WDW– WorkDESK DocumentWriter Manual WDW... · 1.2 WHY DO I NEED TO KNOW ABOUT DOCUMENTWRITER? You need to know about DocumentWriter because it is the key to creating personalised

WDW– WorkDESK DocumentWriter Manual

WorkDESK DocumentWriter Manual

Copyright 1983 - 2013 Temp Computer Systems Pty Ltd ver123-382-03/10

2

Copyright 1983-2013 Temp Computer Systems Pty Ltd and others. Information in this Manual is subject to change without notice. The latest copy of the manual is supplied in Adobe Acrobat format on the CD/DVD on which your WorkDESK software was provided. The latest updates to the manual may be down-loaded from our web site, for users with a current Software Subscription. Temp Computer Systems Pty Ltd has taken due care in preparing this Manual; however, nothing contained herein modifies the standard Terms and Conditions of Use of the product. No ownership of any software developed by Temp Computer Systems Pty Ltd is transferred and any use beyond the aforesaid Terms and Conditions without the written permission of a Director of Temp Computer Systems Pty Ltd is expressly prohibited.

Temp Computer Systems Pty Ltd Suites 27 & 28

Coronation Place 10 Benson Street

P O Box 1236, TOOWONG, Queensland

4066, Australia Telephone: (+617) 3377 3677 Fax: (+617) 3377 3636 Email: [email protected] Web: www.workdesk.com.au

AUS

NZ

IRL

mailto:[email protected]

http://www.workdesk.com.au/

CHAPTER 1 Introduction to DocumentWriter


3

INTRODUCTION ............................................................................................. 5 1.1 WorkDESK Documentation Roadmap....................................................................................... 6 1.2 WHY DO I NEED TO KNOW ABOUT DOCUMENTWRITER? ........................................... 7 1.3 WHEN WILL I NEED TO USE DOCUMENTWRITER? ........................................................ 7 1.4 HOW DO I USE DOCUMENTWRITER? ................................................................................ 7

1.4.1 THE EASY WAY: DOCUMENTWIZARD ....................................................................... 7 1.4.2 THE HARD WAY: WRITING THE LAYOUT YOURSELF ............................................ 7

1.5 BASIC CONCEPTS ................................................................................................................... 8 1.5.1 WHY DO I NEED TO KNOW ABOUT TEMPLATES? .................................................... 9 1.5.2 DOCUMENTWRITER AND TEMPLATES ....................................................................... 9 1.5.3 WHICH WorkDESK MODULES USE TEMPLATES? ...................................................... 9 1.5.4 IS ANY DOCUMENT USABLE WITH ANY MODULE? .............................................. 12

1.6 SUMMARY ............................................................................................................................. 13

2 DOCUMENT LAYOUTS ..................................................................... 15 2.1 WHAT DOES A DOCUMENT LAYOUT LOOK LIKE ........................................................ 15 2.2 “VARIABLE INFORMATION” vs “FIXED INFORMATION” ............................................ 16 2.3 “VARIABLE NAME” vs “VARIABLE INFORMATION” ................................................... 17 2.4 VARIABLE NAMES IN A DOCUMENT LAYOUT ............................................................. 18 2.5 FORMATTING COMMANDS ............................................................................................... 19 2.6 FORMATTING COMMANDS: THE RULES ........................................................................ 20

2.6.1 DON’T INVENT YOUR OWN VARIABLE NAMES ..................................................... 20 2.6.2 USE VARIABLE NAMES THAT ARE UNDERSTOOD BY TARGET MODULES ..... 20 2.6.3 BE “GRAMMATICALLY CORRECT” ............................................................................ 21

2.7 SUMMARY ............................................................................................................................. 21

3 USING THE DOCUMENTWRITER SCREENS ................................... 23 3.1 DOCUMENTS ADD .......................................................................................................... 24 3.2 DOCUMENTS ALTER ...................................................................................................... 26 3.3 DOCUMENTS DELETE .................................................................................................... 27 3.4 DOCUMENTS MASTERLIST .......................................................................................... 28 3.5 DOCUMENTS DOCUMENTWIZARD ............................................................................ 30 3.6 WORKING ON YOUR DOCUMENT LAYOUT ................................................................... 33 3.6.1 FULL SCREEN MODE ........................................................................................................... 34 3.7 SUMMARY ............................................................................................................................. 34

4 VARIABLES & FORMATTING COMMANDS ..................................... 35 4.1 THE DOCUMENT FORMATTING COMMANDS ............................................................... 35 4.2 VARIABLE NAMES BY TARGET PRINTING MODULE .................................................. 47 4.3 CANDIDATE RESUME LAYOUTS ...................................................................................... 47 4.4 ACTION LETTERS ................................................................................................................. 48 4.5 CLIENT MAILING LETTERS ............................................................................................... 52 4.6 CANDIDATE MAILING LETTERS ...................................................................................... 53 4.7 EMPLOYEE MAILING LETTERS ........................................................................................ 54 4.8 PAYRUN PAY ADVICES ...................................................................................................... 56 4.9 PAYRUN/TAX CERTIFICATES – LABELS ........................................................................ 60 4.10 FORMAT/MANUAL CLIENT INVOICE DESIGNS ........................................................... 62 4.11 ACCOUNTS PAYABLE REMITTANCE/CHEQUE ............................................................. 69 4.12 CLIENT STATEMENTS ......................................................................................................... 70 4.13 EMAIL COMMANDS ............................................................................................................. 72

4.13.1 INVOICE ADVICE EMAIL COMMANDS ...................................................................... 73 4.13.2 PAY ADVICE EMAIL COMMANDS .............................................................................. 73 4.13.3 REMITTANCE ADVICE EMAIL COMMANDS ............................................................ 74 4.13.4 RESUME ‘CARRIER’ EMAIL COMMANDS ................................................................. 74

4.14 SMS COMMANDS ................................................................................................................. 75



4

4.15 PRINTING A BULLET POINT .............................................................................................. 77 4.16 ADDING A NEW FONT ......................................................................................................... 77 4.17 SELECTING A FONT ............................................................................................................. 79 4.18 THE BULLET POINT EXAMPLE ......................................................................................... 80

5 DOCUMENTWIZARD WORKSHOP ................................................... 81 5.1 STANDARD DOCUMENT LAYOUTS ................................................................................. 81 5.2 FORMATTED INVOICE/STATEMENTS ............................................................................. 83 5.3 PRINT CHEQUE/REMITTANCES ........................................................................................ 85 5.4 PRINTED PAY ADVICES/CHEQUES .................................................................................. 87 5.5 CLIENT MAILER ................................................................................................................... 89 5.6 EMPLOYEE LABELS ............................................................................................................ 91 5.7 CANDIDATE RESUME ......................................................................................................... 93

6 CREATING DESIGNS - STEP BY STEP ............................................ 95 6.1 TEMPORARY INVOICE ........................................................................................................ 95 6.2 CLIENT LABELS ................................................................................................................... 99 6.3 CLIENT LETTERS ............................................................................................................... 100 6.4 PAY ADVICE ........................................................................................................................ 102 6.5 RESUME ............................................................................................................................... 107



5

INTRODUCTION DocumentWriter is a tool which allows you to produce Document templates. You can find DocumentWriter at:

System ⇒ Miscellaneous Maintenance ⇒ Documents In this Manual, the screens beneath the “Documents” tab are always referred to as “DocumentWriter”.

Figure 1.00 - Presenting “DocumentWriter”

DocumentWriter looks very similar to a text editor or a word processor. It consists of a blank area in which you may type text using your keyboard, and various buttons and tabs that allow you react with the text that has been typed (eg check spelling in the text, preview the text, save or delete the text). Using DocumentWriter is the first step in the process of creating Documents in WorkDESK. Following is an illustration of the process of creating a Document in WorkDESK.

STEP 1: DocumentWriter is used to create a Template

DocumentWriter Template (Invoice Layout)



6

STEP 2: The Invoicing module uses the Template for the Invoice

Formatted Invoice/Statements Invoice

Figure 1.01 The process of printing a final Document in WorkDESK.

The DocumentWriter module is always the starting point in the creation process. DocumentWriter is used to create different types of Document templates, and then these templates are used by other modules in WorkDESK to produce final Documents, eg Invoices, Statements, Remittance Advices, Pay Advices, Letters, Emails, SMS messages etc. This manual focuses only on the elements in Step 1 of the process outlined in Figure 1.01 above. It aims to teach you:

1. How to use the DocumentWriter module (ie the functions and uses of

the various screens and buttons in the DocumentWriter module). 2. How to create Document templates using the DocumentWriter

module (ie how to use the language of DocumentWriter templates).

There is a brief discussion about Step 2 (the process of creating final Documents in WorkDESK) in Section 1.14 of this manual. For more detailed information you should refer to your WorkDESK Resource Kit.

1.1 WorkDESK Documentation Roadmap There are a series of Manuals available to WorkDESK users. One copy of each Manual is provided with the Software Installation kit. Additional copies of each Manual can be printed from the PDF file copy which may be found in the Help subfolder of the WorkDESK Installation folder (which is usually named “tempsys”).

• WB1 - WorkDESK WorkBOOK One – WorkDESK starts here – walks you through “the basics”

• WB2 - WorkDESK WorkBOOK Two – Consultants – including DESKtops and Outlook Integration – describes the facilities available to Consultants and their support staff

• WB3 - WorkDESK WorkBOOK Three – Payroll, Billing and Bookkeeping – for the “back office” staff – Payroll, Invoicing and Accounting

• SMG - WorkDESK Installation & System Manager’s Guide, which details initial software installation instructions plus procedural and system setup information

• WFL - WorkDESK File Load – import data into WorkDESK • WDW - WorkDESK DocumentWriter – design document layouts • WEB – WorkDESK WeBKit User Manual – connect your web site to your

WorkDESK database • WRG – Report Generator Manual – create custom reports - needs the Report

Generator licence to use



7

• WUE – WalkDESK User eGuide

1.2 WHY DO I NEED TO KNOW ABOUT DOCUMENTWRITER? You need to know about DocumentWriter because it is the key to creating personalised letters, Invoices, Pay Advice slips, resumes and labels in large volumes. DocumentWriter exists to help you to communicate with anyone in your WorkDESK database – be they Candidates, Clients, or Employees. Learning to use DocumentWriter will allow you to produce attractive, personalised Documents in a way that will save you lots of time and effort.

1.3 WHEN WILL I NEED TO USE DOCUMENTWRITER? You will need to use DocumentWriter whenever you want to: • Create new Document designs (ie new Pay Advices, Invoices and

Remittance Advices, etc). • Make changes to the formatting of your existing Documents • Customise any or all of the standard Document layouts included as part

of your WorkDESK software to help you get started. As you become accustomed to using WorkDESK, it will be inevitable that you will encounter one of the situations listed above, and you will need to use DocumentWriter. This manual is intended to help you harness the power of your WorkDESK database through DocumentWriter. Before long, you will be an expert, so read on!

1.4 HOW DO I USE DOCUMENTWRITER? There are two ways to create Document Templates in DocumentWriter. 1. The Easy Way - Use the DocumentWizard to create your layout for you 2. The Hard Way - Design and write the layout yourself

1.4.1 THE EASY WAY: DOCUMENTWIZARD

The DocumentWizard helps you to create customised Document layouts quickly and easily. You can use the DocumentWizard to create:

Invoices Remittance Advices Receivable Statements Pay Advices Labels Resumes Action Letters Candidate, Client & Employee Mailing

Letters

The DocumentWizard allows you to select from up to three different styles on which to base your layout.

1.4.2 THE HARD WAY: WRITING THE LAYOUT YOURSELF

You use DocumentWriter in exactly the same way as you would a word/text processor. That is, you enter text into it by typing on your keyboard.



8

The DocumentWriter module is similar to a word/text processor in many ways, so this should help you get over any anxiety you may feel about using it. For example, DocumentWriter allows you to cut and paste text, check the spelling of words that you have typed and the validity of the commands you have entered. It also allows you to preview your work and print it. You can also save and later edit the files that you have created in DocumentWriter. There is, however, one major difference between a word processor and DocumentWriter. Unlike a text or word processor that directly produces Documents, the purpose of DocumentWriter is to allow you to produce “templates”. These templates may then be used later by other modules in WorkDESK to produce your final Documents.

As a result, using DocumentWriter is somewhat different from using a word processor. Although you enter text into DocumentWriter in exactly the same way as you would enter it into a word processor, the text that you enter into DocumentWriter (ie the text of a “template”) is made up of more than just normal English words, phrases and sentences. The text of a DocumentWriter template is more complex because it also contains special “commands”. Learning to use DocumentWriter to create templates is not difficult. It simply requires you to become accustomed to the special “commands” used to create DocumentWriter templates. This manual is intended to make the learning process significantly easier because it teaches you what these “commands” mean, and how to use these them to produce customised Documents from your WorkDESK database.

In the next section of this chapter, we will discuss the general concept of “templates” in more detail so that you will be able to understand how and why templates are used in WorkDESK.

1.5 BASIC CONCEPTS An integral part of learning to use the DocumentWriter module involves taking the time to understand the concept of “templates” although this is not quite as important when you use the DocumentWizard, UNLESS you want to modify the layout created by the DocumentWizard. You may already be familiar with the term “template” as it applies to real-life objects such as stencils, for example. Imagine that you take a pair of scissors and some cardboard and cut a square stencil from it. Then, you use your stencil to trace the square onto a piece of paper over and over again, so that the square is faithfully replicated all over the piece of paper. The stencil is a “template” that you can use as a tool to draw your shape repeatedly and quickly, without any variation in the appearance of the shape that you are repeatedly drawing. The task of reproducing the squares has become a less onerous one because the template has reduced the amount of time and effort required to draw each square neatly in freehand, or with a ruler. Even from the simple example above, it is probably already clear to you that templates have some very important properties: ease-of-use, timesaving, reliability and uniformity of outcome are particularly evident properties. Thus, a template is a tool that enables you to complete repetitious tasks faster, without affecting the quality of the final product.



9

1.5.1 WHY DO I NEED TO KNOW ABOUT TEMPLATES? As we just mentioned, templates are a useful tool for speeding up your most repetitious tasks whilst maintaining a uniformity of outcome. If you were to think about some of the communications tasks that you carry out in your workplace, you would quickly be able to draw up a list of jobs that require the same set of procedures to be used repeatedly, but which require you to be extremely accurate. An example of one such task would be Invoicing your Clients. All Clients that you invoice will need to know what they are paying for and how much they owe you. In the simplest of terms, sending an Invoice to each and every Client therefore involves setting out the same types of written information over and over again. Such a task involves setting out the address and contact details of each Client on each Invoice, as well as some itemised details, and the total amount of money that each Client owes you. In addition to carrying out this series of steps over and over for each individual Client that you Invoice, you will need to ensure that the amount you are charging is accurate for each Invoice, and that each and every Invoice conforms to a standard. Given the characteristics of your Invoicing task and the foregoing discussion on templates, you may start to appreciate that a tool like the humble template can save you time, effort and money whenever you periodically produce your Client Invoices. If you can’t quite see the connection yet, don’t worry because we are now going to discuss how all of this information about templates specifically applies to WorkDESK’s DocumentWriter module.

1.5.2 DOCUMENTWRITER AND TEMPLATES

You can think of the WorkDESK DocumentWriter module as a “template-maker”. Just like the scissors in our simple example in section 1.4, DocumentWriter is a tool that is used to create templates. However, templates produced by DocumentWriter are, by contrast, much more powerful and sophisticated. DocumentWriter templates have a special name - they are referred to as “Document layouts” and we shall refer to them as such from here onwards in this manual. The Document layouts that you create in DocumentWriter are used in other modules of the WorkDESK software to produce final Documents such as standard “form” letters, general marketing letters, Candidate resumes, Client Invoices, Pay Advices, Remittance Advices and so forth. That is, other modules in the WorkDESK software can read the Document layouts that were created in DocumentWriter. These modules can then act on the instructions contained in Document layouts (the “commands” that we discussed in section 1.3.2) to extract information from your WorkDESK database automatically and to produce final Documents that directly incorporate the information that has been extracted. As you can imagine, this makes Document layouts a very handy and powerful tool.

1.5.3 WHICH WorkDESK MODULES USE TEMPLATES?

There are a number of other modules or parts of WorkDESK which understand how to use the Document layouts (templates) that have been created in DocumentWriter.



10

In this section, we shall take some time to explain which modules in WorkDESK use Document layouts, and the purposes for which they use them. In general, the modules that we are about to discuss use DocumentWriter layouts for the following purposes:

INVOICING Production of Invoices for you to send to your

Clients REMITTANCES Production of Payment Remittance

Advices/Cheques for you to send to your Suppliers

PAY ADVICES Production of Pay Advices/Cheques for you to send to your Employees

LETTERS Production of letters for you to send to your Candidates, Clients and/or Employees.

RESUMES Production of resumes for your Candidates

Figure 1.02 Purposes of modules that use DocumentWriter layouts There are a total of ten WorkDESK modules, which use DocumentWriter layouts. Each of these ten modules performs a unique function. Of these ten modules, six use Document layouts directly. To enable these modules to use your Document layouts, you have to select the module and specify in it the name of your Document layout, in order to produce a final Document. The following six modules are capable of utilising DocumentWriter layouts directly (note that the name of the module appears in a shaded box at the end of the screen path that will take you to the module):

1

Accounting Accounts Receivable Formatted Manual Invoice Formatted Invoice/Statements

2

Accounting Accounts Payable Payment Print Cheque/Remittances

3

Payroll Payrun Printed Pay Advices/Cheques



11

4

Mailing Client Mailer

5

Mailing Candidate Mailer

6

Mailing Employee Mailer

Figure 1.03 Modules which use layouts directly.

