Page Comparison

Please see below training videos running through knowledge articles in short how-to videos.

\uD83D\uDCD8 Foundations

1. Entire Foundations - https://vimeo.com/656877626/730b92b253

2. Masters Overview - https://vimeo.com/658829100/9bffd31c54

   1. Master Settings Summary

      1. https://vimeo.com/698007648/a3bb2edcb1

         1. Main Masters

      2. https://vimeo.com/701030824/b1df4e7b0f

         1. Member Master

      3. https://vimeo.com/703075913/58352e9c80

         1. Allocations Master

      4. https://vimeo.com/703075875/2cef3b0aa4

         1. Client Masters

      5. https://vimeo.com/698017678/6cb3bd5ddc

         1. Placement Masters

      6. https://vimeo.com/700668044/c652d3913d

\uD83D\uDCD8 Allocations

1. Introduction to Allocations - https://vimeo.com/635776014

   1. Allocations

2. Allocations Overview - https://vimeo.com/683513384/ad83f0f662

   1. Standard - Client Allocations

3. Quick Overview of Allocations Screenhttps://vimeo.com/161710571?embedded=true&source=vimeo_logo&owner=46932606

4. Clients & Professionals - https://vimeo.com/683512312/4cec5f6692

   1. Clients

   2. Client - Professionals

5. Client Compliances - https://vimeo.com/683513174/2c6f22ac19

   1. Growth Module - Compliance

...

