TriSys Recruitment Software Documentation Notes Introduction Components TriSys Web TriSys Mobile Third Party Tools Application Overview What's New in Version 8.0? Office 2007 & Vista Themes Ribbon Diary Administrator Console Data Import Reports Analytics Windows Services Setup Kit User Guide Contact Details Copyright Notices User Interface Introduction Starting TriSys Desktop Program Files Logging In The Application Interface Caption Shortcuts Jewel Ribbon/Toolbar Docked Panes Status Bar Form Form Tabs Navigation Bar Menus & Toolbars Configuring the Ribbon Navigation Bar Task Alarms Post-It Notes The Ribbon Home Edit Tools View Window Help Menu/Toolbar File Edit Search View Tools History Window Help Toolbar Data Grid Introduction Grid Elements Toolbar Print Excel Filter Edit Columns Show/Hide Grouping Column Captions SQL Refresh Grouping Area Column Headers Record List Column Footers Text Input Grid Queries TriSys Login Introduction Login Form Login Attempt Threshold Login Setup SQL Server Computer Web Service Buttons Dashboard Introduction Management Information Recruitment Performance Summary Active Searching My E-Mail Rules Help Guide Toolbar Left Hand Pane Details Page Technical Support TriSys Web Contacts Introduction Opening Contacts Contacts Form Grid Colours Foreground Colours Background Colours Ribbon Interface Contacts File View Help Actions Call CV Send E-Mail/Direct Mail Meeting Note P45 Request Reference Request Screening Interview Send an SMS Text Message To Do Form Menu File New Contact Open Delete Print Close View Scheduled Activities Note/Histories Search Duplicate Contact Names Actions Call CV Send E-Mail/Direct Mail Meeting Note P45 Request Reference Request Screening Interview Send an SMS Text Message To Do Help Instructions Delete Contact All Contacts My Contacts Clients Candidates Client Candidates Users Referees Available Contact Fields Contact Introduction Invocation Menu Ribbon Drill Down Double Click Right Mouse Click History History Menu Recent Records/History (Ribbon Mode) Link Menu Ribbon Contextual Tab Links Menu Open Link Field Form Loading Messages Contact Form Client Contact Form Candidate Contact Form Standard Contact Fields Contact Type Forename Surname Known As Job Title Married Male Sync with Outlook Title Female Status Comments Contact Form Tabs Personal Tab Personal Contact Details CV Manager Original Copy to Formatted CV Company Sales Technical European Copy/Edit Date Identification Details / Right to Work Type Comments Nationality Link Fields Permit Expiry Contact Details Home Tel. No. Personal E-Mail Personal Mobile No. Home Fax Skype Number Instant Message DOB Age Type of Work Availability Date Remuneration Current Req'd Permanent Req'd Contract Req'd Temporary Multi-Media CV Registered Last Updated Christmas Card Next Contact Last Contacted Employment Tab Company Address Re-assign Company Name & Address Internet Map Department Current Employer Telephone Numbers / E-Mail Work Tel. No. Work Fax No. Work Mobile Work E-Mail Use Work E-Mail Additional E-Mail Codes Tab Education History Work History Priority Owner Added By Source CRB Check CRB Details Contact Photo Relationships Tab Relationships Grid Contact #1 Relationship Contact #2 Add Interview Tab Comments Can Do Would Do Locations Test Results Other Agency Applications Other Applications References Tab Temp Tab Period Work Schedule Requirements Tab Placements Tab History Tab Scheduled Tab Time Sheets Tab Invoices Tab Back Office Tab Limited Company Umbrella Ref CIS Ref Address Use Home Company Reg No VAT Number National Ins. No Cert of Incorporation VAT Certificate P45 Sent P45 Requested By Correspondence Bank Use Home Use Ltd Co. Pay Frequency Pay Type Accounting ID 48 Hour Exempt Exported to A/C's Exported to Payroll Tax Code Tax Doc Type Tax Document Payment Method Payment Terms Self Billing Payment Method Sent to Export Web Tab Web Password Exchange Mailbox Payroll Tab User Details Division Branch Project Contact Form VCR Control Contact Form Menus Contextual Ribbon Tabs Contact Tab File Group Edit Group View Group Options Group Actions Tab Actions Group Companies Introduction Opening Companies Companies Form Ribbon Interface Companies File View Queries Help Actions Form Menu File New Company Open Delete Print Close View Scheduled Activities Note/Histories Search Actions Help Instructions Delete Company Looking up Companies Drilling Down Double Click Right Mouse Click Company Introduction Invocation Menu Ribbon Drill Down Double Click Right Mouse Click History History Menu