When you examine each of the screens in these modules, you will notice that they all call for you to specify a “Document Name” or a “Document” of some sort. It is in these fields that you enter the name of the Document layouts that you have created in DocumentWriter. There are three other modules that use Document layouts. These modules use Document layouts in an indirect way (there are four modules listed below, but two of these modules perform the same function). These modules require you to specify an “Action code” rather than a “Document name” before they can read your Document layout.

Note: wherever we use the term Action Letter, it also applies to Email and SMS Text Messages (provided you have one of the text messaging options available with WorkDESK).

Modules that are capable of utilising DocumentWriter layouts indirectly include:

1

File Candidates Other View Resume

2

Documents Action Letters



12

3

Documents Resumes

4

Mailing Action Letter Printing

Figure 1.04 Modules which use layouts indirectly

It is necessary to understand all of the information in this section only to the extent that you need to know where to use the Document layouts that you will soon be creating.

Please note that this manual is intended primarily to teach you how to use the DocumentWriter to create Document layouts for these other modules. For further information about the specific use of the other modules mentioned in this section, please refer to your WorkDESK Resource Kit.

1.5.4 IS ANY DOCUMENT USABLE WITH ANY MODULE?

Not every Document layout that you create in DocumentWriter will be accepted by every module discussed in the previous section. Layouts for Invoices differ from layouts for Remittance Advices, which in turn differ from layouts for Pay Advices, Resumes and letters. Nor will Documents intended for mailing necessarily work well if emailed. Text messages are very specific.

The reasons behind this will be explained in the next chapter. For now, all that you need to grasp is that modules with different functions require different types of layouts.



13

1.6 SUMMARY In this chapter we learned that: (1) DocumentWriter is a WorkDESK module found in:

System Miscellaneous Maintenance Documents

(2) The process of printing final Documents in WorkDESK involves: Creating a template (a Document layout) in DocumentWriter

either using the DocumentWizard or by entering the template manually.

Using the DocumentWriter template in other modules in WorkDESK to create final Documents.

CHAPTER 2 Document Layouts


15

2 DOCUMENT LAYOUTS 2.1 WHAT DOES A DOCUMENT LAYOUT LOOK LIKE

By now you have probably started to wonder what a Document layout looks like. “Real-world” templates are made from cardboard or wood or some tangible material, but what is a Document layout made of and what does it look like? To begin with, Document layouts are made up of “words” and numbers - text. A Document layout looks a little like a computer program that contains numerous “commands”, but it is definitely not as difficult to understand as a computer program! In the following screen shot, you will see part of a Document layout:

Figure 2.00 Document layout example displayed in DocumentWriter

When you first look at a Document layout like the one in figure 2.00, you may find it all looks very daunting – almost like another language! If you take a closer look at the Document layout, you will see that it’s not really all as foreign as you first thought.



16

So let’s take a closer look at the full layout that is partially pictured in Figure 2.00:

Figure 2.01 Full Document layout partially displayed in Figure 2.00

What can you see in Figure 2.01 above? You might have noticed that the symbols “<” and “>” appear regularly around sets of letters, or sometimes sets of letters and numbers. You will no doubt be able to discern words like “MARGIN”, “LINE”, “TODAY”, “NAME”, “SURNAME” and “POSTCODE” in amongst these sets of letters and numbers, as well as a piece of a sentence which says: “Unfortunately, in this instance you have been unsuccessful, etc”. It probably won’t surprise you to know that some of these odd-looking “words” in between the angled brackets (“<” and “>”) refer to things like lines, margins, postcodes, and peoples’ surnames. These strange “words” are the special “commands” that we referred to in Chapter One (Section 1.3.2). The good news is that all Document layouts look roughly like the one in Figure 2.01, so if you can get used to looking at this strange conglomeration of alien text and normal words, you are halfway towards mastering DocumentWriter.

2.2 “VARIABLE INFORMATION” vs “FIXED INFORMATION” So what do these strange sets of letters and numbers inside angled brackets mean? To answer this question, we need to need to take a minute to think about the sort of information that ends up in final Documents - particularly Documents that will be mass-mailed.

<LMARGIN014><RMARGIN070><POINTS12> <LOGO2,47,13,30,logogs> <LINE012> <TODAY> - <TODAY2> <LINE002> <T> <AFNAME> <ASURNAME> <AADDRESS1> <S><AADDRESS2> <APOSTCODE> <LINE003> Dear <AFNAME> <JUSTIFY>Thank you for your recent application for a position through WorkDESK Personnel Pty Ltd. Unfortunately, in this instance, you have been unsuccessful. However, we will be pleased to retain your details on file and will be in further contact should another suitable position become available.<NORMAL> Yours sincerely <LINE005> <CONS> CONSULTANT <LINE008> <POINTS08>Action Letter AAA - Applicant Unsuccessful Letter <END>



17

We can say that this information falls into two different categories:

Category Information Type

Characteristic

1

Variable

This is the sort of information that may change from Document to Document eg names and addresses

2

Fixed

This is the sort of information that remains the same from Document to Document eg the text of the Document

Figure 2.02 The two categories of mass-mailed information

Perhaps the easiest way for you to begin thinking about these basic Document layout elements is in terms of another example. Imagine that you are going to send out letters to a number of your Clients, inviting them all to the opening of your new company office. You decide that you want every letter to carry the following information: • Your company logo somewhere on the page • The name and address of the Client • The name of the Client Contact Person that you wish to invite • The text of your invitation The information carried by your invitation falls into one of the two categories depicted in Table 2.00: variable information, and fixed information.

Variable Information Fixed Information

Name and address of Client Company Logo

Names/Client Contacts Text of letter Figure 2.03 Categorising the information in our example

Your company logo is a picture or a “graphic” that will never change from letter to letter. Likewise, the text in your letters will always convey the same information (the invitation) regardless of the Client to whom it is sent. Text and graphics are pieces of information that are therefore fixed, unchanging elements of your invitations (final Documents). There will also be pieces of information in each of your letters that will vary completely from letter to letter. For example, the addresses of each of the Clients that you are inviting will differ from letter to letter, as will the name of each Client Contact Person. Because this sort of information varies from letter to letter, it is given the name “variable”. Having understood that mass-communicated Documents contain these two basic types of information, it is time to take the next step.

2.3 “VARIABLE NAME” vs “VARIABLE INFORMATION” From this point onwards in the manual, we shall use the word “variable name” quite frequently. You have already understood the concept of “variable information”, but now you will need to understand the term “variable name”.



18

A “variable name” is not the same thing as “variable information”. Although they are related, there is a fundamental difference between the two terms. Take a look at table 3.00 below:

Variable Name

Variable Information

Variable Information Variable Information

Name Sally Smith Alison Chang Albert Jones

Address 20 Piper Street, Smithtown, NSW 2568.

57 Wattle Street, Towntown, Qld 4302.

4 York Street Jonestown, Vic 3078

Today’s Date 14th October 2009 6th September 2009 10th August 2009 Title Managing Director Marketing Manager Administration Manager

Figure 2.04 Differences between variable “name” and “information”

As you can see, the variable information changes from column 2 to column 4, but the variable name (name, address, today’s date, title) that describes this variable information, does not change. The term “variable name” can be thought of as the “label” for the information, whereas the term “variable information”, is the information itself.

You can probably think of many more variable names - phone number, height, colour of hair, favourite food. Any label for a piece of variable information is called a “variable name”. The information itself is called “variable information”. Understanding the basic difference between a variable name and the information that it represents is quite a simple thing to do, but it is a significant step towards fully understanding Document layouts. This is because WorkDESK Document layouts use variable names (or “labels”) to represent the variable information that exists in your WorkDESK database.

2.4 VARIABLE NAMES IN A DOCUMENT LAYOUT In Figure 2.01 you saw a number of strange “words” enclosed by angled brackets (“<” and “>”). These “words” inside the angled brackets are variable names (recall that they are the “commands” that were mentioned in Chapter One). These “words” inside angled brackets are labels that represent variable information found in your WorkDESK database. You will appreciate that your WorkDESK database is a prime source of variable information because it is full of names, addresses and phone numbers of candidates, Clients, and Employees. It also contains information about how much Employees earn, what jobs they have worked, Clients for whom they have worked. You are able to access all of this valuable variable information. You can extract it and place it into letters, Pay Advices, Invoices and other sorts of final Documents that you need to send to people in your database en masse. The key to doing so lies in understanding that this variable information in your database can be represented by variable names in a Document layout. A simple example of the foregoing discussion is illustrated in Figure 2.05. The left column in Figure 2.05 shows lines 1 to 9 of a Document layout. The right column contains comments about the effect of each variable name on each line of the left column.



19

Variable Name Purpose of Variable Name

1: <TODAY> Print today’s Date followed by a blank line.

2: <CONTACT> Print the Contact Person. 3: <TITLE> Print the Person’s Title. 4: <CLIENT> Print the Client’s Name. 5: <ADDRESS1> Print First Address line. 6: <ADDRESS2> Print Second Address line. 7: <ADDRESS3> Print Third Address line 8: <ADDRESS4><POSTCODE> Print the 4th Address line + Post Code. 9: Dear <SALUT> The word “Dear” is fixed information and

will appear in every Document printed from this Document template. The <SALUT> is a label or variable name representing a piece of variable information that you have already entered into your WorkDESK database.

Figure 2.05 Effects of the contents of a Document layout

When the nine lines of text (illustrated in Figure 2.05) are typed into DocumentWriter to create a Document Layout and this Document layout is then used in the Action Letter module, the Action Letter module reads the variable name that you have placed in your Document layout and then seeks out the variable information that it represents. When the module finds the relevant variable information in the WorkDESK database, it substitutes this information into your final Document (replacing the variable names in your layout with variable information from your database) so that the final Document looks like this:

Figure 2.06 After variable information replaces the variable names

As you can see, the variable information replaces the variable name exactly in the final Document.

2.5 FORMATTING COMMANDS When you begin to create your own Document layouts, you will find that there is a need for “formatting”. You will want to be able to specify how your variable information and fixed information should appear in a final Document (eg whether the information appears normally, bolded, underlined or italicised, and what size the font will be), as well as where your fixed and variable information will appear in the final Document (ie the positioning of the text on a page). In order to do this, you will use special formatting commands. The formatting commands follow the same convention as all variable names: they appear in angled brackets. There is nothing at all difficult about these variable names – in fact, they are easier to learn because they are accepted by every WorkDESK module and therefore, will be used in every Document layout

1st June 2009 Mr John Smith Manager Berriman Advertising Unit 27 10 Benson Street WINDSOR Qld 4078 Dear John,



20

that you create. Because you will use these system variable names so often, you will quickly come to feel at home with them.

2.6 FORMATTING COMMANDS: THE RULES There are a number of rules that you should follow when creating or modifying Document layouts in DocumentWriter. This section of the manual details these rules.

2.6.1 DON’T INVENT YOUR OWN VARIABLE NAMES

The variable names that are used in Document layouts have been “preset”. That is, you cannot simply invent your own variable names to represent the information that is contained in your WorkDESK database. This is a definite advantage because it means that there are only a limited number of variable names with which you need to familiarise yourself in order to begin creating your own Document layouts. Note that it is not necessary for you to learn all of the DocumentWriter variable names off by heart. In the following chapters of this manual, you will find tables that set out all of the variable names that you can use in your Document layouts, together with descriptions of the types of variable information that they represent. After you have read the introductory chapters of this manual and understood them, you will most probably find that these tables are the most useful part of the manual, and you will frequently find yourself referring only to these tables when you are designing your own Document layouts. While the tables in this manual will save you from having to learn all of the preset variable names, you may find yourself remembering them as you gain more experience in creating Document layouts.

2.6.2 USE VARIABLE NAMES THAT ARE UNDERSTOOD BY

TARGET MODULES In Chapter One, you learned that there are a number of different “modules” which understand how to use Document layouts, and that each of these modules has a different function. Because each module has a unique function, not all modules can understand the same variable names (however, all modules understand the same formatting commands).

This is a simple but important point, and so it is worth spending a little time discussing it. You will appreciate that a module that specialises in producing Pay Advices for your Employees each week performs a totally different function to one that produces resumes for your candidates. The type of variable information contained in a resume is quite different to the type of variable information contained in a pay slip. Therefore, the variable names that a resume-producing module needs to understand are completely different to the variable names that a Pay Advice module needs to understand. There would, for example, be no need for a Pay Advice module to access candidate educational details or candidate employment history details. A Pay Advice module needs only to access Employee timesheet information (a form of variable information) from your WorkDESK database. As such, it needs only to understand the variable names that will allow it to access this timesheet information.

When you create a Document layout, always ensure that you have used variable names that your target module will understand. For example, if you design a Pay Advice Document layout, you will have to ensure that the



21

variable names in this Document layout will be understood by the Pay Advice module.

By now you will be wondering how you are expected to know which variable names are understood by which modules! Don’t panic. The tables in Chapter Four are set out on a module-by-module basis, so if you are unsure of exactly which variable names are understood by a Pay Advice module, you can simply look them up. Keep in mind that if you inadvertently use a variable name that is not valid for a particular module, the module will print the variable name itself (rather than the variable information you may be expecting) when printing the final Document. This is the module’s way of telling you that it did not understand the variable name you specified in your Document layout. If this happens, simply go back to the tables in this manual and find the appropriate variable name to suit the module you are using and then alter your Document layout appropriately. Always check this manual if you are unsure of whether a variable name is going to be valid for end use in a module. This will save you much frustration in the long run!

2.6.3 BE “GRAMMATICALLY CORRECT” Sometimes you will need to use variable names and formatting commands exactly as specified in the tables in Chapter Four (pay particular attention to the RULES specified in the text of these tables). There are a number of variable names that need to be used in a specific way in your Document layouts, and the tables will highlight these variable names and explain to you how they are supposed to be used. You can think of these usage rules as “grammatical rules”. Like all linguistic grammatical rules, these rules must be followed if you hope to make your Document layouts understandable to any of the modules that are supposed to read them. Most variable names, however, do not have any special grammatical rules governing how or where they may be used. It’s very much up to you to determine the order in which you use any of the variable names you use to create each individual Document layout. Usually, you will place variable names in a Document layout where you want them to appear in the final document.

2.7 SUMMARY In this chapter of the manual, you learned the following key concepts: (1) A Document layout is a template, which is made up of words, numbers

and symbols. (2) Mass-mailed documents contain information of two basic types:

variable information, and fixed information. (3) A variable name is a label for variable information. (4) Document layouts use variable names to represent the variable

information in your WorkDESK database. There are tables in Chapter Four of this manual which list all variable names that are understood by WorkDESK modules.



22

THIS PAGE IS INTENTIONALLY BLANK

CHAPTER 3 Using the DocumentWriter Screens


23

3 USING THE DocumentWriter SCREENS In Chapter 1.0, you learned that DocumentWriter can be found in:

System ⇒ Miscellaneous Maintenance ⇒ Documents All Document layouts are keyed into the WorkDESK system through the DocumentWriter module, irrespective of which other modules will later be used to read the Document layouts. Figure 1.0 below gives you a brief overview of what the DocumentWriter screen looks like and how it functions.

Figure 3.00 Components of the DocumentWriter Screen

The design for each Document is stored on your computer system in the \\tempsys\text\layouts directory on your WorkDESK server. Each Document can be saved to this directory under a user-defined filename of up to seven characters, and later accessed if you want to change the layout by again entering the same name.

The Documents tab informs you that you are in DocumentWriter.

The Masterlist tab allows you to preview a list of all the Document Names stored by DocumentWriter.

Add, Alter and Delete tabs allow you to add, alter and delete your Document layouts.

The Check Layout button allows you to check that the syntax of your Document layout is correct.

To print your Document layout, click this button.

The Document layout (or template) is entered here.

Preview what your layout will look like on paper.

Check for spelling errors in your text.

Save any layout that has been added or altered.

Exit DocumentWriter

Scroll up and down the layout area.

The name of the Document layout that you are adding or altering is typed here.

Document Wizard creates the layout for you.

Edit Document in Full Screen mode



24

3.1 DOCUMENTS ADD Figure 3.01 illustrates the various parts of the DocumentWriter “Add” screen. When you first enter DocumentWriter, you will notice that the “Add” tab is the default tab. When you “Add” a Document layout in DocumentWriter, you automatically make the relevant WorkDESK modules aware of the existence of that layout. A layout will be “invisible” to all WorkDESK modules until it has been “added” through DocumentWriter.

Figure 3.01 Introducing the “Add” tab in DocumentWriter

There are essentially three different ways in which to “Add” a Document layout: 1. Use the DocumentWizard to create the Document Layout for you. 2. Creating a new layout from scratch. In this case, choosing the Add tab is

similar to choosing the “New” option in a word-processing package. The text screen is empty and waiting for you to begin typing in a layout. Once you have typed in/created your new layout, you can click on the save button, and your Document layout (template) will be saved to your hard disk, in a directory where it can be accessed by any WorkDESK modules that are instructed to use it.

3. Making the WorkDESK modules aware of pre-existing Document layouts that

have never before been “added” to the system. There are instances, for example, when a Document Layout may be created by a member of the WorkDESK Support Group on your behalf. If you wish to view any of these standard templates, you must firstly “Add” them, “Save” them, and then use the “Alter” tab to make modifications to them (you may wish to customise some, or all, of the standard layouts to suit the purposes of your particular organisation).

Please note that when a Document layout is “Added”, it is only added for the present Group/Company. For example, if you add an Invoice Document layout to one of your Groups/Companies (in the event that you have more than one Group set up on your WorkDESK system), then this Invoice Document layout will only be recognised by the Invoice module IN THE PRESENT GROUP/COMPANY. If you wish to use the same Document layout in another Group/Company, you will need to exit the present group, go into



25

any other Groups where the same Document layout needs to be used, and use the DocumentWriter module in these other Groups to Add the same Document layout.

