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Jun
26
Minor Changes to Timesheet Entry/Adjustment
Posted by Graeme Orchard on 26 June 2017 03:10 PM

Minor Changes to Timesheet Entry/Adjustment

The next release of Influence, due after 26/6/17 will include some minor changes to the time-sheet entry system.

Firstly, the location of the "Adjustment" symbol (A small magnifying glass) has been moved from the far right of the time-sheet entry screen and is now next to the 'Time-sheet' icon - making it easier to see where an adjustment exists and has been made.

Secondly, if you click the 'Time-sheet' icon to open a combined time-sheet showing details of all the booked days, adding an Adjustment will add this to the first of the booked days.

e.g.
Clicking the [T/S] icon for Wed 21st will open the 'combi' time-sheet showing all days (i.e. Mon 19th - Fri 23rd)
Any adjustments added from this screen will be accumulated and displayed next to the Monday booking.

 

NOTE: It is still possible to put adjustments against a specific day if required, by clicking directly onto the 'Adjustment' column for that day, rather than going via the [T/S] icon.

 

 

 

 


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Apr
21
Automatic alert email upon change of candidate Status
Posted by Graeme Orchard on 21 April 2017 03:41 PM

Automatic Email Alert of Candidate Status Change

The next Influence software release after ver 1.00.17.100 adds the ability to automate the sending of an email to one or more internal contacts when the status of a candidate is changed to one or more specific values.

For example, changing the Status of a Candidate to "P45" might be configured to send an email to the accounts team to make them aware so that they can make the relevant changes to the payroll systems.

It is possible to configure up to 10 different statuses to trigger the sending of such an email.
To find out more about configuring the system, see the support article HERE.

 

 


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Apr
21
Automatic Gender change based upon Title
Posted by Graeme Orchard on 21 April 2017 08:54 AM

Automatic Gender change based upon Title

Within the Influence database are certain 'equal opportunities' related fields which store information allowing non-sales staff to monitor the performance related to placements.

Previously the Gender field (Male/Female) was set manually and was independent from the Title field.
After version 1.00.17.100 the field will can be automatically set simply by assigning a Title (Mr/Mrs/Miss) to the candidate.

 

  

In the example above, setting the Title to Mr assigns the gender M - Male on the 'Personal' page of the candidate.

Note:
The gender assigned to each title is held in the code table Titles [097] in the 'Extra' information.
On older systems you will need to go into this code table and add this information.

 

 

 


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Apr
18
Mandatory Booking confirmation to Client and Worker
Posted by Graeme Orchard on 18 April 2017 10:47 AM

Mandatory Booking confirmation to Client and Worker

Release 1.00.17.100 adds a new facility to make booking confirmation (for Temp bookings) Mandatory.

It is possible to force users to send booking confirmation to the Client (company) to the Worker (candidate) or to both.
The confirmations can be optional, mandatory, required the first time the worker goes to a particular site, or the first time the worker is booked for a particular Job (role) at a specific site.

e.g.

In the case of mandatory confirmations the user will be taken straight into the Journal Entry screen to produce the confirmation, and will not be allowed to exit without generating the journal.

The facility is controlled with parameters.

To find out more see the support article HERE

 

 


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Apr
11
Prevent Timesheet Export to Tempaid if P/O not recorded
Posted by Graeme Orchard on 11 April 2017 11:51 AM

Prevent Timesheet Export to Tempaid if P/O not recorded

Along with various minor changes and improvements the next release of Influence (after Ver 1.00.17.100) will include the ability to monitor the entry of Purchase orders prior to exporting into time sheet information TEMPAID.

If your Influence database is integrated with Tempaid, then it is possible to export time sheet information which you have entered into Influence into a file format suitable for import into Tempaid. When performing this export the system can now check if a P/O Number (Purchase Order) has been recorded, and if not will display a warning preventing the export of these particular records until a purchase order has been recorded.

The facility is controlled by a parameter, and only affects export in the Tempaid format.
(Parameter "Stop Tempaid export if POs missing")


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