1. 1. Compliances

2. Timesheet Checklist - https://vimeo.com/683493473/2fb0923332

   1. Digital Timesheet – Shift Tasks Checklist

3. Using the Allocations Toolbar - https://vimeo.com/700666024/4cf5c37414

   1. Allocations Toolbar Icons

4. Quick Booking Functionhttps://vimeo.com/161710580?embedded=true&source=vimeo_logo&owner=46932606

5. Multi Bookinghttps://vimeo.com/161710581?embedded=true&source=vimeo_logo&owner=46932606

6. Filling a Shifthttps://vimeo.com/161710576?embedded=true&source=vimeo_logo&owner=46932606

7. Right-Click Functionalityhttps://vimeo.com/161710584?embedded=true&source=vimeo_logo&owner=46932606

8. Changing a Shift Status https://vimeo.com/161710568

9. Client & Member Toolbar Iconshttps://vimeo.com/161710574

10. Profiles

    1. Members https://vimeo.com/695517237/024b1fb0d6

    2. Clients https://vimeo.com/695517190/6c8f0868bb

    3. Professionals https://vimeo.com/695517145/ebe2e46023

11. Shift Ratios https://vimeo.com/695560494/1a9594223a

    1. Shift Ratios

12. Shift Logs https://vimeo.com/695560439/c0b6a57d4d

    1. Tracking what happens within a shift

13. Sending SMS to Members https://vimeo.com/695560369/bb1200561d

    1. Sending SMS and Push Notifications

14. Shift Worth of Shifts

15. Availability https://vimeo.com/695560246/aad892d6a5

    1. Standby and Double Shift - https://vimeo.com/698008059/718044b1aa

16. Uploading Document to single shift - https://vimeo.com/703079188/94f1dfd0a6

    1. Uploading Shift/Location Documents

17. How to Enter a Shift https://vimeo.com/695503666/2be1d02879

    1. How to enter bookings for multiple shifts/dates

    2. How to enter in a Single Shift

18. How to Edit a Shift https://vimeo.com/695503748/a2a85be046

    1. How to edit a Shift

19. How to Cancel a Shifthttps://vimeo.com/695503581/40f582b2ce

    1. How to Cancel a Shift

20. Online Permissions Overview https://vimeo.com/695513223/1e236a6bbd

    1. How to access the Client Online Permissions

21. Infection Control - https://vimeo.com/701030711/022e615392

    1. Infection Control

22. Processing Timesheets - https://vimeo.com/703093627/2a2fb65569

23. Member Card/Personal Card/ Contact Card - https://vimeo.com/703075805/8dffc10f19

    1. What is a Member Card?

24. Requests and Restrictions

    1. Requests and Restrictions

       1. https://vimeo.com/695512801

       2. https://vimeo.com/695513322/cd5c56a682

\uD83D\uDCD8 Professionals

Client - Professionals

Professional Portal

Profiles - Professional Tab

1. Accessing the Client Portal - https://vimeo.com/149740368

   1. Logging in

2. How to create new booking - https://vimeo.com/149739209

   1. New Booking

3. How to View, Edit, Filter or Cancel Current Bookings - https://vimeo.com/149738651

   1. Current Booking

...

2. How to View Booking History - https://vimeo.com/149738651

   1. History:

3. How to View, Edit or Add Member Requests and Restrictions - https://vimeo.com/149740599

   1. Request and Restrictions

4. How to Add Authorised Staff (Professionals) - https://vimeo.com/149740692

   1. Staff Authorization:

5. How to View/Update contact details- https://vimeo.com/149738564

   1. Contact Details:

6. Client Financial Overview and Features - https://vimeo.com/149738870

   1. Financial Overview.

      1. Approving Timesheets - https://vimeo.com/703082523/957186304b

         1. Approve Timesheets

7. How to add performance reviews (Appraisals) of a Member - https://vimeo.com/149376434

   1. Appraisals

...

\uD83D\uDCD8 Recruitment

1. Recruitment Overview - https://vimeo.com/683512593/902a8099ee

   1. Screen Applicant

   2. https://entiresoftware.atlassian.net/wiki/spaces/EHRCS/pages/1243972650/Customise+the+Recruitment+Dashboard?search_id=4fd2ada2-bdbe-445a-bb9f-5b28923761ce

