab The Reports Directory column will list where the reports directory is for each Branch. The pathway structure should be similar to the following examples: C:\IQX\reports

Install a report

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:21:05+00:00

Install a report See also Install a report. Back to FAQ Section list Back to Reports

Run a report

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:21:22+00:00

Run a report See also Run a report. Back to FAQ Section list Back to Reports

Edit a report

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:21:34+00:00

Edit a report See also Edit a report. Back to FAQ Section list Back to Reports

Delete a report

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:21:51+00:00

Delete a report See also Delete a report. Back to FAQ Section list Back to Reports

Print a report

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:22:09+00:00

Print a report See also Print a report. Back to FAQ Section list Back to Reports

ACCOUNTS

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:27:10+00:00

ACCOUNTS See also Accounts reports. Back to FAQ Section list Back to Reports

COMPANY / CLIENT CONTACT

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:24:16+00:00

COMPANY / CLIENT CONTACT See also Company / Client Contact reports. Back to FAQ Section list Back to Reports

CONTACT EVENTS

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:27:54+00:00

CONTACT EVENTS See also Contact event reports. Back to FAQ Section list Back to Reports

MISCELLANEOUS

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:28:29+00:00

MISCELLANEOUS See also Miscellaneous Reports. Back to FAQ Section list Back to Reports

PROGRESS

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:28:51+00:00

PROGRESS See also Progress Reports. Back to FAQ Section list Back to Reports

PLACEMENT

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:29:08+00:00

PLACEMENT See also Placement reports. Back to FAQ Section list Back to Reports

TEMPDESK

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:29:25+00:00

TEMPDESK See also Temp Desk Reports. Back to FAQ Section list Back to Reports

User / Consultant Reports

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:29:40+00:00

User / Consultant Reports See also User / Consultant Reports. Back to FAQ Section list Back to Reports

VACANCY

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:29:56+00:00

VACANCY See also Vacancy Reports. Back to FAQ Section list Back to Reports

Searching

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:30:51+00:00

Searching For full information on building a search go to To Search the Database * When building a search in IQX, you can put the criteria on the left or the right hand side of the screen. What is the difference? * How do I build a search in IQX that has TWO (or more)variables? I.e. they can have EITHER SKILL A OR SKILL B, AND they can live in EITHER Herts, Beds or London? * When building searches in IQX, there is the blank grey square button immediately to the left of every criter…

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:31:09+00:00

When building a search in IQX, you can put the criteria on the left or the right hand side of the screen. What is the difference? * The Left side of the search screen is for criteria that must be met. * The Right hand side of the screen is for listing the variable criteria where you only need any

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:31:31+00:00

How do I build a search in IQX that has TWO (or more) variables? For example: They can be Primary Subject 'ART' OR Primary Subject 'DT' AND they can live in EITHER London or Surrey You simply put all the criteria on the RIGHT hand side of the screen, with the second lot of criteria choices being dragged into the

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

When building searches in IQX, there is the blank grey square button ... immediately to the left of every criteria when you drag it to the screen. When you click on that button it says 'NOT' in red letters like this NOT. What does this do? When searching, sometimes it is easier to tell IQX what you

Field Codes Are Showing In a Merge Document Rather Than the Data

Anonymous (anonymous@undisclosed.example.com) — 2018-12-31T19:02:00+00:00

Field Codes Are Showing In a Merge Document Rather Than the Data When opening a document template for an individual letter or mail merge, if the fields are not showing correctly, e.g. the field codes are showing instead: You can turn off the field codes by using ALT F9 and this will show the document with the field data showing correctly.

Spell Check does not seem to be working on Contact Events

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Spell Check does not seem to be working on Contact Events Open a Contact Event and click on then . Check the tab for Language and also the Custom Dictionary tab to ensure they are set to English UK and the user custom dictionary. The Options box view may have a slightly different view depending on the version of word you use.

There is a big space showing before my email signature

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

There is a big space showing before my email signature In the email signature settings, a lack of carriage return at the beginning of the signature forces a two line space. So you would see a big space at the beginning of a signature when it is not expected.

Common Error Messages

Anonymous (anonymous@undisclosed.example.com) — 2022-04-26T10:56:38+00:00

Common Error Messages The Following are Solutions to error messages with straightforward solutions in IQX: * Insufficient Disk Space * Connection Terminated Back to FAQ Section list

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

An error message appears saying “Insufficient disk space”, but when I check the Hard drive, there are several GB free. Why is this? This is the 4GB problem, which occurs when free space in the Hard disk is a multiple of 4GB. It is caused by an old Delphi Module within the program.

Connection terminated

Anonymous (anonymous@undisclosed.example.com) — 2022-04-26T11:05:27+00:00

Connection terminated From time to time a user may lose connection to the Database, when working remotely or on a slow connection. When connection to the database is temporarily lost IQX will remain open but you need to establish the connection in order to carry on working.

Mail Merges

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Mail Merges How to create a contact event from a Mail Merge There are three options for whether Contact Events are made when doing a mail merge to contacts. This is set up by your agency according to requirements. They can be set to one of the following:

Other FAQ's

Anonymous (anonymous@undisclosed.example.com) — 2023-03-09T16:49:02+00:00

Other FAQ's * I need some more ‘candidate sources’ adding. * When building a search in IQX, you can put the criteria on the left or the right hand side of the screen. What is the difference? * How do I build a search in IQX that has TWO (or more)variables? I.e. they can be a Social Worker in children/family OR Elderly, and they can live in EITHER Herts, Beds or London? * When opening a letter from template, the field codes are showing rather than the data * I don't want to h…

I need some more ‘candidate sources’ adding

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:40:12+00:00

I need some more ‘candidate sources’ adding Speak to your System Administrator. See also Agency Setup, Sources

Amending your IQX Username

Anonymous (anonymous@undisclosed.example.com) — 2023-03-13T09:09:45+00:00

Amending your IQX Username The User field on the IQX log in box defaults to your Windows username, if your user name for IQX is not the same as your Windows user name you can change the value that appears in this box by taking the following steps:

Mail Merge FAQs

Anonymous (anonymous@undisclosed.example.com) — 2018-12-31T17:55:06+00:00

Mail Merge FAQs * How to do a Mail Merge / Mail Shot * When I open a document template the toggle fields are showing * Unsubscribing a contact from Marketing * I want to do a mail shot to a selection of my clients. How do I go about this? Back to Frequently Asked Questions

IQX Client Folder Structures & Permissions

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

IQX Client Folder Structures & Permissions When IQX is set up on a LAN or thin client server, the IQX program files and reports will need to be placed in shared folders visible to the client. A shortcut on the users' desktops will then point to the IQX executable.

Full Text Searching in IQX

Anonymous (anonymous@undisclosed.example.com) — 2018-12-04T11:25:47+00:00

Full Text Searching in IQX IQX supports full text searches in some areas such as CVs. The syntax used is very similar to that when using search engines such as Google. CV examples: Searchfinds CVs containing:excel word“excel” and“word”excel AND word

Anonymous (anonymous@undisclosed.example.com) — 2022-06-02T15:20:58+00:00

Date Selectors Instead of using the arrows to scroll back or forwards month by month, if you click on the month or year will bring up a list to select from Go back to Hints, Tips and Shortcuts menu

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Selector Screens Holding down the SHIFT button and clicking on the relevant button will open up a second selector screen of the same kind. This will be useful if you are wanting to do another search for a person while having a selection still open.

Temp Requirements

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Temp Requirements Create a stored selection of Client Contacts who regularly have temp requirements and call it 'Temp Regulars'. When adding a new vacancy to your Temp Desk, this selection will show automatically in the selection to save you having to search each time. You can still search for other clients in the usual way when you have a requirement outwith your regular client list.

Boiler Plate Text (Standard Text/AutoText)

Anonymous (anonymous@undisclosed.example.com) — 2019-07-23T15:59:38+00:00

Boiler Plate Text (Standard Text/AutoText) Set Up Boiler Plate Text Boiler Plate Text, (BPT), allows the setting up of blocks of standard text which may be easily dropped into the current cursor position of the various free text notes fields. Useful for such things as meeting note headings, job description outlines or standard blocks of text for sending emails.

Basic IQX CV Searching using Microsoft Indexing Services

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Basic IQX CV Searching using Microsoft Indexing Services Searching is much quicker when the search terms are all included in one CV criteria box on the search screen. For every separate instance of the criteria of CV being included in the search, IQX has to search the entire database and save the results in a separate table for each one before searching again. By combining words in one instance of the CV search criteria, CVs are only searched once and the search will be much more efficient.

Bulk changing Progress State or Action Date (for a group of candidates)

Anonymous (anonymous@undisclosed.example.com) — 2022-06-03T15:45:14+00:00

Bulk changing Progress State or Action Date (for a group of candidates) This is done from the Progress Selector form. You can select the relevant progress lines in the selector form using the filters. Or you can take selected progress lines to the selector form from either the Short List within a vacancy or Progress due for Action screen within the Desktop form.

Using PostCode Look-up

Anonymous (anonymous@undisclosed.example.com) — 2020-04-24T11:27:38+00:00

Using PostCode Look-up Introduction This functionality is only available if you have purchased a subscription to the Post Office's postcode database (PAF) from IQX. PostCode Look-up is available for Person, Company and Vacancy Site addresses. The examples are all taken from the Person form, but the system is used in just the same way in the Company and Vacancy forms. As well as speeding up address entry, PostCode Look-up helps to ensure accurate and correctly formatted addresses.

Sending Files to IQX

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Sending Files to IQX If you need to send data files to IQX, we recommend the use of 7Zip to compress and encrypt the data. 7Zip is a free application with advanced encryption facilities and can be downloaded here. unencrypted When using 7Zip, please select

Merging Duplicate People or Companies

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Merging Duplicate People or Companies Duplicate records can be merged by dragging the record from the selector screen onto the 'main' open record. The main details - address, phone numbers, state, payroll number of the open record remain the same and all the links to skills, contact events, reminders, progress, placements, timesheets, etc. will be added to the open record.

Links to Social Networking

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Links to Social Networking Set up: Maintenance> Agency Setup> Phone Types Add relevant Social Media that your agency will use (Facebook, Twitter, LinkedIn, Skype) for each record type you want it to be available (Company, Contact, Person). Make sure it is given the correct capability ie. 'M' and Social Media Type in the last column.

Person Salutation

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Person Salutation Version 2.2.10.15 General Settings> Terminology 'Salutation Name'. If there is anything other than the default 'Salutation' in this field in general settings, this field will appear in a more prominent position on the person form. It will also show in an extra column on Temp Desk Temps and Shift Filling.

Filtering Temps on Temp Desk according to availability

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Filtering Temps on Temp Desk according to availability Temp Desk> Temps Available on day. To see only temps with availability on a given day in the week, click on the day. This filter the list of temps to show only those with availability entered on that day.

Stretchy Columns

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Stretchy Columns (2.3.4+) In TempDesk, the columns are now stretchable. To access the feature – Temp Desk or Vacancy etc. – Find the gap between columns – Hold mouse button down and stretch!

Colour Legend included in Contact Events

Anonymous (anonymous@undisclosed.example.com) — 2022-06-02T15:43:52+00:00

Colour Legend included in Contact Events A Colour Legend to explain the use of font colours has been added to Contact Event Selector, Person and Company Contact Events. To access this feature – Contact Events Selector (not Make Contact Event) – Click ‘?’ OR People or Company – Select Company or Person – Click ‘?’

Email Signatures

Anonymous (anonymous@undisclosed.example.com) — 2021-04-20T14:31:46+00:00

Email Signatures WIP * ID Can be up to 20 Characters long. The default signature is called DEFAULT * Signature Double click on the signature field to edit The following data fields may be inserted inside curly brackets {} {U_name}User Name{U_title}

The Help Menu

Anonymous (anonymous@undisclosed.example.com) — 2019-11-22T18:59:17+00:00

The Help Menu * * * * Contents Opens the home page of the IQX online help site. This includes information such as: * Getting Started - This includes a range of topics to help you start using IQX efficiently. * Help Topics - This makes it easy to find the information your looking for.

Help Topics

Anonymous (anonymous@undisclosed.example.com) — 2025-06-18T13:24:24+00:00

Help Topics * Companies * Candidates * Vacancy/Job: Perms/Temps * Desktop * Temp Desk/Timesheets * Accounts/Payroll * Reports * Searching for records * Contact Management * Open Forms Management * Compliance * Notifications * IQX Net * AWR * The Help Menu * Audit Features * GDPR * IR35 and Off-Payroll working * Social Care * User Visual Controls * E-Timesheets * How to tutorial Videos ---------- * Hints, Tips & Shortcuts * FAQs * Document D…

Hints, Tips & Shortcuts

Anonymous (anonymous@undisclosed.example.com) — 2019-07-23T12:37:04+00:00

Hints, Tips & Shortcuts * Date Selectors * Opening Multiple Selector Screens * Form Position Saving * Inbox and Contact events * Video Buttons - Moving between records * Startup Form * Process Button - What does it do? * Copying Letter Text * Wildcards for searching for records * Keyboard Shortcuts * Boiler Plate Text (Standard Text / AutoText) * Save Time With Temp Desk Regulars * CV Searching * Bulk changing Progress state or Action date * Using PostCode Lookup …

IQXanywhere Backup and Data Retention Policy

Anonymous (anonymous@undisclosed.example.com) — 2021-05-03T20:11:31+00:00

IQXanywhere Backup and Data Retention Policy * Each Client's IQXanywhere database is a separate, heavily encrypted, database, with a unique encryption key. * A stand-by copy of each IQXanywhere database is maintained on a separate recovery server in a separate physical data centre. When you make changes, the changes are replicated to the stand-by server continuously and applied to the stand-by database every few minutes. This means that even in the unlikely event of a serious problem w…

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

[js#tango navbar tsort hsort]

Client Files Installed with IQX

Anonymous (anonymous@undisclosed.example.com) — 2020-01-29T13:02:02+00:00

Client Files Installed with IQX This list of files commonly found in IQX client installations may be helpful. Not all these files will be found in every installation - this will depend on your configuration. In particular many of the dlls are only required for specific image manipulation processes - usually connected with the processing of timesheet images.

IQXanywhere

Anonymous (anonymous@undisclosed.example.com) — 2021-06-09T10:19:52+00:00

IQX & IQXanywhere Cookie Policy

Anonymous (anonymous@undisclosed.example.com) — 2021-05-06T10:38:25+00:00

IQX & IQXanywhere Cookie Policy Information about our usage of cookies The IQX and IQXanywhere websites (the Site ) use cookies to distinguish you from other users of the Site. A cookie does not identify you personally, but the browser on your computing device. This helps us to provide you with a good experience when you browse the Site and allows us to improve the Site. By continuing to browse the Site, you are agreeing to our use of cookies. Please be aware that restricting cookies may impac…

IQXanywhere

Anonymous (anonymous@undisclosed.example.com) — 2021-03-17T15:09:27+00:00

IQXanywhere IQXanywhere is IQX delivered as a hosted service, i.e. Software as a Service or SaaS. It is run entirely in a web browser, so no client installation or server installation is required. It incorporates all the standard IQX features, including access to your email (both Office 365 and GMail are supported), iqxWeb and an IQXHub for running scheduled jobs. Unlike many SaaS offerings, you still have full control over the configuration of your system, but the database, iqxWEB and IQXHu…

Anonymous (anonymous@undisclosed.example.com) — 2019-02-01T10:41:45+00:00

Stage 2

IQXWordAddon Installation Guide

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

IQXWordAddon Installation Guide Step by Step Installation Guide for the IQXWordAddon Welcome Dialog Info Click “Next >” to continue. License Agreement Info Read through the License Agreement and click “I Accept the terms in the license agreement

Installing Index Server

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Installing Index Server Please be aware that MS fix KB2698365 will stop the indexing server working. Tests show it is OK but when searching you will receive an error “Unable to execute text search” Remove this item from Windows and the search will continue to work.

