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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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Apr
11
Date of Birth Validation
Posted by Graeme Orchard on 11 April 2017 10:35 AM

Date of Birth Validation (Age)

Along with various minor enhancements and improvements we have added the ability to validate the AGE of candidates to help with preventing accidental mistyping of information such as Date of Birth

After ver 1.00.17.100 it will be possible to validate that the Date of Birth which is entered results in an AGE between XX-YY
e.g. Between 16 - 99

 

It is possible to control the age range with two parameters (Candidate Minimum Age / Candidate Maximum Age)

 


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Apr
10
Automatic NI Letter Linked to Pay Type
Posted by Graeme Orchard on 10 April 2017 03:41 PM

Automatic NI Letter Linked to Pay Type

The latest release of Influence brings several tweaks and enhancements to the software.

One of these improvements is the fact that when you select a Pay_Type on the candidate record, it is possible to
get the system to Automatically assign an NI Letter associated with that Pay Type

e.g.
Selecting Umbrella could select NI Letter X - No Liability
Selecting PAYE could select NI Letter A

 

This helps users automatically select the correct NI letter and is particularly useful when working with Contractors or TEMPS.

The facility becomes available after Ver 1.00.17.072, and will require users to amend the PAY TYPE [166] Code Table.
It will be necessary to add the relevant code letter after a / in the code table 'extra' fields.

For more information Click HERE.

 


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