   3. Member Masters - Customise Recruitment Stages - How to update what recruitment stages are mandatory

   4. How to create a new qualification

   5. Document Review/Versioning

2. Casual Application Page Customisation - https://vimeo.com/682667004/8e9eb01efc

   1. Customise Job Application Page

3. Applying on behalf of an Applicant - https://vimeo.com/700660013/77c643acfe

4. Applicant Portal -https://vimeo.com/700659205/d313482942

   1. Provide Access to the Applicant Portal

5. Visa Hours Overview - https://vimeo.com/698007532/1b7ab9d4eb

   1. Visa Hours Regulation Program

   2. Changing Visa to Resident - https://vimeo.com/703075951/9d98bdd87f

      1. Visa Hours Regulation Program

6. Submitting TFN to ATO - https://vimeo.com/700664819/18310a5ac3

   1. How to submit an Updated TFN Declaration on behalf of the payer

   2. Submitting TFN Decleration to ATO

7. Recruitment Masters - https://vimeo.com/700668044/c652d3913d

8. Appointment Scheduler - https://vimeo.com/703094928/92418f99da

9. Document Review/Approval Process - https://vimeo.com/703097118/554858a008

10. Applicants from Reapply to in-process or interview - https://vimeo.com/703093073/07687aaedc

11. Talent Search Overview: https://vimeo.com/716613902/4b9110f607

12. Referral Process: https://vimeo.com/703094928/92418f99da

    1. Referral Process

\uD83D\uDCD8 Finance

1. Entire Overview-https://vimeo.com/674301923

2. Accessing Finance Portal through AWS - https://vimeo.com/683991678/87fc3824c0

   1. Getting Started with Finance

3. How to save Files on your AWS Windows -https://vimeo.com/manage/videos/700672762/70deba1538

   1. How to save files on AWS Windows

4. Masters - https://vimeo.com/685294257/a78c58ce81

5. Assigning Rate Tables to Clients - https://vimeo.com/685294578/68e426dd59

   1. Rates

6. Travel Allowance - https://vimeo.com/685294154/99de8604c7

   1. Client Master - Travel Parameters - How to create Travel Instructions

   2. Member Travel Claim Report

   3. How to allow Members to Claim Travel Allowance

7. Entering Pay Rates - https://vimeo.com/685250238/a9dff5315a

   1. How to copy rate tables

8. Clients - https://vimeo.com/684014500/6a5850177c

9. Members - https://vimeo.com/685237204

10. Confirming Shifts - https://vimeo.com/685299843/b9dd159cf2

    1. Processing/Confirming Shifts

11. Payroll Process - https://vimeo.com/685300880/e893aa883c

    1. Finance Start to Finish - Confirming Shifts- Payroll - Invoicing - STP Processing

12. Sending Payslips - https://vimeo.com/685237470/a27045fe73

    1. Email/Post Payslips

13. Invoicing -https://vimeo.com/683524712/af22bac250

    1. Invoicing
       8.1 - Adding Timesheets to your invoice - https://vimeo.com/685294418/e55c36afb5

    2. How can I send Timesheets with Invoices

14. Reversing Shifts - Coming Soon

    1. How to create a reversal shift

15. Adjusting Shifts - https://vimeo.com/685672329/61f3caaefb

    1. How to Create an Adjustment Shift?

16. Multiple ABNS - https://vimeo.com/685294056/90a7ab396e

17. Multiple Entities - https://vimeo.com/685294514/69441064bb

18. Adding Invoice Messages - https://vimeo.com/685669043/775030c6a2

19. Updating Superannuation Dates - https://vimeo.com/685670787/70262e9961

    1. Updating Superannuation Dates

20. Setting Up Industry Awards - https://vimeo.com/685676826/6d8f46f2d9

    1. Setting up Industry Awards

21. Updating FY Superannuation - https://vimeo.com/685686223/1128ada27b

    1. EOY STEP 7.1 - Changing Payroll Financial Year Dates

22. Editing Public Holidays - https://vimeo.com/685692729/9a6f4262e4

...

1. 1. Editing Public Holidays

2. Editing Existing Additions Codes/Additions and Deductions -https://vimeo.com/685692066/1f97fad2d3

   1. Adding or Editing Addition and Deduction Codes in

...

1. 1. Entire OnHire

2. Daylight Savings - https://vimeo.com/685728739/4a14ce5892

   1. Understanding Daylight Saving

3. Creating Default Superannuation Fund - https://vimeo.com/685728947/967a174bcb

   1. Changing Companies Default Superannuation Fund

4. Assigning Rates to Clients - https://vimeo.com/685294578/68e426dd59

5. User Authentications for Finance Portal - https://vimeo.com/685669110/ee9367035b

6. Finance Reports from Front End - https://vimeo.com/703075837/6b9c26ed3f

   1. Finance Reports - Front End

\uD83D\uDCD8 Growth Modules

1. Leave Management - https://vimeo.com/683037229/c9d831fc0c

   1. Growth Module - Leave Management
      

2. Broadbean / Seek Integration - https://vimeo.com/682693120/4f247a4766
   

3. Outlook 365 Integration - https://vimeo.com/682666265/20c968718a

   1. Growth Module- Outlook 365
      

4. Cascom/Shift Match - https://vimeo.com/682666220/4e11fb6e02
   

5. Resume Parsing - https://vimeo.com/682666317/36e294e693

   1. Supercharger - Resume Parsing
      

6. Unmanaged Jobs -https://vimeo.com/700666896/3062e16526

   1. Growth Module - Unmanaged Jobs
      

7. Client Compliance - https://vimeo.com/700630701/6a3f81bb51

   1. Growth Module - Compliance

...

1. 1. Compliances
      

2. Xeople Sign

   1. XeopleSign - Phase 1

   2. User - https://vimeo.com/683512215/f805da5f41

   3. Configuration - https://vimeo.com/683512100/be423c2af2
      

8. Referee Dashboard - https://vimeo.com/683513049/7d64506973

1. Online References - Referee Settings

2. Online References - Referee Qualification