Recent Records/History (Ribbon Mode) Link Menu Ribbon Contextual Tab Links Menu Open Link Field Form Loading Messages Company Form Customer Company Form Standard Company Fields Company Name Head Office Tel No Head Office Fax No E-Mail Address Company Web Site Comments Company Form Tabs Contacts / Addresses Tab Industry Source Division Type Turnover (000's) No of Employees Directors Status Sector Company Logo Contacts/Addresses Grid Add New Contact Edit Contact Edit Address Organigram Tab Organigram View Add Contact Move Contact Delete Contact View Saving Changes Attributes Tab Company Documents Brochure Contract T's and C's Perm T's and C's Tender Document Additional Back Office Tab Registered Co Name Registration No VAT No Web Logo Account ID VAT Status Timesheet Frequency Bank Details Date Exported to Accounts Payment Term (Days) Credit Check Status Limit PO Required Review On Requirements Tab Placements Tab Notes/History Tab Scheduled Tab Group Tab Invoices Tab Company Form VCR Control Company Form Menus Contextual Ribbon Tabs Company Tab File Group Edit Group View Group Queries Group Actions Tab Actions Group Requirements/Vacancies Introduction Looking up Requirements Menu Ribbon Navigation Bar Requirement Lookup Form Visible Columns Hidden Columns Drilling Down Requirement Introduction Invocation Menu Ribbon Drill Down Double Click Right Mouse Click History History Menu Recent Records/History (Ribbon Mode) Link Menu Ribbon Contextual Tab Links Menu Booking Sheet Form Loading Messages Requirement Form Requirement Type Permanent Requirement Form Contract Requirement Form Temp Requirement Form Standard Requirement Fields Reference Client Contact Company Address Work Tel No Work E-Mail No. Required Status Active Speculative Filled Lost On Hold Closed Earliest Start Job Title Date Initiated Site User Job Description Display Job Description on Web Comments Clone Web Text View Requirement Web Page Expected Revenue Date Probability of Filling Enable Active Searching Last Active Search Requirement Form Tabs Permanent Tab Salary Calculator Salary Minimum Salary Hours Per Day Days Per Week Bonus Benefits Benefits Value Car Car Value Include Car in Fee Total Package Fixed Term Fixed Term Wks Flat Fee Fee % Fee Package Breakdown Fee Percentage Apply Cancel Contract Tab Rates Grid Add Contract Rates Calculator Type Notes Pay Rate Charge Rate When figures are changed update margin/markup PAYE Margin % Markup % When figures are changes update charge rate Margin Bar Chart Margin Pie Chart Hours/Day Days/Week Duration in Weeks Value Profit Value / Unit Add New Save Cancel Update Multiplier Standard Pay Rate Standard Charge Rate Delete Rate Comparison Chart Hours Per Day Days Per Week Duration In Weeks Max Margin Max Markup Apply Rate Adjustment Requirement Value Requirement Profit Unit Value Temp Tab Start Date End Date Add Recurring Shift Start Date, End Date Staff Required Start Time, End Time Monday - Friday, Saturday - Sunday Add Cancel Remove Shifts Delete all shifts on selected row Delete all shifts from this requirement Make Bookings Rebook Original Requirement Move Shifts Move All Shifts Move Selected Shifts Rebook Source Requirement Dates Candidate Status Candidates Grid Remove OK Shift Pattern Schedule Empty Slot Candidate Assigned Candidate Confirmed Adding Shifts Moving and Updating Shift Schedules Change Duration Moving Shifts Managing Shifts Right Mouse Clicking Shift Details Drill Down Shift Details Dialogue Requirement Client Contact Company Job Title Start Date/Time and End Date/Time Staff Required Staff Assigned Staff Confirmed Staff Checked In Notes Requirement Rates Candidates Edit Rates View Placement Edit List OK Search Tab Add Search Defaults Save Search as My Default Save Search as the System Default Load My Default Search Load System Default Search Load Existing Search Excluded Status Search Results Tab CV Preview Candidate Summary Search Results Grid CV Free Text Search Hits Shortlist Management Candidate Details Shortlist Shortlist marked records Shortlist selected records Shortlist all records View Candidate View CV Delete Delete marked records Delete selected records Delete all records CV/Summary Show Both CV And Summary Show CV Only Show Summary Only Do Not Show CV or Summary Shortlist Tab Shortlist Grid Shortlisted Forename(s), Surname Shortlist Source Called Interested CV Send Tel Interview 1st Interview 2nd Interview Offer Made Offer Accepted Offer Rejected Rejected Withdrawn Placed Additional Fields Edit Stage Add Delete CV/Summary Deleted Candidates Tab