Manually Install SQL Anywhere ODBC Drivers

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Manually Install SQL Anywhere ODBC Drivers For a guide on how to manually install SQL Anywhere ODBC Driver download the doc below. Download the files here:

New Features - Release 2.3.4

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

New Features - Release 2.3.4 Users New Ability to Archive Documents can now be archived in all document views. Once archived the file text will turn red. These files will not be available when attaching documents to emails. When viewing a range of documents it is possible to filter them by All, Archived or Live documents. The default is All.

New Features

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

New Features

Withholds

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Withholds Release 2.17.4 onwards Withholding has been updated to draw together all information on Person/Company/Vacancy withholding into a new view on each form Withholds. The following information is presented in a series of user stories Person

Notifications - Deep Links

Anonymous (anonymous@undisclosed.example.com) — 2023-04-19T14:03:08+00:00

Notifications - Deep Links Story: I want to send a list of vacancies or shifts to a candidate via notifications and the notification should contain a deep link that when they click on it it opens a web page to say that they have been added to the shortlist, update their progress status on the vacancy shortlist, add them to the shift shortlist and log a contact event.

Notifications

Anonymous (anonymous@undisclosed.example.com) — 2024-05-01T10:35:08+00:00

Notifications The Notification system provides a mechanism for clients, candidates and secondary agencies to be notified of key events relating to vacancies, placements and shifts, by means of HTML email or SMS text. This is achieved by the creation of message templates which contain substitutable merge fields similar to the merge fields in the IQX MS Word mechanism.

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

THis is some text

Postcode Distance Configuration

Anonymous (anonymous@undisclosed.example.com) — 2020-10-05T20:36:12+00:00

Postcode Distance Configuration Data Source The postcode location data will be kept up to date by the Static Data Download facility of IQXHub. Ensure that you have a hub configured to do this. Columns in Vacancy & Person Search Results In Maintenance | Database Setup | Custom Grid Columns choose Department: DEFAULT, Form: VACANCY, View: SEARCHRESULT

Person payroll validation checks on Pay Freq/Method & Tax Method

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Person payroll validation checks on Pay Freq/Method & Tax Method (2.16.4+) New candidates without Tax Method, Payment Method or Pay Frequency will default to PAYE/BACS and Weekly on completion of their first timesheet. Once a candidate has been issued with a payroll number validation checks will be carried out on the Person record to ensure that they have these fields completed and the Person record cannot be saved without these fields completed.

IQXAnywhere Subscription Services Pricing Plan

Anonymous (anonymous@undisclosed.example.com) — 2023-03-24T12:48:59+00:00

IQXAnywhere Subscription Services Pricing Plan IQXanywhere is Software as a Service (SaaS) provided by IQX Limited. IQXanywhere is priced per User, per calendar month. Payment is by Direct Debit or recurring Credit Card authority. IQXanywhere User Subscriptions

IQX Privacy Policy

Anonymous (anonymous@undisclosed.example.com) — 2021-03-24T19:01:50+00:00

IQX Privacy Policy 1 - Introduction This privacy policy ( Policy ) relates to your personal information in connection with your use of and access to any IQX website including our main website (iqx.co.uk), our Support Website (iqxusers.co.uk), any IQXanywhere website (IQXanywhere.co.uk - the

How to use IQX Diary and Appointments

Anonymous (anonymous@undisclosed.example.com) — 2022-06-02T14:49:45+00:00

How to use IQX Diary and Appointments The Diary tab shows the diary for whoever is selected in the Drop Down list box. For an individual user, the display format of the main section shows on the page divided into time segments. The time segments can be changed by right clicking on the grey left time margin giving options from hour to ten minute segments. On the right is the month for quick movement to other dates and below is the week indicating any entries against the day.

How to Add a New Candidate Record

Anonymous (anonymous@undisclosed.example.com) — 2023-04-17T10:01:44+00:00

How to Add a New Candidate Record There are a few different ways you can add a new candidate. * NEW button on the Person Selector * FAST NEW button on the Person Selector * From a CV * Directly from the IQX Inbox Using the NEW button on the Person Selector

How to add a New Company Record

Anonymous (anonymous@undisclosed.example.com) — 2022-06-02T14:58:45+00:00

How to add a New Company Record To add a new company: Open the company selector by clicking on the Companies icon. Click on the New button. A screen similar to the following one is displayed. Click on the + button to expand a section and enter the company’s details.

How to Add and Remove Company Contacts

Anonymous (anonymous@undisclosed.example.com) — 2022-06-03T08:41:28+00:00

How to Add and Remove Company Contacts To add other contacts to the company details: * Click on the Add button. * Enter the required information top right. * Click on the Save & Refresh button to save the new contact to the list at the bottom of the screen.

Adding a New Vacancy

Anonymous (anonymous@undisclosed.example.com) — 2022-06-02T15:07:20+00:00

Adding a New Vacancy Temp Vacancies can be added from Temp Desk, Company record or from a Contact Event to a Contact. Perm Vacancies can be added from the Company record or from a Contact Event made to a Company Contact. From a Temp Desk Open the Temp Desk the vacancy is to be managed from. On the default view use the Add button – a quick wizard will open.

How to find a Person / Candidate

Anonymous (anonymous@undisclosed.example.com) — 2022-06-01T11:40:54+00:00

How to find a Person / Candidate Open Person Selector form by clicking the People button, key F6 or menu Select, People. To open a further selector whilst keeping the existing one open, hold the Shift key down while clicking the button. Note: The new window may appear covering the existing window.

How to search for a Company or Contact

Anonymous (anonymous@undisclosed.example.com) — 2022-06-02T14:53:04+00:00

How to search for a Company or Contact [80] Open the company or contact selector form using the button, key F5 (companies) or key ctrl F5 (contacts) or menu Select, Companies / Contacts. To open a further selector whilst keeping the existing one open, hold the Shift key down while clicking the button.

Starting IQX

Anonymous (anonymous@undisclosed.example.com) — 2023-03-13T09:13:53+00:00

Starting IQX * Double click on the IQX icon on your desktop. The following screen is displayed. * The User field is defaulted to your Windows login name. Enter your IQX User Name and Password and click OK. If your Windows login name is not the same as your IQX User Name you can set a default for your IQX User Name, click

Contact Events

Anonymous (anonymous@undisclosed.example.com) — 2022-05-04T12:10:46+00:00

Contact Events A contact event is a record of meetings, letters, telephone calls, e-mail or any other form of contact. The form that you are in when you make a contact event affects the links that can be made. To be linked to a vacancy the contact event has to be initiated from the Vacancy form, etc.

Person Selector

Anonymous (anonymous@undisclosed.example.com) — 2022-07-06T09:03:18+00:00

Person Selector You'll find all of your candidate records in the person selector, and you'll be able to update them there. You can also run Reports, search for Candidates, generate Stored Searches and Selections, send Notifications, and Mail Merges from this page.

The Person Record

Anonymous (anonymous@undisclosed.example.com) — 2022-07-06T09:04:37+00:00

The Person Record The Person Record is made up of personal information and job related information. The Temp view is split into two windows - the left window contains the Candidates Personal Information, including and the right window contains their job related information.

Search Criteria

Anonymous (anonymous@undisclosed.example.com) — 2022-06-01T11:48:47+00:00

Search Criteria Open the Candidate/Company selector and locate ‘Search’. Select the appropriate Department and open ‘Criteria’ – this will give you a list of all the fields that you can search by. If you know the criteria you are looking for you can search for it using the search bar at the top of the criteria box.

Vacancy Record

Anonymous (anonymous@undisclosed.example.com) — 2022-07-06T09:05:53+00:00

Vacancy Record Contact Events The Contact Event tab lists all the contacts that have been entered for this Vacancy; i.e. phone calls, interviews, e-mails and letters. To learn more click here Short List This is where you can select Candidates you would shortlist into this Vacancy as well as managing the whole shortlist from this tab

Desk Top

Anonymous (anonymous@undisclosed.example.com) — 2023-03-13T09:57:13+00:00

Desk Top The Desk Top is the main view to use to see all items that are in progress. There is a consultant filter in the top left of every tab to allow you to choose the consultant. Daily Work List Here you will find all items that require actions. You can filter by Diary appointments, Contact events and progress by using the corresponding buttons. These items are also colour coded so you can identify what each item is at a glance. The colours are as follows:

Company Selector

Anonymous (anonymous@undisclosed.example.com) — 2022-07-06T08:59:55+00:00

Company Selector This is the best place to find all your Company records and to add new companies to IQX. From here you can search for any Company/Client, list all Companies/Clients, perform a count of records, view Company contacts, view a map of locations and add a new Company/Client.

Company Record

Anonymous (anonymous@undisclosed.example.com) — 2022-07-06T08:58:57+00:00

Company Record From here you can view all your Company/Client details and make any amendments to the record. ---------- Contacts This will list all the Company Contacts. To learn how to add new Contacts click here ---------- Contact Events In here you will find all associated contact event for the Company. You can also create new contact events, appointments or reminders from this view.

Temp Desk

Anonymous (anonymous@undisclosed.example.com) — 2022-12-09T11:07:32+00:00

Temp Desk If you are a Temp consultant, this view is where you will spend most of your time. Almost everything can be done from this view in relation to Temp vacancies. Vacancies The Temp Desk will automatically open on the Consultants default Temp desk. You can select a different Temp desk from the drop down menu in the top left of the window. From this tab there are several things you can do:

Contact Events

Anonymous (anonymous@undisclosed.example.com) — 2022-12-09T11:43:57+00:00

Making an Appointment

Anonymous (anonymous@undisclosed.example.com) — 2022-12-20T13:29:02+00:00

Making an Appointment When you click on this button it will open up your Desk Top Diary view. In here you can set up an appointment by clicking on the day, then double clicking on the time and entering the details of the appointment.

Make a Reminder

Anonymous (anonymous@undisclosed.example.com) — 2022-12-20T15:26:58+00:00

Make a Reminder When you click on this button a window will open for you to fill in all the details of the reminder you wish to set. You can set the date and time for the reminder pop up. You can also link it to a Company or Person and add notes.

Progress Selector

Anonymous (anonymous@undisclosed.example.com) — 2022-12-20T16:22:22+00:00

Progress Selector The progress selector form shows all progress and can be filtered by various criteria such as Consultant (by default shows the progress for the user that is logged in), Action Date range, State. Further detailed criteria relating to the company, candidate vacancy etc - is available to do more detailed filtering. Go to Filter, Criteria and select the relevant criteria and apply.

Placement Selector

Anonymous (anonymous@undisclosed.example.com) — 2022-12-21T09:26:21+00:00

Placement Selector From this tab you can view all your placements, or if you have the relevant rights, you can change the consultant in the dropdown and view their Placements. There is a date filter you can use and also buttons to filter by Start, Placed and Active and you can select Perm or Temp Placements or both. You can also process your Candidates, Companies, Contacts and Vacancies from this view.

Contact Events

Anonymous (anonymous@undisclosed.example.com) — 2022-12-21T09:28:22+00:00

Quick Fill Shift

Anonymous (anonymous@undisclosed.example.com) — 2022-12-21T13:37:49+00:00

Quick Fill Shift When you click on this button a window will open requesting the Our Ref or Their ref for the shift. Once input, this will take you to the shift fill wizard From here you can fill the shift in the usual way using the wizard to filter the relevant Candidates.

Staff Note

Anonymous (anonymous@undisclosed.example.com) — 2022-12-21T17:01:45+00:00

Staff Note When you click on this button a window for Staff Note will open. On here you will see options for 'Mark Read' - this will mark notes as Read that you have previously opened. 'New Note' - This will open a window for you to start typing your note into. Once message completed click 'OK' - you will be asked to select which division you want to see this message. Make your selection and click 'Ok'. The message can now be viewed by those who have the relevant division access.

How to send CVs to a vacancy contact

Anonymous (anonymous@undisclosed.example.com) — 2022-06-03T15:35:32+00:00

How to send CVs to a vacancy contact CVs can be sent from a Vacancy Short List. The Contact Event will be linked to the Vacancy, Company Contact and Candidate. Candidates can be selected by checking the Select box on the right or selected by Progress State once in the Send CV wizard.

Timesheet Image linking and completion

Anonymous (anonymous@undisclosed.example.com) — 2024-04-25T15:54:04+00:00

Timesheet Image linking and completion Timesheet images can be linked to an IQX timesheet so that the image can be added to the invoice PDF for printing or sending by email. * Timesheet images - arriving by fax or email. * If the timesheet image is for

Completing Timesheets - hints for problems

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Completing Timesheets - hints for problems Shifts not for correct time The start and end time and the break minutes can be edited to match the timesheets - and keep an accurate record in the database. It is possible in the Vacancy Diary view to adjust shifts with the mouse - which is a good way to change a morning shift to an evening shift for example.

IQX booking consultant guide (shifts)

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

IQX booking consultant guide (shifts) Desk Top Check here every morning for work to be done. * Daily work list: Combination of Diary, Contact Events for Callback and ShortList progress. * Diary: Reminders and Appointments organised here. *

IQX Perms

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

IQX Perms Candidate Add a Candidate via the Word CV macro. Highlight and right click to enter key details. (Bulk CV addition possible) Select appropriate state, usually Current. Register to Department. Enter key skills for searching. Format CV, Documents. To withhold a candidate from a previous employer make sure an Employment has been added on the History view and use the Withhold button. The line will then be red and that employer excluded from Vacancy searches.

Vacancy Selector

Anonymous (anonymous@undisclosed.example.com) — 2022-07-06T09:05:18+00:00

Vacancy Selector Here you will find a list of all your current vacancies. You can expand any record and make any updates from here as well as searching for specific vacancies, creating stored selections and searches, sending notifications and running reports.

Rate Scheme Calculator

Anonymous (anonymous@undisclosed.example.com) — 2018-12-31T18:06:49+00:00

Rate Scheme Calculator On the individual Rate Scheme Maintenance form filter to the rates you want to work with using the Band, Grade etc dropdowns. Use the select boxes on the left to pick the rates to change. Enter pay amount or percentage and/or charge amount or percentage and press

exe: Release Information

Anonymous (anonymous@undisclosed.example.com) — 2026-04-16T08:08:34+00:00

exe: Release Information * IQX Desktop * iqxWEB * IQX Hub * Overview of New Features * Release 2.26.10 Current Release * Release 2.25.20 * Release 2.25.10 * Release 2.24.20 * Release 2.24.10 * Release 2.23.40 * Release 2.23.30 * Release 2.23.01 * Release 2.22.09 * Release 2.22.06 * Release 2.22.02 * Release 2.21.11 * Release 2.21.08 * Release 2.21.04 * Release 2.21.02 * Release 2.20.11 * Release 2.20.9 …

Reports and Jobs

Anonymous (anonymous@undisclosed.example.com) — 2023-05-15T09:00:24+00:00

Reports and Jobs We thought it would be a good idea to have a centralised location where those with the relevant permissions could easily access and download any recently written reports and jobs relating to new features. We have broken this down into multiple sections as can be seen below to make it easier to find the report or job that you are looking for.

Anonymous (anonymous@undisclosed.example.com) — 2019-04-01T10:41:54+00:00

Rpost - Set Up To turn e-signing on switch on in General Settings – Email/Telephony 340 – Allow E-signatures on Documents set to Y. Anyone who is to be able to send documents for e-signature needs to have the Layout Setting ‘Can send e-signatures’ticked in their user record.

Sending a Document for an E-Signature

Anonymous (anonymous@undisclosed.example.com) — 2019-07-23T10:29:06+00:00

Sending a Document for an E-Signature First find the person you need to send the document to and create a contact event. Click write letter and select the document that you want to be signed. You can make changes as necessary or send as is, select email to send.

Secondary Agencies

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Secondary Agencies Maintenance, Agency Setup * Company State – Add state of code ‘A’, description ‘Secondary Agency’ * Person State – Add state of code ‘A’, description ‘Secondary Agency’ Maintenance, General Settings, Temps

Temps Setup

Anonymous (anonymous@undisclosed.example.com) — 2022-12-12T10:56:49+00:00

Temps Setup 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.

Accounts Setup

Anonymous (anonymous@undisclosed.example.com) — 2021-04-14T10:04:39+00:00

Accounts Setup The full Accounts Setup guide is a separate document. Included here are the areas that apply to all Agencies, including those that do not use IQX internal Sales Ledger. Currencies Currencies have to be set up for each Agency. They can be configured here. Different Currency values can be defined and each currency definition requires a unique identification code.

Users

Anonymous (anonymous@undisclosed.example.com) — 2023-10-06T13:50:02+00:00

Users A User is somebody working within the agency. Everyone who will be logging into IQX must be entered as a user. Users are connected to areas of location (branch and division) and expertise (department) and have access rights set to areas of the program. The System Administrator must be set with full rights. User Details are the main settings for a User. It is sensible to have the login name to be the same as the Windows login name.

General Settings

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

General Settings These are divided into seven areas. These can be filtered by selecting the appropriate Group. Settings Some of the General Settings: For value enter a Y or N to turn on or off * Remove Spaces from Keynames - This affects the order of selections. Ie. Zoe Yo would be either YOZOE OR YO ZOE. With space means surnames stay together in lists.

Questionnaires

Anonymous (anonymous@undisclosed.example.com) — 2023-11-13T17:01:12+00:00

Questionnaires * * * * * Questions can be created for Companies, Vacancies, Placements, People etc. specific to the information you wish to gather in each area for example they could be used to gather information when interviewing candidates or details about what type of work a client hires for. The questions are set up in Questionnaires under the maintenance menu.

Installation of IQX, SQL Anywhere & Addons

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Installation of IQX, SQL Anywhere & Addons * SQL Anywhere Version * Version 6,7,8 and 9 * Version 10 * Version 11 * Version 16 * Indexing * Index Server * Windows Search * Database Indexing * Addons * IQXWordAddon Installation Guide * Miscellaneous * IQX Folder Structure & Permissions * Client files installed with IQX

View only default to see IQXNet details

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

View only default to see IQXNet details (2.15.11+) There is a ‘View only’ option for IQXNet. Consultants will be able to open the record of a candidate with the IQXNet icon on their Person record but will not be able to make any changes to the record.

IQX Set Up Broadbean Guide

Anonymous (anonymous@undisclosed.example.com) — 2018-01-16T15:00:37+00:00

IQX Set Up Broadbean Guide IQX Integrates with Broadbean Applitrak * Ability to post your vacancy details directly from IQX to Broadbean. * Ability to pull the application details from Broadbean into IQX; import candidate details into IQX (by Broadbean Ranking if required), shortlist applicant to the vacancy or enter rejection reason for subsequent reporting.

User Leave Actions

Anonymous (anonymous@undisclosed.example.com) — 2018-09-19T16:14:32+00:00

User Leave Actions Version 2.18.4 onwards: This window allows you to transfer linked records from a user / consultant who is leaving, to other users. You can use Apply Ticked Items button repeatedly to transfer different types of linked records to different users.

GDPR

Anonymous (anonymous@undisclosed.example.com) — 2018-03-26T15:33:54+00:00

GDPR Data Access Request Report and Data Management To set up access the Data Access Report and Data Management function the user must have the ‘Can use GDPR functionality’ role set up in Maintenance – User – Roles. In addition, the user must have ‘Can send CV as PDF and CV packs’ ticked to enable the Data Access report to be generated correctly.

Privacy Setup

Anonymous (anonymous@undisclosed.example.com) — 2018-08-07T15:48:11+00:00

Privacy Setup Hide data by assigning a certain state to Privacy, and limit access to all but certain roles For Person records with Placements and Employments that cannot be purged because of important linked information The Person record can be called from a Placement - but only the name and registration number are shown and Contact Events are limited in what they can do. Only a Data Protection Manager can see the record in full, and if the candidate wants to be reactivated, change the stat…

iqxWEB Settings (DRAFT)

Anonymous (anonymous@undisclosed.example.com) — 2019-12-09T16:55:46+00:00

WIP iqxWEB Settings (DRAFT) Profiles The Profiles page can be used to Settings The Settings page can be used to create, edit and delete IQXHub profiles, these are normally configured by IQX when IQXWeb is installed and should not normally need to be changed.

Compliance

Anonymous (anonymous@undisclosed.example.com) — 2020-12-03T11:46:02+00:00

Compliance WIP * Send a Document Pack * Document Stamps * Linking Questions to Compliance Documents * Adjustment to Compliance Documents Input * Compliance Domains

Configuring the New Person Wizard

Anonymous (anonymous@undisclosed.example.com) — 2022-07-04T08:37:49+00:00

Configuring the New Person Wizard Each Agency can decide how best to configure the new person wizard so that users only have to see the pages that are relevant to them e.g. if you are a single department agency you can choose to hide the department page or if you only do perm work you can hide the temp desk page.

User Personalisation - Set Up

Anonymous (anonymous@undisclosed.example.com) — 2022-06-28T08:20:16+00:00

User Personalisation - Set Up Themes and Colour available as User choice in File menu There is a new setting within each individual user’s File menu that let’s them select an alternative Theme and Form Colour . Note: Changes will take effect when the user next logs in.

Collections/Internal Chat

Anonymous (anonymous@undisclosed.example.com) — 2022-04-15T13:51:19+00:00

Collections/Internal Chat What are Collections/Internal Chat? Collections/Internal Chat enables certain users to work collaboratively on collections/internal chats of records e.g groups of invoices that need to be checked, candidates that are ready to complete the onboarding process or groups of potential new clients that need to be followed up on.

Social Care Set Up

Anonymous (anonymous@undisclosed.example.com) — 2024-06-17T11:53:40+00:00

Social Care Set Up Settings General Setting, group of settings number 1300 needs to be set to Y. Colours 490 and 500 allow you to set a colour for the recipient and carer records so they can easily be identified. Two person states need to be added with Specific IDs

Compliance Document Packs

Anonymous (anonymous@undisclosed.example.com) — 2020-04-10T14:24:03+00:00

Compliance Document Packs A document pack will consist of a number of document types (global or departmental). A report is required to bring the documents together in the sendout. IQX will need to write. A Pack can be associated with a variety of Departments, or all.

Document Stamps

Anonymous (anonymous@undisclosed.example.com) — 2020-04-10T14:46:18+00:00

Document Stamps For use when redacting compliance documents. If you require the document to be stamped once it has been checked and redacted as appropriate these can be added here. Use the Add button to browse to and select the image. The Departments button allows you to make the image only available to certain departments.

Compliance Documents - Adjustment of document input configuration to change size/readability.

Anonymous (anonymous@undisclosed.example.com) — 2020-11-09T19:22:59+00:00

Compliance Documents - Adjustment of document input configuration to change size/readability. From version (2.15.11+) onwards compliance documents can now be adjusted to improve the size and readability of the documents. In Maintenance - General Settings – Settings 1870 and 1880. Both input values specify the percentage of resolution and compression for compliance documents.

Compliance Domains

Anonymous (anonymous@undisclosed.example.com) — 2022-07-05T10:37:09+00:00

Compliance Domains Compliance domains provide a means of easily monitoring the compliance status of a candidate based on pre-determined questions. A score button will show on the candidate record which when clicked will open the compliance view with more details and you can monitor the status of all candidates from the temp desk.

Notifications

Anonymous (anonymous@undisclosed.example.com) — 2024-11-21T12:10:35+00:00

Notifications The Notification system provides a mechanism for providing standard templates for HTML emails or SMS texts for users to communicate with clients, candidates and secondary agencies for key events relating to vacancies, placements and shifts rather than creating contact events and writing each one every time.

Agency Setup

Anonymous (anonymous@undisclosed.example.com) — 2023-04-17T10:11:48+00:00

Agency Setup Branches Branches represent the different physical locations of the Agency. All the locations of the Agency will have to be entered. (There must be at least one branch.) Each user belongs to a default branch. The Report Directory holds the location of report templates on the local network. The Reports Directory path to be used in each Branch must be entered in this format:

Rate scripts

Anonymous (anonymous@undisclosed.example.com) — 2024-11-19T14:19:52+00:00

Rate scripts Introduction Temp Rate Scripts provide the mechanism for converting shifts into timesheet lines when the timesheet is completed. The script must be attached to the Rate Scheme which is being applied. The Commands are listed below, followed by Examples.

PIV2 Configuration Guide

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

PIV2 Configuration Guide Introduction Audience This setup guide is for Systems Administrators of IQX Enterprise It is important to identify at an early stage who is going to be the Systems Administrator. This job entails maintaining the database, managing users, implementing backups and upgrades, and fine tuning the configuration. They will probably also be responsible for training future new users and it is essential that they develop a good understanding of the program and the configurati…

Configure IQX to recognise Email from an internal address using MS Exchange.

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Configure IQX to recognise Email from an internal address using MS Exchange. The problem: In IQX Desktop, the inbox does not properly display internal staff email. When viewing the Inbox within IQX, an email that has been sent from an internal email address appears as follows:

Configure a bar code scanner to read timesheet barcodes

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Configure a bar code scanner to read timesheet barcodes * Instructions for configuring a USB ANL-810 barcode scanner to read timesheet serial numbers. The timesheets should have the serial number in the form of a Code 39 bar code. * After connecting the scanner to the PC, scan the following bar codes in order, top to bottom:

Ensure that a particular e-mail address is used in e-mail merges

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Ensure that a particular e-mail address is used in e-mail merges When a candidate or client contact has more than one e-mail address, you can ensure that a particular e-mail address is used in e-mail merges by prefixing the address with *. eg *info@iqx.co.uk

Run a database update

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Run a database update When you receive an updated copy of IQX you may need to run a database update. Each copy of the IQX program knows the structure of the IQX database it is supposed to work with, and how to update that structure from older versions. To carry out an update:

Apply an IQX configuration update

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Apply an IQX configuration update From time to time you may receive a new configuration for your copy of IQX. This file contains updates to screen form layouts etc and will usually have a name like WPK*.xml, where * may be a date or version number.

Enter an International Payment in IQX using Bankscan account checker

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Enter an International Payment in IQX using Bankscan account checker To send an international payment to Safe Outsourcing: * Set bank account number to 00000000 * Set sort code to 000000 * In second line of the bank address (3rd actual line) enter 12345678 as an override code to stop bankscan alerting to incorrect sort code and account number.

Create a list of regularly used companies

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Create a list of regularly used companies To create a list of common contacts to use during creation of an order: * Select all the people you need from the company selector (using Contact search) * Save as a stored selection called “Temp Regulars

Add questionnaires as switchable fields

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Add questionnaires as switchable fields It is possible to add an extra three columns to the Company, Person and Vacancy selectors. Each column is defined in General Settings. This should be done under the supervision of the IQX. Questionnaire items can be entered as follows:

Get more out of searches

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Get more out of searches * [ ] will match anything found between the the square bracket in one character space. eg N[ABC] will find NA, NB or NC but nothing else. * To look for RG2 but not RG20, RG21, etc use RG2[ ] so that the space will be matched.

Change where questionnaire items are viewed

Anonymous (anonymous@undisclosed.example.com) — 2019-11-22T19:05:47+00:00

Change where questionnaire items are viewed Questionnaires have a group option related to them as follows: * 0 = Standard (The question will appear in the standard Questionnaire view at the top right hand area) * 1 = Only on Questionnaire tab *

Creating a Custom Word Merge Field based upon questionnaire items

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Creating a Custom Word Merge Field based upon questionnaire items IQX comes with a list of standard Word Merge fields, available in the 'Insert fields' section when working with document templates. If required, the system administrator can add additional word merge fields.

Add a background image to IQX

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Add a background image to IQX By default the main screen of IQX will have a Grey background. This can be customised. To add a new background (wallpaper or company logo) simply add a picture file entitled IQX.bmp to the program directory (Where the IQX.exe file is located).

Set up a validation function

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Set up a validation function The validation check functions allow additional validation checks to be carried out at various stages. These can be customised through the Maintenance menu -> Database Functions option in the IQX User Interface by users with appropriate rights.

Understanding IQX Timesheet Validation

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Understanding IQX Timesheet Validation IQX will apply a number of validation checks before a timesheet can be completed. Some of these are scripted (in the Timesheet Pre-Validation and the Temp Timesheet Complete functions). These will vary from installation to installation and can be inspected in

Create a Candidate Self-Registration Form

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Create a Candidate Self-Registration Form You can use IQX to create a stripped down version of the normal Candidate Registration Wizard suitable for candidates to enter their own basic details on a computer in your office. * Create a new IQX user in

Open multiple copies of a selector form

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Open multiple copies of a selector form Normally if you click on the button to launch a selector form (eg Select Person or Select Company) and the selector is already open, the selector will be brought to the top as the active form. Sometimes, however, you may want to open a second copy of the selector. This might be because you are currently working on a selection of records and don't want to lose them, or maybe because you want to compare a series of records. To start another copy of the s…

Updating Bank Details Checking

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Updating Bank Details Checking IQX validates bank account and sort codes entered against a list of valid bank sorting codes and account numbers. With the creation of new accounts and branches these files can become out of date causing validation problems. IQX provides regular updates of the Bank Sort Code software.

Set up a shortcut to run AHL Transfer from outside IQX

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Set up a shortcut to run AHL Transfer from outside IQX The command line usage of the AHL Transfer application is: ahltransfer.exe where represents the ODBC Data Source Name for the database the transfer is to run from.

Add a New Temp Desk

Anonymous (anonymous@undisclosed.example.com) — 2023-11-30T11:59:38+00:00

Add a New Temp Desk Maintenance> Temps Setup> Temp Desks> NEW For each Temp Desk you need to add the following: * Name - Enter an appropriate name for the grouping. * Default View - Select the view from: * Monthly Contract which displays by vacancy a month at a time,

How to Change IQX's Icon

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

How to Change IQX's Icon In the program folder (where you run IQX from) add an icon file named iqx.ico, containing a 32 x 32 pixel icon. Back to Technical Help Section list Back to 'How To' guides for IQX system administrators

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

IQXNet - Security Recommendations for IIS Contents: INTRODUCTION 3 INSTALLATION GUIDELINES 4 LOCK DOWN UNUSED SERVICES 5 TURN ON AUDITING IN IIS 6 6 REMOVE THE SAMPLE DIRECTORIES AND SCRIPTS 8 SET PERMISSIONS 9 ADJUST LOCAL SECURITY SETTINGS 11

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Php 5.2.6 on IIS 5.1 with ISAPI or FastCGI Installation Guide This guide assumes that you have either windows server 2003/2008 or windows XP installed and updated with latest service patches and fixes. Download PHP isntall guide for IIS

A guide to checking connections in use and licences used

Anonymous (anonymous@undisclosed.example.com) — 2023-10-30T14:20:13+00:00

A guide to checking connections in use and licences used Go to Maintenance> Database Diagnostics> Connections. The count of licences in use is shown at the top of the form. Active connections for today's date will be listed. Clicking on the Previous button will show connections that have been ended. It defaults to show connections from today's date, use the date selector to view previous days. Users that are logged off will have a log off time associated with them. Normally there will be a n…

Outlook 2013

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Outlook 2013 Some registry changes are need to fix a Microsoft bug, to allow IQX to access the Outlook in 'click to run' MS Office 2013. This will need to be done by a user with full administrative rights on the machine in question. Download the zip file from the link below and unpack the reg file from the zip. Then run Regedit and select the IQXOutlook2013.reg file. Note that this reg file will do the fix for both 32 & 64 bit installs. While IQX only uses 32-bit Outlook, other applications t…

Debugging IQX Connection Failures

Anonymous (anonymous@undisclosed.example.com) — 2018-07-17T08:23:02+00:00

Debugging IQX Connection Failures This article is primarily concerned with resolving login failures rather than disconnection problems. Disconnection problems are almost invariably caused by faulty network connections. This article applies to recent versions of IQX that use FireDAC for database communications. For older versions of IQX using BDE connections (check Help | About, if in doubt) see this page -

BDE Fails with Runtime error 217 (+ mem location)

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

BDE Fails with Runtime error 217 (+ mem location) This is generally caused by the registry entries for the Borland BDE path not matching the folder location of where the BDE files are located. The registry entry are located HKEY_LOCAL_MACHINE\SOFTWARE then if 64bit you have to go into the Wow6432Node node.

Configuring External Blob (Document) Storage

Anonymous (anonymous@undisclosed.example.com) — 2021-11-26T12:45:49+00:00

Configuring External Blob (Document) Storage Introduction This is the mechanism for storing blobs outside the database. Blob (Binary Large OBject) is a generic term for documents (CVs, letters, photos, videos, spreadsheets etc) stored in the database.

How to use the IQX Launcher

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

How to use the IQX Launcher The purpose of this application is to allow for easy updating of all the IQX main program files and associated dlls. By replacing the normal IQX/Pears.exe with the IQX launcher.exe it will allow for clients to be automatically updated and in sync with the correct version.

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

IQXMonitor IQXMonitor is an application that runs as a service on a DR (Disaster Recovery) server. The application when installed as a service (set to automatic start-up) will look for a process called DBBackup.exe (This is set-up as part of the IQX DR server configuration). IQXMonitor will check this process is running every 3 seconds if this process is not running then it will attempt to restart this repeatedly.

How ODBC settings relate to database and database engine names

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

How ODBC settings relate to database and database engine names [Overview of IQX connections - please click to enlarge] please click image to enlarge

How to configure IQXCallerNotification application

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

How to configure IQXCallerNotification application The follow is a guide to installing and configuring the IQXCallerNotification application to connect to the Synety VOIP system. 1) Add the following scripts to your IQX database: CREATE FUNCTION "pears"."IncomingCallerIDLookup"( in @IncomingNumber char(100)) returns char(100) begin DECLARE @Who char(2); DECLARE @WhoID char(20); DECLARE @PersonName char(30); DECLARE @CompanyName char(60); SELECT FIRST "phone"."w…

Set IQX to log User off after a period of inactivity

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Set IQX to log User off after a period of inactivity Available in version 2.2.10.16 onwards. General settings> Settings> 1770 'Automatic Log Off Idle Time' If the value is 0 then automatic log off is not activated. If the value is greater than 0, then IQX will log off the User after that number of minutes with no keyboard or mouse activity on that machine.

Setting up Blank Timesheet Dispatch Function

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Setting up Blank Timesheet Dispatch Function Please contact IQX Support to discuss this feature further. * Set up new questions associated with blank timesheets as below: Maintenance> Vacancy Questionnaire Question Type must be Single Choice Only letters of numbers can be used as Choice IDs (not the default

Linking Questions to Compliance Documents

Anonymous (anonymous@undisclosed.example.com) — 2023-10-06T13:46:14+00:00

Linking Questions to Compliance Documents Compliance documents are set up as Document Types in Agency Setup and can only be administered by Users with the relevant roles. Only candidate document types can be compliance. When adding a document of a compliance type, it prompts or forces you to answer questions before allowing you to complete.

Forcing a Database Update

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Forcing a Database Update In situations where IQX is distributed to remote locations with their own databases, a database update can be forced when the user next logs in. An ini file, named IQXDB.ini of the format below should be distributed and placed in the same folder as the IQX.exe. The DSNName parameter in the example would be the name of the Database / DSN that the user specifies when starting IQX.

Install and Configure EWS (Exchange Web Service) Send Mail

Anonymous (anonymous@undisclosed.example.com) — 2022-05-04T08:47:32+00:00

Install and Configure EWS (Exchange Web Service) Send Mail 1) Firstly you need to have the following SQL Function in your IQX database: ALTER FUNCTION "pears"."EmailProviderDetails"() returns long varchar begin declare rv long varchar; declare crlf char(5); set crlf = "char"(13)+"char"(10); -- RETURN null; -- if not using EWS set rv = 'EWS'+crlf; -- mandatory for EWS set rv = rv + string(rv,(select (select staff.Email || '; ' from staff where Staff.staffid = UserStaffID ) || li…

Development of IQX and Inbox Visibility

Anonymous (anonymous@undisclosed.example.com) — 2022-05-04T08:50:38+00:00

Development of IQX and Inbox Visibility From the very beginning of IQX users could use Simple MAPI and Extended MAPI for seeing their local Outlook Inbox in the Desk Top. From 2016 it was possible to see the main structural folders and select one – that selection is then saved in the registry for future logins on that machine.

How to Configure Online Web Reference

Anonymous (anonymous@undisclosed.example.com) — 2023-11-28T13:27:03+00:00

How to Configure Online Web Reference 1) To turn on the view in the Candidate Record: Go to General Settings > Show Person On-line Reference View > Set this to Y and ensure Person Reference Request is set to N. you will now see this on the Candidate Record

Configuring IQX to use rates determined by Agency Worker not Vacancy / Placement

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Configuring IQX to use rates determined by Agency Worker not Vacancy / Placement Sometimes agencies have workers who are paid at an individually negotiated rate rather than at rates determined at the Rate Scheme / Vacancy or Placement level. With some configuration, IQX can accommodate such arrangements, even when the rules are complex.

Setting up Holiday Pay in IQX

Anonymous (anonymous@undisclosed.example.com) — 2020-11-04T15:24:00+00:00

Setting up Holiday Pay in IQX Holiday Pay entitlement is calculated for PAYE candidates from the Temp's timesheet history. The calculations are re-calculated every time the Holiday Pay script is looked at, either on the person form or in a report. Therefore reports should be run and saved every week. It is not a system where a fixed amount is created for each timesheet.

Configuring URL Based Telephone Dialling

Anonymous (anonymous@undisclosed.example.com) — 2020-11-16T18:51:22+00:00

Configuring URL Based Telephone Dialling Basic Set-Up As well as standard 3rd-party TAPI dialling using Windows or PABX TAPI drivers, IQX can initiate telephone calls with an HTTP call where this is supported by your phone system. The details of the

Stored Search in Another Users Name

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Stored Search in Another Users Name Users with Manager rights can save a Stored Search in another User's name. Create or select a Stored Search. Click Save. Select the User to receive the Stored Search. Click OK.

Web Referencing

Anonymous (anonymous@undisclosed.example.com) — 2020-04-24T11:33:19+00:00

Web Referencing Users can send reference requests to referees and receive references from within IQX via the web. Referees can log onto a temporary website to complete the reference which will automatically update IQX. Branding, maintained in Agency Setup, can be applied to emailed Reference Requests.

Restrict Users from seeing Temp Desk other than own

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Restrict Users from seeing Temp Desk other than own (2.15.11+) User can be restricted from seeing Temp Desks other than their own. The setting can be accessed via Maintenance - User - Layout Settings - Group USER - Click 'Hide temp Desk other than own'.

Comparing the Structures of Two Databases

Anonymous (anonymous@undisclosed.example.com) — 2018-07-13T18:34:06+00:00

Comparing the Structures of Two Databases The database update process will keep an IQX database up-to-date with the copy of the IQX program running on it; however the requirement may arise where one wants to compare the structure of two databases to find custom table, columns or functions.

Configuring single sign-on / Active Directory integration

Anonymous (anonymous@undisclosed.example.com) — 2025-07-03T11:37:38+00:00

Configuring single sign-on / Active Directory integration Introduction It is now possible to log into IQX using Active Directory authentication. Provided a user has the required permissions and security setup, clicking on the IQX icon will log the user straight in to IQX without having to complete the login box.

Secure Document Sending

Anonymous (anonymous@undisclosed.example.com) — 2020-01-21T14:30:12+00:00

Secure Document Sending Introduction This facility allows the sending of documents as download links rather than as attachments to emails. This is particularly useful when the documents are too large to email or more control over their initial distribution is required.

Two-Way SMS text with SMSWorks

Anonymous (anonymous@undisclosed.example.com) — 2024-01-23T20:07:34+00:00

Two-Way SMS text with SMSWorks Requirements * An account with SMSWorks * Incoming numbers configured at SMSWorks * In the IQX database, the following functions and procedures are needed: IQXLocalConversation, IQXLocalConversationContactClasses, IQXLocalConversationInsert, IQXLocalConversationSendURL, OutgoingSMSCETypes, IQXLocalConversationSendURL

Search

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

IQX Quick Menu

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

IQX Quick Menu Home Getting Started Help Topics Release Information Help for System Administrators

Indexing Server

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Indexing Server * Installing * Testbed Program

IQX & SQL Anywhere 10

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

IQX & SQL Anywhere 10 * Technical Help * Basic Installation * Advanced Installation * Troubleshooting

IQX & SQL Anywhere 16

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

IQX & SQL Anywhere 16 * Technical Help * Client Installation * Administration Installation * Server Installation * Manually Install SQL Anywhere ODBC Client * Troubleshooting * SQL Anywhere 16 Workflow

Windows Search

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Windows Search * Installing * TestBed program

Welcome to the IQX Help Centre

Anonymous (anonymous@undisclosed.example.com) — 2026-01-29T17:32:44+00:00

Welcome to the IQX Help Centre * Getting Started * Data Protection in IQX * Help Topics * Release Information * Help for System Administrators * Technical Help Site * IQXanywhere * AI - IQXAssist (Early Access) ---------- * Report a Fault * Submit a new feature request

IQXanywhere Standard Support Services Policy

Anonymous (anonymous@undisclosed.example.com) — 2021-05-05T13:44:46+00:00

IQXanywhere Standard Support Services Policy Support and Maintenance Services Support and Maintenance Services are included in the IQXanywhere service subscription and entitle Clients to the following: * Two support dedicated contacts, designated by Client in writing, who will have access to support services.

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

personal_ws-1.1 en 100 timesheet timesheets barcodes barcode IQX LSM username WPK shiftplan Back to Technical Help Section list

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

* MAIN Menu * Search IQX Website *

Timesheet Query Management

Anonymous (anonymous@undisclosed.example.com) — 2023-04-17T09:52:25+00:00

Timesheet Query Management ~~WIP~~ New field 'Code' used to filter Timesheet Query Reasons (2.15.11+) A new field has been added allowing control over the choice of reasons available to a user when querying a provisional timesheet. Querying a provisional timesheet will allow the timesheet to be referred back for corrections or further approval.

Switchable Views on the Desk Top

Anonymous (anonymous@undisclosed.example.com) — 2022-04-15T11:40:47+00:00

Switchable Views on the Desk Top In addition to the standard views on the Desk Top it is possible to set up three additional views to enable users to better track applicants and vacancies. It is possible to have the following views * display vacancies in one particular state (useful if you want to keep an eye on vacancies where the client has not yet given you the go ahead to work on it)

Collections/Internal Chat

Anonymous (anonymous@undisclosed.example.com) — 2022-06-28T16:04:50+00:00

Collections/Internal Chat Collections/Internal Chat (the name can be determined by your agency) is accessible from the desktop if enabled by your agency. It is a means of bringing together a group of users so they can discuss an issue/work on a project. Users can 'chat' in a conversation style and add relevant documents.

Filters

Anonymous (anonymous@undisclosed.example.com) — 2023-04-17T09:40:20+00:00

Filters Filters have been included on many views within IQX that enable you to filter the results showing on screen. This can be useful if you have run a search and just quickly want to filter the results, in the example above the first image shows the the search results for a particular job title, then in the second image the same results have been filtered so that those that have the consultant Shelley show.

How to .....

Anonymous (anonymous@undisclosed.example.com) — 2023-11-30T12:01:07+00:00

How to ..... * Find a Person/candidate * Add a candidate * Enter Persons's work Requirements * Add an existing CV to their record * Create a new CV * Complete a Questionnaire * References * Entering availability, holiday and unavailability against a candidate * Searching for Vacancies * Diary * Creating Contact events * Entering a registration/interview contact event * History * Entering new candidate’s payroll details * Checking accrued holiday pay * En…

Add a New Candidate

Anonymous (anonymous@undisclosed.example.com) — 2020-07-31T10:52:51+00:00

Add a New Candidate Refers to: People (Top menu) To add a new candidate to IQX: * Click on the People icon on the toolbar to open the selector. * Click on the New button. * This will take you to the first screen of the Person Details wizard which you need to complete. There are some fields that you must fill and others that are optional.

Requirements

Anonymous (anonymous@undisclosed.example.com) — 2022-06-28T08:24:32+00:00

Requirements Refers to: Person form -> Requirements tab Use this tab to enter any specific requirements that the candidate has, for example, a minimum salary or rate and benefits that they require such as a pension or company car. If the candidate has said that any job must have these criteria, then click on the

Add an existing CV to a candidate's record

Anonymous (anonymous@undisclosed.example.com) — 2022-04-18T15:01:04+00:00

Add an existing CV to a candidate's record Refers to: Candidate form -> cv tab To add an existing CV to a candidate: * open the candidate details form and click on the CV tab in the left hand panel. * Click on Write CV. Select Load from existing word document

To create a new CV

Anonymous (anonymous@undisclosed.example.com) — 2022-04-26T08:18:53+00:00

To create a new CV Refers to: person form -> CV tab The CV tab displays a plain text copy of the candidate’s CV. You can create a new CV from a template or import a CV from an existing Word document. From version 2.21.8 onwards the ability has been added to have the main CV attached in a PDF format (previously only .doc, .docx formats allowed)

How To Complete A Questionnaire

Anonymous (anonymous@undisclosed.example.com) — 2018-01-26T11:14:18+00:00

How To Complete A Questionnaire Refers to: people form -> Questionnaire tab The full questionnaires for the selected department and the general candidate information are shown here. Only selected questions appear in the top right headline area. Questionnaire items can take a number of formats, these are:

Availability, Unavailability, Holiday

Anonymous (anonymous@undisclosed.example.com) — 2022-12-12T12:51:32+00:00

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 Diary tab also shows the information, although Availability can be hidden by default, and only shown if the button is depressed.

Diary

Anonymous (anonymous@undisclosed.example.com) — 2022-06-02T12:34:29+00:00

Diary Refers to: Person form -> diary tab Use the Diary tab to see the Candidate’s availability by time, from 10 to 60 minute intervals, in a weekly format. Click on the Add button to enter their availability for that week. Click on each day you need to enter. Right click to delete an entry added by mistake.

Contact Events

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Contact Events Refers to: Person form -> Contact events tab The Contact Event tab lists all the contacts that have been entered for this candidate; i.e. phone calls, interviews, e-mails and letters. * Click on the Expand button to open the contact event and see the details.

Entering a registration/interview contact event

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Entering a registration/interview contact event Refers to: Person Selector form + Make contact event (Top menu) Person form + Make contact event (Top menu) This is usually your first contact event with a new candidate. * Click on the Make Contact Event

History

Anonymous (anonymous@undisclosed.example.com) — 2022-06-28T11:24:14+00:00

History ---------- Refers to: Person form -> History tab All placements arranged by your agency appear as employments on the History tab and link to the relevant companies and placements. You can also enter the candidate’s previous work history on this tab. Click on the

Entering new candidate’s payroll details

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Entering new candidate’s payroll details Refers to: Person form -> Payroll tab Click on the Payroll tab on the left hand side of the candidate screen. The Payroll Number and Start Date are updated automatically by the first transferred timesheet. You need to complete the following fields:

Checking Accrued Holiday Pay

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Checking Accrued Holiday Pay Refers to: Person form -> Payroll tab To see the Accrued Holiday Pay details to date, click on the payroll tab, and click the Holiday Pay button. A breakdown of holiday pay information is then displayed. The Payroll tab appears on both the

Entering a P45 date

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:30:27+00:00

Entering a P45 date Refers to: Person form -> Payroll tab The P45/Leave button is located on the payroll screen. You use this when a candidate leaves in order to end their period of entitlement to Holiday Pay. Click on the P45/Leave button. From the resulting dialog box, enter a date and click

Progress Reports

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Progress Reports Refers to: Person form -> Progress tab For a list of reports see 8.13 below See also 8.3 Run a report. 8.13 Progress reports. Back to Online User Guides back to How to .....

Progress Due for action

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Progress Due for action refers to: person form -> progress tab desktop form -> progress due for action * Use the Action by and state filters to select a sample * select tickboxes to choose individuals * process button to open a Select process

Progress States

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Progress States Refers to: Person form -> progress tab The link between the Vacancy and the Applicant is the Progress Record, which appear on the Progress tab. There are four fixed states for monitoring an applicants’ progress: * Awaits Contact

Progress Selector

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Progress

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Progress Adding a candidate to a vacancy short list creates a progress form which tracks candidate progress through the vacancy stages, from being added to the shortlist to being placed or rejected. See also Progress States From a vacancy shortlist select the candidate name and use the

Person Record - Placements

Anonymous (anonymous@undisclosed.example.com) — 2022-06-03T09:59:01+00:00

Person Record - Placements Refers to: Person form -> placements tab The placements tab shows all the placements, either permanent, contract or shift, that are linked to the Candidate. The Process button will open the Placement Selector form prefilled with these placements, for reporting or analyzing.

Timesheets tab

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Timesheets tab refers to: person form -> timesheets tab the timesheet tab provides a list of timesheet summaries for that person. * Use Expand to open the timesheet wizard, which will display the selected timesheet details. * Use New to enter details for a new timesheet

Timesheet form

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Timesheet form refers to: person form -> timesheets tab F11 (Function key) Display details of individual timesheets. Use Expand on the person form -> timesheet tab or F11 to open. * Add shifts to add shifts to those already displayed *

Timesheets

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:31:15+00:00

Timesheets Refers to: Person form -> Timesheets tab * Timesheets Tab * Timesheets Form Back to Online User Guides Back to How to .....

Setting up Temp Desks

Anonymous (anonymous@undisclosed.example.com) — 2022-06-03T08:48:14+00:00

Setting up Temp Desks Refers to: Maintenance menu -> Temp Setup item -> Temp Desks tab Temp desk form (top menu) The Temp Desk system is a way to arrange work for the convenience of individual consultants. They use a Temp Desk to get at active Temp Vacancies for filling, processing and completing time sheets, in the timeframe of a week or a month. You can create as many Temp Desks as you require to fulfil your business requirements.

Photo

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Photo Refers to: Person form -> Photo tab You can link a photo to a record from a file or may be captured from a web cam, and saved. Note: A photo should be a maximum size of 256Kb if it is required to be shown on a report. Back to Online User Guides Back to

Documents

Anonymous (anonymous@undisclosed.example.com) — 2022-06-03T12:25:22+00:00

Documents Refers to: Company form -> documents tab vacancies form -> documents tab Candidate form -> documents tab You may link any type of document, for example, directions, copies of terms of business and agreed rates. * Documents added as Files cannot be edited after saving.

References

Anonymous (anonymous@undisclosed.example.com) — 2023-11-28T13:23:50+00:00

References On the Candidate Record you will see a tab for 'Online References' To add a new reference to a Candidate, use the New Reference button. This will bring up the Reference Form. The information you are required to fill in will depend on what 'Type' you select

Searching for Vacancies from a Candidate record

Anonymous (anonymous@undisclosed.example.com) — 2022-06-03T14:38:51+00:00

Searching for Vacancies from a Candidate record If your agency works from the point of view that your candidate provides details of the type of work they would like and you match them to open vacancies (rather than starting with the vacancy and matching available candidates) you can do this using the search button when you are in a candidate record.

How to .....

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

How to ..... * Find a Company/Contact Record * Add a Company * Add Further Company contacts * Add further personal details about a contact * Add accounts, etc. details * Complete a Company questionnaire * Complete a Contact questionnaire * Add a Vacancy * Use Contact Events * View Placements * Use Notes * Use Groups * Use Contact Trees * Work with Documents * View Temp Details * View former employees or temp staff * Add a new account code to a company record …

How to search for a Company or Contact

Anonymous (anonymous@undisclosed.example.com) — 2022-06-06T08:57:05+00:00

Adding a Company

Anonymous (anonymous@undisclosed.example.com) — 2018-01-26T11:16:52+00:00

Adding a Company Refers to: Companies form (top menu) To add a new company: * Click on the Companies icon. * Click on the New button. A screen similar to the following one is displayed. * Click on the + button to expand a section and enter the company’s details.

Adding further company contacts

Anonymous (anonymous@undisclosed.example.com) — 2022-06-06T09:00:05+00:00

Adding further company contacts You can add other contacts to the company details. * Click on the Add button. * Enter the required information and complete questionnaire where relevant. * Click Save & Refresh to add the new contact to the list at the bottom of the screen.

Adding further personal details about a contact

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Adding further personal details about a contact Refers to: companies form -> contacts selection contacts form From the Company form: Every company contact also has a Person record. If you want to add further information about a particular contact:

Adding accounts, etc. details

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:25:42+00:00

Adding accounts, etc. details Refers to: Person form -> miscellaneous tab You use the Miscellaneous option on the left hand side of the screen to enter the accounts details for a company. You must enter at least the following information: (Some Agencies restrict this to those with Accounts rights only)

How To Complete A Questionnaire

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

How To Complete A Questionnaire Refers to: person form -> questionnaire tab Questionnaire items can take a number of formats, these are: * Numeric The user enters a numeric value in relation to a question, for example 'Salary Required' with an answer of 20000

Contact questionnaire

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Contact questionnaire Refers to: Person form -> Contact questionnaire tab Click on the Contact Questionnaire option on the left had side of the screen to go to the contact questionnaire view. Here you can update the contact questionnaire information that you entered when you added the initial contact details.

Company record - Adding a vacancy

Anonymous (anonymous@undisclosed.example.com) — 2022-06-03T09:23:12+00:00

Company record - Adding a vacancy Relates to: Client search form -> Clients form -> vacancies tab Note: This is where you add permanent vacancies. You would normally enter temporary vacancies from the Temp Desk. Click on the Vacancy option on the left hand side of the screen to go to the vacancy view.

Contact events

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Contact events Refers to: person form -> Contact events tab Click on the Contact Events tab to see all the contact history for the selected company contact. * To open up the contact details click on the Expand button. * To view all contact history for all company contacts click on the

Company - Notes

Anonymous (anonymous@undisclosed.example.com) — 2022-06-06T11:01:53+00:00

Company - Notes Refers to: Company/Client form -> Notes, Extra Notes, Warning People -> Notes, 2nd Notes Notes This is a free text section for keeping notes about the company. This text can be searched. 2nd Notes Use this section to contain further notes. You may wish to use this section for references.

Company Groups

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Company Groups Companies can be grouped together so that hierarchies and branches can be visibly linked - this is done in the Group view. The group may be used for reporting, and also for withholding candidates from an entire group (done from Person, History View see also

Group Tree

Anonymous (anonymous@undisclosed.example.com) — 2022-07-05T15:48:56+00:00

Group Tree The Contact Tree allows for one Contact to be linked to multiple Company records, without being duplicated. It links through the Company Group. From Company Group: Open the Contact Tree for the relevant contact. Go to the Group view and drag and drop the contact name onto the company you wish to add the employment to.

Temp details

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:26:55+00:00

Temp details Relates to: Clients -> Temp details Where the company has special rates for temporary vacancies or unique types of shifts, your system supervisor can set defaults for these. These require a code to link them to the client, and the codes are maintained here.

Viewing former employees or temp staff

Anonymous (anonymous@undisclosed.example.com) — 2022-05-04T10:01:33+00:00

Viewing former employees or temp staff Refers to: companies form -> selection tab Click on the Contacts filter to view the contacts for this company. You can then use the Include Former and Include Temps buttons to list the former employees and current temporary staff that have been, or are currently contacts for this company.

Adding a new account code to a company record

Anonymous (anonymous@undisclosed.example.com) — 2021-09-22T14:03:24+00:00

Adding a new account code to a company record Refers to: Companies form -> selection tab To add a new account code to a company record: * Click on the Companies icon to open up the Company Selector form. * Type in the name of the company you wish to look for and click on the

Company - Placements View

Anonymous (anonymous@undisclosed.example.com) — 2022-06-06T09:08:42+00:00

Company - Placements View From this tab you can view all Placements directly linked to this Client. You are able to expand Placements and view the Candidate from here as well as process Candidates and Placements. Go back to Company How to...

Documents

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:26:40+00:00

Desktop

Anonymous (anonymous@undisclosed.example.com) — 2022-04-15T13:21:45+00:00

Desktop * How to use the Desk Top * How to use the diary * Inbox emails and contact * Progress due for action * Contact events due for callback * Current Vacancies * How to remove items from Desk Top Action List * Alternative view for Desk Top Placements * Switchable Views on Desk Top * Collections/Internal Chat Back to Online Users Guide

How to use the Desk Top

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:37:38+00:00

How to use the Desk Top Relates to: Desktop form The Desk Top is intended primarily a quick way for the user to actions which are pending, for example: * Diarised events, * Email Inbox, * People to contact * Actions to take. The drop-down box in the top-left of the Desktop form allows the user to select diary entries, contact events or progress events for other members of staff.

Desk Top Placements View

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Desk Top Placements View The default view for placements on the Desk Top is Unauthorised Placements; this will list existing Unauthorised Perm Placements. An alternative view can be selected to show Placements and this will show perm placements by status:

Diary

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Diary Refers to: Desktop form -> Diary tab The Diary tab shows the diary for whoever is selected in the Drop Down list box. The diary consists of three parts: * On the left is a page divided into time segments displaying a day. The time segments can be changed by right clicking on the grey left margin giving options from hour to ten minute segments.

Inbox

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Inbox Refers to: Desktop form -> Inbox tab The Inbox Tab displays the Inbox folder contents from the PC User’s Email provider. Another user’s email can not be seen. Where an email address is recognised by IQX the Contact’s name will appear in the IQX Contact Column.

Progress due for Action

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Progress due for Action Refers to: Desktop form -> Progress due for Action tab This tab shows current Contract or Permanent Vacancy tasks which require action to be taken by the date shown by whoever is selected in the Drop Down list box. These are based on Progress items (the links between candidates & vacancies as they progress from Short List to Placement or Rejection).

Contact Events due for Callback

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Contact Events due for Callback Refers to: Desktop form -> Contact events for Callback Contact events -> Callback By (Callback is synonymous with “return phonecall” or “reply by email”) This tab shows the Contact Events which, when originally made, have been marked for Callback on a particular date, for whoever is selected in the Drop Down list box.

Current Vacancies

Anonymous (anonymous@undisclosed.example.com) — 2020-04-24T10:32:37+00:00

Current Vacancies Refers to: Desktop form -> Current Vacancies tab Current Vacancies table shows the current Vacancies for whoever is selected in the Drop Down list box. Expand opens the Vacancy. The Contact Event button (top menu) will open a new Contact Event to the Company Person.

How to remove items from Desk Top Action list.

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

How to remove items from Desk Top Action list. Refers to: Desktop form -> Daily work list To remove a Progress item from the Action List, click in the date cell and delete the date. When the screen is Updated the line will disappear. To change the

How to make a Diary Appointment

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

How to make a Diary Appointment Refers to: Desktop form -> Diary tab Make diary appointment (top menu) Quick method * Highlight the diary line at the right time and then double click * Begin entering the description of the appointment. *

How to make a Pop Up Reminder

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

How to make a Pop Up Reminder Refers to: Reminder button (Main toolbar) * Click the Make Reminder button on the main toolbar. This will bring up the Appointment/Reminder dialogue box. * Select the consultant who the appointment is to be for from the drop down box. The default is the User logged on.

Why Can't I delete a Contact Event?

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Why Can't I delete a Contact Event? Refers to: Contact events This is because your System Administrator has configured IQX so that Contact Events are either totally uneditable once made, or else are only editable for X minutes after they were made. The decision about whether Contact Events are editable or not is made by local management. The idea of restricting the editing of Contact Events is to provide a reliable audit trail of a sequence of events.

