Differences
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ug21-00 [2022/06/03 14:32] – Shelley Hunter | ug21-00 [2023/04/18 14:44] (current) – Shelley Hunter | ||
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- | Timesheets - Provisional timesheets, ideally used for contacting candidates who have not yet submitted their timesheets for processing or need to be advised that the cut off for getting them in is different this week e.g. for Christmas. | + | Timesheets - Provisional timesheets, ideally used for contacting candidates who have not yet submitted their timesheets for processing or need to be advised that the cut off for getting them in is different this week e.g. for Christmas. 2.23.1+ send to either the vacancy or site contact. |
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++++ Shifts| | ++++ Shifts| | ||
Querying - you can use notifications to see if groups of temps are available for individual or blocks of shifts. | Querying - you can use notifications to see if groups of temps are available for individual or blocks of shifts. | ||
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Confirming and Cancelling - for more information see [[: | Confirming and Cancelling - for more information see [[: | ||
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++++ Timesheets| | ++++ Timesheets| | ||
Provisional Timesheets - useful for advising of changes in dates for getting timesheets returned e.g. Christmas or bank holidays | Provisional Timesheets - useful for advising of changes in dates for getting timesheets returned e.g. Christmas or bank holidays | ||
+ | ++++ | ||
+ | ++++ Favourites| | ||
+ | Notifications can be sent to groups of selected records from the Favourites screen. | ||
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The aim of notifications is to speed up standard contact and recording of contact events as attachments can be picked up automtically, | The aim of notifications is to speed up standard contact and recording of contact events as attachments can be picked up automtically, | ||
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- | {{ : | + | {{ : |
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- The email address is the default address of the record connected to the notification, | - The email address is the default address of the record connected to the notification, | ||
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- The comment will be added at the end of the template message on every notification. | - The comment will be added at the end of the template message on every notification. | ||
- This is the template text including any merge fields with the users email signature attached. | - This is the template text including any merge fields with the users email signature attached. | ||
- | - Attachments can be set by the system administrator to be picked up automatically either from a directory or a document of a particular type on a record e.g. company information or contract. | + | - Attachments can be set by the system administrator to be picked up automatically either from a directory or a document of a particular type on a record e.g. company information or contract. |
- If you want to add a note to just one of the notifications use this button, you can use the buttons at the top (7) to scroll to the one that you want to add the note to. | - If you want to add a note to just one of the notifications use this button, you can use the buttons at the top (7) to scroll to the one that you want to add the note to. | ||
- The Previous and Next buttons allow you to scroll through each notification to check the details before sending. | - The Previous and Next buttons allow you to scroll through each notification to check the details before sending. | ||
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- The Expand button enables users to access any linked record e.g. candidate, company or vacancy. | - The Expand button enables users to access any linked record e.g. candidate, company or vacancy. | ||
- Users can choose to send notifications either one at a time using the Send button or all at once using the Send All button. | - Users can choose to send notifications either one at a time using the Send button or all at once using the Send All button. | ||
+ | - If you require to keep a PDF copy of a notification for audit purposes click the Save to Docs button, if the location you are sending the notification from has links to more than one place e.g. placement or vacancy you will first be asked to select where they want to save the file before seeing the usual save file window. | ||
- | <ifauth @technical> | + | <ifauth @technical> |