Document Name (7 alpha) The Document Name is the name that you choose to give to the layout that you are about to create OR it is the name of a pre-existing layout on your hard drive, but that has never been used before. The Document Name must not be more than seven characters in length.

Document Description (20 alpha)

The Document Description is a short phrase or group of letters of no more than twenty characters in length you can use as a reminder of what the layout is about. For example, if you had given your layout a Document Name like “INVSUB”, you may then like to add a description like “Sub Invoice” to remind yourself that this is the purpose of “INVSUB”.

Button Functions

For more information on Button Functions, see Figure 3.07.



26

3.2 DOCUMENTS ALTER Figure 3.02 below illustrates the various parts of the DocumentWriter “Alter” screen. Choose the “Alter” tab if you wish to modify or alter a layout which has previously been “added” via the Add tab.

Figure 3.02 Introducing the “Alter” tab in DocumentWriter. Document Name (7 alpha)

The Document Name that you enter into this field must have previously been added through the Add screen (see section 3.01). Enter the name of the Document layout that you wish to alter, and then press the Enter key on your keyboard.

Document Description (20 alpha)

The description (if one was originally entered) that goes with the Document Name that you have just entered will appear in this field. If you wish to alter the description, you may do so by placing your cursor in this field and making additions to the description, or deleting it and/or changing it. Press the Enter or Tab key on your keyboard and the cursor will appear in the main input screen, ready for you to alter the layout.

Button Functions For more information on Button Functions, see Table 3.07.



27

3.3 DOCUMENTS DELETE Figure 3.03 below illustrates the various parts of the DocumentWriter “Delete” screen. The delete screen is used to delete old or obsolete Documents.

Figure 3.03 Introducing the “Delete” tab in DocumentWriter. Document Name (7 alpha)

To delete a Document, you enter the name of the Document layout that you wish to delete into the Document Name field. Press the Enter key on your keyboard after you have done this. When your Document layout appears in the grey screen below, select the Delete button at the bottom right-hand corner of the screen and the file will be deleted.



28

3.4 DOCUMENTS MASTERLIST Use this tab to print a report listing the code, description and file availability for each Document layout that has ever been added to the present group on your WorkDESK system.

Figure 3.04 Introducing the “Masterlist” tab in DocumentWriter

The details in the report include the following information:

1. The “Code” column of the report tells you the Document Name of every Document layout that has ever been added through the present group’s DocumentWriter.

2: The “Description” column of the report gives you the Document

Description (if any) that was entered with the Document Name to act as a reminder of the purpose of the Document layout.

3. The “On File” column will either display the word “Yes” or “No”

depending on whether the layout is in your server’s \\Tempsys\Text\Layouts directory or not. “Yes” means that the Document layout has already been Added to WorkDESK through the WorkDESK DocumentWriter module and it is presently in the \\Tempsys\Text\Layouts directory. “No” means that the Document layout was Added to WorkDESK but for some reason is no longer in your server’s \\Tempsys\Text\Layouts directory (it may have been deleted from this directory).

Start at Document code (7 alpha)

Enter the first code (ie the first Document Name) to be included in the Report. You may also leave this field blank in order to have the Masterlist printout begin from the very first Document Name that is found on your system (this is handy if you have no idea what Document codes are kept on your system).

End at Document code (7 alpha)

Enter the last Document Name to be included in the Masterlist Report or leave blank to end at the last Document Name on file. (Again, leaving this field blank is handy if you have no idea what Document Names are available).



29

Button Purpose

Click the Preview button to view the report on screen

Click the Print button to print the report to a printer

Click the Cancel button to stop report creation

Table 3.05 Purpose of the buttons on the Masterlist screen.

Please see the Introduction of your WorkDESK Resource Kit (page 42) for more detailed Preview instructions.



30

3.5 DOCUMENTS DOCUMENTWIZARD Figure 3.05 illustrates the various parts of the DocumentWizard. You use this tab to allow yourself to quickly design new layouts without personally entering the designs.

Figure 3.05 Introducing the DocumentWizard

Using the DocumentWizard Buttons, you are able to move to any step of a layout’s creation. This is useful if you want to change how you have done something or verify what you have selected to do. If you choose the Invoice option the DocumentWizard asks you to create Permanent, Temporary or Subcontractor Invoices. If you have chosen to create a Temporary or Subcontractor Invoice, you will be able to select how you would like to have your Invoices presented. You can select: • One Invoice for each Timesheet • All timesheets for One Job Order on

One Invoice • All timesheets for One Client on One Invoice Depending on which style you have chosen, you will be able to produce a single Invoice per page or two Invoices per page. Please note that only styles A and B are available for Temporary and Subcontractor Invoices, but Permanent Invoices provides styles A, B and C.



31

You can create Pay Advices with or without cheques attached. If you choose a Pay Advice with no cheque attached, you are able to print up to two Pay Advices per page.

You can create Remittance Advices with or without Cheques. If you choose a Remittance Advice with no Cheque attached, you are able to print up to two Remittance Advices per page.

You are able to create Statements with and without attached Remittance Advices. If you choose a Statement with no Remittance Advice attached, you are able to print up to two Statements per page.

There are three Action Letter Templates for Clients, Employees and Candidates. You can select the font you want to use with the letter if you do not wish to use the default font. You simply enter in the text you want to appear as the body of the letter in the bottom window. If you wish to use the P codes, you will need to set these up first.



32

You can create three different styles of Resume Layouts. You can select the font you want to use with the Resume if you do not wish to use the default font. You are able to make each previous Employment History entry start on a new page.

DocumentWizard allows you to create labels for Employees, Candidates and Clients. You can select the font you want to use with the label if you do not wish to use the default font. When designing the label, you decide how many labels across and how many labels there are down the page, how many tenths of an inch to start from the top and the left hand side of each label. You are also able to define the top and bottom margins of the label sheet in tenths of an inch. If you wish to add your Company name or address to the layout, this screen will appear in Documents where available and allow you to enter in the information you wish to appear on the printed Invoice Layout.

When you have finished creating your layout, you can preview the layout, go back and make changes or save your Document. If you click the SAVE button, the Document will be saved and you will be returned to the initial DocumentWizard Screen.



33

3.6 WORKING ON YOUR DOCUMENT LAYOUT A Document layout may be entered (“typed in”) or altered (words and phrases modified, deleted or added in) by using the the arrow keys on your keyboard to position the cursor, plus the standard Windows cut and paste Control keys to copy and move portions of text. You can also use your mouse to position the cursor. In this respect, the DocumentWriter editing screen behaves exactly like a normal Windows-based word processor/text editor.

To Insert Text (or Variable Names or Commands):

Position the cursor, by using the arrow keys and the “Page Up” and “Page Down” keys. Alternatively, you can use your mouse to move the pointer to the position on the Edit screen where you wish to insert the cursor, then press the left mouse button to make the insertion. You may then begin typing.

To Delete Text (or Variable Names or Commands): Position the cursor before the first character you wish to delete, drag the mouse to highlight the text you wish to delete then press the “Delete” or “Del” key.

To Copy Text (or Variable Names or Commands):

Position the cursor before the first character(s) you wish to copy, drag the mouse to highlight the text, then press Ctrl+C to copy. Reposition your cursor using your keyboard arrow keys or your mouse. When the cursor is in the appropriate position, press Ctrl+V to paste.

To Cut and Paste (Move) Text (or Variable Names or Commands):

Position the cursor before the first character(s) you wish to cut, drag the mouse to highlight the text, then press Ctrl+X to cut. Reposition your cursor using your keyboard arrow keys or your mouse. When the cursor is in the appropriate position, press Ctrl+V to paste.

To Save the current Document:

Click and the system will save the current version of the Document design. The Document will be stored as DDDDDDD.txt (where DDDDDDD is the Document Name) in the \\Tempsys\text\layouts directory on your server.

To Display the Previous or Next screen of information for this Document: Use the scroll bar on the right hand side of the input Window.

To Abandon changes made to the current Document:

Click To Use the button functions provided on the DocumentWriter Add and Alter Screens:

Button Purpose Click this button to check that "paired" instructions are

correctly entered (eg and or <TSTART> and <TEND> etc) and that commands entered are valid. Some validated items may be "invalid" in the ultimate Document. eg <TSTART> and <TEND> in an Action Letter.

Click this button to print a report containing the layout commands ie a report containing your Document layout. Please note that if you are ever instructed by WorkDESK



34

staff to fax them a Document layout, then you should send them the layout that results from pressing this button.

To check spelling in the Document. See the WorkDESK Resource Kit Introduction section for general instructions on using the Spell Checker.

To View or print a preview example of the Document. See Introduction section for general Preview instructions.

F5 Press F5 to find the opposite half of a pair (eg and , <ASTART> and <AEND>). This is similar to using the “Check Layout” button.

Table 3.07 Functions of various buttons on Add and Alter screens

3.6.1 FULL SCREEN MODE

3.7 SUMMARY In this chapter you learned: • How to Add, Alter and Delete a Document layout in DocumentWriter • How to use the DocumentWizard • How to use the keys and buttons to enter layouts into the

DocumentWriter module

CHAPTER 5 Document Wizard Workshop


35

4 VARIABLES & FORMATTING COMMANDS 4.1 THE DOCUMENT FORMATTING COMMANDS

As we saw in Chapter Two, there are a number of formatting commands that allow you to manage the layout of your printed output (eg draw lines, print on a new page, change fonts etc). These formatting commands enable you to make full use of the capabilities of your laser printer to produce attractive final Documents. The formatting commands are set out in the tables on the following pages. Please note that these are system-wide formatting commands that are recognised by all WorkDESK modules (they are not variable names). Before you begin learning all of the DocumentWriter formatting commands in this section, there is one very useful piece of information of which you should be aware. Measurement units in a Document layout are always specified in tenths/thousandths of an inch. Thus if you intend to master Document layouts and fully understand them, it is advisable that you purchase a ruler which has units in tenths of an inch. This will enable you to more easily envisage the sizes with which you are dealing. It will also come in handy if you wish to create layouts for preformatted pages, as you will be able to use your ruler to measure your stationery and determine the exact positioning of any variable information on those pages. Take special care to read the “TAKE CARE:” advice where it exists, and always read any text beneath the “RULE:” heading. If you are trouble-shooting your Document layouts, you should always check to see that you have followed the “RULE:”s (if any apply to the commands that you may have used in your layout).



36

COMMAND DESCRIPTION EXAMPLE <##> PAGE NUMBER

Print the current Page number. eg Page <##> produces: Page 2 (or Page 3) etc, depending on current page.

<-#> PAGE NUMBER RESET Reset the current Page number to 1.

eg <-#>

 BOLD PRINT ON/OFF = Turn Bolding on = Turn Bolding off. All characters printed after will be printed in bold if your printer supports bold letter printing. To turn off bold printing, specify .

eg Hello there! How are you?

produces: Hello there! How are you?

<BIN#> Select Paper bin on current printer. NOTE: The paper bins or trays on your printer are “numbered” by the printer driver software provided by the printer manufacturer. You will need to “experiment” to find out the bin numbers on each of your printers.

eg <BIN2> This will eject and load paper from the 2nd paper bin.

<BMARGIN###> BOTTOM MARGIN Sets the bottom margin to the value specified in tenths/thousandths of an inch. TAKE CARE: BMARGIN### MUST BE MEASURED FROM THE TOP EDGE OF YOUR SHEET OF PAPER. If you have a Dot Matrix Printer, use the <FLEN###> command (see over page).

eg <BMARGIN050> OR <BMARGIN05000> if <HIRES> is selected

produces: a bottom margin that starts at a position 50 tenths of an inch from the top edge of the Page Block.

• PRINT A BULLET POINT See section 4.18 (page 77) for the steps required to set up the font and include this character in a document.

<C> CENTRE Turn centre printing on. The current line of text will be centred.

eg <C>Hello there!

Produces: Hello there!

The current line of text is centred with reference to your specifications for LMARGIN and RMARGIN (see over page).

<CLEARTABS> CLEAR CURRENT TAB SETTINGS clears the horizontal tab settings previously specified with the <SETTAB> command.



37

COMMAND DESCRIPTION EXAMPLE <DATE> Print Today’s Date in dd/mm/yy format.

TAKE CARE: If you use <DATE> in Invoice and/or Pay Advice Document layouts, the date that prints in your final Document will be the Pay to /Invoice to Date (ie Timesheets up to Date).

Eg 15/7/09

<DECTAB>

DECIMAL TAB Moves the next print head horizontally to the next Tab stop position (ie the Tab stop specified in a previous <SETTAB> command). The decimal point or colon in the value (: for Hours and Minutes) will be positioned at the Tab stop.

Eg 19.86 $1.0465 186.01

<END> END OF LAYOUT The end (last instruction) of the Document. This command must be included on the last line of every Document template (and should not be placed anywhere else in the layout).

<FEEDSTART##> FEEDSTART Allows the user to specify the starting position of a Formatted Invoice or Pay Advice, on a new page, in tenths/thousandths of an inch from the top of the page. It also enables the user to specify where the print head will be positioned after a form feed. TAKE CARE: <FEEDSTART> is valid ONLY for use in Formatted Invoices layouts and Pay Advice layouts. This command is used when you are printing within a Timesheet, Allowance or Receipt box and a page feed is required before the list of entries is complete. When all the BODY commands have completed for the new page, the print position moves to the position specified.

Eg <FEEDSTART22> OR <FEEDSTART2200> if <HIRES> is selected

<FLATFILE> FLATFILE When used, must be specified as the first command in a Document layout. This command enables you to produce a simple comma delimited file, without page headings etc, on your computer’s hard disk. The resulting flatfile is then suitable for ‘export’ to other computer software packages such as Microsoft Excel.

<FLEN###> FORM LENGTH Sets the length of a matrix printed form in sixths/sixhundredths of an inch. It is the same as the <BMARGIN> command for Laser printed forms. TAKE CARE: DO NOT USE THIS COMMAND IF YOUR FINAL DOCUMENT WILL BE PRINTED ON A LASER PRINTER.

eg <FLEN060> OR <FLEN06000> if <HIRES> is selected

<FP###> FROM PAGE Print starting from the page specified (and exclude all previous pages).

eg FP003



38

COMMAND DESCRIPTION EXAMPLE <GBOXuu,vv,www,xxx,yyy,zzz> DRAW A GRAPHICS BOX

uu (##) specifies the Width or thickness of the line in pixels on the page. vv (##) specifies the shading Percent/ Style that is specific to your printer. Refer to your Printer Manual to determine which values to use. HP printers use Shading Percentages, Canon Printers use Graphic Style numbers. www (###) starting Vertical position in 10ths/1000ths of an inch from the top edge of the page xxx (###) starting Horizontal position in 10ths/1000ths of an inch from the left edge of the page. yyy (###) Vertical Height of the box in 10ths/1000ths of an inch from the 3-999 value. zzz (###) Horizontal Width of the box in 10ths/1000ths of an inch from the 4-999 value. The GBOX command must always be specified before any text that is to appear inside the box. But otherwise, this command can be specified at any time, and from any position within the Document template. The printer’s current print head position will not have moved if you were part way through outputting TEXT when using GBOX.

eg <GBOX1,0,10,25,5,30> OR <GBOX1,0,1000,2500,5,30> if <HIRES> is selected

produces: a graphics box that is one pixel thick, with no shading inside. The box begins at a vertical position that is 10 tenths of an inch from the top of the page and a horizontal position that is 25 tenths of an inch from the left edge of the page. This box will have a vertical height of 5 tenths of an inch and a horizontal width of 30 tenths of an inch.



39

<GLINEaa,bbb,ccc,ddd,eee> DRAW A GRAPHICS LINE: aa (##) Specifies the Width or thickness of the line in pixels (your printer will usually print 300 or 600 dots (pixels) per inch). bbb (###) Starting Vertical position in 10ths/1000ths of an inch from the top of the page ccc (###) Starting Horizontal position in 10ths/1000ths of an inch from the left edge of the page. EITHER: ddd (###) Vertical Height of the line in 10ths/1000ths of an inch from the 3-999 value, if the line is to print vertically. If you specify ddd, then eee must be specified as 0. OR: eee (###) Horizontal Width of the line in 10ths/1000ths of an inch from the 3-999 value. If you specify eee, then ddd must be specified as 0. The GLINE command can be used at any time in a Document, and from any place within the Document template. The current print head position will not move if you are part way through outputting TEXT. RULE: Either the Vertical Height ddd or the Horizontal Width eee must be specified as 0. This will tell the WorkDESK software the direction in which to print the line. Only Horizontal and Vertical lines are supported by the DocumentWriter software. Diagonal lines are not.

eg <GLINE1,45,65,34,0> OR <GLINE1,4500,6500,3400,0> if <HIRES> is selected

produces: a graphics line which is one pixel wide. This graphics line starts at a vertical position that is 45 tenths of an inch from the top of the page, and a horizontal position that is 65 tenths of an inch from the left edge of the page. In the case of this graphics line, the vertical height of the line has been specified, and so the horizontal width has been specified as 0.

<H><h> PAGE HEADING INFORMATION <H> = Marks the start of Header text. <h> = Marks the end of Header text. This command sets up the format of the header information that is to be printed at the top of each page. RULE: The command <H> must be entered on a line by itself before the text of the header is entered, and the command <h> must be entered on a line by itself after the text of the header has been entered. All text and commands between the <H> and <h> commands will be repeated each time a page feed occurs.

eg <H> Section One <h> <HP>

produces: the heading “Section One” on every page after each <HP> (hard page break) is executed.