Delete Attributes Tab Add Remove Clear Placements Tab Notes/History Tab Scheduled Tab Invoices Details Tab Notes 1, 2, 3 & 4 VAT Details for Requirement VAT Status VOMO Pence Cost Codes Tab Division Branch Project Requirement Form VCR Control Requirement Form Menus Contextual Ribbon Tabs Requirement Tab File Group Edit Group View Group Links Group Actions Tab Actions Group Placements Introduction Looking up Placements Menu Ribbon Navigation Bar Placement Lookup Form Visible Columns Hidden Columns Drilling Down Placement Introduction Invocation Menu Ribbon Drill Down Double Click Right Mouse Click History History Menu Recent Records/History (Ribbon Mode) Link Menu Ribbon Contextual Tab Links Menu Form Loading Messages Placement Form Placement Type Permanent Placement Form Contract Placement Form Temporary Placement Form Standard Placement Fields Reference User Contact Company Address Description Date Initiated Job Title Candidate Candidate Address Status Future Current Unbooked Passed Start Date End Date Duration in Wks Location Invoice Status Not Invoiced To be Invoiced Invoiced Paid Notice Requirement Extension Of Extension # Original Start Date Reporting To Placement Form Tabs Permanent Tab Contract Tab Rates Grid Rate Comparison Chart Special Conditions Date Contract Issued Candidate Contract Returned Candidate Contract Client Contract Returned Client Contract Hours Per Day Days Per Week Duration In Weeks Terminated Terminated Check Box Terminated By User Termination Reason Original End Date Temp Tab Shift Pattern Schedule Timesheets Tab Timesheet Frequency VAT Not Applicable Timesheet Grid Add New Update Invoices Tab Attributes Tab Attributes Tree Cost Codes Add Update Note/History Tab Scheduled Tab Invoices Details Tab Invoice Contact Invoice Address Sales Only Notes 1, 2, 3 & 4 Line Manager Grid Add Delete Set as Primary PO Number Exported to Accounts Credit Tab Reason Finish Refund % of Fee Placement Form VCR Control Placement Form Menus Contextual Ribbon Tabs Placement Tab File Group Edit Group View Group Links Group Actions Tab Actions Group Diary Manager Introduction Loading the Diary Menu Ribbon Navigation Bar Diary Manager Form Daily View Menu Ribbon Daily View Layout Date Range Selected Days Time Diary Surface Date Selection Weekly View Monthly View Add Task Operations Select and Type Double Click Edit Task Operations Changing Duration of Appointment Rescheduling Appointments Right Mouse Click Edit Task Clear Task Delete Task Follow Up Task Add Contact Add User Link To... Additional Right Mouse Click Options View Contact View Company View Attachment View Placement View Requirement Multi-Date Selection Shift Key Ctrl Key Mouse Hold and Drag Options Colour Text Using Task Type Show Task Type Icon Show Cleared Tasks Time Interval Print Page Setup Users Multiple User View Previous/Next Appointment Indicators Form Menu File Menu Print Close View Menu Daily Weekly Monthly Options All Outstanding Tasks Today Refresh Actions Menu Re-Schedule All Outstanding Tasks Contextual Ribbon Tab File Group View Group Actions Group Task Form Introduction Scheduled Task Note/History Opening the Task Form Diary Manager Double Click Right Click All Outstanding Tasks Ribbon Menu Toolbar Drill Down The Task Form File Group Save & Close Save & Clear Follow-Up Delete View Group Detail Contacts Users Attachment Links Recurring Skills Options Group Scheduled Task Note/History Type Detail Task Type Indicator Date Time Duration Contact List User List Alarm Set Alarm Lead Time Details Edit Spell Check Contacts Contacts Grid Add Delete Users Users Grid Add Delete Attachment File Attachment Find Open Links Entity Selection Link Unlink Entity Record Summary Open Recurring Frequency Once Daily Weekly Monthly Custom Confirmation Request Attributes Add Remove Clear CV Auto Recognition Introduction Opening CV Auto Recognition Application Invocation Outlook Invocation E-Mail Forename(s) Surname And / Or Attachments Potential Matches Options Proceed View E-Mail Cancel CV Auto Recognition Form Opened from the Ribbon or Navigation Bar Opened from Outlook Toolbar CV Files Tab CV Holding Folder CV Folder CV Documents CV File Date Last Modified Size (KB) User Status CV Management Buttons Process CV Process All Clear Locked View CV Delete CV Refresh View Auto-Recognise CV Tab CV Preview Parsed Fields Demographics Skills HR-XML Comments Work History Education History Potential Duplicate Candidates Grid Create New Contact Update Existing Record View Duplicate CV Skip This CV View CV Cancel Update Existing