What if I absolutely need to edit an existing Contact Event?

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

What if I absolutely need to edit an existing Contact Event? Refers to: Contact events If you do urgently need to edit an existing contact event, and the delete button at the top of the contact event has 'greyed out', then please speak to your system administrator who can assist with this.

How do I add to, delete from, or change the list of "Contact Event Types"?

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

How do I add to, delete from, or change the list of "Contact Event Types"? Please speak to your system administrator who has the authority to carry out such changes. Please bear in mind that there may already be some contact events using a “Type

Charts

Anonymous (anonymous@undisclosed.example.com) — 2019-09-11T10:33:25+00:00

Charts The Charts system is also available as Analytics on the IQXWeb Consultant Portal - charts defined in one place are automatically available in the other. It allows you to produce graphical visualizations of data. There are two types of chart: Performance Charts and Analysis Charts.

Expiry Dates

Anonymous (anonymous@undisclosed.example.com) — 2022-12-12T12:16:45+00:00

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. The Expiry view features

Temp Desk

Anonymous (anonymous@undisclosed.example.com) — 2022-06-06T09:34:54+00:00

Temp Desk The Temp Desk is a central way for you to access the current temporary vacancies and placements for filling, processing and timesheets. From 2.21.8+ scroll arrows have been added to the top panel header and for some of the views headers to make it easier to see all the fields and options on the temp desk when viewing on a smaller screen.

Weekly contract

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:42:55+00:00

Weekly contract refers to: temp desk form -> vacancies tab temp desk form -> temps tab temp desk form -> placements tab For ongoing contracts, where the requirements are skill based, not time based and the payroll is run weekly Use the desk

Weekly contract

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Weekly contract For ongoing contracts, where the requirements are skill based, not time based and the payroll is run weekly

Monthly contract

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Monthly contract For ongoing contracts, where the requirements are skill based, not time based and payroll is run monthly.

Monthly contract

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:43:10+00:00

Monthly contract refers to: temp desk form -> vacancies tab temp desk form -> temps tab temp desk form -> placements tab For ongoing contracts, where the requirements are skill based, not time based and payroll is run monthly Use the desk,

Weekly shift

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Weekly shift For shift vacancies, where the requirement is to match candidates’ time availability to the shift times. Each cell can be drilled down into.

Weekly shift

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:43:25+00:00

Weekly shift refers to: temp desk form -> vacancies tab temp desk form -> temps tab temp desk form -> placements tab For shift vacancies, where the requirement is to match candidates’ time availability to the shift times. Each cell can be drilled down into. The weekly shift option has 2 displays as follows:

Temp Desk - Vacancy Tab

Anonymous (anonymous@undisclosed.example.com) — 2022-06-03T09:14:17+00:00

Temp Desk - Vacancy Tab refers to: temp desk form -> vacancies tab The Vacancy tab shows a summary of who is working on which day. If there are unfilled shifts the word Unfilled is shown in green. Right clicking shows the day in depth with what shifts are entered and who is booked.

Temps Tab

Anonymous (anonymous@undisclosed.example.com) — 2022-06-28T15:29:58+00:00

Temps Tab refers to: temp desk form -> temps tab This is where you manage your group of Temps that have this desk assigned to them. You can see at a glance where each temp is working on any particular day or whether they are unavailable. From 2.22.2+ if viewing a contract desk the candidate's work pattern is reflected on this view, so if they only work Monday, Tuesday Wednesday this will show and the rest of the days will be empty (previously it would show as working all week regardless…

Temps view

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Temps view Click on the Temps tab to see the temps position for the week. This is where you manage your group of Temps that have this desk assigned to them. View current placements, Add types of availability, view holiday pay, drag to add to vacancy shortlists, Process to mailmerge and report on.

Temp Desk - Placements Tab

Anonymous (anonymous@undisclosed.example.com) — 2022-06-13T10:29:37+00:00

Temp Desk - Placements Tab refers to: temp desk form -> placements tab This is where you manage your group of placed candidates. All contacts can be made and recorded from this view. In order to save entry time a Placement is not required until a first Timesheet is Completed – IQX takes care of it in the background. This means that looking at the Placement list does NOT show who is working in the week.

Temp Desk - Placements view

Anonymous (anonymous@undisclosed.example.com) — 2022-06-06T09:02:25+00:00

Temp Desk - Placements view Click on the Placements tab to see the placements. This is where you manage your group of placed candidates. Timesheets are generated from this list so it is important to only have current placements on this list. All contacts can be made and recorded from this view.

Timesheets view \ Working with timesheets

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Timesheets view \ Working with timesheets This is where you manage the timesheets for the week. Create Timesheets makes a provisional timesheet for all current placements, for completion once the hours are known. This shows the details of all the timesheets that you have created, provisionals are in blue and appear at the top of the list, completed are in black and are in timesheet number order.

Timesheets Tab / working with timesheets

Anonymous (anonymous@undisclosed.example.com) — 2022-06-28T15:14:18+00:00

Timesheets Tab / working with timesheets refers to: temp desk form -> timesheets tab To create a batch of Provisional Timesheets * Use the Create Timesheet button – a provisional timesheet will be created for every placement or shift that does not already have a provisional or completed timesheet for the week. From 2.21.8+ it is possible for non accounts users to create timesheets, please speak to your System Administrator to set this up.

Shifts Tab

Anonymous (anonymous@undisclosed.example.com) — 2023-04-17T15:47:57+00:00

Shifts Tab refers to: temp desk form -> Shifts tab vacancy form -> shifts tab This tab enables a User to be able to manage any shift individually. Clicking the Shifts tab opens the shifts subform The line that is selected has all the details available in the bottom section, where the white lines can be edited as required. Also Filled or Cancelled individually.

Cross reference with vacancy form

Anonymous (anonymous@undisclosed.example.com) — 2018-04-12T15:23:59+00:00

Cross reference with vacancy form refers to: temp desk form vacancies form Many of the shift functions are also available on the vacancies form- see the list below for further information. See also How to add shifts to a vacancy How to Edit shifts How to fill shifts for a vacancy How to confirm shifts How to delete an empty shift How to cancel a filled shift How to complete/finish a vacancy What do the colours mean? Back to Online Users Guide Back to Temp Desk

Temps tab

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Temps tab You can view Temps by: * Current Pool. Those who have a Current status. * Working Shifts in Week. Those who are working in the current week. * Entire Pool. Everyone, whether or not they are working. Button UseSearch Search for a specific temp to fill the shift.

Timesheets tab

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Timesheets tab This shows the details of all the timesheets that you have created. Button UseSearch Search for a specific provisional timesheet so that you can complete it.Expand Open the timesheet for selected candidate.Add Add a new timesheet – start the wizard.

To complete a timesheet

Anonymous (anonymous@undisclosed.example.com) — 2021-12-13T09:36:36+00:00

To complete a timesheet refers to: temp desk form -> timesheets tab vacancy form -> timesheets tab candidate form -> timesheets tab -> temp tab candidate form -> timesheets tab -> accounts tab see also Completing Timesheets - hints for problems * Either use an Add Timesheet button or

Make a temp booking

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:46:52+00:00

Make a temp booking Relates to: Temp desk -> vacancies tab First you need to create a new vacancy using the Temp Desk button: * Select the correct Temp Desk using the drop-down box in the left hand corner. * Go to the Vacancies Tab. * Click on the

Search for Candidates to Shortlist to a Vacancy

Anonymous (anonymous@undisclosed.example.com) — 2022-12-12T12:41:36+00:00

Search for Candidates to Shortlist to a Vacancy Once the basic vacancy information and requirements have been added you can Search for candidates: * Click on the Search button. This opens a search wizard. * The department to be searched is the one the vacancy belongs to. Select whether you want to search for

Contact candidates

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:47:49+00:00

Contact candidates refers to: vacancies form -> short list Once you have added candidates to your short list, you need to contact them to see if they are interested in the vacancy: * If the vacancy is not already open, expand it from Vacancies

Send CVs

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Send CVs refers to: vacancies form -> short list tab If the candidate wants to be considered for a vacancy, then you may wish to send their CV to the client: * If the vacancy is not already open, expand it from Vacancies Tab. * Select the Short List

Book interviews

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Book interviews refers to: vacancies form -> short list tab If the client wants to interview the candidate, then you need to set up interviews with the candidates: * If the vacancy is not already open, expand it from Vacancies Main menu item.

Make a placement

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Make a placement refers to: vacancies form -> short list vacancies form -> placement tab temp desk form -> temps tab You can create a placement for the vacancy in one of the following ways: Using the Vacancy form on the Main menu * If you have followed the steps described in previous sections to find a candidate, then you can select the candidate from the

Create provisional timesheets from placements

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:48:27+00:00

Create provisional timesheets from placements refers to: temp desk form -> timesheets On the temp desk form: Once you have made the placements for the week click on the Timesheets tab and click on the Add button and complete the timesheet details.

Complete timesheets

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:48:44+00:00

Complete timesheets refers to: temp desk form -> timesheets tab On the Temp desk form To complete the timesheets: * Click on the Timesheets tab and select the correct week. * Use Expand to open the Provisional timesheet wizard. * Fill in the hours worked and check that the rates are correct.

End a Placement

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

End a Placement refers to: Temp Desk form -> Placement tab: To end a Placement: * Select the correct vacancy in the grid, expand it and confirm/enter the leave date. * go to the vacancy and confirm/enter the end date (expand the Dates field) and check the status.

When a Temp leaves

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:49:10+00:00

When a Temp leaves refers to: person form * End the placement for the candidate. * Change the Person state to Left or appropriate state. * In order to stop holiday pay accruing you need to enter the P45 date on the payroll view. See also

Create a Holiday Pay Timesheet

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:49:34+00:00

Create a Holiday Pay Timesheet Holiday Pay entitlement is calculated for PAYE candidates from the Temp's timesheet history. The calculations are re-calculated every time the Holiday Pay script is looked at, either on the person form or in a report. Therefore reports should be run and saved every week. It is not a system where a fixed amount is created for each timesheet.

Creating SSP timesheets

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:49:47+00:00

Creating SSP timesheets You can add a Statutory Sick Pay (SSP) amount through an internal timesheet from the Temp Desk or the Candidate’s record, if your Agency sets it up. It cannot be calculated by IQX. * Add a timesheet as normal for this candidate.

Editing transferred timesheets

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Editing transferred timesheets A timesheet cannot be directly edited, but up to the point when it is transferred for payment, a timesheet can be deleted and recreated as a Provisional ready for editing and completion. When a timesheet is transferred to a payroll or back office, IQX assigns a Transfer Batch Number to it. It can no longer be deleted, and when you expand the timesheet, the Delete button is greyed out.

Creating a negative timesheet

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:49:59+00:00

Creating a negative timesheet A negative timesheet is used to counterbalance an incorrect, locked timesheet to be used if you do not have the Cancel/Correct option (See Editing timesheets). * Expand the incorrect, undeletable timesheet. Click on the New Timesheet

Editing timesheets and Cancel Correct

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:50:13+00:00

Editing timesheets and Cancel Correct If you find an error in a timesheet before you transfer to payroll, then you can edit it by deleting: Click here for full details If the transfer batch field is empty, you can use the Delete button. Click

Holiday Pay in Lieu timesheets for a leaver

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:50:42+00:00

Holiday Pay in Lieu timesheets for a leaver refers to: temp vacancy -> timesheets When a candidate is leaving then, , use the Pay in Lieu button in the Holiday Pay calculator for calculating holiday pay. See also Timesheets When a temp leaves Creating holiday timesheets. How to complete/end a Temp placement Entering a P45 date Remove the candidate from all temp desks Back to Online Users Guide Back to

Generating an E-timesheet

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Generating an E-timesheet Note In order to create an E-timesheet, the following needs to be setup: * Under 'Maintenance -> General Settings -> Temps' ensure that E Timesheets is set to Y To generate an E-timesheet against an order: * the client that the placement is with has to be set to accept E-timesheets. This is done under the

Transfer

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Transfer Relates to: Temp desk -> Transfer tab Use this page to generate data transfer files for your payroll system. The functionality of this tab is dependant on your payroll system, and may not be required. Back to Online Users Guide Back to Temp Desk

Blank Timesheet Dispatcher

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Blank Timesheet Dispatcher Blank timesheets can be sent out by Email, Post (printed) or Fax. Types of timesheets that can be used are Single Timesheet to Temp/candidate, Single Timesheet to Client or Multiple Timesheets to Clients. Fields Used for Dispatch

Managers can create Ops Teams for managing Temp Desk Placements and Temps Views

Anonymous (anonymous@undisclosed.example.com) — 2022-06-28T08:47:36+00:00

Managers can create Ops Teams for managing Temp Desk Placements and Temps Views Managers can now create ‘Teams’ within IQX and manage Candidates/Temps and Placements on the Temp Desk filtered by a specific ‘Team’ where they can view the specified records and run reports on the Team. Instead of having to review each consultants desk individually if they have been added to a team mangers can view all temps and placements at the same time to get a quick overview.

Shift Confirmations

Anonymous (anonymous@undisclosed.example.com) — 2022-04-25T13:51:50+00:00

Shift Confirmations How to confirm shifts Standard Method refers to: temp desk form -> temps tab vacancies form -> diary tab For a group of shifts - On either the Temp Desk or the Vacancies Diary view – click the Confirm button. * The

Accounts / Payroll

Anonymous (anonymous@undisclosed.example.com) — 2022-12-01T11:08:09+00:00

Accounts / Payroll This guide will help you through setting up & creating invoices to running a full Sales Ledger in IQX Enterprise. It is both a User & Configuration guide. Invoices are created from Placements, Timesheets and can be created for one off events. The full Sales ledger covers receiving payments, issuing credits, refunds & managing allocations. Credit Control reports and letters are also available.

Invoicing permanent placements

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:20:25+00:00

Invoicing permanent placements Accounts menu -> invoice perm placements Invoices for Permanent Placements are created from Authorised Placements. This means that the fee details have been settled, any splits entered and the Authorise button has been used to make the Placement Awaiting Invoice.

Invoicing temporary placements

Anonymous (anonymous@undisclosed.example.com) — 2021-04-14T12:10:42+00:00

Invoicing temporary placements refers to: Accounts menu -> invoice temp timesheets Invoices for Temporary contract and shift based placements are created from Timesheets; each timesheet line will create a sales invoice line. Set the parameters on each Client -

Raising a one off invoice

Anonymous (anonymous@undisclosed.example.com) — 2023-04-17T09:57:50+00:00

Raising a one off invoice refers to: client form -> accounts tab * Use the Invoice button to create an invoice or the Credit Note button to create a Credit. * The Invoice screen will appear, unfilled except for today’s date. * Select from the list of

Send Invoices

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Send Invoices Accounts menu -> send invoices When Placements and Timesheets have been Invoiced, they can then be printed individually or in a batch. * Go to the Accounts menu and select Send Invoices. To print a single invoice * Click the

Receipts and Allocations

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Receipts and Allocations refers to: client form -> accounts tab Receipts and Allocations are done through the Accounts tab on the Client form. * Use the Payment buttons to enter a receipt. * Complete the top section with the details of the receipt. The Unallocated field shows how much of the receipt is still to be allocated.