<HH###> HARD HORIZONTAL Hard Horizontal Tab. The print head is moved horizontally to the position specified as ### tenths/thousandths of an inch from the left edge of the page.

eg <HH056> or <HH05600> if <HIRES> is selected

produces: a result in which the print head moves horizontally to a position 5.6 inches or 56 tenths of an inch from the left edge of the page. This movement occurs irrespective of where the print head was prior to the execution of this command.



40

COMMAND DESCRIPTION EXAMPLE <HP> HARD PAGE BREAK

Perform a hard page break and proceed to a new page ( page feed). (See also PAGE).

<HPARTS##> HORIZONTAL PARTS Specifies the number of horizontal blocks that are to fit on a Page. Each block is then considered to be one page by the printing software, with the page numbers incrementing with the blocks. This command allows you to position multiple Pages horizontally across one sheet of paper. It can be used in conjunction with the <VPARTS##> command to produce grids of pages. RULE: NEVER use this command as the first command on the first line of a Document layout. Use it at the top of your Document layout, immediately after the margin commands.

eg <HPARTS02>

<HV###> HARD VERTICAL Hard Vertical Tab. The print head is moved vertically to the position specified as ### tenths/thousandths of an inch. TAKE CARE: This command will only work if you are using a Laser printer.

eg <HV044> OR <HV04400> if <HIRES> is selected

results in: the print head moving vertically to a position 4.4 inches or 44 tenths of an inch from the top corner of the Page. This movement occurs irrespective of where the print head was positioned prior to the execution of this command.



41

COMMAND DESCRIPTION EXAMPLE ITALICS ON/OFF

 = Turn Italics on. = Turn Italics off. All characters printed after will be printed in italics if your printer supports italic letter printing. To exit from italic printing you specify .

eg Hello there! How are you?


<JUSTIFY> RIGHT JUSTIFY TEXT Sets Margin Justify mode to on. Starting from this point onwards all paragraphs are fully justified between the left and right margins. To turn JUSTIFY off, specify the <NORMAL> command. RULE: This command must NEVER be placed on a line of its own, but positioned at the start of the first paragraph to be justified.

eg <JUSTIFY>

<LAND> LANDSCAPE PRINT Print this Document in Printer Landscape mode. RULE: <LAND> must be on the first line of the Document layout (but it does not necessarily have to be the first command).

eg <LAND>

<LENGTH###> LENGTH OF PAGE Set the Bottom Margin. This command performs exactly the same function as the BMARGIN command.

eg <LENGTH100> or <LENGTH10000> if <HIRES> is selected

produces: a bottom margin which is set at 100 tenths of an inch from the top edge of the page.

<LINE###> PRINT BLANK LINES Prints the number of blank lines specified.

eg <LINE001>

<LMARGIN###> LEFT MARGIN Sets the Left margin to the value specified by ### in tenths of an inch. NOTE: When you begin to design resume layouts, you may wish to “justify” education details, employment history details etc. Use this command and no other to justify your text in this case.

eg <LMARGIN005> or <LMARGIN00500>

produces: a left margin of 5 tenths of an inch from the left edge of the Page.



42

COMMAND DESCRIPTION EXAMPLE <LOGOpp,qq,rr,ss,filename>

PRINT LOGO Print a graphics file whose name appears at filename, starting at location pp,qq of height rr and width ss, where: pp is the number of tenths/thousandths of inches from the top of the page; qq is the number of tenths/thousandths of inches from the page left edge; rr is the height of the graphic in tenths /thousandths of an inch; ss is the width of the graphic in tenths/thousandths of an inch; filename is the name of the logo file (eg WorkDESK or mainlogo or footer, where WorkDESK, mainlogo and footer are graphics files of type .BMP, .JPG or PCX, from the directory containing Document Layouts). Filename should appear in the LOGO command without the three-letter extension (eg mainlogo NOT mainlogo.jpg). This command must not be the first command in the Layout.

eg <LOGO5,5,50,40,WDlogo> or <LOGO500,500,5000,4000,WDlogo> if <HIRES> is selected

produces: a logo called WDlogo which is positioned 5 tenths of an inch from the top edge of the page, and 5 tenths of an inch from the left edge of the page. This graphic is 50 tenths of an inch high and 40 tenths of an inch wide. The WDlogo is stored in the tempsys\text\layouts directory, where it would exist under its full name – eg WDlogo.jpg (or WDlogo.bmp or WDlogo.pcx ).

<NORMAL> TEXT JUSTIFY OFF Sets Justify mode off. No print justification is performed on paragraphs following this command.

<NOSPLIT><nosplit> NOSPLIT START/END <NOSPLIT> = Start of a non-splittable area. <nosplit> = End of a non-splittable area. Text between these two commands will not be split over a page break. If there is too much text and this forces a page break, the page break will be made at the beginning of the text block, and the text will be printed on the next page. RULE: The command <NOSPLIT> must be entered on a line by itself before the text of the non-splittable area is entered, and the command <nosplit> must be entered on a line by itself after the text of the non-splittable area has been entered. All text and commands between the <NOSPLIT> and <nosplit> commands will be kept together as a block at all times and not split by a page break.

eg Ensure that all information in relation to a Candidate’s prior job history prints on the same page.



43

COMMAND DESCRIPTION EXAMPLE <P##> ACTIVATE ADVANCED PRINTER

CHARACTERISTICS Activates a particular Advanced Printer characteristic from the advanced characteristics table for the current printer. The numeric digits (represented by ##) specify the entry number in the Printer Setup table. This command is used to change fonts as well as any other specific printer characteristic.

e.g <P04>

produces: the fourth entry in the table (however this may be set up in the driver table for the printer that you are using).

<PAGE> Proceed to a new Page (Page Feed). Same as the <HP> Command

eg <PAGE>

<POINTS##> POINT SIZE Sets the font size (point size) for all subsequently printed characters to the value specified. This does not change the font typeface (the type style), only the size of the printed character. NOTE: the point size is the vertical height of the characters in the currently selected font. One point is 1/72th of an inch.

eg <POINTS09>9 POINT <POINTS12>12 POINT <POINTS18>18 POINT

Produces:

9 POINT 12 POINT

18 POINT <PORT> PORTRAIT PRINT

Print this Document in Printer Portrait mode. RULE: <PORT> must be on the first line of the Document layout (but it does not necessarily have to be the first command).

eg <PORT>

<REM> REMARK STATEMENT This is used to incorporate comments/notes /remarks about the content of your Document inside the Document template. When the command is used, the line that contains it will not be printed or used. TAKE CARE: Do not include any commands that require action, on the same line as a REM statement, unless you specifically do not wish them to be read by the target module.

eg <REM> Standard Job Offer

<RMARGIN###> RIGHT MARGIN Sets the right margin to the value specified by ### in tenths/thousandths of an inch.

eg <RMARGIN050> or <RMARGIN05000> if <HIRES> is selected

Produces:

a right margin of 50 tenths of an inch (5 inches) from the left edge of the Page Block.



44

<RTAB###><rtab> RIGHT TAB The print head is moved horizontally in tenths of an inch to the position specified in tenths of an inch from the left edge of the page. The text between <RTAB###> and <rtab> is right justified at this position.

COMMAND DESCRIPTION EXAMPLE <S> SCROLL

The <S> option, inserted as the first characters in a format line, allows the user to stipulate that no printing occurs if there is no data for a particular line (eg if ADDRESS2 is blank then a blank line will not print). A catch up will occur on the next line without an <S> at the beginning (ie if there are two blank lines in a Name/Address there will be two blank lines printed after the last Name/Address line).

<ST> SCROLL Number This command placed at the beginning of a print line will cause the line to print if all numeric values (except hourly rates) specified on the line are 0. See also <TZ>.

<SETTAB###> Set a Horizontal Tab stop at the position specified in 10ths/1000ths of an inch from the left edge of the page. There are no default tab stops set in the DocumentWriter software.

<TODAY> Print the Current Date in ddth month yyyy format.

eg <TODAY>

Produces:

24th October 2009 (where the day on which you are printing a Document from a Document layout containing this command, is 24/10/09)

<TODAY2> Print the Current Date in dd month yyyy format.

Eg <TODAY2>

Produces:

24 October 2009 (where the day on which you are printing a Document from a Document layout containing this command, is 24/10/09)

<TMARGIN###> TOP MARGIN Sets the top margin to the value specified in ### tenths of an inch.

eg <TMARGIN005> or <TMARGIN00500> if <HIRES> is selected

produces: a top margin of 5 tenths of an inch (half an inch) from the top edge of the Page Block.

<TP###> TO PAGE Print up to and including the page block number specified. Do not print pages that follow.



45

<TZ> <tz>

Suppress printing of text or Document Writer commands appearing between the <TZ> and <tz> commands IF any of the Numeric Commands have a zero value. <TAB> and <DECTAB> will execute regardless so that the next command (if any) will print in the correct location.

eg <TZ><HR2> @ <RA2><tz> will not print if <HR2> is zero. Without the <TZ> it would appear as “0:00 @ 23.45”.

 

UNDERLINE ON/OFF = Turn underlining on. = Turn underlining off. All characters printed after will be printed and underlined if your printer supports underline letter printing. To exit from underlined printing specify 

eg Hello there! How are you?




46

COMMAND DESCRIPTION EXAMPLE <WIDTH###> RIGHT MARGIN

Sets the right margin. Use the RMARGIN command.

eg <RMARGIN080> or <RMARGIN08000> if <HIRES> is selected sets the right most print position 8 inches from the left edge of the paper.

<YEAR> Prints out the current Year value. eg <YEAR>

Produces:

2009 (where the year in which you are printing a Document from a Document layout containing this command, is 2009).



47

4.2 VARIABLE NAMES BY TARGET PRINTING MODULE In the following pages you will find lists of Variable Names that are valid for use in each of the modules that is capable of understanding Document layouts (refer to Chapter 1 Section 1.14 if you need to refresh your memory about target modules).

4.3 CANDIDATE RESUME LAYOUTS You can use the Variable Names in the table below if your target module prints Candidate Resumes ie if your target module is either:

File Candidates Other View Resume Print a Resume; or Documents Resumes Print a Resume; (Ref: txapres)

Variable Name Basic Candidate information <APCODE> Candidate's Code <FNAME> Candidate's First Name <SURNAME> Candidate's Last Name <CHRNAME> All Candidate's First or Fore Name(s) <PHONEH> Candidate's Home Phone Number <PHONEB> Candidate's Business Phone Number <PHONEM> Candidate's Mobile Phone Number <EMAIL> Candidate’s Email Address <FAX> Candidate’s Fax Number <ADDRESS#> Candidate's Address Line 1 – 5 <POSTCODE> <ZIPCODE>

Candidate's Post/Zip Code

<T> Title - Mr, Ms, Mrs, Miss, Dr, Sir, Dame, Lord, RtHn, Hon, Prof, AssP, Bro, Sr, Fr, Moth

<NATION> Candidate's Nationality <HEALTH> Candidate's State Of Health <SEX> Prints ‘Male’ or ‘Female’ <CAR> Prints as appropriate ‘Own Car’, ‘No Car’ or ‘Unknown Status’ <LICENCE> <LICENSE>

Prints ‘Has Licence/License’, ‘No Licence/License’ or ‘Unknown Status’

<MARITAL> Candidate's Marital Status <BDATE> Candidate's Birth Date in the form ‘12th December 1978’ <AAGE> Candidate Age <APICp,q,r,s> Causes the Candidate’s photo to print so that:

p is the top starting position of the photo (ie distance from top of page in tenths/thousandths of an inch)

q is the left starting position (ie distance from left side of page) r is the height of the photo print s is the width of the photo print (all positions are expressed in tenths/thousandths of an inch)

Variable Name Employment History (available for each position) <JOBSTART> Starting Point For A Multiple Previous Position Print



48

<JOBFROM> Position Starting Date <JOBTO> Position Finishing Date <JOBCOY> Position Employer Company Name <JOBTITLE> Position Held <REASON> Reason For Leaving <SALARY> Salary - If Salary Is Zero Prints ‘Not Known’ <DETAIL> Job Details/Comments <JPOSITION> Position Applied For (from Job Order) <JINT> Job Interview Information (from Job Order) <JOBEND> End Point For a Multiple Previous Position Print Variable Name Other Candidate information <EDUCATION> Candidate's Education Record <OTHINT> Candidate's Other Interests <CONSULDET> Candidate's Consultant Comments <SKILL##> List Candidate Skill Descriptions and values with value printing

starting at horizontal position ## (Defaults to 40 x 10ths of an inch or 4000 x 1000ths of an inch if <HIRES> is selected)

<SKILLSTART> Marks the start point for a list of Skills <SKILLCODE> Skill code <SKILLDESC> Skill Description <SKILLRATE> Skill Value or Rate <SKILLEND> Marks the end of the list of Skills Variable Name Client/Consultant information to print on Resume <CLIENT> Client's Name <CEMAIL> Client’s Email <CFAX> Client’s Fax <CADD#> Client's Address Lines 1 to 6 <CPOST> <CZIP>

Client's Post/Zip Code

<CONS> Consultant's Name <CONSEMAIL> Consultant’s Email <CONSTITLE> Consultant’s Title <CONSMOBILE> Consultant’s Mobile Variable Name Additional information entered at time of Resume printing <UP#> Allows you to add up to three User input prompts of a maximum of 25

characters each. When the Resume prints the User will be asked to enter up to 40 characters in response to each question and the information entered will be printed in the Resume layout: eg in the Resume template including <UP1> Client Contact will result in the User being asked "Client Contact =" on the Resume input screen. The Text that the User enters will be printed in the Resume commencing from the position where <UP1> appears in the Resume template.

4.4 ACTION LETTERS You can use the Variable Names in the table on the next few pages if your target module prints Action Letters ie if your target module is:

Documents Action Letter; or

Documents Action Letter Printing

Action Letters may be ‘formatted’ to be either a:



49

• Printed Letter • Email • SMS

In the case of an Email, the ‘trigger’ for the system to consider a Document as an Email is the <BODY> </BODY> tag combination. For Email specific commands see page 72. An SMS document must have <SMS> as the first text in the Document. See page 75 for an example SMS Document. (Ref: txcldoc)

Variable Name From the Client file <CLCODE> Client’s Code <CLIENT> Client's Name <EMAIL> Client’s Email Address/OR Contact Person Email <PHONE> Client's Phone Number/OR Contact Person Direct Line <ADDRESS#> Client's Address Line 1 to 6 (automatically replaced by Postal Address if

selected for mailing). If there is no <POSTCODE> or <ZIPCODE> command in the Document layout, State and Post Code will be automatically added to the last printable Address line.

<POSTCODE> <ZIPCODE>

Client's State and Post/Zip Code

<SADDRESS#> Client's Street Address Line 1 to 6 (NOT replaced by Postal Address). If there is no <SPOSTCODE> command in the Document layout, State and Post Code will be automatically added to the last printable Address line.

<SPOSTCODE> <SZIPCODE>

Client’s Post/Zip Code

<CONTACT> Client’s Contact Person Name. If when “ordering” the Action Letter in WorkDESK Enter Contact Details, one of the Additional Contact Persons was selected, that Person’s Name, Title, Salutation, Email, Direct Phone, Fax and Direct Mail Address will substitute for the principal Contact Person when Action Letter is printed.

<TITLE> Contact Person’s Title <SALUT> Greeting or Salutation <FAX> The Client’s Fax Number <COMMENT> Contents of the Comment field on the Client file <DIVISION> Information entered in the Division field for a Client Additional Contact

Person <PHONEM> Additional Contact Person Mobile Phone number <AGE#> The Aged Debtors Ledger Balance for the Client (AGE1 = Current,

AGE2 = 30/7 Days, AGE3 = 60/14 Days etc). These amounts do not add to the Grand Total (GTOT) when they are printed on an Invoice/Statement

<GTOT> Client Debtors Ledger Current Total Outstanding Account Balance <CTERMS> Number of days Credit allowable <CLIMIT> Client Credit Limit <CHOLD> If the Client is on Credit Hold this will print “Credit Hold” otherwise a

space <CRATING> The Client Rating between “1” and “9” <CIND> The Client Industry code <CCONS> The Name of the Consultant shown as responsible for this Client <UCDATA#> Client user defined DATA fields 1-5 <UCDATE#> Client user defined DATE fields 1-3 <UCVALU#> Client user defined AMOUNT or VALUE fields 1-2 <UCRESP#> Client user defined RESPONSE fields 1-3. The description of the

response selected from the drop down box will be returned



50

Variable Name From the Job Order file <JOBCODE> Job Order code <JLIST> Name of Person who ‘listed’ the Job Order <JCONTACT> Name of Person with whom contact is to be maintained for this Client <JPOSITION> The Position listed <JTYPE> Type of Job (Permanent, Temporary or Contract) <JCOMM> Job Order Commencement Date <JCOMP> Job Order Finish Date <JSTART> Job Order Start Time <JDES> Job Description text <JEND> Job Order Finish Time <SALARY> Commencement Salary/Salary package <RA1> For a Permanent Job Order the fee amount (if a flat fee is being

charged), for a Temporary Job Order the Hourly Charge Rate (only available if Awards are being used).

<RA2> For a Permanent Job Order the percentage fee rate (if a percentage fee is being charged), for a Temporary Job Order the Hourly Pay Rate (only available if Awards are being used).

