To add a new request for a replacement, you have to assign it a type of replacement.

 

In a type of replacement, you have to add the criteria to be found in the file of your candidates so that they are displayed in the list of available candidates for a request. The type of replacement must also be linked to a "type of salary" and a "type of invoice".

 

PRIM can use the same "type of salary" and "type of invoice" for several types of replacement to facilitate the maintenance of the rates.

 

For example, the type of salary and invoicing "Skilled labour" could be used for driver, forklift operator or designer. There would be only one type of salary and invoicing to modify if there was an increase in salary or invoicing. This modification would be automatically applied at the date of the change, for new requests and for all replacement types using these types of salary or invoicing.

 

It is possible to use the "Drag and drop" method with your mouse by clicking on a type of replacement to change its level in the list.

 

Steps to add a new type of replacement

 

•Create a new function, if needed

•Create a type of salary, if needed

•Create a type of invoicing, if needed

•Create the type of replacement

 

On the PRIM ribbon, click on of the section "Configuration" to display the "Replacement type" window.

 

 

In the example below, the type of replacement "Designer" will be added, it will be linked to the type of salary and invoicing "Skilled labour". It can also be related to a "Designer" salary type and invoicing type, if it is available.

 

1.Click in the zone of the window where is the list of the types of replacement and click on the icon (Insert).

2.A message is displayed asking you under which level you want to insert the new item. Click on to insert the new type of replacement at the root of the list.

3.In the field "Type", enter "Designer".

4.In the field "Billing", click on the icon (List of value) to display the "Selection of value" window.

5. Select "Skilled labour" in the list.

6.Repeat the operation for the field "Pay".

7.Click on (Save).

8.In the section "Subjects", click on "FUNCTION" and select the function to which you want to associate your type of replacement.

9.Click on "Education", check the diplomas which your candidates must hold and select the option "Required" or "Asset".

10.Click on (Save).

11.Move under the "Accessibility division" tab.

12.Check one or more division for which your new type of replacement will be available.

13.Click on (Save).

14.You will be able to choose this type of replacement for your clients who are authorized to treat with the selected divisions.