Record Tab New Data Existing Data Save New CV Archive Existing CV Save Cancel Exceptions Tab Settings Tab Prompt for Confirmation of Recognition Show Contact Records After Recognition CV Archive AR Task Type Archive Task Type EMail Task Type New Contact Owner Rename CV To Preserve CV Name ContactId.Doc Surname_Initials_ContactId.Doc Move CV To Do Not Move CV Surname Initial Folders Contact Id in Thousands (1000, 2000) Week Number Folder e.g. Week01_2006 Month Folder e.g. Jan2006 Max Docs File Types Skills Scan Skills Use Synonyms When Scanning Skill Categories Daxtra (Infogistics) CV Extractor Web Service Enabled Daxtra Server Port Account Parse Work History Parse Education History Booking Sheet Introduction Invoking the Booking Sheet Navigation Bar Ribbon Requirement Form Booking Sheet Form Filtering Company Job Title User/Division Branch Period Period Navigation Schedule Control Requirements List Date Header Shifts Key Linked Shifts Advanced Search Tab Candidates Tab Forename(s) Last Name Show which shifts the selected candidate can work Search Key Add Booking Candidate Grid Creating Shifts Creating Bookings Dragging Candidates Right Mouse Clicks Drilling Down into Bookings Entity Searching Introduction Generic Entity Search Invocation Entity Selection New Search Dialogue Search Criteria Graphical Query Builder Adding a New Group Adding Criteria to Existing Groups Editing Search Criteria Disabling Criteria Deleting Criteria Creating Nested Groups AND/OR Boolean Operators Search Results Favourites Excluded Contact Search Contact Search Invocation Contact Search Form Company Search Company Search Invocation Company Search Form Task Search Task Search Invocation Task Search Form Sales Invoices Sales Invoices Invocation Sales Invoices Form Purchase Invoices Purchase Invoices Invocation Purchase Invoices Form Purchase Orders Purchase Orders Invocation Purchase Orders Form Payments Received Payments Invocation Payments Received Form Pay Details Pay Details Invocation Pay Details Form Reporting Introduction Invoking Reports Navigation Bar Ribbon Reports Form Form Tabs Report Selection Menu Front Office Tab Back Office Tab Candidate Activity Summary From To Query Cancel Report Grid Full Name Status E-Mails Sent E-Mails Received Tel. Calls Screen Interviews Shortlisted CV Sent Tel. Interviews 1st Interviews 2nd Interviews 3rd Interviews 4th Interviews 5th Interviews Offers Made Placements Other Columns Consultant Activity Report From To All Divisions Division Branch Query Cancel Report Grid User Division Branch Candidate Count Client Sales Calls Client Service Calls Candidate Network Call Candidate Update Call Candidate Vacancy Call Headhunt Call Miscellaneous Calls CV's Sent Screening Interviews Assessment Interviews Telephone Interviews Face to Face Interviews Perm Placement Back Outs Contract Placement Back Outs Client Meetings Other Columns Contractors Working Report Grid Reference Job Title Company Candidate Start Date End Date Consultant Status Other Columns Divisional Recruitment Activity From To Query Cancel Report Grid Division New Candidate/CV's Update Candidate/CV's Tel Calls Made New Requirements CV's Sent Interviews Offers Made Offers Accepted Offers Rejected Withdrawn Placements Other Columns Finishers Report Grid Reference Job Title Company Candidate Start Date End Date Consultant Status Other Columns Placement Fees By Consultant/Customer From To Query Cancel Report Grid Candidate Company Consultant Start Date Placement Fee Other Columns Placement Fees Summary by Company From To Query Cancel Report Grid Company Total Fees (£) Other Columns Placement Fees Summary by Consultant From To Query Cancel Report Grid Consultant Total Fees (£) Other Columns Recruitment Activity by Consultant From To Query Cancel Report Grid Consultant New Candidate/CV's Updated Candidate/CV's Tel Calls Made New Requirements CV's Sent Interviews Offers Made Offers Accepted Offers Rejected Withdrawn Placements Other Columns Requirement and Placement Activity From To All Divisions Division Branch Run Cancel Report Grid User Type Division Branch Requirements Taken No Required No Of Shifts Placements for Period Requirements for Period Shifts for Period Shifts Filled for Period Requirement Shortlist Summary From To Query Cancel Report Grid Consultant Company Reference Candidate Tel. Interview 1st Interview 2nd Interview CV Send Rejected Placed Other Columns Starters Report Grid Reference Start Date Job Title Company Candidate Consultant Other Columns User Activity Audit Trail Start End Run Report Users