<JINT> Job Order Interview Details <JREP> Job Order person reports to <JPERS> Number of people required this Job Order <JORD> Client Job Order Number <JAWARD> Job Order Award (only available for 3x database formats) <JCLASS> Job Classification <JOBCLASS> Job Classification <PY#> Hourly or Period Rate for PAY Rates 1-4 (or 1-10 for Rate Book based

Job Orders) <BIL#> Hourly or Period Rate for CHARGE Rates 1-4 (or 1-10 for Rate Book

based Job Orders) <JALL#> Job Order Standard (Default) Allowance code 1 to 8 for Rate Book

based Pay and Charge otherwise 1 to 5. <JALLDESC#> Description for the Allowance code JALL# <JALLQTY#> Quantity of the Allowance code JALL# <JALLPAY#> Pay Rate for the Allowance code JALL# <JALLCHG#> Charge Rate for the Allowance code JALL# <UJDATA#> Job Order user defined DATA fields 1-5 <UJDATE#> Job Order user defined DATE fields 1-3 <UJVALU#> Job Order user defined AMOUNT or VALUE fields 1-2 <UJRESP#> Job Order user defined RESPONSE fields 1-3. The description of the

response selected from the drop down box will be returned <JADDRESS#> Job Order ‘Invoice To’ Address Line 1 to 6 <JPOSTCODE> Job Order ‘Invoice To’ State and Post/Zip Code Printing Work Roster Information on Job Order Action Letter <WSTART> Marks the start point for Work Roster printing <WRCODE> Candidate Code on the selected Work Roster <WRNAME> Candidate Name on the selected Work Roster <WRSTARTDATE> Work Roster Start Date <WRENDDATE> Work Roster Finish Date <WRSTARTTIME> Work Roster Start Time <WRENDTIME> Work Roster Finish Time <WEND> Marks the end point for Work Roster printing Notes: Commands <WRCODE>, <WRNAME>, <WRSTARTDATE>,

<WRENDDATE>, <WRSTARTITME> and <WRENDTIME> must be used in conjunction with, and must go inside the <WSTART> and <WEND> commands.

The Work Roster commands above can only be used in an Action Letter



51

actioned from within the Job Order screen via the right click menu option. When you click Preview or Print on the Instant Action screen, a window will popup where you select the Candidate Work Roster entries to include on the Action Letter.

Variable Name From the Creditor file <CREDITOR> <PAYABLE>

For Contract Job Orders, where a Creditor is used, the Creditor code

<CADDRESS#> Creditor (Payable code) Address 1 to 5 <CPOSTCODE> <CZIPCODE>

Creditor Post/Zip Code

<CCONTACT> Creditor Contact Person Variable Name From the Candidate file <APCODE> Candidate code <T> Candidate Title - Mr, Ms, Mrs, Miss, Dr, Sir, Dame, Lord, Rt Hon, Prof,

Ass Prof, Br, Sr, Fr, Moth <ASURNAME> Candidate's Last Name <ACHRNAME> Candidate's First or Fore Name(s) <AFNAME> Candidate's First Name <APHONEH> Candidate's Home Phone Number <APHONEB> Candidate's Business Phone Number <APHONEM> Candidate's Mobile Phone Number <AEMAIL> Candidate’s Email Address <AFAX> Candidate’s Fax Number <AADDRESS#> Candidate's Address Line 1 to 5 <APOSTCODE> <AZIPCODE>

Candidate's Post/Zip Code

<SDES> If the Candidate is Male, prints “his”, otherwise “her” <AEMAIL> Candidate’s Email <AFAX> Fax Number <BDATE> Candidate’s Birthdate <ATFN> Tax File Number (Australia), IRD Number (NZ), National Insurance

Number (UK), PPS Number (IRL), SS Number (USA) <ASTAT> Candidate’s Current Status. For available Status types see your

System Manager or System -> System Control -> Maintain System Control File -> Candidate Field Renaming options

<PDATE> Date Candidate Registered/Applied <UADATA#> Candidate user defined DATA fields 1-5 <UADATE#> Candidate user defined DATE fields 1-3 <UAVALU#> Candidate user defined AMOUNT or VALUE fields 1-2 <UARESP#> Candidate user defined RESPONSE fields 1-3. The description of the

response selected from the drop down box will be returned <NATION> *Candidate’s Nationality (OR user defined) <HEALTH> *Candidate’s Health (OR user defined) <APLACE> *Candidate’s Place of Birth (OR user defined) <AILL> *Candidate’s Illnesses (OR user defined) <ANOK> *Next of Kin or person to contact (OR user defined) <ANOTE1> *Candidate Note 1 (OR user defined) <ANOTE2> *Candidate Note 2 (OR user defined) <ANOTE3> *Candidate Note 3 (OR user defined) * Fields above marked with an asterisk may have a different description

form the default WorkDESK description. See your System Manager or System -> System Control -> Maintain System Control File -> Candidate Field Renaming options for the original titles. Mark your field title above.

Variable Name Miscellaneous Information



52

<ACTDES#> Action Code Input Prompt field (1-3). The system provides for inclusion of up to three User defined "Input Prompts" when you are setting up an Action Letter, to provide for further “tailoring” of a printed letter. ACTDES 1 to 3 provide for inserting the response to these prompts in an appropriate position in the printed document.

<ATTACH> Attach a document to an Email. Most often used to send a Candidate Resume to a Client. When sending via Documents Menu Item in WorkDESK, you may attach one document per email. When using Instant Action from DESKtop Panels, you may attach up to three documents to the one email. You cannot use “Input Prompts” with <ATTACH> command NOTE: The document name plus the path to the document cannot exceed 40 characters.

<CONS> Consultant Name <CONSEMAIL> Consultant’s Email Address of the Consultant who created the request. <CONSTITLE> Consultant’s Title <CONSMOBILE> Consultant’s Mobile <SMS> Used as the first text in the Document. Specifies that the Document is

to be used to SMS a Candidate/Client Mobile Telephone. This feature requires an SMS Message Pack be purchased. See page 75 for more information.

<BODY> </BODY>

Used within the Document to indicate that the Document is to be emailed to a Candidate/Client. See page 72.

4.5 CLIENT MAILING LETTERS You can use the Variable Names in the table on the next few pages if your target module prints Client Mailing Letters ie if your target module is:

Mailing Client Mailer

The Document can be either a Letter or Email. The options below are only to be used in Document layouts that will subsequently be utilised by the Client Mailer module: (Ref: cmailer\txcldoc_mailer_commands)

Code Description <CLCODE> Client code <CLIENT> Client's Name <PHONE> Client's Phone Number <ADDRESS#> Client’s Address Line 1 to 6 - if the POSTCODE command is not

included in the Document layout, then the Post Code will automatically be added to the last Address line containing information (eg if ADDRESS3 contains NSW, the Post Code will be added automatically - viz NSW 2015.

<POSTCODE> <ZIPCODE>

Client's Post/Zip Code – only include in your format if you do not want the Post/Zip Code to automatically add to the last Address line.

<SADDRESS#> Client’s Street Address Line 1 to 6 - if the SPOSTCODE command is not included in the Document layout, then the Post Code will automatically be added to the last Address line containing information (eg if SADDRESS5contains Brisbane, the Post/Zip Code will be added automatically - viz Brisbane 4000.

<SPOSTCODE> <SZIPCODE>

Client's Post/Zip Code – only include in your format if you do not want the Post/Zip Code to automatically add to the last Address line.

<EMAIL> Client’s Email Address <CONTACT> Client’s Contact Person Name. If Additional Contact Persons are



53

selected for inclusion in the Mailing Letters then the appropriate Name, Title, Salutation, Email, Direct Phone, Fax and Direct Mail Address will be used.

<TITLE> Client’s Contact Person’s Title <SALUT> Salutation <FAX> Client’s Fax Number <COMMENT> Content of Comment field on Client screen <AGE#> Total outstanding Balance for Current, 30, 60 or 90 days (or

Current/7/14/21 days). AGE1 is Current, AGE2 is 30/7 days etc. <GTOT> Current total Outstanding Balance on this Client’s Debtors Ledger <CONS> Consultant who printed the Letter <CCONS> Code of Consultant <CONSEMAIL> Consultant’s Email Address who printed the Letter <CONSTITLE> Consultant’s Title <CONSMOBILE> Consultant’s Mobile <CTERMS> Number of days Credit allowable this Client <CLIMIT> Credit Limit <CHOLD> If the Client is on Credit Hold this variable will contain “Credit Hold”

otherwise a space <CRATING> Rating for this Client <CIND> Client Industry Code <DIVISION> Client Contact Person Division <MOBILE> <PHONEM> <CELL>

Client Contact Mobile/Cell Phone number

<WEB> Client Web Site address

4.6 CANDIDATE MAILING LETTERS You can use the Variable Names on the next few pages if your target module prints Candidate Mailing Letters ie if your target module is:

Mailing Candidate Mailer

(Ref: cmailer\txapdoc_mailer_commands) Code Description <SURNAME> Candidate's Last Name <CHRNAME> Candidate's First or Fore Name(s) <FNAME> Candidate's First Name <T> Candidate Title - Mr, Ms, Mrs, Miss, Dr, Sir, Dame, Lord, Rt Hon, Prof,

Ass Prof, Br, Sr, Fr, Moth <ADDRESS#> Address lines 1 to 5 <POSTCODE> <ZIPCODE>

Post/Zip Code

<EMAIL> Candidate’s Email Address <FAX> Candidate’s Fax Address <YEAR> Current year <JOB> Job Order Code <JOBDES> Job Order Description <JOBCON> Job Order Client Contact <JAWARD> Job Order Award (only available for 3x database formats) <JCLASS> Job Classification <JOBCLASS> Job Classification <CLIENT> Client code for Job Order <CEMAIL> Client Email Address <CFAX> Client Fax Number



54

<CON> Consultant 1 from Job Order <CONS> Consultant’s Name who sent the Letter/Email <CONSEMAIL> Consultant’s Email Address who sent Letter/Email <CONSTITLE> Consultant’s Title <CONSMOBILE> Consultant’s Mobile

4.7 EMPLOYEE MAILING LETTERS You can use the Variable Names on the next few pages if your target module prints Candidate Mailing Letters ie if your target module is:

Mailing Employee Mailer

(Ref: cmailer\document_commands) Code Description <ECODE> Employee Code <POSTCODE> <ZIPCODE>

Employee Post/Zip Code

<SURNAME> Employee Last Name <FNAME> Employee First Name <ENAME> Employee Full Name <T> Employee Title - Mr, Ms, Mrs, Miss, Dr, Sir, Dame, Lord, Rt Hon, Prof,

Ass Prof, Br, Sr, Fr, Moth <PHONE> Employee’s Phone Number <ADDRESSx> Employee’s Address lines 1 – 5 (Post Code appends to last Address Line) <CONS> Consultant’s Name <CONSEMAIL> Consultant’s Email <CONSTITLE> Consultant’s Title <CONSMOBILE> Consultant’s Mobile Allowance/Deduction Year to Date totalling reporting <ALEN##> The maximum lines to print in an Allowance/Deduction section. Note

that this is the number of lines to print, not number of lines at tenths of an inch.

<ASTART#> Marks the start of the Allowance/Deduction printing section. To print all Allowances sequentially in one group use the command ASTART. To print all Allowances of a particular type (ie where you have used Pay Advice Print Groups when setting up Allowances/Deductions) use ASTART# (eg ASTART1 could be all Allowances, ASTART2 all Deductions, ASTART3 Superannuation entitlements etc). NOTE that Rechargeable Allowances added as part of the Timesheet are not printed using the ALLOWANCE/DEDUCTION COMMANDS - see TIMESHEET COMMANDS section of this table.

<ACDE> The code of the current Allowance/Deduction. <ADES> Full Description for Allowance/Deduction. <ASHORT> Short Description for the current Allowance/Deduction. <AAMT> Amount of Allowance/Deduction paid/deducted YEAR TO DATE. Use

AAMTT and AAMTN to print Taxable and non-Taxable Allowances in separate columns.

<AAMTT> Same as AAMT except print Taxable Allowances only. <AAMTN> Same as AAMT except print Non-Taxable Allowances only <AYTD> Year to Date amount paid or deducted for the current Allowance or

Deduction. <APTD> Current Period to Date amount deducted for the current Deduction. <ATAXFLAG> Tax Basis of Allowance (Taxable or Not Taxable). <AEND> Marks the end of the Current Allowance/Deduction Group.



55

<AMEM> Employee’s Deduction Reference Number



56

4.8 PAYRUN PAY ADVICES You can use the Variable Names in the table on the next few pages if your target module prints Pay Advices ie if your target module is:

Accounting Payroll Payrun

The options below are only to be used in Document layouts that will subsequently be utilised by the Payrun module to produce Pay Advices. (Ref: txpya2)

Variable Name Allowance/Deduction Details <ALEN##> The maximum lines to print in an Allowance/Deduction section. Note

that this is the number of lines to print, not number of lines at tenths of an inch.

<ASTART#> Marks the start of the Allowance/Deduction section. To print all Allowances sequentially in one group use the command ASTART. To print all Allowances of a particular type (ie where you have used Pay Advice Print Groups when setting up Allowances/Deductions) use ASTART# (eg ASTART1 could be all Allowances, ASTART2 all Deductions, ASTART3 Superannuation entitlements etc). NOTE that Rechargeable Allowances added as part of the Timesheet are not printed using the ALLOWANCE/DEDUCTION COMMANDS - see TIMESHEET COMMANDS section of this table.

<ACDE> The code of the current Allowance/Deduction. <ADES> Full Description for Allowance/Deduction. <ASHORT> Short Description for the current Allowance/Deduction. <AAMT> Amount of Allowance/Deduction paid/deducted this Payrun. Use

AAMTT and AAMTN to print Taxable and non-Taxable Allowances in separate columns. If the Allowance code starts with ‘Z’ and the Amount is 0.00, the Net Pay Amount will automatically be substituted.

<AAMTT> Same as AAMT except print Taxable Allowances only. <AAMTN> Same as AAMT except print Non-Taxable Allowances only <ANUM> Number of Hours and Minutes payable for standard Allowances in the

range A010 to A190. <ATAX> Amount of “over-ride” Tax on this Allowance payable this Payrun. <AYTD> Year to Date amount paid or deducted for the current Allowance or

Deduction <AMEM> Employees Superannuation Member Number <APAYBAS> Payment Basis for the current Allowance (i.e. Weekly, Daily, Amount,

Percent etc) <ATAXFLAG> Tax Basis of Allowance (Taxable or Not Taxable) <BACCT> Bank Account Code <BSB> <BACSORT> <BANK>

Bank Sort Number (B/S/B Australia, NZ), BACS Sort Number (UK), Bank Number (US)

<FTITLE> (AU) Super Fund Name/Title <AEND> Marks the end of the Current Allowance/Deduction Group. Variable Name Timesheet Details <TLEN##> The maximum lines to print in the Timesheet section of the Pay Advice.

Note that this is the number of lines to print, not number of lines at tenths of an inch.

<TSTART> Marks the start of the Timesheet printing section on the Pay Advice. The Pay Advice printing module will continue to execute the commands



57

between <TSTART> and <TEND> until all Timesheets between the nominated Payrun Dates for the current processing Employee have been completed.

<DATE> Today’s Date in dd/mm/yy format (i.e. 21/10/11) <TODAY> Today’s date in long format (i.e. 21st October 2011) <BDATE> Pay Period Start Date (entered on Payrun screen) <PDATE> Pay Period End Date (entered on Payrun screen) <PAYDATE> Date for Bank Processing (entered on the Payrun screen) <FDATE> Not currently in use <IDATE> Date of the current Timesheet <TDATE> Date of the current Timesheet <RDATE> Employee Paid to Date (prior to current Payment). <TREF> Any Reference entered for the current Timesheet. <CLCODE> The Client code for this Timesheet (ie Client for current Job Order). <CLIENT> Client’s Name. <CEMAIL> Client’s Email Address <CFAX> Client’s Fax Address <JOBCODE> Job Order code for the current Timesheet. <JRDO> Rostered Day Off accrual rate for current Job Order <JOBDES> Job Order Position Title for current Timesheet being processed <JOBCON> Job Order Contact Person for current Timesheet being processed <JOBCLASS> Job Order Classification for current Timesheet being processed <AWARD> AU Only

Job Order Award for current Timesheet being processed. Only available in a version 3x database.

