Archives: Helpdesk

How to add a page break in Advance Digital Templates

Adding a Page Break in Advanced Digital Templates

Users can add a page break in a continuous digital document to move content to a new page.

To achieve this:

  1. Navigate to Menu -> General -> Digital Templates -> Design (Advanced Digital Template) / (Create – Design).
  2. Add or edit a section.
  3. Turn on the Page Break option at the section where you want the new page to start.
  4. Save your changes.

You can preview the areas where page breaks have been added and see how it looks by switching on the preview option. You can also check a PDF preview by clicking on the PDF preview option at the top.

Note: If there are merge fields in your Advanced Digital Template, the preview might not accurately reflect the content, as merge fields will be replaced with actual information, which may have varying character lengths.

Integration with HWL vms

About HWL VMS:

HWL is a company that comes to the market with deep expertise from leading healthcare GPOs and supply chain, workforce management software providers, healthcare delivery organizations, cutting-edge technology organizations, and leading staffing agencies.

Our workforce solutions deliver results that lower overall costs, produce higher quality of staff, and increase visibility into overall labor activity and metrics.

 

Integration HWL vms in Oorwin typically involves following steps:

  • Log in to your Oorwin Account and navigate to Marketplace module from the left menu.
  • Select VMS category and click on HWL from the list.
  • Click on Configure tab > Add VMS
  • Enter the Username and Password and other relevant mapping fields and Save
  • Once the details saved, click on Actions icon > Copy Webhook url.
  • Copy the Access token url and supplier end point url.
  • Log in to your admin HWL vms account and navigate to Date Services from the menu.
  • Click on Job Order Data and past the Access token url and supplier end point url > Save.
  • Once the details saved in HWL, the jobs will be auto created directly into oorwin.

 

What is the use of profile update request

The Profile Update Request feature allows recruiters to email candidates, asking for updated details. Candidates can fill in the requested information and send it back to the recruiter. Once the recruiter receives the information, they can review and approve it. After approval, the candidate’s records will be updated with the new details.

Below are the steps to follow on profile update request to candidate’s.

  • Login to your Ooriwn account and Go to Candidate module on the left menu under the recruitment section.
  • Select candidate > Actions > Click on Profile update request
  • Select the required fields and mark star option to fill mandatory > Send.
  • The candidate will receive the update details link email, the candidate has to fill the required details on the form and submit.
  • Once the candidate submits the request, the recruiter will get a confirmation email or can directly access in approvals.
  • Under Approvals > Submitted > review the candidate submitted details and click on Approve to save the record in candidate module.

 

How to archive the campaign templates and snippets

There is an archival option for all the campaign templates that you have created in your system which helps you to do the soft delete from the system and you can also roll back them whenever you wanted

Here is how you can archive the campaign templates and snippets

  • Log in to your Oorwin Account and navigate to Campaigns module from the left menu under Sales Section
  • You will find a tab called Email Templates & Snippets
  • You will have all the list of templates like text,graphical,hotlist & snippets on the left side
  • Select the template on which type you wanted to archive and then click on three dots icon for that template
  • You will find an option called Archive on the actions drop down
  • Click on Archive and click on yes on the confirmation box
  • Now your template got archived and you cannot no longer access to that template
  • You can also find the archived records in My profile->Archivals to restore them at any time

How to filter the bench employees in my employees list

If any of the employee doesn’t have an active assignment at this moment then we will consider them as bench employees and you can verify them in employees module all at once

Here is how you can view the list of bench employees

  • Log in to your Oorwin Account and navigate to Employees module from the left menu under Human Resources Section
  • You will find all the default views on the left panel
  • Look for the default view called “Employees on Bench” and click on it
  • This will list of all the bench employees who doesn’t have an active assignment at this moment
  • You can also make this view as default by clicking on three dots->set as default

Verify all the timesheet external approvers

You can verify all the timesheet external approvers at one place based on the tagged account and also you can verify which approver was tagged to which assignment

To view this list you need to have timesheet admin access which can be enabled from the settings->Role security

  • Log in to your Oorwin Account and navigate to Timesheets module from the left menu under Human Resources Section
  • You will find all the sections on the left menu and click on Timesheet settings on the top
  • You will find a section called External Approvers on the left views and click on it
  • This shows all the timesheet external approvers which are linked to the specific accounts
  • User can also verify the assignments associated with the external approver by clicking on three dots->view linked assignments
  • User can also create new external approver from here by clicking on “Create External Approver” button on the top right corner

Re-Hire an off boarded employee through onboarding

You can rehire an off boarded employee through the onboarding process and you can also request all the documents needed from the employee again

Below are the steps to follow to Re-Hire an off boarded employee

  • Log in to your Oorwin Account and navigate to off boarding module from the left menu under Human Resources Section
  • You will find all the sections on the left menu based on the off boarding status and shows the employees list based on that status
  • Select the employee that you wanted to re-hire from the off boarding completed list
  • Click on three dots for the specific employee that you wanted to Re-Hire
  • Click on “Re-Hire” option from the drop down list and click Yes on the confirmation box
  • Now the employee record will be opened in a new tab with all the pre filled details and user can update the existing details if there are any changes
  • User select the onboarding workflow from the drop down list and initiate the on boarding process as a re hire

Approve or Reject pending invoices

You can create an approval flow for the invoices that has been raised in the system, so that all the invoices will be triggered to the assigned approvers before it goes to the client’s inbox

Please follow the below steps to approve/reject the invoice

  • Log in to your Oorwin Account and navigate to Invoices module from the left menu under Human Resources Section
  • You will find a tab called “Approvals” on the top and click on it
  • You can find the number of invoices that were pending for approval on your side in the Assigned to me section
  • Click on three dots for the specific invoice that you wanted to take an action 
  • It shows approve or reject buttons and you can click on any of the action on it
  • Now your pending invoice has taken care and will be sent to the next level user in the flow
  • If you are a system admin you can also find or approve all the pending invoice from the Approve as Admin section

Create a task for an account

Users can rely on tasks for assigning work to specific modules, tracking progress, and ensuring notification to each team member.

Here is how you can create a task for an account and get it tracked

  • Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
  • Click on any account name to whom you want to Create a task
  • Search for Tasks icon on the right panel and click on it
  • It opens a popup with all the tasks that all your team created
  • Click on Add task button on the top right corner
  • Enter all the required fields like title, description, due date, reminder, assigned to, etc
  • User can also tag this task to a contact available on this account
  • Now click on save on the bottom and thats it, your task has created and notified to the assigned user

How to verify the activity log for an account

You can check all the actions that everyone has done on the account as an activity log at any point of time.

Below are the steps to verify the activity log for an account

  • Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
  • Click on any account name to whom you want to verify the activity log
  • Search for Activities icon on the top or click on activities button on the right panel
  • It opens a popup with all the activities that all your team did on it
  • User can also  search/filter the activities based on the action or user from the filter drop down
  • You can also verify the other module activity log linked to that particular account