Recruitment software that liberates your business https://iqxusers.co.uk/iqxhelp/ 2026-09-22T00:42:43+00:00 https://iqxusers.co.uk/iqxhelp/ https://iqxusers.co.uk/iqxhelp/lib/exe/fetch.php?media=wiki:logo.png text/html 2022-06-03T15:46:09+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-00&rev=1654271169 Vacancy Records Temporary vacancies are added from the Temp Desk, a company contact within the company record or a Contact Event to a Company Person. Permanent vacancies are added from the Company record or a Contact Event. The Vacancy Selector is for working on existing vacancies. text/html 2018-01-18T10:32:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-01&rev=1516271552 Finding a vacancy To find a current vacancy (temporary or permanent): DeskTop > Current Vacancies tab. * Use the drop down box at the top left of the screen to select which vacancies you are viewing. You can view by consultant, department, branch or ALL. text/html 2018-01-18T10:32:46+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-02&rev=1516271566 Entering main information Refers to: vacancies form Once a vacancy has been created, the first information to be added is to the top section. Then use the Search button to find suitable candidates. Field Name NotePosition Enter the Position or Job Title text/html 2018-01-18T10:32:57+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-03&rev=1516271577 Contact events Refers to: vacancy form -> contact events tab This will show all the Contact Events linked to a vacancy. * If the vacancy was initially made from a Contact Event, then it is included. * A Contact Event started from a vacancy is linked to the client contact. text/html 2017-12-01T16:35:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-04&rev=1512146147 Entering rates Refers to: Vacancies form -> rates tab To enter the rates for a vacancy, on the expanded record, click on the Rates tab on the left hand side of the screen. Note this tab is only available for a temp vacancy. To enter a rate scheme, click on the text/html 2022-06-03T14:48:52+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-05&rev=1654267732 Requirements Refers to: vacancy form -> requirements tab You use this to enter the requirements needed by the vacancy from the candidates, e.g., their skills, location, education and experience. These criteria are used when you search for candidates. text/html 2022-06-03T14:53:02+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-06&rev=1654267982 Vacancy - Questionnaire Refers to: vacancy form -> questionnaire tab If Vacancy Questionnaires have been set up by your Agency, they will show to be completed when in the Vacancy Record or adding a new Vacancy. This will have been set by your Agency. You should fill in the details as required. text/html 2022-06-03T15:09:13+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-07&rev=1654268953 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 text/html 2022-04-18T15:16:01+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-08&rev=1650294961 Short list Refers to: vacancies form -> short list This table is the main work view for permanent and temp contract vacancies. Here, after a Search has found the initial matches, you can manage all the candidates who you are considering for the vacancy and their current states. text/html 2017-12-01T16:35:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-08a&rev=1512146147 Copy Short List The Copy Short List button allows you to search for other vacancies from which to copy the short list. From your vacancy short list, use the Copy Short List button. This will open up a new form. Find the vacancy you wish to copy the short list from. text/html 2018-01-18T10:34:17+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-09&rev=1516271657 Adding a specific Person to the Short List Refers to: Vacancy form -> short list tab * On Short List view click Add and the Find Person dialogue will appear. Type the first few letters of their keyname into the box and click Find. People with keynames matching will appear in the table below on the Selection Tab. All Candidates except those with Client State will be brought up. text/html 2022-06-03T15:21:31+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-10&rev=1654269691 How to contact candidates about a Vacancy. Refers to: Vacancies form -> short list * Go to the Short List Tab for the Vacancy. * Expand the Candidate line to bring up the Progress Form. * To contact the Candidate start a contact event, select the Type and then go to the Phone Numbers tab and contact them. text/html 2017-12-01T16:35:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-11&rev=1512146147 How to send CVs to a Company Person refers to: vacancies -> short list CVs can be send in paper form or by email from the Short List. The Contact Event will be linked to the Vacancy, the Company Person and the Candidates. Candidates can be selected by checking the Select boxes on the right or selected by State in the Send CV wizard. Click Send CVs button. text/html 2017-12-01T16:35:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-12&rev=1512146147 How to arrange interviews for a vacancy refers to: vacancies form -> short list * Go to the Short List Tab for the Vacancy. * Expand the Candidate line to bring up the Progress Form. * As the date and times are arranged with the client/candidate, use the video buttons to move through the selection entering the information and a contact event for each Candidate: ( text/html 2017-12-01T16:35:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-13&rev=1512146147 How to change the Progress State or Action Date for a group of Candidates refers to: vacancies form -> short list desktop -> progress due for action For a group of candidates * go to the Short List or to the Progress due for Action on the Desk Top. text/html 2017-12-01T16:35:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-14&rev=1512146147 How to confirm the successful candidate/s and the consequences – Placement refers to: vacancy form -> short list Person Form –> Placement Tab A Placement can be started in several ways from the Vacancy * From the Shortlist Tab by selecting an Candidate and clicking the Placement button. text/html 2022-06-06T11:03:23+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-15&rev=1654513403 Person - Notes Refers to: person form -> notes tab This is a free text section for keeping further notes about the Candidate. It can also be used for a description to be used on a website. This text can be searched. See also Company Notes. Back to Online Users Guide text/html 