What’s new?
We have added a new Sector filter to the Timesheets form under Placements, providing enhanced control over timesheet visibility and management. This feature enables users to quickly filter and focus on timesheet entries relevant to specific sectors, improving efficiency when working with large volumes of timesheet data. Combined with our new tagging capabilities directly from Placements, these enhancements provide a more streamlined approach to managing and organizing placement-related data.
How do I start using it?
Filter on Sector on Timesheets Form
We've added a new Sector filter to the Timesheets form under Placements, giving you more control over how you view and manage your timesheet entries.
How to Use It
Navigate to:
Options then click Placements and then click Timesheets.
Click the Filter button and select the Sector category from the filter options (listed alphabetically).
Choose one or more Sectors from the list of active sectors you have access to.
Click Apply Filter.
Your timesheet list will refresh to show only entries for the selected sector(s).
The Sector filter displays only active sectors that you have permission to access.
You can select multiple sectors simultaneously to view timesheets across several sectors at once.
The filter integrates seamlessly with existing filtering options.
Ability to tag records from Placements
We've added a new tagging capability to Contract and Permanent Placement forms, enabling you to quickly tag applicants, contacts, clients, and jobs directly from placements for improved workflow efficiency.
Direct Tagging:
Tag Applicant.
Tag Client.
Tag Contact.
Tag Job.
Saved Tag File Options:
Add Applicant to Saved Tag File.
Add Client to Saved Tag File.
Add Contact to Saved Tag File.
Add Job to Saved Tag File.
How to Use
Navigate to:
a Contract or Permanent Placement form and select one or more placement records.
Click the Tag option in the menu bar and choose your desired tagging action:
For immediate tagging, select the entity type (Applicant/Client/Contact/Job).
For saved tag files, select the Add to Saved Tag File option for the relevant entity.
The selected entities from your placement(s) will be added to the appropriate tag file.