Add Selected User Add All Users Delete Selected User From List Delete All Users From Selected List Selected Users Report Grid Start Date Name Activity Other Columns Vacancy Summary Report Grid Reference Company Client Contact Job Title Maximum Rate Maximum Salary Consultant Shortlisted Candidate Telephone Calls CV's Sent Interviews References Taken Offers Made Placements Other Columns Missing Timesheets Start End Run Report Cancel Report Grid Placement Id Status Timesheet Frequency Job Title Company Candidate Start Date End Date Other Columns Timesheet Financials From To Query Cancel Report Grid Candidate Start Date End Date No. Timesheets Timesheet Total Charge Timesheet Total Hours No. Sales Invoices Sales Invoice Total Charge No. Purchase Invoices Purchase Invoice Total Other Columns Timesheets Introduction Looking up Timesheets Menu Ribbon Navigation Bar Timesheet Lookup Form Visible Columns Hidden Columns Drilling Down Batch Timesheets Introduction Invoking Batch Timesheets Navigation Bar Ribbon Batch Timesheet Form Placement Search Criteria Status User Company Division Branch Search Matching Placements Add Timesheet Common Errors Timesheet Introduction Invocation Menu Ribbon Drill Down Double Click Right Mouse Click History History Menu Recent Records/History (Ribbon Mode) Form Loading Messages Timesheet Form Timesheet Tab Candidate Placement Type Adjustment Expense Timesheet Period Input Date Sales Invoice Payrolled Frequency Authorised Timesheet Hours Grid Timesheet Rates Grid Timesheet Authorisation Authorised By Authorised Date PO Number Authorise Timesheet Document Barcode Expenses Gross Pay Charge (excl VAT) Estimated Margin Charge VAT Total Charge Gross Pay (incl exp) Rate Information Add New Timesheet to Placement Select a new Placement for Timesheet Entry Additional Payments Tab Expenses Grid Expense Date Expense Code Units Expense Unit Value Total Line Amount Expense Charge Value Total Line Charge Expense Description Add Expense Delete Expense Deductions Tab Deductions Grid Deduction Date Deduction Code Deduction Amount Notes Add Delete Payroll/Purchase Invoice Tab Audit Tab Timesheet Form VCR Control Timesheet Form Menus Contextual Ribbon Tab Timesheet Tab File Group Edit Group View Group Links Group Consolidation Introduction Invoking Consolidation Navigation Bar Ribbon Consolidation Form Payment Type Payroll LTD Company CIS Umbrella All Timesheets Permanent Invoices Timesheets Tab Payment Type Pay Frequency Pay Export Date Timesheet Grid Produce Payroll Produce Sales Invoice Placements Tab Payment Type Invoice Due Days Before Start Date Placement Date Apply Placements Grid Produce Sales Invoice Sales Invoice Tab Sales Invoice Grid Delete Sales Invoice Issue Sales Invoice Purchase Invoice Tab Purchase Invoice Grid Delete Purchase Invoice Pay Export Tab Pay Export Grid Delete Payroll Sales Invoices Introduction Invoking Sales Invoice Search Sales Invoice Introduction Invoking the Sales Invoice Form Sales Invoice Entity Search Sales Invoice Grid Consolidation History/Recent Records File(New Sales Invoice Form Form Menus File Edit View Links Actions Sales Invoice Tab Single Placement, Single Candidate Single Placement, Multiple Candidates Multiple Placements, Multiple Candidates Invoice Id Created By Company Contact Raised On Invoice File Exported VAT Not Applicable Permanent Address Set Billing Address Billing Address Notes Invoice Lines Net Charge Charge VAT Grand Total Placement/Timesheet Links Tab Linked Placements Linked Timesheets Purchase Invoices Introduction Invoking Purchase Invoice Search Purchase Invoice Introduction Invoking the Purchase Invoice Form Purchase Invoice Entity Search Purchase Invoice Grid Consolidation History/Recent Records File(New Purchase Invoice Form Form Menus File Edit Links Purchase Invoice Tab Invoice Id Created By Contractor Placement Ltd Company Raised On Confirmed Notes Invoice Lines Add Invoice Line Amount VATable VAT Amount Total Notes Outstanding Timesheets Save and Close Delete Invoice Line VAT Applicable VAT Total Invoice Total Timesheet Links Tab Timesheets Purchase Orders Introduction Invoking Purchase Order Search Purchase Order Introduction Invoking the Purchase Order Form Purchase Order Entity Search Consolidation History/Recent Records File(New Purchase Order Form Form Menus File Edit Purchase Order Tab Created By PO Number Initialised Active Notes Amount Start Date Expiry Date Placements Add Delete Sales Invoice Links Tab Sales Invoices Payment Search Introduction Invoking Payments Search Payments Introduction