Release overview
This release has made improvements to Temps functionality, including a quick way to create a job and placement in one process, and a new ‘checks’ screen when placing a candidate. There have also been Temps PowerBI changes to report based on locations.
Enhancement 63456 ‘Place candidate’ button on the Temp Job page now checks availability, EAA, Q&C and Attributes
The ‘Place Candidate’ button on the Job page has the following process:
- Click ‘Place Candidate’
- Choose a candidate from the ‘Find Candidate’ screen
- The new ‘Candidate Checks’ screen appears
- Click ‘Place’
- The ‘Placement shifts’ screen opens, with the ‘Job Shifts’ screen open in front, to allow you to select the shifts you wish to place them on
- Enter any extra information required on the placement page, and close the placement shift screen and placement screen. The fields on the Placement screen auto-populate from the fields on the job screen.
The warn/prevent option can be controlled via the admin screen.
There are future plans for these checks to be included in all functionality that can place a candidate on a Temp Job.
Enhancement 58691 Quick way to create a Temp Job and Temp Placement in one process
For Temp Placements, a job must exist before a placement can be created.
A new button has been added to the candidate page, which creates a Job and a Placement in one process
The button will be greyed out if the candidate is not of type ‘Temp’
The process is as follows:
1. Click ‘Create Temp Placement’ from the candidate page
2. The ‘New Job’ screen opens, with the ‘Find Company/Contact’ window already open. Populate the company name, click find, and double-click the correct company in the results
3. You are returned to the ‘New Job’ screen, with the ‘Job Title’ drop down list already expanded. Select a Job title from the list
4. Use the ‘Find’ buttons alongside the Contact and Job Location to enter the appropriate data, then click ‘Create New’
5. Enter any relevant details on the Job Page. The Attributes, Quals & Certs, Rates, Back Office Sector, Division and Department can be configured to auto-populate.
6. Click Save and the Shifts screen automatically opens. Add the relevant shifts and click ‘Save and Close’
7. The ‘Candidate Checks’ screen appears, indicating if they have passed the various checks. These checks can be set to ‘Warn’ or ‘Prevent’ in the administration screen
8. Click ‘Place’ and a Placement it automatically created with all the job shifts. If the ‘Create Temp Placement – Confirmed’ was clicked in Step 1, then the placement shifts will default to Confirmed. If the ‘Create Temp Placement – Awaiting Confirmation’ was clicked in Step 1, then the placement shifts will default to Awaiting Confirmation
9. Close the Job page
If the candidate is not 100% available, the checks screen has a red note at the bottom, informing the user that they will be taken to the shifts screen for them to select the shifts they wish to place the candidate on.
The candidate toolbar has been changed to ensure it fits onto a minimum resolution screen. The Automap, Export and reports buttons have now been grouped together.
Enhancement 63408/63429 The Temps PowerBI Reports/Dashboard now includes a report based on Location
Further details of the Temps PowerBI Reports currently available are on our website:
https://www.voyagersoftware.com/general/reports-information.html#temp-placement-locations
PowerBI uses the data in the CSV files as follows:
- A Postcode column has been added to the ‘joblocation.csv’ and ‘placementlocation.csv’ files which contain postcodes of custom locations.
- All client locations are exported to the ‘companytier.csv’files, which contains a postcode column.
Enhancement 63404/63406 The Temps PowerBI Reports/Dashboard now use the ‘active’ flag on the candidate page
Active flags are used to filter on the ‘New Candidate Analysis’ Power BI report to filter out any inactive candidates
Enhancement 63405/63407 The Temps PowerBI Reports/Dashboard now use the ‘active’ flag on the client page
Active flags used to filter on the ‘Companies without Temp Jobs (Sectors)’ PowerBI report to filter out any inactive Companies
Active flags used to filter on the ‘Companies without Temp Jobs (Types)’ PowerBI report to filter out any inactive Companies
Enhancement 61353 PowerBI CSV files now contain Interview data
The PowerBI Template released with Infinity 2.16 only displays ‘Temp’ data. Work has started on the Contract, Perm, Fixed Term version and some data exports to csv. There are future plans to create a default Template to view this data in a dashboard.
All interviews with an interview data within the last year are exported
Interviews for all job types are exported
CSV files created are:
1. Interview.csv
Fields exported are:
- Interview Id
- Interview process id
- Interview level id
- Interview method id
- Interview status id
- Start date time
- End date time
2. Interviewprocess.csv
Fields exported are:
- Interview process id
- Job id
- Candidate id
3. Interviewlevel.csv
Fields exported are:
- Interview level id
- Interview level name
4. Interview method.csv
Fields exported are:
- Interview method id
- Interview method name
5. Interviewstatus.csv
Fields exported are:
- Interview status id
- Interview status name
6. Interviewprocessconsultant.csv
Fields exported are:
- Interview process id
- Consultant id
Enhancement 61352 PowerBI CSV files now contain CV Submit data
The PowerBI Template released with Infinity 2.16 only displays ‘Temp’ data. Work has started on the Contract, Perm, Fixed Term version and some data exports to csv. There are future plans to create a default Template to view this data in a dashboard.
All CV Submits submitted within the last year are exported
CV Submits for all job types are exported.
CSV files created are:
1.jobsubmit.csv
Fields exported are:
- job id
- candidate id
- shortlist stage (4 is summary submit, 5 is cv submit)
- inserted by id
- inserted date time
2. specsubmit.csv
Fields exported are:
- company id
- candidate id
- shortlist stage (4 is summary submit, 5 is cv submit)
- inserted by id
- inserted date time
Enhancement 63433 PowerBI CSV files now contain consultant target data
The PowerBI Template released with Infinity 2.16 only displays ‘Temp’ data. Work has started on the Contract, Perm, Fixed Term version and some data exports to csv. There are future plans to create a default Template to view this data in a dashboard.
Targets are exported per user, per team and per company via usertarget.csv, teamtarget.csv and companytarget.csv.
The targets exported are:
- User/team name (user & team only)
- Has targets tick box (user & team only)
- Spec cv submit
- Spec sum submit
- New jobs
- Job cv submit
- Summary submit
- First/tel interview
- Other interviews
- Offers
- Offers accepted
- Placements made
- CV:Interview ratio
- Interview:Placement ratio
- new Candidate:Interview ratio
- Perm revenue
- Cont revenue
Also export whether targets are 'per week' or 'per quarter' via systemsetting.csv
- System setting name e.g. TargetPeriod
- System setting value e.g. Weekly
Enhancement 63436 A description has been added to the ‘Consultant Events Details’ and ‘Consultant Events Stats’ report
Consultant Event Details
Consultant Event Statistics
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