<JOBSTART> Job Order Start Time <JOBEND> Job Order End Time <HR#> Hours and Minutes (HH:mm) to be paid at Rate (1 to 4, or 1 to 10 for Rate

Book). Or <DHR#> Decimal Hours ( eg 12.75) to be paid at Rate (1 to 4, or 1 to 10 for Rate

Book) <RA#> Hourly Rate for the relevant penalty Rate (1 to 4. Or 1 to 10 for Rate

Book). <RADES#> Description for the relevant Rate (from the Billing Multiplier record – see

section 4.1.3-4). <AM#> Amount to be paid for Time # x Rate # (eg Amount 1 is equal to Hourly

Duration 1 x Hourly Rate 1) <TAMT> Total Amount payable for this Timesheet (Hours worked only) <TSUND> The Sundry Amount entered on a Timesheet Variable Name for each Rechargeable Allowance on a Timesheet (1-5) <TCODE#> The Timesheet Allowance code (A200-A999) for Allowances 1 to 5. <TDESC#> The Timesheet Allowance Description (Rechargeable Allowances). <TNUM#> The Timesheet Allowance Quantity <TPAY#> The Timesheet Allowance Payment Rate <TPAMT#> The Timesheet Allowance Pay Amount (ie Pay Amount for this Allowance

is equal to Pay Quantity x Pay Rate) <TEND> Marks the end of the Timesheet section of the Pay Advice. Variable Name Employee Pay Advice Pay Period Totalling Details Each time an Allowance or Deduction is printed on a Pay Advice, the

relevant Pay and YTD totals in this section are incremented. <TTOT> Total Gross Value of all Timesheets printed on this Pay Advice. <ATOT> Total of all Allowances (and Deductions) printed on this Pay Advice. <DTOT> Total of all Deductions printed on this Pay Advice. <GTOT> Grand Total for this Pay Advice – ie the Employee’s Net Pay. <ATOTX> Total Taxable Allowances <ATOTN> Total Non-Taxable Allowances <ADTOT> Total all Allowances and Deductions ( + Allowances – Deductions)



58

<TAX> Employee’s Tax deducted current Payrun <GROSS> Employee’s Gross Payment current Payrun <TOTSUP> (AU) Total Super this Pay <KIWEE> (NZ) Kiwi Saver Employee this Period <KIWER> (NZ) Kiwi Saver Employer this Period <KIWAM> (NZ) Kiwi Saver Employer Lump Sum Amount this Period <SACRIFICED> <AU>

Salary Sacrifice Amount this Pay

<SLOAN> (NZ/UK)

Student Loan this Pay

<TAXNI> (UK) National Insurance Employee Contribution <TAXER> (UK) National Insurance Employer Contribution <TAXPAY> UK) PAYE Tax This Pay <TAXWEEK> (UK) Pay Week Number <TAXREFNI> (UK) National Insurance Number <TAXCODE> (UK) Tax Code <GROSSNI> (UK) Employee National Insurance Contribution this Pay <TAXFED> (US) US Federal Income Tax <TAXSTA> (US) US State Income Tax <TAXLOC> (US) US Local Income Tax <TAXFIC> (US) US FICA <TAXMED> (US) US Medicare <TAXSDI> (US) US SDI <TAXSUT> (US) US SUTA <TAXFUT> (US) US FUTA <TAXAEIC> (US) US AEIC <TAXREF> (NZ/US)

NZ/US Tax Reference

Variable Name Employee Pay Advice YEAR TO DATE Totalling Details <YTDATOT> Total Allowances Year to Date <YTDDTOT> Total Deductions Year to Date <YTDSTOT> Total Superannuation accrued Year to Date <YTDATOTX> Total Year To Date Taxable Allowances <YTDATOTN> Total Year To Date Non-Taxable Allowances <YTDDTOT> Total Year To Date Deductions <YTDNET> Total Year to Date Net Pay <YTDGROSS> Employee’s Gross Pay Year to Date (including current Pay). Includes

Current Pay Allowances between A010 and A199 but excludes Allowances from A200 onwards

<YTDTOTAL> Employee’s Gross Pay Year to Date (including current Pay). Includes all Current Pay Allowances between A010 and A999

<YTDTAX> Employee’s Tax deducted Year to Date (including current Pay). <KIWEEYTD> (NZ) Kiwi Saver Employee Year to Date <YTDSACRIF> (AU)

Salary Sacrificed Year to Date

<YTDSLOAN> (NZ/UK)

Total Student Loan Year to Date

<YTDNI> (UK) National Insurance Employee YTD <GROSSNIYTD> (UK)

YTD Income for National Insurance

<YTDFED> (US) US Federal Income Tax <YTDSTA> (US) US State Income Tax <YTDLOC> (US) US Local Income Tax <YTDFIC> (US) US FICA <YTDMED> (US) US Medicare



59

<YTDSDI> (US) US SDI <YTDSUT> (US) US SUTA <YTDFUT> (US) US FUTA <YTDAEIC> (US) US AEIC <RESETGT> Set to zero: <GTOT>, <ATOT>, <YTDATOT>, <YTDATOTX>, <YTDDTOT> Variable Name Employee information available for the Pay Advice <FNAME> Employee’s First Name. <SNAME> Employee’s Last Name <CHRNAME> Employee’s First Names <T> Employee Title – Mr, Ms, Mrs, Miss, Dr, Sir, Dame, Lord, Rt Hon, Prof,

Ass Prof, Br, Sr, Fr, Moth <ECODE> Employee’s code. <ENAME> Employee’s complete Name, Surname first. <ADDRESS#> Employee’s Address Line 1 to 5. <POSTCODE> <ZIPCODE>

Employee’s Post/Zip Code.

<ECAT> Employee’s Candidate Occupation Category code <STDHRS> Standard Pay Period Hours <PAYMETHOD> Employee’s Payment Method (Cash, Cheque or Direct Deposit) <ACCNAME> (UK) Subcontractor’s Business Name <EEMAIL> Employee’s (Candidate’s) Email Address <EFAX> Employee’s (Candidate’s) Fax Number <PHONEM> Employee’s (Candidate’s) Mobile Phone number <WCLASS> Employee’s Work Classification <ENI> (UK) Employee’s National Insurance Number <EWEEKBASIS> (UK)

Employee’s Week 1/Month1 Basis – (Yes or No)

<NICODE> (UK) Employee’s Tax code <NITABLE> (UK) Employee’s NI Table <NINUMBER> (UK)

Employee’s National Insurance Number

<DETAIL> If the Pay Advice will be emailed the words, including the Employee’s (Candidate’s) Email Address, “Pay Advice emailed to: [email protected]” will appear on the Pay Advice. Otherwise the words “Pay Advice sent by mail.” will be printed.

<ENOTE#> Message lines 1 to 3. Will either print a message to an individual Employee (maximum five lines), entered by pressing the <ZOOM> key in the Employee Alter screen, the Timesheet Entry screen or the Allowance/Deduction Add/Alter screen) OR ALTERNATIVELY if there is no message to the individual Employee the system will print any “global” message (maximum three lines) to Employees entered in the Pay Advice screen during the Payrun process.

Variable Name Employee Accrual Information for the Pay Advice <RDOACC> (AU) Employee’s Rostered Day Off Accrual Rate <RDOBAL> (AU) Employee’s current Balance of Rostered Day Off Accrual Hours <HOLACC> <VACACC>

Employee’s Holiday/Vacation> Entitlement Accrual Rate for each Payrun

<HOLBAL> <VACBAL>

Employee’s Holiday/Vacation Entitlement Balance in Hours

<SICACC> Employee’s Sick Entitlement Accrual Rate for each Payrun <SICBAL> Employee’s Sick Entitlement Balance in hours <WTHOURS> (UK) Working Time Accrual This Pay <WTVALUE> (UK) Working Time Accrued Amount This Pay <SALARY> Permanent Employee’s Annual Base Salary Variable Name Contractor Payment Information <INVOICE> Contractor Invoice Number



60

<SABN> (AU) Contractor ABN <STRADE> (AU) Contractor Trading Name <GST> <VAT>

GST/VAT on Subcontractor Payment Advice (Invoice) – calculated automatically on the GTOT Value using the default GST/VAT Rate and added onto the GTOT total

<PAYG> (AU) Contractor PAYG deducted <GSTTAXABLE> (AU)

Amount on which GST is charged on Contractor Invoice/Pay Advice

<GSTFREE> (AU) GST Free Amount on Contractor Invoice/Pay Advice <CISREF> (UK) CIS Reference Number <CISEXP> (UK) CIS Expiry Date Variable Name Other Information <DPMAX#> Maximum number of decimal places to be used for each Rate (and decimal

duration) and each Allowance/Deduction Quantity when calculating payment amount. The Amount calculated will ALWAYS be to two decimal places

<ROUND> If Cents/Pence rounding has been selected (Payroll|File Maintenance| Payroll Parameters) the rounding value amount (ie where payment is made to the nearest five cents/pence)

<CHEQUE> <CHECK>

*Marks the start of the cheque/check attached to Pay Advice (if applicable)

<NUMBER> Pay Advice Cheque Number (Cheque Numbers are pre-printed and encoded on the Pay Advice/Cheque forms, so care has to be taken to ensure that the Document is properly structured to count the lines printed, so that cheque numbers are correctly incremented each time a new form is loaded from the paper cassette on your Laser Printer).

<COL#> The amount of the Cheque in words for each column printed on the cheque. COL8 contains the total amount of the cheque, in words. COL7 contains the total Cents value of the cheque (in the form ##, not in words), COL6 contains the Dollar unit value in words, COL5 the tens of Dollars value in words, COL4 the hundreds of Dollars in words, etc.

<CHQNET> Cheque Amount or Cancelled if 0.00 <CEND> End of Cheque portion of Pay Advice document <JOBSTART> Job Order Start Time <JOBEND> Job Order Ending Time <BLOCKSTART> In conjunction with the BLOCKEND command sets the number of lines

to be used as the print region in the body of the Invoice <BLOCKEND> See BLOCKSTART

NOTE: IF MORE THAN ONE PAY ADVICE/CHEQUE FORM IS REQUIRED TO PAY ONE PERSON, THEN IT IS IMPORTANT THAT THE NUMBER OF LINES IN EACH SECTION OF A PAY ADVICE IS CORRECTLY DEFINED. THE LENGTHS ENABLE THE UPDATE PROGRAM TO USE THE CORRECT CHEQUE NUMBER TO PAY THE EMPLOYEE AND CANCEL THE CHEQUE THAT WAS NOT USED. <ALEN> AND <TLEN> ARE ESSENTIAL COMMANDS IN THE DOCUMENT.

4.9 PAYRUN/TAX CERTIFICATES – LABELS

These options available for designing contents for labels produced by the Payrun module and the Payroll Tax Certificate print modules.

Code Description <SNAME> Employee’s Last Name. <CHRNAME> First or Fore Names.



61

<FNAME> First Name. <T> Employee Title - Mr, Ms, Mrs, Miss, Dr, Sir, Dame, Lord, Rt Hon, Prof,

Ass Prof, Br, Sr, Fr, Moth <ADDRESS#> Employee Address Line 1 to 5. <POSTCODE> Post Code.



62

4.10 FORMAT/MANUAL CLIENT INVOICE DESIGNS You can use these Variable Names if you are printing Client Formatted Invoices/Statements ie if you are using:

Accounting Accounts Receivable Formatted Invoice/Statements OR Manual Invoices;

USE COMMANDS MARKED *M* FOR FORMATTED MANUAL INVOICES ( ref: wk_acrs4, drmaninv)

INVOICE SECTION 1 - INVOICE FORM MANAGEMENT INFORMATION Command Default Description *M* <RLEN###> 10 The WorkDESK Invoice module is capable of

printing a Weekly Invoice/Statement, with the Opening Balance and Cash Received since listed (the number of days Receipts listed is defined by the RDY command). This command sets the maximum number of printing lines in the Receipts section of the Invoice (if any). If the number of Receipt lines (printing as defined by the <RSTART> and <REND> commands) exceeds this number, then the program automatically “page feeds” to the next Invoice form.

<TLEN###> Number of timesheets to print before starting a new Invoice page.

*M* <ILEN###> 30 Sets the maximum number of printing lines in the Timesheet printing section of the Invoice (if any). When the cumulative number of Timesheet print lines (printing as defined by the <ISTART> command) exceeds this number the program automatically “page feeds” to the next Invoice form.

*M* <SLEN###> 30 Sets maximum number of lines in the “Sundry Charges” printing section of the Invoice.

<MAXTS##> 99 Sets the maximum number of Timesheets that will print on a Pay Advice page.

*M* <BODYSTART> Marks the start of the page formatting and drawing commands for the Document - ie the line drawing, column headings etc.

*M* <BODYEND> Marks the end of the Document page design commands.

<BLOCKSTART##> In conjunction with the BLOCKEND command sets the number of lines to be used as the print region in the body of the Invoice

<BLOCKEND> See BLOCKSTART <RDY##> 0 Sets the Number of Days Receipt Transactions

you wish shown on the Invoice in the Receipts Section. RDY99 examines all recipts for the particular Client. RDY uses the current System Date, not the Data Entry Date.

*M* <ST> This Command placed at the beginning of a Print Line will cause the line to not print if all Numeric Values (except Hourly Rates) specified on the Line are 0.

<ISTART> This Command is used if all Timesheets for



63

each Job Order are to be printed on one Invoice. It marks the start of the instructions for Timesheet printing section of the Invoice. All Lines between this Command and <IEND> will be repeated for each Timesheet listed on the Job Order. If you want only one Timesheet per Invoice, do not include this command in your Document template. NOTE: PUT THIS COMMAND ON A SEPARATE LINE IN THE DOCUMENT LAYOUT.

<IEND> Marks the end of the Timesheet printing instructions section of the Invoice. The next print line (usually the Invoice Total ITOT) will print immediately under the last Timesheet information printed. NOTE: PUT THIS COMMAND ON A SEPARATE LINE IN THE DOCUMENT LAYOUT.

<IEND+> Performs the same function as <IEND> above but causes the next printing line (usually the Invoice Total ITOT) to be printed at the end of the Invoice area rather than under the last Invoice Line (ie the system advances the number of lines remaining unprinted from ILEN before any further printing). NOTE: PUT THIS COMMAND ON A SEPARATE LINE IN THE DOCUMENT LAYOUT.

<RSTART> Marks the start of the Receipt Section of the Invoice. This Command must be used if Receipts are to be printed on the Invoice/Statement. It enables Data to be obtained for use with the Receipt Commands listed below. All Lines defined between this Command and the Command <REND> will be repeated for each Receipt listed on the Client and within the period of Days defined by the Command <RDY99>.

<REND> Marks the end of the Receipt section of the Invoice.

<JSTART> This Command allows for Timesheets for all Job Orders for a Client to be printed on the Invoice. It MUST ALWAYS be used with the <ISTART> and <IEND> Commands following it, so that each Timesheet attached to each Job Order is included. <JSTART> <ISTART> ......... <IEND> <JEND> All Lines between <JSTART>and <JEND> will be repeated for each Job Order for each Client. NOTE: PUT THIS COMMAND ON A SEPARATE LINE IN THE DOCUMENT LAYOUT.

<JEND> Marks the end of Job Order Commands listed below. NOTE: that for all Timesheets to be correctly processed, <JSTART> and <JEND> should



64

have <ISTART> and <IEND> in between them. NOTE: PUT THIS COMMAND ON A SEPARATE LINE IN THE DOCUMENT LAYOUT.

<SSTART> Starts the printing of Sundry Recoverable Costs previously processed to a Job Order.

<SEND> Ends the List of Sundry Recoverable Costs. <MAXTS99> ### The maximum number of Timesheets that can

printed on a print page. Without this command the maximum is 99.

<PONOTHROW> When printing Invoices in Purchase Order sequence you can add this command at the beginning of the format layout to print all Timesheets for one Client on one Invoice.

<TIMESHEET> Interleave copies of original scanned Timesheet files (must be PDF files) attached to the Timesheet during Data Entry.

INVOICE SECTION 2 - INVOICE DETAIL INFORMATION Code Default Format Description <DATE> Today ##/##/## Formatted Invoice/Statement – this

is the Invoice Date (Date input by operator in the Invoice Date field). Manual Invoice/Credit Note – this will be today’s Date. This Date may be different from the Invoice Date.

<TODAY> Today 9th xxxxxx 2007 Today's Date. This Date may be different from the Invoice Date.

<IDATE> ##/##/## Manual Invoice/Credit Note – this will be the Date input by the operator in the Date field. For use on Formatted Invoice/Statements see next page.

*M* <INVOICE> 0 9(6) Invoice Number gathered from Operator entry.

*M* <INVPAGE> 1 ### For Invoices that take more than one sheet of paper, the Page Number

*M* <INVPAGE-> 1 Reset Invoice Page Number to 1. *M* <DISCOUNT> 0 ######.## Asks the User for input of a

Multiplier that will calculate a Discount or a Surcharge that will automatically apply to all Hourly Charge Rates. (eg 0.85 will discount the Hourly Charge Rates for the current Invoice print by 15 percent, 1.15 will increase the Hourly Charge Rates by 15 per cent for the current Invoice print).

<PERMDISC> 0 ##.## Apply a discount to all the Permanent Invoices in the current print run. A popup dialog will request the operator to enter the percentage. This command must appear in the layout before the <GSTTOT> or <VATTOT> command. Use the <DISCRATE> to print the



65

percentage on the invoice. <DISCRATE> 0 ##.## Print the discount percentage on the

Invoice which was input in the <PERMDISC> command.

<DPMAX#> 4 #.#### The maximum number of decimal places in the Charge Rate where "#" is 2 3 or 4. The DPMAX command MUST be AFTER any ALEN command.

INVOICE SECTION 3 - INFORMATION FROM THE WorkDESK DATABASE TIMESHEET COMMANDS (use in Document after ISTART before IEND) *M* <IDATE> ##/##/## Formatted/Invoice Statements only - The

Date of the current Timesheet or the Permanent Guarantee Expiry Date. For use on Manual Invoice/Credit Notes see previous page.

<IREF> 5 alpha Reference code of the current Timesheet. <HR#>

(Casual/Weekly) <DUR#> (Subcontractors)

#######:##

#######.##

The Number of Hours and Minutes on the Timesheet at each of 4 Rates (eg 23:45), or each of 10 Rates if Rate book option selected.

<DHR#> ####.## Hours in Decimal (eg 23.75) for Temporary Timesheets only.

<RA#> #####.#### The Hourly Rates for each of the 4 (or 10 if Rate Book option activated) Hour Types (including Subcontractors). Four decimal places will print unless DPMAX is used to change the number of decimal places.

*M* <AM#> #######.## The amount chargeable for each of the 4 (or 10 if Rate Book option activated) Hour Types. (where <HR#> x <RA#> is the calculation and # represents the numbers 1 to 10). For Invoices created using Manual Invoices the # represents the number 1 to 5.

*M* <BDES#> 20 alpha Bill Multiplier Description (the description of RA#). Only available for Temporary Timesheets where Awards/ Rate Books used. For Invoices created using Manual Invoices the # represents the number 1 to 5.

*M* <SDES> 29 alpha Description entered for any Sundry Charge amount on the Timesheet. The Description of a Job Cost ledger entry for a Permanent Job Order (goes inside <SSTART> and <SEND>.

