This is the same as adding an employee record card. However when you get to the step in the wizard which asks about the availability of the employee: choose one of the Agency options. There are (at least) two Agency options: preferred with contracts to supply and non-preferred or ad hoc.
This can be carried out from the Record Card screen for any Employee or existing Agency: click on the "new entry" (a blank sheet icon)
Alternatively From the "Buttons "Screen - Select Add New Record - and follow the Wizard selecting the employee type / section.
After following one of the two routes shown above a new Record Card will appear on screen. The details should be entered in lower case form, as the Record Card puts in the first letter of a new word as a capital.
Tab through the following or click on the appropriate text box:
Title. (Mr. Mrs, Miss) (Leave Blank)
Initial. (Leave Blank)
Last Name. (Agency Name)
Familiar. (If the Agency has another trading Title or Acronym)
Fill out any address tabs as required, inserting the post code to the right of the "?" question mark in lower case as it will automatically be corrected. Note, Addresses may be entered into a Record Card using standard Post Code information ie, enter the post code and click on the question mark and the address is automatically displayed. Note that the cursor now is at the box ready to input the "House" number. This option is only available if the "?" question mark icon is on show to the left of the post code box and the appropriate license fee paid.
The keyboard TAB key will guide the operator through the various areas of the Record Card that will need filling in. This will include the address tab that is enabled at the time, along with the various icons at the bottom of the Card.
All Record Cards are held in Data Sections. The Data Section could be for Employee's or Employers and within each Data Section the information about each individual can be held in any one of up to three Data Section Areas. These are known as:
Initial Archive.
Normal.
Archive.
Any new Record Card is saved to the "Initial Archive" in the first instance. This is a temporary holding area where new Agencies are held while any checks are carried out.