By means of a measurement on the Placement, the Mutation Dashboard records all relevant changes to current Placements so that they are shown and validated via the Mutation dashboard. This provides the overview and prevents errors in further administration flows.

Activation

You can enable the MutationDashboard yourself from the settings.

  • In the left menu, go to 'Maintenance' | 'Settings'
  • Scroll to block 'General', field enableTrackChanges and click [Activate]
  • Click 'Save' to save your changes

Steps

When Candidates are placed on a job, the placement requires the following steps:

  1. Creation of a Placement:
    Create placement with all relevant information
    Generate and sign contract
    Contract and other relevant information is uploaded in the placement/candidate file
    Etcetera
  2. Start first work day
  3. During active placement:
    Changes in the placement
    Possible rate changes
    Possible address changes because of a move
    Possible address change for invoicing because of the installment of another project location
    Possible e-mail address changes or name changes (marriage)
    Etcetera
  4. Last work day, end evaluation
  5. Candidate is available for a new project or is hired on permanently by the client.

The usual business

Usually changes to active placements are given to the consultant or the receptionist. Every change needs to be checked whether it has consequences on the Invoicing and timewriting. If yes, then the Backoffice needs to know and double-check. This may be forgotten, which creates mistakes - it may cause that the salary slip is sent to an old e-mail address, or that a rate change has not been updated in the system. This will upset your candidate and client experience and costs money to to fix.

The Checkpoint and the Mutation Dashboard functionalities will help you reduce mistakes in the invoicing and timewriting.

Method

Placement is created with all relevant information and documentation. Backoffice employee checks the information and sets a Checkpoint baseline by clicking on the Checkpoint button in the Placement file. The Backoffice employee checks the information that's been given against the information in the Placement.

The Checkpoint button creates a snapshot of the Placement and it's connected Candidate, Match, Job Order, Contact and Client. In the mutation dashboard you will find changes between the current value versus the snapshot baseline that's been created by the checkpoint button. This creates overview on relevant changes in your CRM.

Note: the default fields that are monitored by the mutation dashboard are:

  1. Candidate
    First Name
    Last Name
    Gender
    Date of birth
    Social Security number
    E-mail address private
    Address private
    Additional fields on General and Admin tab
  2. Placement
    Status
    Start date
    End date
    Expected end date
    Type of contract
    Additional velden
    RatesInvoice address tab, all fields

These changes will be validated and processed by backoffice employees in their financial software packages. After this, the backoffice employee opens the placement and clicks Checkpoint again. This validates the changes and resets the information for the next Invoicing cycle.

Costs

You can install the Mutation Dashboard for free from our Document Template Library.
If you would like to measure other/extra fields, next to the default set, then you need to change this in :

  • Go to 'Maintenance' | 'Settings'
  • Go to block 'Attributes and Fields', field 'MutationDashboardFields'

If you know the Cxscript of the fields that you'd like to add, you can do this by yourself.

For more information, contact your Account Manager through our Customer Success Team.


Operation with Professional Portal

It is possible to follow changes made by Candidates who log in to the Professional Portal.
If Candidates have access to the Professional Portal, they can make changes to the portal on the 'My Profile' tab.
These mutations are then visible on the Mutation Dashboard. If on the Mutation Dashboard in the last column 'by' no interpretation is given, you can assume that the change has been made by the Candidate. Normally the responsible user can be read in this field. There is no other way in which mutations can be tracked by Candidates on the Portal.

Here you can find more information about the Professional Portal

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Keywords : UD-1053

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