Introduction
Users can access the Finance information within Candidate Records in the Ready Recruit product!
Follow the steps below to Access the Finance tab within a Candidate Record!
Quick Navigation
Accessing the Finance Tab
Navigate to the Candidate Record
Scroll down to the information storage panel at the bottom of the page and click on the Finance section
There are four tabs within this section, we will outline the steps below concerning the use of these sections!
Claims
Claims displayed here can be added two ways
Click to the Add button next to Claims
The Add Claim modal will appear with the following fields
- Qualifications - this area is populated based on the existing qualification details added to a candidate record (if more than one qualification exists against a record, select the relevant one from the drop-down)
- Claim types - select the claim types to add (you can select more than one)
Select the relevant information and click
OR
Select the claim to add when adding the qualification to the candidate's record
Claim Status - will change depending on the 'Claim Due Date'
- Future Payable - Claim Due Date is in the future
- Overdue - Current date is after the claim due date
- Due - Current date is the due date of the claim
- Expired - Current date is past the expiry date
Due Date - Calculated based on 'Qualification Start Date + Due Date set on Claim Type'
Expiry Date - Expiry date is set against Claim Type
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click to edit claim details
- Due Date: This can be changed by clicking on the date picker and selecting a new due date
- Expiry Date - This can be changed by clicking on the date picker and selecting a new expiry date
- Assigned to - Assigned to the user who added the claim. Select from the drop-down to change
- Status - updated as outlined above. To manually change the status click and select from the drop-down
- Rebate due date - manually updated field
- Rebate amount - manually updated field
- Rebate paid date - manually updated field
then click
Claims will now be displayed in the All Claims Index Screen
Invoices
To edit an invoice, click the Edit icon next to the relevant invoice
Select Edit Invoice from the drop-down
The Edit Invoice modal will appear, make the relevant changed and click
The Invoice will be saved with the relevant changes made!
To add a New Attachment to an invoice, click the Edit icon next to the relevant invoice
Select New Attachment from the drop-down
The New Attachment modal will appear with the following fields
- Choose File
- Label
- Tags
- Expiry date
- Version number
Enter the relevant information and click
The New Attachment will now be added to the Invoice!
To view any files attached, click the Edit icon next to the relevant invoice
Select Related Files from the drop-down
The Attachments modal will appear, to view any attachments click the file name!
To delete an Invoice, click the Delete icon next to the relevant Invoice
This will create a prompt, click OK to delete the Invoice
The Invoice is now deleted!
Payroll
Payroll fields displayed here can be completed by clicking the Edit icon
- Reference
- Charge Rate Code
- Award
- Pay rate (per hour)
- Wage level
- Leave balance
- Tools
- Long Service leave number
- Sick leave balance
- RDO balance
- Anniversary date
- Charge out rate per hour
- Travel
Once the relevant changes have been made click
Proposed Rates data can also be edited by clicking the Edit icon
- Proposed Pay
- Proposed Pay (Rate x1.5)
- Proposed Pay (Rate x2)
- Proposed effective from date
- Proposed Charge
- Proposed Charge (Rate x1.5)
- Proposed Charge (Rate x2)
Once the relevant changes have been made click