Invoking the Payments Form Payments Entity Search History/Recent Records File(New Payments Received Form Form Menus File Edit Links Form Fields Payment Id Created By Created Date Payment Date Company Contact Amount VAT Applicable VAT @ (%) Net Amount Payment Type Notes Assigned Invoices Assign Invoice Remove Invoice Invoice Total Pay Detail Search Introduction Invoking Pay Details Search Pay Details Introduction Invoking the Pay Details Form Pay Details Entity Search History/Recent Records File(New Pay Details Form Form Menus File Edit Pay Details Tab Pay Rate Breakdown Candidate Created Export Date Gross Pay Gross Expenses Total Gross Number of Timesheets Notes Confirm Payroll Confirmed By Confirmed On Confirm Timesheet/Placement Links Tab Linked Timesheets Linked Placements Pay Slip Tab Candidate Particulars Accounting ID Payment Method Tax Code NI No Payment Particulars Employers NIC Expenses Exports Introduction Invoking Exports Navigation Bar Ribbon Exports Form Export Type Export to Printer Export to Screen Start Export Export Data Grid Export Process Viewing the Export Timesheet Periods Introduction Invoking Timesheet Periods Navigation Bar Ribbon Timesheet Period Maintenance Form Frequencies Add Delete Add Period Start Date End Date Days Per Period Periods Add Period(s) Existing Periods/Intervals Delete Example Timesheet Periods Weekly Timesheet Periods Monthly Timesheet Periods Daily Timesheet Periods Town Post Codes Introduction Invoking Town Post Codes Navigation Bar Menu Ribbon Town/Post Code Maintenance Form Town/Post Code Grid Town Post Code Full Address Update/Save Add Delete Close/Cancel User Settings Introduction Opening User Settings User Settings Form Actions Introduction Action Form Action Templates Action Invocation Contextual Ribbon Tab Form Menu Entity Search Call Action Call Action Form Note/History Type of Call Call Outcome Call Text Task Type Contacts Status Availability Date Related Contacts Grid Add Related Contacts to Follow-Up Add Related Contacts to Note/History Follow-Up Create Follow-Up Date of Follow Up Task Type Alarm Alarm Lead Time Follow Up Text Users Finish Task Templates Candidate Discussion Candidate Network Call Candidate Service Call Candidate Update Call Candidate Vacancy Call Client Sales Call Client Service Call Conference Call Headhunt Call Miscellaneous Call E-Mail/Document Templates Call Client Action Credit Check Action Credit Check Action Form Company Registration No. Limit Requested PO Required Note/History CVSend Action CV Send Action Form Requirement Details Candidates/CV's Candidates Grid Formatted CV Field CV Coversheet Client Contacts Template Source Template E-Mail Subject Template Preview Available Templates Templates Used Attachments Attachments Used Delivery Source Delivery Format Send single e-mail using blind copy (BCC) Template Delivery Format Preview View Note/History Create a Note/History Note/History Text Task Type Follow Up/Users Create a Follow-Up Date of Follow-Up Follow-Up Time Alarm Follow-Up Text Users Finish Warnings Invalid/Missing Formatted CV Output Interview Action Interview Action Form Requirement Details Client Details Candidates Interview Details Day Interview Date Interview Time Duration Stage Location Create a Scheduled Task Alarm Task Type Attributes Tree Activity Text Users Client Template Source Template E-Mail Subject Template Preview Candidate Template Source Template E-Mail Subject Template Preview Delivery Source Delivery Format Send E-Mail Without Confirmation Preview View Note/History Create a Note/History Note/History Text Task Type Finish Issue Sales Invoice Action Issue Sales Invoice Action Form Invoice Id Confirmed Issued VAT Not Applicable Net Charge Charge VAT Grand Total Template Source Template E-Mail Subject Template Preview Available Templates Templates Used Attachments Attachments Used Delivery Source Delivery Format Template Delivery Format Preview Preview Window View Note/History Create a Note/History Note/History Text Task Type Attributes Tree Follow Up/Users Create a Follow-Up Date of Follow-Up Follow-Up Time Alarm Task Type Attributes Tree Follow-Up Text Users Finish Meeting Action Meeting Action Form Invited Contacts Grid Meeting Details Tab Day Meeting Date Meeting Time Duration Location Create a Scheduled Task Alarm Task Type Task Attributes Task Text Invited Users Document Template Source Template E-Mail Subject Template Preview Delivery Source Delivery Format Send single e-mail using blind copy (BCC) Preview Preview Window View Note/History Create a Note/History