2017-12-01T16:35:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-16&rev=1512146147 Site details refers to: vacancy form -> site details tab If the vacancy is for work at a particular site enter the details here. Back to Online Users Guide Back to Vacancy Records text/html 2017-12-01T16:35:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-17&rev=1512146147 Miscellaneous relates to: vacancies form -> miscellaneous Here you can enter information such as: * source, * reason why vacancy not filled, * pricing scheme. There are buttons to Duplicate the vacancy or to change from Temp to Permanent. text/html 2023-04-17T15:37:05+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-18&rev=1681745825 Vacancy Record - Placements refers to: vacancies form -> placements This table shows the candidates who have been placed in the vacancy. Normally you make a placement from the Short List but you can add it directly from here. The Placement holds all the details required for invoicing a Perm placement or generating timesheets for a Temp. text/html 2022-06-07T09:13:01+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-19&rev=1654593181 Vacancy Record - Timesheets refers to: vacancies form -> timesheets tab temp desk form -> timesheets tab Note: You should enter timesheets from the Temp Desk. Timesheets are colour coded as follows: BlueProvisionalRedE-Timesheet Awaits Completion text/html 2022-06-03T09:30:23+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-20&rev=1654248623 Person - Diary Refers to: Person form -> diary tab Use this option to manage entry of shifts and searches for filling shifts by the week. Back to Online Users Guide text/html 2017-12-01T16:35:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-21&rev=1512146147 How to add shifts to a vacancy refers to: vacancy form -> diary tab temp desk -> vacancy tab Three Methods of Adding Shifts There are several methods of adding shifts, depending on how the Temp Desk is set up and whether you are adding single or bulk shifts. text/html 2022-06-03T09:55:23+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-22&rev=1654250123 Person Record - Editing Shifts refers to: person form -> diary tab In Diary View * Change the start time by dragging the top line or right click and edit. * Change the duration time by dragging the bottom line or right click and edit. * Unfilled shifts are bordered in green and shown as Unfilled on the Temp Desk view. text/html 2018-01-18T10:36:25+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-23&rev=1516271785 Filling Shifts From either the Temp Desk> Vacancies or Vacancy> Diary or Shifts Clicking the Fill Shifts button to open the wizard. [Shift Fill Wizard] * Select where to match from - Current in Temp Desk Pool, Vacancy Short List etc. * Select the number of weeks to match shifts for. text/html 2022-06-06T09:39:00+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-24&rev=1654508340 Shift Confirmations How to confirm shifts Standard Method For a group of shifts - On either the Temp Desk or the Vacancies Diary view – click the Confirm button. * The Temp Confirmed column could already be ticked, depending on the Template setup. text/html 2017-12-01T16:35:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-25&rev=1512146147 How to delete an empty shift refers to vacancy form -> diary tab vacancy form -> shifts * In Diary view - Right click on the shift and select Delete. * In shifts view – Select the line and use the Delete button. Back to Online Users Guide Back to Vacancy Records text/html 2017-12-01T16:35:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-26&rev=1512146147 How to cancel a filled shift Refers to: temp desk vacancies -> diary view * For a group of shifts - On either the Temp Desk or the Vacancies Diary view – click the Confirmation button. * Tick the Cancelled check box and then select the reason for cancelling the shift. Add a note, if required. text/html 2017-12-01T16:35:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-26b&rev=1512146147 How to cancel multiple shifts Cancelling shifts is non reversible - use with caution and ensure accurate information is entered for cancel reason as actions are related to shift cancel reasons (for example if the shift still requires filling, whether the temp still requires paid for that shift/ client charged etc.) text/html 2017-12-01T16:35:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-27&rev=1512146147 How to complete/finish a vacancy refers to: vacancy form -> details tab Once there is no more to be done i.e a vacancy has been either filled or cancelled, the Vacancy can be completed. Details that indicate the vacancy is finalised are the status and end date. Expand the Vacancy, go to the Details area and check the Status field. Ensure a Final State is selected: text/html 2017-12-01T16:35:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-28&rev=1512146147 Send a location map using a contact event refers to: contact event form -> location map tab vacancy pages -> location map When you are creating a contact event, for example notifying an applicant of an interview, you may wish to include a hyperlink to the place of the interview. text/html 2019-05-09T15:49:31+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-29&rev=1557416971 Broadbean Refers to: Vacancy – Broadbean Button This page provides help on posting adverts to Broadbean, ranking Broadbean applicants and retrieving and importing Broadbean applicants Posting Adverts to Broadbean The Broadbean wizard consists of three data-gathering pages (Stages 1 – 3 of 4), followed by an automatic transfer to the Broadbean website at Stage 4. Note that changes made in the wizard will not be passed back to the vacancy in IQX. Set up your vacancy in the normal way and … text/html 2017-12-01T16:35:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-30&rev=1512146147 Alternative top right view on vacancy Switchable Extra Notes can now be added to the Vacancy top right view so that users have 2 notes fields. In the Vacancy form the button Switch Job Desc takes you to the Job Description view and Switch Extra Notes takes you to the Extra Notes view. text/html 2020-01-06T17:04:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-31&rev=1578330250 Sending documents with a CV If set up by your agency it is possible to send documents, such as certificates or references, along with a CV to a company contact. When a document is added to a candidate record and the consultant is happy that it can go to a client they should tick the In CV Send box to confirm you are happy for it to be sent to a client: