Assignment Authorisation Updates

In order to streamline our processes and make the system more user friendly, we are updating the Assignment Authorisation screen. Here is a screenshot of the way the system looks today...

From:

... And here is the enhanced feature. Please see below for a breakdown of the changes made.

To:

etz System Authorisation Process 

The following list displays the changes made:

- The Client Online and Client etz Sign options will now be listed under the Client Authorisation section

- We will only allow you to have one preferred authoriser

- You will only be allowed to set the authoriser as either Online or etz Sign, not both

However, if the Client User is set to etz Sign authorisation but has login credentials, then they will continue to receive the etz Sign email and they will also be able to authorise timesheets by logging into their etz portal online. Timesheets for Client Users who are listed as Online can only be authorised via the user's online portal. 

Changes to the Manual Authorisation Process (Previously, this was known as the Fax Back/Upload Image option)

From:

To:

This option will allow the candidate to enter their timesheet details, print a copy to be manually signed and then either upload the signed timesheet, fax it to the agency fax number or email to the agency's etz email.

Changes to the Timesheet Image Upload Process (Previously, this was known as the Upload Image Only option)

From:

To:

This option will allow the candidate to simply upload a timesheet document, which has been created outside of etz. They can also enter timesheet information if required, but this information will not be sent for authorisation. The timesheet image will appear in the Incoming Timesheet Image section of the agency's etz instance.