Payroll lock

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Payroll lock The Payroll lock prevents any transactions from being posted unless the user has accounts rights as defined in the Maintenance & User Settings This option should be used by the Accounts department so that they can temporarily ensure no new transactions are entered by ordinary Users while they are transferring to Payroll or Accounts programs.

Transaction List

Anonymous (anonymous@undisclosed.example.com) — 2023-04-17T09:46:51+00:00

Transaction List refers to: Accounts menu -> transaction list This details All Transactions, or a list of chosen Transaction Types within a specified date period. Print will generated a report that details the Account, Name of the Client, Date of Transaction

Accounting Reports

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:21:24+00:00

Accounting Reports * Aged Debtors Totals * Aged Debtors * Credit Note List * Debtors Letters * Detailed VAT Report * Invoice List by TempDesk * Invoice List * Invoice Only List * Invoice Totals List by TempDesk * Journal List * Journal Transfer Batch

Currencies

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:21:52+00:00

Currencies Set up currencies in IQX. 1- Maintenance> Accounts Setup> Currencies. * Code: Use the International Currency Code * Name: Enter the description * Rate Per Home Unit: Enter an Exchange rate, this will be used on Placement Authorisation.

Countries

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:22:15+00:00

Countries refers to: Maintenance menu -> Accounts setup -> countries tab Countries are used in combination with defined currencies. To create a new entry, click the add button See also Currencies. Parameters. Back to Online Users Guide Back to Accounts / Payroll

VAT Rates

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:22:29+00:00

VAT Rates refers to: Maintenance menu -> Accounts setup -> vat rates tab A unique code is required for each rate to identify it, as well as the description of that rate e.g.: Standard or Exempt as well as the actual rate itself. To create a new entry, click the

Payment Methods

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:22:41+00:00

Payment Methods refers to: Maintenance menu -> Accounts setup -> payment methods tab Each definition requires a unique code and a description i.e. Cash, VISA card. There is a flag to indicate whether this is a debit/credit card or not. There is also a template dropdown.

Parameters

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:22:59+00:00

Parameters refers to: Maintenance menu -> Accounts setup -> parameters tab Closed Period End Date * Is a date after which transactions cannot be posted (on or before the date specified) If the Accounts dept. want to close a period they must update this date as needed.

Ledgers

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:23:27+00:00

Ledgers refers to: Maintenance menu -> Accounts setup -> ledgers tab In order for the Accounts to operate, as a minimum the Sales and Cash ledgers must have been set up. To create a new entry, click the add button. Select an entry from the type

Accounts

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Accounts refers to: Maintenance menu -> Accounts setup -> accounts tab * This form shows a list of every Account Code that has been set up. * Sales Codes are only created by allocating a code to a client and completing a transaction such as a Timesheet, but they are stored here.

Nominal Codes

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Nominal Codes refers to: Maintenance menu -> Accounts setup -> nominal codes tab * The main Nominal Codes are entered here to be used when exporting to an accounts program i.e. Sage. * Further nominal codes can be created to show the revenue stream attached to each User. This can happen automatically by combining the revenue code and a user’s nominal split segment. E.g. 40001002

Document templates

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Document templates refers to: Maintenance menu -> Accounts setup -> document templates tab This tab is used for setting global definitions used in creating Invoices. This configuration should only be changed under supervision of IQX staff.

Nominal segments

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Nominal segments refers to: Maintenance menu -> Accounts setup -> Nominal Code Segments and Nominal Code Segment Structure tabs * Used for creating nominal codes for each Consultant and for reporting on Commission splits on Placements. * Each new Group or Consultant should have a split set up.

Debtors letters list

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Debtors letters list refers to: Maintenance menu -> Accounts setup -> debtors letters list tab * Pre-defined text can be used and automatically inserted into a debtor’s letter. * Up to 3 levels of severity can be defined and text entered depending on how long the debt has remained outstanding for.

Person, Payroll. "Awaiting NI" added.

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Person, Payroll. "Awaiting NI" added. (2.15.11+) Where a candidate has not provided their National Insurance number this can be recorded by using the New ‘Awaiting NI’ tick box. This function does not transfer to payroll. Contact IQX if needed.

Managing Composite Companies / Umbrellas / Providers

Anonymous (anonymous@undisclosed.example.com) — 2019-04-15T10:49:37+00:00

Managing Composite Companies / Umbrellas / Providers WIP

Crediting

Anonymous (anonymous@undisclosed.example.com) — 2021-09-09T11:25:04+00:00

Crediting Credits for Temporary work invoices can be created in two ways. * By creating a Negative timesheet - manually or using the Cancel & Correct functionality * By going to the original invoice and using the credit button Negative Timesheets

Copying Invoices

Anonymous (anonymous@undisclosed.example.com) — 2022-12-01T12:17:47+00:00

Copying Invoices Only ad hoc/manual invoices can be copied. Open the invoice from the Accounts View, there is a Copy button at the top of the form This opens the Invoice form attached to the same account and filled with the same details as the original

IQX Credit Control Statements

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

IQX Credit Control Statements It is possible to email or print Statements from the Accounts menu, Credit Control Selector Configuration Contact IQX Support for assistance ensuring your configuration set up meets your requirements. The report ‘Credit Control Statement.rtm’ must exist in your reports folder.

Reports

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Find the report directory

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Find the report directory Maintenance-> Agency setup -> Branches -> Reports Directory This will show where the reports directory is for each Branch. The pathway structure should be similar to the following examples: C:\IQX\reports H:\testing\IQX\reports

Install a report

Anonymous (anonymous@undisclosed.example.com) — 2022-07-05T17:02:11+00:00

Install a report Note This section is intended for a System Administrator, as it may require associated Rights. To add a new report, first save the file to the Reports Directory Store. See Find the report directory. You need to have the rights to add to this folder and edit the files. The max name length is 50 characters.

Run a report

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Run a report Reports run from: * Select > Miscellaneous Reports * Accounts > Reports * Selector Forms (Person, Company, Vacancy, Progress, Placement, Contact Events) > Reports Tabs * Desk Top and Temp Desk > Reports Tabs * There is also a Report button on individual Forms eg. Person, Company, Vacancy etc. (when running a report from here it will run on just that record.)

Edit a report

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Edit a report refers to: person selector -> reports tab desktop form -> reports tab vacancies form -> reports tab temp desk form -> reports tab progress form -> reports tab placements form -> reports tab contact events form -> reports tab Occasionaly a report requires editing, this section deals with simple tweaking.

Delete a report

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Delete a report Occasionally reports may be replaced and require deleting in order to clean up the reports list and store. * Assuming you have the required Rights, open the selector screen where the report is to be removed from. This example uses the 'Person List (Basic)' report in the Person selector screen.

Print a report

Anonymous (anonymous@undisclosed.example.com) — 2022-06-28T12:03:55+00:00

Print a report refers to: person selector -> reports tab desktop form -> reports tab vacancies form -> reports tab temp desk form -> reports tab progress form -> reports tab placements form -> reports tab contact events form -> reports tab

Accounts Reports

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T10:57:16+00:00

Accounts Reports Refers to: Accounts menu -> Reports option * Standard reports include: Aged debtors, Invoice List, Payment list, Ledger List, Statements and Un-invoice Placement Analysis. * User will normally have to provide a series of parameters in order for the report to run.

Candidate Reports

Anonymous (anonymous@undisclosed.example.com) — 2022-06-06T10:00:06+00:00

Candidate Reports refers to: person selector form -> reports tab person form -> reports button This is where you will find various Reports which run from the Person Selector. To run a report make a selection of Candidates (or use a stored selection) highlight the report you want to run and click open. It may ask for further information i.e. date from and to, Division, Department.

Company / Client Contact Reports

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Company / Client Contact Reports refers to: company selector form -> reports tab company form -> reports button * List (Basic) with Addr Phones & A/c Code * List (Town) * List With Addr Website & Employees * List (With Notes) * List With Primary Contact

Contact Events Selector

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Contact Events Selector View contact events created - for all in a date range or filter by user, date and type, callback date or by further criteria on the filter screen. * Expand will open the contact event * Company, Candidate and Vacancy buttons will Expand the relevant record that the contact event is linked with.

Desk Top Reports

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Desk Top Reports refers to: desk top selector form -> reports tab progress form -> reports button * Basic Desk Top * Contact Events due for Callback * Contact Details with Tel Nos. * Diary Appointments inc Reminders * Diary Appointments

Miscellaneous Reports

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Miscellaneous Reports * Audit report * Backup Log * Departmental Questionnaire * Dictionary Items * Dictionary List * Installed Reports * Nominal Cash Breakdown * Nominal Codes * Nominal Journal * Setup Contact Event Codes List * Setup Departmental & All Questionnaire

Progress reports

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Progress reports refers to: progress form * Progress history analysis by period * Progress history by period * progress history by period by candidate * Progress history by period by client * Progress report * Progress report (excl sources)

Placement Reports

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Placement Reports refers to: placement form * Analysis * Bank Details * Cancelled * Company Person Labels (2×7) L7163 * Company Person Labels (3×6) L7161 * List All with Rates by Consultant * List with Rates * Perm (Authorised) Details

Tempdesk / Timesheet Reports

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Tempdesk / Timesheet Reports refers to: timesheet form -> reports tab * Holiday * Multiple Timesheet inc Site Details * Shift Cancel Analysis by Client * Shift Cancel Reason Analysis * Shift Fill Time * Shifts and Cancellations Analysis by Client and Vacancy

User / Consultant Reports

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

User / Consultant Reports * Details * Details inc Divisions Allowed * Setup Details Back to Online Users Guide Back to Reports

Vacancy Reports

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Vacancy Reports refers to: vacancy selector -> reports tab * Analysis * Audit History Status Crosstab Analysis * Audit History Status * Company Person Labels (2×7) L7163 * Company Person Labels (3×6) L7161 * Consultant Crosstab Analysis

Reporting Access Levels

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Reporting Access Levels Set User levels in the User Record (Maintenance -> Users) Levels are set for being able to view reports, print and export. Only reports set at the access level equal to or less than the rights of the user will be accessible by that user.

Searching

Anonymous (anonymous@undisclosed.example.com) — 2023-04-17T08:49:38+00:00

Searching * Search tab * Selection tab * Saving people search results * Creating a stored selection containing results of more than one stored selection / Combining multiple stored selections to generate a single list * Saving search criteria * Search results and bookings * Search using Postcode Distance * Searching for vacancies from a candidate's record * Searching for candidates by skills from a vacancy * Looking for Records/Keyname lookups * Filter * How many rec…

To search the database:

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

To search the database: * Set the criteria in the top margin, such as department for candidates, or whether you want to search for Temps, Perms or Either. * If required, select Hints to show the headlines of the two areas that criteria can be placed in (

Selection tab

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Selection tab When the search has been completed the results are displayed on the Selection tab. To highlight records on the selection tab: * Individually - Hold down Ctrl and left click on the record you want to select or deselect. * In a block - Hold down Shift and left click on the first and last records in the block.

Saving Stored Selections

Anonymous (anonymous@undisclosed.example.com) — 2022-06-01T11:17:57+00:00

Saving Stored Selections To save the records you have just found: * Open the Stored Selections tab. * Click on the Save button. * Enter a name to save the search results under. * You can choose to Add Only Highlighted or Add All Except Highlighted

Creating a stored selection containing the combined results of previous stored selections

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Creating a stored selection containing the combined results of previous stored selections To create a single stored selection list, by combining multiple stored selections, follow the steps below: * Retreive the first stored selection you wish to base your overall stored selection upon

Saving Stored Searches

Anonymous (anonymous@undisclosed.example.com) — 2022-06-01T11:17:37+00:00

Saving Stored Searches To store the Search Criteria for future use: * In your chosen selector go into the 'Search' tab * Select your chosen Criteria * Open the Stored Searches tab. * Click on the Save button. * The user is prompted to supply a name to identify this search criteria for future retrieval.

Search results and bookings

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Search results and bookings * From a search list you can drag-and-drop a candidate onto the Placement or Shortlist view in a booking. * Ensure both the People search and the Booking are open. You can then drag your selected candidate on to the booking.

Searching for vacancies from a candidate’s record

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Searching for vacancies from a candidate’s record To search for a vacancy matching the candidate’s requirements: * Open the candidate’s record. * Click on the Search button. This opens a search wizard. * Select the Department that you want to search for vacancies, whether you want to search for temporary or permanent vacancies and the state of the vacancy.

Searching for candidates for a vacancy

Anonymous (anonymous@undisclosed.example.com) — 2022-06-06T09:33:29+00:00

Searching for candidates for a vacancy * Click on the Search button - This opens a search wizard. * Select the whether you want to search for temporary or permanent candidates and if you only want to search your Temp Desk. The candidates must be registered with department the vacancy is linked to.

Keyname look ups

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Keyname look ups You can look for records by name from any selector form. * When you create a company or person record, IQX creates a keyname from the full name, cutting out punctuation and, if selected in setup, spaces as well. * For people, the surname is placed at the front, and all letters are made capitals. For example, Jane Smith would have a keyname of SMITH JANE or SMITHJANE if spaces are cut out.

How many records are in my sample?

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

How many records are in my sample? On some forms, you will see a Count button. This will tell you how many records are present in a sample of data. This can be useful, for example, when you require to perform a printed mail merge, or where you require to submit a specific number of candidates.

What do the colours mean

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

What do the colours mean Maintenance Menu -> General settings IQX is colour coded to the following standard colours, although your own colour scheme may be different. [Colours] Back to Online Users Guide Back to Searching

Postcode Distance Searching

Anonymous (anonymous@undisclosed.example.com) — 2019-11-21T11:20:05+00:00

Postcode Distance Searching This is a licenced feature requiring IQX setup. The configuration details are here. This calculates the difference (in a straight line) between 2 postcodes. * Between the Candidate and the Client postcodes * From a Search Criteria in Vacancy or Client selector, Search view

Contact Management

Anonymous (anonymous@undisclosed.example.com) — 2018-09-28T17:31:32+00:00

Contact Management * How to set up a letter or CV template * How to write a letter to one person * How to do a mail shot * How to print labels * How to make a contact event – letter, email, phone call, etc. * Where to make a Contact Event with multiple links * How to add Speculative CV to a Contact Event * How to email to multiple recipients * How to text multiple recipients * How to make a batched contact event * Using Mail Chimp with IQX * Un-Subscribing a contact f…

How to set up a letter or CV template

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

How to set up a letter or CV template Relates to: Maintenance -> Agency Setup -> Document Templates tab. * Letter, fax header and CV templates are set up here. Click the radio button required. * To add a new Template click the New button.

How to write a letter to one person

Anonymous (anonymous@undisclosed.example.com) — 2018-04-11T15:58:34+00:00

How to write a letter to one person * Select the Recipient on the selector or on the form. * Open a Contact Event using F2 or the button. * Select the type and enter a Summary. * Click Write Letter. * Select a template from the list to use as the base for your letter by double clicking or use a word document you already have saved out-with IQX and MS Word will open.

