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User guide 77 Bond International Software Ltd AdaptUX User Training Guide COPYRIGHT NOTICE These materials are the property of BOND INTERNATIONAL SOFTWARE UK Ltd and or its licensors and contain CONFIDENTIAL and or TRADE SECRET information These materials

Bond International Software Ltd AdaptUX User Training Guide COPYRIGHT NOTICE These materials are the property of BOND INTERNATIONAL SOFTWARE UK Ltd and or its licensors and contain CONFIDENTIAL and or TRADE SECRET information These materials are intended only for the use and viewing by authorised and intended recipients and may not be disclosed or used in any manner not expressly permitted by Bond The recipient of these materials must diligently protect them against unauthorised disclosure and use as a condition of their receipt It must not be altered reproduced or otherwise disclosed without prior consent in writing from the Marketing Manager of Bond International Software UK Ltd All copies issued outside the jurisdiction of Bond International Software UK Ltd must be marked as UNCONTROLLED ? Bond International Software UK Ltd All rights reserved Bond International Software UK Ltd World Class Sta ?ng Recruitment Software Courtlands Parklands Avenue Goring West Sussex BN NG www adapt-recruitment-software com CContents Version Control Introduction to Adapt Introduction to Agency Workers Regulation The Home Pages The My Adapt Home Page The ? People ? Home Page The Companies Home Page The Jobs Home Page The Search Home Page The ? Report ? Page My Adapt Options My Studios Temp Desk KPI ? s Key Performance Indicators Calendar Journal Tasks CV Import Document Library Adapt Help Settings Adapt Navigation Icons Fast ?nd Flyouts Adding a Candidate Record Creating a Candidate record Changing the Ownership of Records Batch Import CVs Navigating the CV Import Window Importing CVs held on the User ? s PC Importing CVs from Outlook Assigning Attributes to Fields Changing the data guessed in the CV Import Running the Import Duplicate Records Temporary and Contract Candidates ?? AWR Compliance Monitoring the Qualifying Time Example of how working weeks for the AWR Clock are calculated Accessing the AWR Clock Adjusting the AWR Clock Manually Previous AWR Work History by the Candidate Overview of Recording Breaks for Temps and Contractors Recording Breaks AWR Clocks which have been reset by the system Logging Unavailability for Agency Workers Amend Unavailability AWR Request for Information To log an AWR Related Request Responding to an AWR Information Request Page of CResponding to an AWR Request Adding Organisation and Contact Records Why Would I Use a Head O ?ce Record Client structure and AWR Why Would I Use an Invoice Point Add Head O ?ce Add Client Quick Client Create Lead Client Add Contact Create Invoice Point Organogram Company Records Storing Facilities and Comparator Information Client rates Rate Changes Updating an existing Temp Regular rate from a Client Record Creating a New Rate Rate Changes within the AWR Quali ?cation Period Viewing Journal Tasks Document Library Entries Journal Filters Adding Journal notes to existing entries within the Journal Tasks Adding a New Task Document Library Acquiring a document using the Acquire Wizard Adding Jobs Selecting the appropriate type of Job Adding a New Permanent Job Create Temporary Regular Job Create New Temporary Shift Job Create New Contract Job Sending out Email and