Staff scheduling for Agencies

3. Set the legal identity for each hirer.

Each site (the exact name will depend on your set up, but it's the entry with one or more wards or departments) should be allocated to a "Legal entity". In the words of the Dept. of Business, a "Legal entity" is for example an NHS Trust. In other words, the Company or Organisation which is doing the hiring.

This is done in the details window for the site record card. Once again if you have AIMs set up, then each NHS Trust is its own legal entity and these should already be correctly allocated.

• Setup the legal entities you supply.
• From any record card go to Setup | Types

• Select the Site or Location section, it's always the second one down, irrespective of how your titles are configured.

• Select the Type of entry to setup (Legal entity), it's always the 5th one, irrespective of how your titles are configured

• Create new entries as needed by clicking on the "new" button indicated.

• Enable those new entries by pushing them to the left hand list with theleft arrow button or dragging them across with the mouse.

• Once you have created your list of "Legal entities" that represent your customers, go the the customer / site / location record card. In the details window allocate your sites to the legal entities.

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As usual if you're having the slightest problem or want clarification on any of the above, please contact us.