Single Note/History Note/History Text Task Type Finish Note Action Note Action Form Note Date/Time Contact User Note Save Note Cancel P45 Request Action P45 Request Action Form Candidate User P45 Reason Go Cancel Placement Action Placement Action Form Requirement Details Client Details Placement Date Notes 1, 2, 3 & 4 Candidates Contract Rates Note/History Create a Note/History Note/History Text Task Type Attributes Tree Follow-Up/Users Add Follow Up Task Text Alarm Date of Follow Up Task Type Attributes Tree Users Add Follow Up Remove Follow Up Follow Ups Finish Placement Documents Action Placement Documents Action Placement Company Job Title Document Type Candidate Client Type Template Source Template Template Preview Available Templates Templates Used Attachments Attachments Used Delivery Source Delivery Format Send single e-mail using blind copy (BCC) Template Delivery Format Preview View Note/History Create a Note/History Note/History Text Task Type Attributes Tree Follow Up/Users Create a Follow-Up Date of Follow-Up Follow-Up Time Alarm Task Type Attributes Tree Follow-Up Text Users Finish Placement Credit Action Placement Credit Action Form Placement Reference Candidate Reason Finish Original Fee % of Fee Refund Note/History Go Cancel Placement Extension Action Placement Extension Action Form Placement Details Client Details Candidate Details Extension Date Contract Rates Rates Calculator Note/History Create a Note/History Note/History Text Task Type Attributes Tree Follow-Up/Users Finish Placement Stage Action Placement Stage Action Form Placement Details Client Details Candidate Details Placement Stage Details Create a Note/History Single Note/History Stage Date Stage Terminated By Reason End Date Note/History Text Users Client Template Source Template E-Mail Subject Template Preview Candidate Template E-Mail Subject Template Preview Delivery Source Delivery Format Preview View Follow-Up Create a Scheduled Task Day Duration Date Time Alarm Task Type Task Text Finish Reference Request Action Reference Request Action Form Candidate Details Referees Reference Request Details Date of Request Task Type Reference Type Reference Method Note/History Text Referee Document Template Source Template E-Mail Subject Template Preview Attachments Attachments Used Delivery Source Delivery Format Preview Preview Window Follow-Up Create a Scheduled Task Alarm Task Type Task Text Users Requirement Upload Action Requirement Upload Action Form Reference Job Title Location Start Date Duration Web Text Benefits Maximum Rate Contact E-Mail Tel No. Remove from Web Site Upload to Vacancy Page at TriSys Upload to Broadbean Go Cancel Screening Interview Action Screening Interview Form Interviewee Details Interview Details Day Interview Date Interview Time Duration Location Create a Scheduled Task Alarm Task Type Attributes Tree Task Text Users Document Template Source Template E-Mail Subject Template Preview Delivery Source Delivery Format Preview View Note/History Create a Note/History Note/History Text Task Type Finish Send Job Specification Action Send Job Specification Action Form Requirement Details Client Details Candidate Details Send Details Create a Note/History Send Date Job Specification Task Type Note/History Text Template Source Template E-Mail Subject Template Preview Delivery Source Delivery Format Preview View Follow Up Create a Scheduled Task Day Duration Date Time Alarm Task Type Task Text Users Finish Send SMS Text Message Action Send SMS Text Message Action Form Contact Company Address Mobile Tel No Message From Tel No/Web Site Send Cancel Shortlist Stage Action Shortlist Stage Action Form Requirement Details Client Details Candidates Shortlist Stage Details Create a Note/History Single Note/History Stage Offer Amount Task Type Note/History Text Client Template Source Template E-Mail Subject Template Preview Candidate Template Source Template E-Mail Subject Template Preview Attachments Attachments Used Delivery Source Delivery Format Send E-Mail Without Confirmation Preview View Follow Up Create a Scheduled Task Day Duration Date Time Alarm Task Type Task Text Users Finish E-Mail/Direct Mail Action E-Mail/Direct Mail Action Form Contacts/ Details Template Source Template E-Mail Subject Template Preview Available Templates Templates Used Attachments Attachments Used Delivery Source Delivery Format Send single e-mail using blind copy (BCC) Send E-Mail Without Confirmation Template Delivery Format Preview View Note/History Create a Note/History Single Note/History Note/History