General Settings

The Infinity General Settings includes 5 tabs

Main Pages

General

Defaults

Default My Infinity Refresh

Set the frequency of the refreshing of data in My Infinity; choose between 1 and 60 minutes

Country for Addresses

Set the default country for countries for new records

Log Record Created Event Against

Set whether the system should log "Record Created" when created

NB:- for reporting and searching it is recommended that you tick all

Candidate

Defaults

Status	Set default for newly created candidate records
Candidate default worker type	The dropdown list will refer to the Worker Types set on your system, see reference data section and apply to new candidates
Type	Set default for Candidate Type: Perm, Contract and / or Temp
Include inactive candidates in 'Expiring Candidate Quals & Certs'	Tick to set whether inactive candidate records with expiring Q&C's
Include Quals & Certs with blank expiry dates in 'Expiring Candidate Quals & Certs'	Tick to set whether expirable Q&C's with no date set should show in expiring items lists
Show Alert as pop up when page opens	When enabled and the user opens the page that has the ‘Alert’ field populated, a window is displayed with the details. The user must click OK to close the window and load the page.

Company

Apply benefits when creating the following job types

Set which type(s) of jobs you require Company default benefits to apply to:

Show Alert as pop up when page opens

When enabled and the user opens the page that has the ‘Alert’ field populated, a window is displayed with the details. The user must click OK to close the window and load the page.

For companies, the ‘Alert’ window displays once for the first entity opened for that company. This could be a contact page, a location page or the company page itself. If the user navigates to a different entity on the same company, the window does not pop up again.

Job

Automatically log Job Status changes Event	Create an event when the Job Status changes.
Calculate fee based on	You can set Infinity to calculate fee against either the Salary or Package, depending on your Terms of Business:
Show Alert as pop up when page opens	When enabled and the user opens the page that has the ‘Alert’ field populated, a window is displayed with the details. The user must click OK to close the window and load the page.

Interview

Defaults

Default status of new interviews

Set to Confirmed to set Interview Status straight to confirmed, business rules will also run automatically

Set to Awaiting Confirmation will make it mandatory that users event log candidate and client confirmation before being able to record interview results

Show Alert as pop up when page opens

When enabled and the user opens the page that has the ‘Alert’ field populated, a window is displayed with the details. The user must click OK to close the window and load the page.

Placement

Defaults

Placement Consultant

Setting allows you to set future placement owners to:

Placement Creator	The user who initially logs offer or placement and the placement record is created
Job Owner	The user who created the job will be the placement owner irrespective of who logs and creates the placement record
Candidate Owner	The owner of the candidate who is placed will default to be the Placement owner (populate the Split field)
50% Candidate / 50% Contact Owner	The owner of the candidate and contact will be the default Placement owner (populate the Split field)

Note:- if their are shared ownerships, the split will be calculated evenly across those users

Placement Approval Required

If Placements must be approved before being confirmed then tick the check box.

Placement Approval is actioned on the Placement using:

Perm, contract and fixed-term placement status when pass business rules

Awaiting Confirmation – will keep the full offer process even if the placement passes all business rules, ensuring you follow the full offer process through

Confirmed – will skip the awaiting confirmation stage of the offer process and immediately put the placement to confirmed if it passes all the business rules

Automatically start confirmed perm, contract and fixed term placements when their start date is reached

Tick to set all future placements to automatically start on the start date

Show Alert as pop up when page opens

When enabled and the user opens the page that has the ‘Alert’ field populated, a window is displayed with the details. The user must click OK to close the window and load the page.

The table explains each option:

SMTP Server	Enter the name of your organisation’s SMTP server; this should be populated during installation.
SMTP Credentials	Select the appropriate SMTP Credentials option from the drop down selection.
Log event attachment emails as	Allows you to set what is attached to the database when emails are logged:
Append Office 365 signature to Infinity Emails	If you have Office 365 signatures setup you can tick this and emails sent out of Comms Centre will add the signature

RTW / EAA

Video Overview

Right To Work / Employment Agency Act settings

	Auto Populate Candidate Page RTW/EAA	Tick to activate the control of RTW and EAA tick boxes in candidate records NB:- unticked will leave RTW and EAA fields as manual tick boxes in records
	Right To Work	Set whether you want RTW field to tick when combination below are met
	EAA	Set whether you want EAA field to tick when combination below are met
	Expiry Date	Set whether you want RTW/EAA to be affected by expiry date for Q&C's
	COMBINATIONS
	Single	Set which of your Q&C's you wish to autopopulate RTW and / or EAA
	Double Combination 1	Set a combination of 2 Q&C's which of your Q&C's you wish to autopopulate RTW and / or EAA
	Double Combination 2	Set a combination of 2 Q&C's which of your Q&C's you wish to autopopulate RTW and / or EAA
	Triple Combination	Set a combination of 3 Q&C's which of your Q&C's you wish to autopopulate RTW and / or EAA

Click to access System Status

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