<RDES#> 30 alpha MANUAL INVOICE ONLY RDES1 is Placement Name/Detail RDES2 is Client Contact Person RDES3 is Position/Description

*M* <SAMT> #######.## The amount of Sundry Charges for a Timesheet. The value of a Job Cost entry for a Permanent Job Order (goes inside <SSTART> and <SEND>.

<SQTY> ## The Qty of a Job Cost entry for a Permanent Job Order (goes inside <SSTART> and <SEND>.



66

<SCHRG> #######.## The charge value of a Job Cost entry for a Permanent Job Order (goes inside <SSTART> and <SEND>.

<TDAYS> ## Timesheet Days <THRS> #######:## Total Hours and Minutes on this Timesheet <TAMT> #######.## The total value for Time worked only

excluding Sundry Charges and Rechargeable Allowances.

<TTOT> #######.## Total Amount on this Timesheet including Sundry Charges and Rechargeable Allowances

<IHRS> #######:## Invoice Hours <IAMT> #######.## The total monetary value of the current

Timesheet including Sundry Charges and Recoverable Allowances.

<GST> <VAT>

######.## GST/VAT payable on the Invoice line item

<IAMTG> ######.## Line Total including GST /VAT <VATFLAG> (UK) 1, 2 or 3 VAT Rate Number <VATRATE> (UK) ##.### VAT Rate Percentage <ECODE> 7 alpha Employee code <FNAME> 35 alpha Employee’s/Candidate’s First Name. <SNAME> 40 alpha Employee’s/Candidate’s Last Name. <ENAME> 40 alpha,

35 alpha Employee’s/Candidate’s complete Name (Last Name first).

<CHRNAME> 35 alpha Employee/Candidate’s First Name <ECAT> 4 alpha Employee Category <EEMAIL> 40 alpha Employee’s Email Address <EFAX> 15 alpha Employee’s Fax Number <STRADE> 30 alpha Subcontractor Trading Name <SABN> (AU) ## ### ### ### Subcontractor ABN (AU) TIMESHEET RECOVERABLE ALLOWANCES (between TSTART and TEND) <TCODE#> A### Allowance code 1 to 5 (A200 to A999) <TDESC#> 20 alpha Allowance Description <TNUM#> ## Number of Allowances to be Invoiced (eg 5) <TBILL#> ####.#### Charge Rate per Item <TBAMT#> ####.## Total Charge Amount for this Allowance RECEIPT COMMANDS (use in Document after RSTART and before REND) <AAMT> -#######.## Print the Transaction value with sign (ie

Invoice with credit value and Receipts will print with leading ‘-‘

<RDATE> ##/##/## The Date of the Current Receipt Transaction. <RREF> 10 alpha The Reference on the Current Transaction. <RTYP> 9 alpha The Type of Transaction (Permanent,

Temporary, Sundry Receipt or Adjustment). <RDES> 20 alpha Any Narration on the Current Transaction.

For Formatted Invoices ONLY. Separate detail for use in Manual Invoices under Timesheet Commands on previous page of this Manual.

<RAMT> #######.## The Amount of the Current Transaction. <RTOT> #######.## The total Value of the Receipt Transactions

printed for this Invoice. CLIENT COMMANDS (use anywhere in Document template between BODYSTART and BODYEND) *M* <CLCODE> 7 alpha Client Code. *M* <CLIENT> 45 alpha Client Name.



67

*M* <ADDRESS#> 30, 25, 25 & 25 alpha

Client’s Address lines 1 to 6 (WILL BE overwritten by Postal Address).

*M* <POSTCODE> <ZIPCODE>

8 alpha Client’s Post/Zip Code (WILL BE overwritten by Postal Address).

*M* <SADDRESS#> 30, 25, 25 & 25 alpha

Client’s Address lines 1 to 6 (NOT overwritten by Postal Address).

*M* <SPOSTCODE> <SZIPCODE>

8 alpha Client’s Post/Zip Code (NOT overwritten by Postal Address).

*M* <CEMAIL> 40 alpha Client’s Email Address *M* <CFAX> 15 alpha Client’s Fax Number *M* <OB> #######.## The Opening Client Debtors Ledger Balance. *M* <AGE#> #######.## Aged Balances for the Client (AGE1 is

Current, AGE2 is 30 Days or 7 Days etc). *M* <CONTACT> 25 alpha Client principal Contact Person. *M* <TITLE> 25 alpha Contact Person’s Title. *M* <REFER> 20 alpha Referral Information *M* <COMMENT> 36 alpha Client Comment *M* <ABN> (AU) ## ### ### ### Client ABN *M* <TERMS> ## Credit Terms in days *M* <LIMIT> ####### Credit Limit Amount *M* <DUEDATE>

<DUEDATE###> ##/##/## Prints the Invoice Date + the number days in

Credit Terms, unless is the form DUEDATE### in which case the date will be the Invoice Date, plus the number of days following DUEDATE

JOB ORDER COMMANDS (use after JSTART and before JEND) *M* <JOB> 7 alpha Job Order code. *M* <JOBDES> 40 alpha Job Order Position Description. *M* <STEXT> Job Order Description text for a Permanent

Job Order *M* <JCOMM> ##/##/## Job Commencement Date <JCOMP> ##/##/## Job Completion Date *M* <JOBSTART> 00:01 The Job Order Start Time *M* <JOBEND> 23:59 The Job Order End Time *M* <JOBPHONE> 40 alpha Person who phoned in the Job Order *M* <JOBCON> 40 alpha Job Order Client Contact Person. *M* <JORDER> 15 alpha Client Job Order Purchase Order Reference *M* <JCLASS> 20 alpha Job Position Classification from Job Order <ADDx> 1-5 Job Order Additional Information

1 Reports to 2 Qualifications 3 Interviews 4 Salary Range 5 Other Benefits

<JREV> 6 alpha Job Order Revenue code <JCONS#> 6 alpha Job Order Consultants 1 to 3 <JSPLIT#> ### The Percentage Split for the Job Order for

Revenue and Costs across up to 3 Consultants

*M* <PERCENT> ###.## Percentage Fee Rate for a Perm Placement *M* <JOBSCL> 6 alpha Job Order Duration Time scale description

(ie Hours, Days, Weeks or Months). *M* <JOBDUR> #### Job Duration – anticipated maximum

number of hours. *M* <SALARY> ###### The Salary/Salary package for a Permanent

Placement. GRAND TOTAL (prints the cumulative total on the Invoice)



68

*M* <FORWARD> #######.## Balance brought forward from previous page (cumulative total of Invoice)

*M* <GSTTOT> <VATTOT>

#######.## GST/VAT Total Amount on Invoice

*M* <GSTTAXABLE> <VATTAXABLE>

#######.## The Total Invoice Amount upon which GST/VAT IS payable

*M* <GSTFREE> <VATFREE>

#######.## The Total Invoice Amount upon which GST/VAT is NOT payable

<GSTINC> #######.## GST Included in Rate/Amount <ITOT> #######.## The total cumulative value of Timesheets

printed on this Invoice including GST. <ITOTEX> #######.## The total cumulative value of Timesheets

printed on this Invoice EXCLUDING GST. *M* <GTOT> #######.## Grand Total of the Invoice (includes)

Transactions in the Receipts area. This Command should only be used in a Multiple Timesheet-per-Invoice template. This is the Total Outstanding Amount for the Client, including the Invoice being printed. Use only if the <OB> command is used in the layout.

TABULAR/COST PLUS INVOICES “Cost Plus” Invoices start with the Hourly

Pay Rate and calculate and print separate add-on amounts (like Super, Payroll Tax, Admin Charge, etc) in multiple columns across the page.

<AM#> ######.## Charge Amount for each Rate <AMP#> ######.## Pay Amount (same as PAY) <M#> #.#### Rate Book Overhead multiplier ( 1 to 6) for

current column Pay Rate (1-6) <MFEE> ######.## Full Amount across the column (PAY + M1 +

M2 + M3 etc) ie Row total of PAY+M1-M6 <MFEETOT> ######.## Total of all MFEEs for current Invoice. ie

Column total of MFEE <MT#> ######.## Total of column (MT1 is total of all M1 totals

on the Invoice) <HT#> Total of Hours at Rate column (HT1 is total of

all HR# values on Timesheets on this Invoice) <PAY> ######.## Pay Rate paid to Employee <PTOT> ######.## Total of all Amounts Paid to Employee <RAP#> ######.## Hourly Pay Rate calculated from multipliers

(but not special Pay Rates) DAILY INVOICES <TSDATE> ##/##/## Date <TSDAY> 10 alpha Day of Week <TSSTARTA>

<TSSTARTB> <TSSTARTC>

Start of shift

<TSENDA> <TSENDB> <TSENDC>

End of Shift

<TSBREAK> Minutes break during shift USE COMMANDS MARKED *M* FOR FORMATTED MANUAL INVOICES



69

4.11 ACCOUNTS PAYABLE REMITTANCE/CHEQUE You can use these Variable Names if your target module prints Accounts Payable Remittance Advices ie if you are using:

Accounting Accounts Payable Payment Print Cheque/Remittances;

Code Company Information <FNAME> User’s Company Name <ECODE> Company Number <FAX> Company’s Fax Number <TNUM> Company Phone Number Code Accounts Payable Account (supplier) information <CREDITOR> Accounts Payable Code <ENAME> Accounts Payable (Supplier) Name <CADDRESSx> Address Line 1-5 <CPOSTCODE> Post Code <CCONTACT> Contact Person <ABN> Australian Business Number <BSB> BSB details <BACT> Bank Account number <PHONE> Phone number <EMAIL> Email Address <GST> GST Amount <TODAY> User Entry Date (DD/MM/YY) <INVPAGE> Remittance Advice Page Number Code Format Control <BODYSTART> Marks the start of the page formatting and drawing commands for the

Document – ie the line drawing, column headings etc. <BODYEND> Marks the end of the Document page design commands <BLOCKSTART##> In conjunction with the <BLOCKEND> command sets the number of

lines to be used as the print region in the body of the Invoice <BLOCKEND> See <BLOCKSTART> <ISTART> Marks the start of the section listing Invoices that will be paid <IEND> End of the Invoice list <IEND+> End of the list of payable Invoices, but positioned at the end of the

defined area Code Individual Detail of Invoices Paid <IDATE> Invoice Date <SDES> Invoice Description <SAMT> Invoice Due Date <IREF> Invoice Reference Number <RTYP> Type (Invoice/Credit Note) <IAMT> Invoice Amount <TAX> Tax Payable on Invoice <ANUM> Number of items on the Invoice Code Formatting of cheque layout <CHEQUE> Start of cheque printing section of the format <CEND> End of cheque printing section of the format <NUMBER> Cheque Number



70

<COL#> Cheque amount in words for each column (or pre-printed box) printed on cheque. Seven Column headings are available: 1 Hundreds of Thousands (eg TWO) 2 Tens of Thousands 3 Thousands 4 Hundreds 5 Tens 6 Units 7 Cents in the form 99

<BDES> Cheque Amount in words where no columns are pre-printed on cheque eg One Thousand Two Hundred Dollars and 25 Cents

Code Other <ILEN> Sets the maximum number of printing lines in the timesheet printing

section of the advice (if any). When the cumulative number of timesheet print lines (printing as defined by the <ISTART> command) exceeds this number, the program automatically “page feeds” to the next advice form.

<CREDITOR> For contract Job Orders, where a creditor is nominated, the accounts payable code

<ITOT> The total cumulative value of invoices printed on this advice. <NUMBER> Cheque number

4.12 CLIENT STATEMENTS You can use these Variable Names if you select Client Accounts Receivable Statements ie if you are using:

Reports Client and Accounts Receivable Reports Accounting Statements

Command Default Description <RLEN###> 10 The WorkDESK Statement module is capable of

printing a Weekly Statement, with the Opening Balance and Cash Received since listed (the number of days Receipts listed is defined by the RDY command). This command sets the maximum number of printing lines in the Receipts section of the Statement (if any). If the number of Receipt lines (printing as defined by the <RSTART> and <REND> commands) exceeds this number, then the program automatically “page feeds” to the next Statement form.

<TLEN###> Number of timesheets to print before starting a new Statement page.

<BODYSTART> Marks the start of the page formatting and drawing commands for the Document - ie the line drawing, column headings etc.

<BODYEND> Marks the end of the Document page design commands.

<RDY##> 1-99 Sets the Number of Days Receipt Transactions you wish shown on the Statement in the Receipts Section. RDY99 examines all receipts for the particular Client. RDY uses the current System Date, not the Data Entry Date.

<ST> This Command placed at the beginning of a Print Line will cause the line to not print if all Numeric Values (except Hourly Rates) specified on the Line are 0.



71

<RSTART> Marks the start of the Receipt Section of the Statement. This Command must be used if Receipts are to be printed on the Statement. It enables Data to be obtained for use with the Receipt Commands listed below. All Lines defined between this Command and the Command <REND> will be repeated for each Receipt listed on the Client and within the period of Days defined by the Command <RDY99>.

<REND> Marks the end of the Receipt section of the Statement. <SDATE> ##/##/## Statement Date RECEIPT COMMANDS (use in Document after RSTART and before REND) <RDATE> ##/##/## The Date of the Current Receipt Transaction. <RREF> 10 alpha The Reference on the Current Transaction. <RTYP> 9 alpha The Type of Transaction (Permanent, Temporary,

Sundry Receipt or Adjustment). <RDES> 20 alpha Any Narration on the Current Transaction. <RAMT> #######.## The Amount of the Current Transaction. <RTOT> #######.## The total Value of the Receipt Transactions printed for

this Statement. CLIENT COMMANDS (use anywhere in Document template between BODYSTART and BODYEND) <CLCODE> 7 alpha Client Code. <CLIENT> 45 alpha Client Name. <ADDRESS#> 30, 25, 25 &

25 alpha Client's Address lines 1 to 6.

<POSTCODE> 8 alpha Client's Post Code. <EMAIL> 40 alpha Client’s Email Address <FAX> 15 alpha Client’s Fax Number <SALUT> 40 alpha Client’s Contact Greeting/Salutation <OB> #######.## The Opening Debtors Ledger Balance for the Client. <AGE#> #######.## Aged Balances for the Client (AGE1 is Current, AGE2

is 30 Days or 7 Days etc). <CCONTACT> 25 alpha Client Principal Contact Person. <CTERMS> ### Number of days Credit allowable <CLIMIT> ####### Client Credit Limit <CHOLD> 11 alpha If the Client is on Credit Hold “Credit Hold” will print

otherwise a space will print GRAND TOTAL (prints the cumulative total on the Statement) <TTOT> #######.## Total value of all Timesheets printed on this

Statement <GTOT> #######.## Grand Total of the Statement (includes) Transactions

in the Receipts area. This Command should only be used in a Multiple Timesheet-per-Statement template. This is the Total Outstanding Amount for the Client, including the Statement being printed. Use only if the <OB> command is used in the layout.



72

4.13 EMAIL COMMANDS The minimum you need in a Document to create an email compatible Document is <BODY> /<BODY>. Email Documents can be plain text or HTML formatted with graphics and text.

Some recipients may not be able to receive HTML emails and each Candidate/Client has a select box to specify Text Only and disable HTML transmission . WorkDESK will attempt to strip the HTML specifics from your Document when it is sent to a recipient who has Text only selected. When using HTML commands you need to follow the rules of writing HTML code. These rules and the commands available to you are outside the scope of this Manual. If you are not familiar with authoring HTML documents we recommend you purchase a book on HTML available from any good technical bookshop. Before a Consultant may send Documents formatted as an email, the Consultant must have a correctly formatted email address in System Miscellaneous Maintenance Consultants Add/Alter. You may request to receive a Delivery Receipt/Read Receipt from your recipient. Please be aware, that your recipient must have both these facilities available for your email to be acknowledged (not a WorkDESK issue). The Receptionist default Consultant Code ‘!REC’ is not a valid Consultant Code for the purposes of emailing from WorkDESK. Variable Name Candidate Information <BODY> Commences the body of the document. Requires a </BODY> tag

elsewhere in the document (see example below). This tag may be in lowercase.

</BODY> Marks the end of the body section of the document. Requires a matching <BODY> somewhere above this code.

<TITLE> </TITLE>

Text between these two tags will appear in the ‘Subject:’ field of the email.

<HTML> </HTML>

Text between these two tags is to be treated as HTML.

The following is an example of a ‘Congratulations’ Email Document to be sent to a Candidate.