Text Task Type Attributes Tree Follow Up/Users Create a Follow-Up Single Follow-Up Date of Follow-Up Follow-Up Time Alarm Task Type Attributes Tree Follow-Up Text Users Finish ToDo Action ToDo Action Form Date/Time Contact User Task Type Do What? Alarm Create Task Cancel Unlock Placement Action Unlock Placement Action Form Placement Ref. Date Contract Issued Go Cancel Currency Conversions Introduction Invoking Currency Conversions Menu Ribbon Currency Conversions Form Currency Grid Base Currency Multiplier Foreign Currency Start Date End Date Add Update Remove Close Add/Update Currency Form Base Currency Multiplier Foreign Currency Save Cancel Select Attribute Introduction Invocation Contact Form Company Form Requirement Form Placement Form Select Attribute Form Administrator Console Introduction Invoking the Administrator Console Menu Ribbon Administrator Console Form Menu Interface Ribbon Interface View Control User Maintenance User Accounts User Details User Id Login Name Password Login Status Full Name Tel No Contact Edit Save Cancel Clone Access Permissions Permissions Diary Permissions Permissions Enable All Disable All Network Permissions Network Login Name Delete SQL Server Login Reset Grids View Only Options User Groups Add User Delete User Add Update Delete Menu/Ribbon Options New Delete Attributes/Lookups Attributes Categories Name Field Lookup Locked Attributes Ordering Name Symbol Locked Description Relationship Menu/Ribbon Options FileàNew EditàDelete FileàOpen Edit Attribute Form Category Field: Name Description Locked Save Cancel System Settings Editing System Settings Adding System Settings System Setting Form Setting Value Description Save Delete Additional Technical Information Database Programming Form Designs Design Object Tree Design Forms Design Actions Design Scripts Design Queries Design Reports Properties Grid User/Group Permissions Right Mouse Click SQL Manager Tables Views Stored Procedures Functions Using the Tree Double Click Right Mouse Click SQL Object Editor SQL Editor Data Grid Ribbon Open Save Save As Execute SQL Other Buttons Assign Root Folder Introduction Invoking Assign Root Folder Menu Ribbon Assign Root Folder Form File Path Grid Table Field Existing Path New Path Only Show Invalid Paths Replace Reset Apply Close Post Apply Mail Merge Fields Introduction Invoking Mail Merge Fields Export Menu Ribbon Mail Merge Field Export Merge Fields Output File User Options Introduction Invocation Toolbar Ribbon User Options Form General Update Interface Print Word Processing Activities/Tasks Auto-Dial Transactions E-Mail Tab Views Language Miscellaneous OK/Cancel Buttons Scripting Engine Introduction Invoking Scripting Engine Scripting Engine Form Ribbon/Menu Open Save and Save As Execute Script Bookmarks Script Editor Tabs Output Area Script Examples List All User Accounts Capture Input and Calculation List Company Contacts Search Scripts/Fields Introduction Invoking Search Script/Fields Menu Ribbon Search Scripts/Fields Form Keyword Category Field Script Search Hits List Box Context Text Box Data Import Introduction Invoking Data Import Menu Ribbon Data Import Choice Generic Import Using CSV File Mapping Fixed Import using SQL Stored Procedures Generic Import Choose Data Source Import Type Data Source Type Data Source File Import Summary Data Source Parameters Next Preview Data Source Source Data Grid Field Mapping Options Previous Next Select Source Fields Form Database Field Name Reset Selection Source Field List Order Down Selected Source Fields OK Cancel Preview Data Search and Replace Critical Error Count Recheck Data Destination Data Records Previous Next Edit Record Form Save Cancel Import Data Previous Fixed Import Specify Import Details Import Type Information Field Delimiter Allow import of trailing fields are missing Start Line Example Data Next Select Import Source and Import into Temporary Table Source File Contents Temp Table Previous Next Run Import and Review Summary Start Import Accept Changes Undo Changes Entity Views Introduction Default Entity Views Complexity Overload Invoking the Entity Views Menu Ribbon Entity Views Form Entity List Select All Select None Rebuild Selected Views Refresh all views in DB Cancel Frequently Asked Questions Introduction What is TriSys? How do I start TriSys How do I log into TriSys? How do I get Technical Support Where do I start? Glossary of Terms Actions Administrator/Super User Application Candidate Client Company Client Contact Entity G:\ Drive Placement Requirement Task Timesheet User