How to do a mail shot / mail merge

Anonymous (anonymous@undisclosed.example.com) — 2022-06-03T12:37:30+00:00

How to do a mail shot / mail merge There are version differences - these are highlighted NB version details Consultants need to have permission to Mail Merge set (Maintenance> Users). 1. Select the records you wish to send the mail shot to. * Open the Contacts Selector if you are mailing Company People; in the Company Selector you must click the Company People radio button and make a selection of people before starting a Mail Merge.

How to print labels

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

How to print labels Relates to: Companies -> Selection tab Candidates -> Selection tab Vacancy Placement Progress Temp desk (Starters and finishers) * From the Report Tab choose from the label formats – they have the Avery Reference in their title - and

Contact Events

Anonymous (anonymous@undisclosed.example.com) — 2022-06-03T12:04:30+00:00

Contact Events * A contact event is a record of meetings, letters, telephone calls, emails or any other form of contact. * The form that you are in when you make a contact event affects the links that can be made. For example; to be linked to a vacancy the contact event has to be initiated from the Vacancy form, etc.

Where to make a Contact Event with multiple links

Anonymous (anonymous@undisclosed.example.com) — 2022-06-03T14:52:02+00:00

Where to make a Contact Event with multiple links To a Company Person connected to a Vacancy * from Vacancy Selector * Vacancy Details * Temp Desk Vacancy Tab, through confirm shifts. To an Person/Candidate connected to a Vacancy * Through Vacancy Details

How to email to multiple recipients

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

How to email to multiple recipients Open a Contact Event and type the email message in the notes section. Click the E-mail button. * To select several recipients click the ... button on the Address line at the top of the email form. * A selector of company contacts with email addresses will be opened, tick the select box and the name will be added to the box below.

How to make a batched contact event

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

How to make a batched contact event Relates to: Company Selector if you are mailing Company Contacts Person Selector if you are mailing Candidates. * In the Company Selector you must click the Company Contacts button and make a selection before starting a Mail Merge.

Bulk Text Messages

Anonymous (anonymous@undisclosed.example.com) — 2018-04-11T08:51:35+00:00

Bulk Text Messages refers to: Person -> Mail Merge Contacts -> Mail Merge You can use the bulk text facility when you need to contact multiple people at the same time for example reminding current temps or clients about changes in timesheet return dates for bank holidays or timesheets that have not yet been returned.

Using Mail Chimp with IQX

Anonymous (anonymous@undisclosed.example.com) — 2023-02-02T10:06:25+00:00

Using Mail Chimp with IQX Set up Create a Mailchimp account, if you do not already have one. Mailchimp- Create your List or Audience name(s). IQX - General settings> Email /Telephony – 300 + 310 need to be populated with your mailchimp API key (found in Account, Extras,

Un-Subscribing a contact from Marketing

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Un-Subscribing a contact from Marketing From version 2.2.10.11 In the Person Get in Touch view and in Contact details for company contacts, there is an option to un-subscribe the contact from marketing. [Candidate Get In Touch] [Contact details] On opening a merge document the select records to merge to filter now includes the marketing filter - to send to ALL, Only Subscribed or Only Un-Subscribed.

Sending an Email to a Site Contact

Anonymous (anonymous@undisclosed.example.com) — 2018-01-17T12:21:33+00:00

Sending an Email to a Site Contact If you need to email the site contact for a particular vacancy, for example to remind them to return a timesheet, this can be done from any location you would email the client contact e.g. Temp Desk Vacancies, Placements or Timesheets or direct from the Vacancy or Placement.

Adding Speculative CV(s) to a Contact Event

Anonymous (anonymous@undisclosed.example.com) — 2018-09-28T17:52:01+00:00

Adding Speculative CV(s) to a Contact Event You can add Candidate CVs to any Contact Event to a Contact by selecting the Attached CVs tab and Adding Candidates byt name. Return to the Text tab to write the Contact Event and then use Send Email button

Open Form management

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Open Form management You can choose how you view all the forms that you currently have open. You can see the options available by clicking on the Window menu at the top of your screen. Switching between open records * At the end of this drop down you can see what records you have open. The record that you are currently looking at is denoted by a tick.

IQXNet

Anonymous (anonymous@undisclosed.example.com) — 2023-11-30T13:00:57+00:00

IQXNet * Requirements (Placements or Vacancies) * On-line timesheets * Quick Guide for E-Timesheets * Using the web browser * IQX Net Admin Back to Online user guide

Requirements (placements or vacancies)

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:00:02+00:00

Requirements (placements or vacancies) Refers to Temp desk form -> Vacancies tab -> Add button Temp vacancy form -> Shift templates tab Maintenance menu -> users -> roles tab Maintenance menu -> IQXNet settings -> Class rights Clients can view and order

On-line Timesheets

Anonymous (anonymous@undisclosed.example.com) — 2023-04-19T13:35:09+00:00

On-line Timesheets Tempdesk form -> Timesheets tab -> Create timesheets button When the Create Timesheets button is pressed on the Tempdesk, provisional E-Timesheets will appear red rather than blue, and their number will be prefixed with ‘E’, to signify that there are E-timesheets available for on-line completion, they will appear in the

Quick guide for E-Timesheets

Anonymous (anonymous@undisclosed.example.com) — 2023-04-19T11:57:37+00:00

Quick guide for E-Timesheets 1 Create provisional Timesheet. In IQX go to Temp Desk Timesheets and use the CREATE button to create the provisional Timesheets for that week. Provisional E-Timesheets will show in red bold and Timesheet number prefixed with an

The Client Gateway

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

The Client Gateway Refers to: Maintenance menu → IQXNet settings → Class rights Contact Details Users can change their own contact details and password. Current Requirements Users may add new shift requirements or new contract requirements, or fill existing requirements. - see

Quick guide

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Quick guide Refers to: IQXNet webpage vacancy temp desk -> demo - contract -> add Temp desk -> demo - shift Contract: * create new vacancy temp desk -> demo - contract -> add * change status to template * add requirements * add rates - ensure rate scheme

the candidate gateway

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

the candidate gateway Welcome Introductory text, and usage instructions. Profile * Edit aspects of your contact details, including your name, address and phone numbers. Use Save or undo to complete your changes. * Refresh will reload your information from the database

Using the web browser

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Using the web browser In a web browser, go to the IWXWeb site. The address will depend on your website e.g. Log in. Note: You may be asked to change your password on first entry. Depending on whether you are logged in as a Client, Candidate and Agency (for secondary agency logins), the web server will alter the content of your screen.

IQXNet Candidate Portal

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

IQXNet Candidate Portal * Viewed using a Desktop browser * Viewed using a mobile browser Back to Online user guide

IQX Net Admin

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

IQX Net Admin * After IQXNet has been licensed in the database and the set up completed, the next step is to give IQX User(s) rights to administer IQXNet Users (and maintenance if they also have maintenance role). * Go to the User record (Maintenance> Users) under ROLES, look at the ROLE GROUP 'IQXNET' and assign 'Can administer IQXNet Users'

AWR

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:01:28+00:00

AWR * Company Record * Vacancy Record * Person Record * Placement * Temp Desk (Version 2.2.8.90+) * Consultant Work Flow * AWR FAQs

Company Record

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Company Record The AWR view is where the AWR information is maintained. It will auto-populate any new Vacancies connected to that Company AWR view. Consultants should fill this information in for all Company records that are going to have Vacancies attached - remembering that there could be differences between sites even if they are part of one Legal Entity. If the Company AWR view is blank then placements cannot be linked.

Vacancy Record

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Vacancy Record AWR View [Vacancy AWR] The AWR settings for new Vacancies are inherited from the Company record but can be edited directly if they differ from the company standard. If the company has no AWR information the vacancy AWR will be blank. Fields should be updated or altered BEFORE qualification is reached by any temps against that vacancy.

Person AWR

Anonymous (anonymous@undisclosed.example.com) — 2022-06-03T08:27:35+00:00

Person AWR AWR view on the person record shows each AWR Role - combination of Legal Entity and Job Title (with Grade & Specialisation if used). An AWR Role is created when a placement is made of a first shift entered for a vacancy. [Person AWR View] * As Timesheets or Other Agency Work are added the total number of weeks shows.

Placement - AWR

Anonymous (anonymous@undisclosed.example.com) — 2022-06-03T10:03:53+00:00

Placement - AWR The Placement screen now has two new views - AWR Role and AWR Linked Placements - providing that for the placement; * The Company AWR state is either Not Known or AWR Applies, and * The Temp is not set in Payroll with an AWR Exemption Reason.

AWR Temps and Checking

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

AWR Temps and Checking The Temp Desk has two new views - AWR Temps and AWR Checking. These have to process a LOT of information so can be slow to load. AWR Temps This view shows the current roles for the Temps registered with the desk. The default view is to check the roles that have 11 weeks of qualification. This can be changed to look at less weeks of qualification or to look at the gap since the last timesheet.

Company Record - Setting AWR for Vacancies

Anonymous (anonymous@undisclosed.example.com) — 2022-06-03T13:51:08+00:00

Company Record - Setting AWR for Vacancies * Enter Company AWR information. New vacancies will inherit this information. * Extra fields can appear when entering a placement. * A form will appear asking if the Temp has worked for another Agency in the same Role.

Consultant Work Flow - Shift Temp Desks

Anonymous (anonymous@undisclosed.example.com) — 2022-06-03T14:18:12+00:00

Consultant Work Flow - Shift Temp Desks * Enter Company AWR information. New vacancies will inherit this information. * These fields will appear when booking a first shift. * A form will appear asking if the Temp has worked for another agency for the same role.

Consultant Work Flow

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Consultant Work Flow Weekly Contract Temp Desks Shift Temp Desks Back to AWR Menu

Candidate is AWR qualified but the pay and charge rates are not showing correctly.

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

Candidate is AWR qualified but the pay and charge rates are not showing correctly. Check the placement rates. Once a temp is AWR qualified, the timesheet will filter out rates that have an N in the AWR? column as they are no longer applicable for that temp.

Candidate has been working at the same client for 4 months but is not showing as AWR qualified

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Candidate has been working at the same client for 4 months but is not showing as AWR qualified Are they eligible for AWR? * Check if they are ticked as AWR Exempt (Check candidate payroll view) [AWR Exemption] * Check the AWR Role Status - is this set to AWR Applicable or AWR NOT Applicable?

I can't link a placement that I think needs linked

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:48+00:00

I can't link a placement that I think needs linked Within a placement, under the AWR Linked Placements tab any other placements currently existing for that candidate at the same company or any company which has the same LE Code will be showing. They can be linked here.

Frequently Asked Questions about AWR

Anonymous (anonymous@undisclosed.example.com) — 2018-01-18T11:33:17+00:00

Frequently Asked Questions about AWR * Candidate is AWR qualified but the pay and charge rates are not showing correctly on their timesheet. * Candidate has been working at the same client for 4 months but is not showing as AWR qualified. * I can't link a placement that I think should be linked.

Favourites

Anonymous (anonymous@undisclosed.example.com) — 2025-11-11T13:43:25+00:00

Favourites From version 2.2.9.17. The favourites form allows creation of lists of client, contacts & companies grouped into lists that can then be easily accessed / contact events created against them etc. Create a folder using the Add Folder button, giving it a relevant name and add notes if you wish.

Audit Features

Anonymous (anonymous@undisclosed.example.com) — 2023-11-30T13:05:32+00:00

Audit Features * Contact Events * Company Record * Department Registration * Shifts/Vacancies * System Administrator * Person

Managing Data for Privacy, Data Access Requests & GDPR

Anonymous (anonymous@undisclosed.example.com) — 2018-05-25T11:01:03+00:00

Managing Data for Privacy, Data Access Requests & GDPR We have created a number of tools to assist you in dealing with GDPR requests. The tools are only available to those who have been given the relevant user role, if you are unable to see the buttons then please speak to your System Administrator.

IR35 and Off-Payroll working

Anonymous (anonymous@undisclosed.example.com) — 2021-04-06T09:09:47+00:00

IR35 and Off-Payroll working The Government has confirmed that it intends to reform the off-payroll working rules (commonly known as IR35) from 6 April 2020. This was then delayed until 6th April 2021. This change will impact recruitment agencies who provide off-payroll workers via intermediaries, such as personal service companies (PSCs), to medium and large businesses in the private sector and to the public sector.

How to .....

Anonymous (anonymous@undisclosed.example.com) — 2020-03-27T11:12:47+00:00

How to ..... * Send a Document Pack

How to send a Document Pack

Anonymous (anonymous@undisclosed.example.com) — 2022-06-28T09:59:00+00:00

How to send a Document Pack Document Packs are groups of documents and reports that can be bundled together for sending to a client, they need to be set up by your Agency. There are two methods for sending document packs: * Original; where you select from a predefined list of packs

User Personalisation

Anonymous (anonymous@undisclosed.example.com) — 2022-06-28T08:19:21+00:00

User Personalisation Users can personalise the appearance of their IQX in a number of ways. Details on what can be done are below. Themes and Colour available as User choice in File menu There is a setting under File menu that let's you select an alternative Theme and Form Colour.

Notifications - User Guide

Anonymous (anonymous@undisclosed.example.com) — 2023-04-18T14:44:57+00:00

Notifications - User Guide The Notification system provides an alternative way of communicating with clients, candidates and secondary agencies. Like the mail merge system you can send groups or individuals emails or sms messages using substitutable merge fields and have standard attachments linked but unlike the mail merge system notifications uses

Social Care

Anonymous (anonymous@undisclosed.example.com) — 2024-06-17T13:38:01+00:00

Social Care WIP

E‑Timesheets Guide

Anonymous (anonymous@undisclosed.example.com) — 2025-06-18T14:54:13+00:00

E‑Timesheets Guide Overview E‑Timesheets is an enhanced, web-based alternative to manual timesheet processing, integrated tightly with IQX through iqxWEB. It allows candidates, clients, and consultants to manage timesheet entry, approvals, and submissions in real-time with reduced administrative overhead.

Master Rosters

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Master Rosters Master Rosters provide a mechanism for the automatic generation (and, optionally, filling) of shifts, based on defined patterns. Master Rosters are attached to vacancies, and a vacancy may have multiple Master Rosters. The Days In Cycle

How to Tutorial Videos

Anonymous (anonymous@undisclosed.example.com) — 2025-10-14T14:41:13+00:00

How to Tutorial Videos IQX - Release Version 2-24-20 IQX - Release Version 2-24-10 IQX - Release Version 2-23-40 IQXanywhere - Logging In How to use Notifications Compliance Domains & Expiry Dates IQX Basics: The TempDesk - Adding Shifts IQX Basics: Adding New Candidate Records

Installing Windows Desktop Search Component in IQX

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

Installing Windows Desktop Search Component in IQX Configure Index Server on the server Ensure Windows search service is installed. Create a CV folder as before on the server. Open indexing options in control panel. Click Modify, browse to the folder in the Wizard and select the folder to include this in the index. Other folders that are not needed can be removed in the same way if the agency is happy for this to happen.

IQX Windows Search Test app

Anonymous (anonymous@undisclosed.example.com) — 2017-12-01T16:35:47+00:00

IQX Windows Search Test app [IQX Windows Search Test App User Guide]