<TITLE>Congratulations</TITLE> <html> <body> Dear <AFNAME> Congratulations on your new position at <CLIENT> starting on <JCOMM> at <JSTART>. I will give you a call after you start and look forward to hearing how you are settling in. I would personally like to thank you for registering with WorkDESK Recruitment and giving us the opportunity to find this position for you. Good luck on <JCOMM>. Keep in touch! Kindest Regards <CONS> CONSULTANT </body> </html>



73

4.13.1 INVOICE ADVICE EMAIL COMMANDS Use these Variable Names to create a Document to accompany an Emailed Invoice to a Client. If the selection to email separate invoices to a Client is made multiple emails are sent to the Client for each Invoice, otherwise, where there are multiple Invoices for the Client, commands that deal with a specific Invoice will contain information for the last Invoice: Code Description <CLIENT> Client Name <CONTACT> Client’s Principal Contact Name <CEMAIL> Client Principal Contact Email Address <CFAX> Client Principal Contact Fax Number <COMMENT> Client Comment <CLCODE> Client’s Code <TITLE> Principal Contact Person’s Title <ADDRESS#> Address lines 1 to 6. Uses Mailing Address line 1 to 6 if Mailing

Address is to be substituted. <POSTCODE> Post Code <SADDRESS#> Client Street Address lines 1 to 6 <SPOSTCODE> Client Street Address Post Code <CONS> Consultant’s Name <CONSEMAIL> Consultant’s Email Address <CONSTITLE> Consultant’s Title <CONSMOBILE> Consultant’s Mobile <CONSCODE> Consultant’s Code <DATE> Invoice Date <GTOT> Invoice total (same as <ITOT>) <ITOT> Invoice total (same as <GTOT>) <INVOICE> The Invoice Number <IREF> The Invoice Number <IDATE> The Date (Week Ended Date) of the Current Timesheet or the

Permanent Guarantee Expiry Date The below list of commands should only be used if the Invoice Layout does not include the <JSTART> and/or <ISTART> commands (i.e. you are printing invoices that contain only one Timesheet (Employee\Job Order)). <ECAT> Candidate’s Category (Candidate has matching Employee Code) <ENAME> Employee Last Name, First Name <EMAIL> Candidate’s email address (Candidate has matching Employee Code) <EFAX> Candidate’s fax number (Candidate has matching Employee Code) <JCLASS> Job Position Classification from Job Order <JCOMM> Job Order Commencement Date <JOB> Job Order Code <JOBCON> Job Order Contact Person <JOBPHONE> Person who phoned in the Job Order <JOBDES> Job Order Position Description <JORDER> Client Purchase Order Reference from Job Order <REFER> Client’s Referral Information

4.13.2 PAY ADVICE EMAIL COMMANDS Use these Variable Names to create a Document to accompany an Emailed Pay Advice to an Employee/Candidate. An Employee must have a matching Candidate (same Code) as the email address is taken from the Candidate record: Code Description



74

<ADDRESS#> Address lines 1 to 5 <CHRNAME> Employee’s First Names <CONSCODE> Consultant Code <CONSNAME> Consultant Name <ECODE> Employee Code <ENAME> Employee Last Name, First Name <EMAIL> Candidate’s email address (Candidate has matching Code) <FROMDATE> Payrun From Date <FNAME> Employee's first name (first word up to space) <POSTCODE> Post Code <PHONE> Employee’s Phone Number <SNAME> Employee’s Surname. <T> Employee Title - Mr, Ms, Mrs, Miss, Dr, Sir, Dame, Lord, Rt Hon, Prof,

Ass Prof, Br, Sr, Fr, Moth <TODATE> Payrun To Date <ATTACH FILENAME>

Used to attach a document such as a blank Timesheet to the email. The FILENAME specified must exist in the TEMPSYS\TEXT\LAYOUTS directory and must be the full file name (i.e. TIMESHEET.PDF, XMASCARD.JPG etc). Multiple files can be attached by specifying the filenames in the command (i.e. <ATTACH TIMESHEET.PDF, XMASCARD.JPG, NEWSLET.DOC>).

4.13.3 REMITTANCE ADVICE EMAIL COMMANDS Use these Variable Names to create a Document to accompany an Emailed Accounts Payable Remittance Advice: Code Description <CADDRESS#> Address Line 1-5 <CCONTACT> Contact Person <CONSCODE> Consultant Code <CONSNAME> Consultant Name <CPOSTCODE> Post Code <CREDITOR> Accounts Payable Code <EMAIL> Email Address <ENAME> Accounts Payable (Supplier) Name <PHONE> Phone number

4.13.4 RESUME ‘CARRIER’ EMAIL COMMANDS Use these Variable Names to create a Document to accompany an Emailed Resume: Variable Name Candidate Information <ADDRESS#> Candidate's Address Line 1 – 5 <APPCODE> Candidate’s Code <CHRNAME> Candidate's Christian or Fore Name(s) <EMAIL> Candidate’s Email Address <FAX> Candidate’s Fax Number <FNAME> Candidate's First Name <PHONEH> Candidate's Home Phone Number <PHONEB> Candidate's Business Phone Number <PHONEM> Candidate's Mobile Phone Number <POSTCODE> Candidate's Post Code <SURNAME> Candidate's Surname



75

<T> Candidate Title - Mr, Ms, Mrs, Miss, Dr, Sir, Dame, Lord, Rt Hon, Prof, Ass Prof, Br, Sr, Fr, Moth

<ZIPCODE> (US only) State and Post Code Variable Name Client Information <CCONTACT> Client Contact Person <CEMAIL> Client’s Email <CONSCODE> Consultant Code <CONSNAME> Consultant Name <CFAX> Client’s Fax Number <CLICODE> Client's Name <CLIENT> Client's Name <CADDRESS#> Client's Address Lines 1 to 6 <CPOST> Client's Post Code <CPHONE> Client Phone Number Variable Name Client Information <JOBCODE> Job Order Code <JOBTITLE> Job Title <JOBCONTACT> Job Order Contact Person <JOBSTART> Job Order Start Date <JOBEND> Job Order Completion Date

4.14 SMS COMMANDS Use this to create an SMS Document. An SMS Document must not be more than 160 characters transmitted length. When calculating the transmitted length the actual text from the Candidate/Client record is used. For example, when transmitting <ADDRESS1> from the Client file, characters used are the length of the Client Address 1 field not the eight characters of <ADDRESS1>. When writing a Document Layout for SMS, in addition to the following, use the commands from Section 4.4 Action Letters (see page 48) to complete your message. Variable Name Candidate Information <SMS> This command must appear as the first text in the Document.

This is an example of an SMS Document set up to be used as an Action Code:

<SMS><AFNAME>, please call <CONS> on 3377 3677 before <ACTDES1> on <ACTDES2> to be on the shortlist for <JPOSITION> Job. Regards WorkDESK Recruitment.<END>

To create the Action Code, select

System Miscellaneous Maintenance Action Codes Add



76



77

4.15 PRINTING A BULLET POINT A Bullet Point character is located in the standard Microsoft Font ‘Wingdings’. To print a Bullet Point in a WorkDESK Document you have to first set up this font so that WorkDESK may reference it: Select System System Control Printer Setup You will be presented with a list of printers (some of which may be blank). If you are running in a Microsoft Terminal Services/Citrix environment, you will most likely have only a DEFAULT printer set to avoid Window’s creating session printers within WorkDESK.

4.16 ADDING A NEW FONT Select the Printer (click the printer name then click Change Printer Button). WorkDESK is designed to have a maximum of 20 printers so change printer rather than Adding new ones. The screen will display similar to the following:

Click Add button and enter the WorkDESK Font number you will use to reference the font. As part of this process, you will define a numeric entry (numbered 11 to 99) to allow the Document Writer to reference your chosen font.



78

When setting up a printer, the printer will have a Default Font (see Font Selection Button on the Printer Settings screen). You will need to create a Font Reference for your Default Font as well as any additional Fonts you may need. In this example we are using Ariel as Default and Wingdings for the bullet points:

Enter the Font number you will use within WorkDESK and press Select Font:

Select the Font, Font Style and Size as shown above then click OK. Click Continue on the Printer Settings screen. Repeat the above steps adding font 21 as Wingdings. The following will be the result in the printer settings screen.



79

Click Save to store your changes in the system. You will need to repeat this process for every printer where Document Writer will need access to bullet point printing.

4.17 SELECTING A FONT Select System Miscellaneous Maintenance Documents Add (or Alter) the Document.

• The key requirements are to have as the very first instruction, the selection of your default font (eg <P20>)

• Set the Left Margin to be used for your letter (eg <LMARGIN014> for 1.4 inches from the page edge)

• Set the Right Margin for the right hand side of the document (eg <RMARGIN070>)

• At the point you wish to insert the Bullet Point, use another Left Margin setting to position the Bullet Point (eg <LMARGIN018>)

• Select your Wingdings font (eg <P21>) • In the Wingdings font the letter ‘l’ (L for LIMA) is the character which

corresponds to the Bullet Point • Set the Left Margin at the point where the text for the Bullet Point will

commence printing. Text which wraps to the next line will print from this point. If you wish to fold the lines of text at a different Right Margin than is set for the page you may use another <RMARGINxx> command at this point (eg <LMARGIN020> or <LMARGIN020><RMARGIN050>)

• Reset the font back to the font used for the letter or the font you wish to use for the Bullet Point text (eg <P20>)

• Enter the text to appear as a bullet point.



80

4.18 THE BULLET POINT EXAMPLE When you put all these instructions together you would have the following:

<LMARGIN018><P21>l<LMARGIN020><P20>This is text point 1

<P20> <LMARGIN014><RMARGIN070><POINTS12> <TODAY> <LINE002> <S><CONTACT> <S><TITLE> <S><CLIENT> <S><ADDRESS1> <S><ADDRESS2> <POSTCODE> <S><ADDRESS3> <S><ADDRESS4> <LINE003> Dear <SALUT> This is an example of a letter printing out a bullet point: <LMARGIN018><P21>l<LMARGIN020><P20>This is text point 1 <LMARGIN018><P21>l<LMARGIN020><P20>This is text point 2 <LMARGIN018><P21>l<LMARGIN020><P20>This is text point 3 <LMARGIN014> This is normal text. blablabla this bla bla bal. This is normal text. b

When this is printed/previewed in the Document Writer screen the following appears:



81

5 DOCUMENTWIZARD WORKSHOP 5.1 STANDARD DOCUMENT LAYOUTS

Your WorkDESK system already contains a set of standard DocumentWriter layouts. You can customise these layouts to suit the needs of your organisation, or you can use these standard layouts as examples to give you ideas for the creation of your own layouts. These can also be created automatically for you using the DocumentWizard. The standard layouts that come with your WorkDESK system are:

Casual Invoices - (used for Temporary Invoices only) Layout Description INVTA1 Single timesheet per Invoice – Style A INVTA2 All timesheets per Job Order on one Invoice – Style A INVTA3 All timesheets for a Client on the one Invoice – Style A INVTA4 Single timesheet per Invoice. Two Invoices per A4 sheet – Style A INVTB1 Single timesheet per Invoice – Style B INVTB2 All timesheets per Job Order on one Invoice – Style B INVTB3 All timesheets for a Client on the one Invoice – Style B INVTB4 Single timesheet per Invoice. Two Invoices per A4 sheet – Style B Contract Invoices- (used for Subcontractor Invoices only) Layout Description INVCA1 Single timesheet per Invoice – Style A INVCA2 All timesheets per Job Order on one Invoice – Style A INVCA3 All timesheets for a Client on the one Invoice – Style A INVCA4 Single timesheet per Invoice. Two Invoices per A4 sheet – Style A INVCB1 Single timesheet per Invoice – Style B INVCB2 All timesheets per Job Order on one Invoice – Style B INVCB3 All timesheets for a Client on the one Invoice – Style B INVCB4 Single timesheet per Invoice. Two Invoices per A4 sheet – Style B Permanent Invoices- (used for Permanent Invoices only) Layout Description INVPA Permanent placement Invoice style A INVPB Permanent placement Invoice style B INVPC Permanent placement Invoice style C Statements Layout Description STATA Standard Statement style A STATB Standard Statement style B STATC Standard Statement style C Remittance Advices Layout Description REMA1 Remittance Advice, no cheque – Style A REMA2 Remittance Advice with cheque – Style A REMB1 Remittance Advice, no cheque – Style B REMB2 Remittance Advice with cheque – Style B REMC1 Remittance Advice, no cheque, two per page – Style C



82

Pay Advices Layout Description PAYA1 Pay Advice, no cheque – Style A PAYA2 Pay Advice with cheque – Style A PAYA3 Pay Advice, no cheque, two per page – Style A PAYB1 Pay Advice, no cheque – Style B PAYB2 Pay Advice with cheque – Style B PAYC1 Pay Advice, no cheque – Style C PAYC2 Pay Advice with cheque – Style C Resumé Layout Description RESUMEA Resume Style A RESUMEB Resume Style B RESUMEC Resume Style C RESUMED Resume Style D RESUMEE Resume Style E Action Letters Layout Description AAC Candidate - Confirm position start date AAD Candidate - Confirm Permanent placement AAE Candidate – Thanks for registering AAF Candidate – Thank you, unsuccessful ACA Client – Followup, unsuccessful visit ACB Client – Followup, successful canvas ACC Client – Followup, successful visit ACD Client - Confirm Permanent Job Order ACE Client - Confirm placement ACF Client - Confirm Temporary Job Order Labels Layout Description LABELA Candidate labels for laser printer – 24 labels per page LABELC Client labels for laser printer – 24 labels per page LABELE Employee labels for laser printer – 24 labels per page The following pages of this manual contain examples of these standard Document layouts and how you could create them using the DocumentWizard. Each of these layouts is also available by “Adding” the code in the DocumentWriter Add tab.



83

5.2 FORMATTED INVOICE/STATEMENTS To use this layout: Accounting Accounts Receivable Formatted Invoice/Statements

This tutorial shows you how to create a two Invoice per page version of INVTB2. If you wish to modify this layout in any way after it has been created and saved you will need to use the “Alter” option. Step 1: In DocumentWizard, choose the Invoice design and select style B as the layout style. Press Next.

Step 2: To create a Temporary Invoice that has all timesheets for one Job Order on an Invoice, with two Invoices per page, select “Temporary” for the type of Invoice, “All Timesheets on one Job Order on one Invoice” for presentation and “Two Invoices” for number of Invoices per page.

Step 3: To print your company name and address on the Invoice as well as the formatting lines and headings, choose the “Print both your Company Name and Address” and “Print column lines and headings on Invoice” options. Press Next.



84

Step 4: As the company name and address are appearing on on this layout, you may edit the address lines that will appear on the Invoice. If you did not choose to print your company name or address, you will be taken straight to Step 5. Press Next.

Step 5: The final screen allows you to print the layout source, preview the layout so you can see what the DocumentWizard has created for you, go back to revise your steps and save your Document. The DocumentWizard will provide a default Document name and description which you can change to suit your needs before you save the layout.

Here is the Print Preview of the example layout we have just created.



85

5.3 PRINT CHEQUE/REMITTANCES To use this layout: Accounting Accounts Payable Payment Print Cheque/Remittances

This tutorial shows you how to create REMC1. If you wish to modify this layout in any way after it has been created and saved you will need to use the “Alter” option.

Step 1: In DocumentWizard, choose the Pay Advice/Cheque design and select style A layout style. Press Next.

Step 2: To create a Remittance Advice with no attached Cheque or address, but with formatting. Select include “Pay Advice only” in your layout, select “Two Pay Advices” for number to print per page, select “Do not print Name and Address on Pay Advice” to be printed and “Print column lines and headings on Pay Advice”.

Step 3: This final screen allows you to print the layout source, preview the layout so you can see what the DocumentWizard has created for you, go back to revise your steps and save your Document. The DocumentWizard will provide a default Document name and description which you can change to suit your needs before you save the layout.



86




87

5.4 PRINTED PAY ADVICES/CHEQUES To use this layout: Payroll Payrun Printed Pay Advices/Cheques

This tutorial shows you how to create PAYA2. If you wish to modify this layout in any way after it has been created and saved you will need to use the “Alter” option.

Step 1: In DocumentWizard, choose the Pay Advice/Cheque design and select style A as the layout style. Press Next to take you to the next step.

Step 2: To create a Pay Advice with attached Cheque headings and formatting, but no Company Name or Address, select “Pay Advice and Cheque combined”, “Do not print Name and Address on Pay Advice” as well as “Print column lines and headings on Pay Advice”.




88




89

5.5 CLIENT MAILER To use this layout: Mailing Client Mailer

This tutorial shows you how to create ACE. If you wish to modify this layout in any way after it has been created and saved you will need to use the “Alter” option.

Step 1: In DocumentWizard, choose the Letter design and select style B as the layout style. Press Next.

Step 2: To create a Client letter using a specific font, select “Client” as the letter you wish to write and using the drop down box, select the font you want to use for the letter. If you have no fonts listed there and wish to add one, refer to section 10.4.1 in the WorkDESK Resource Kit for more information. You enter the body of the text into the large box at the bottom. You will notice that we put some formatting commands in the body of the letter. Refer to chapter 4 for commands which you can use in your letter.




90




91

5.6 EMPLOYEE LABELS Mailing Employee Mailer

This tutorial shows you how to create LABELE. If you wish to modify this layout in any way after it has been created and saved you will need to use the “Alter” option. Step 1: In DocumentWizard, select the Labels design. As there is only one style for labels, this option is greyed out. Press Next.

Step 2: To create 24 Employee Labels per page, select “Employees” for label type. The top and bottom label sheet margins control the margin from the top of the sheet to the first label and the distance between the bottom of the last label and the bottom of the page. These are both measured in 10ths of an inch from the top of the page. You can change the font of the label by selecting the font in the font/size selection box. If you have no fonts listed there and wish to add one, refer to section 10.4.1 in the WorkDESK Resource Kit for more information. To create 24 labels per page, we are going to go 3 labels horizontally and 8 labels vertically, enter 3 and 8 in the respective number of labels horizontally and vertically. You can select the starting left margin for the label and the starting top position of the label body using the “Print start position for each label” options.



92

Step 3: The final screen allows you to print the layout source, preview the layout so you can see what the DocumentWizard has created for you, go back to revise your steps and save your Document. The DocumentWizard will provide a default Document name and description, which you can change to suit your needs before you save the layout.




93

5.7 CANDIDATE RESUME To use this layout: File Candidates Other View Resume

This tutorial shows you how to create RESUMEB. If you wish to modify this layout in any way after it has been created and saved you will need to use the “Alter” option.

Step 1: In DocumentWizard, choose the Candidate Resume and select style B as the layout style. Press Next.

Step 2: To create a Resume with the Candidate’s Photo and start each Employee history on a separate page, choose “Include a photograph” and “Continue on the same page”. You can choose whatever font you would like to use with the resume or accept the defaults provided.

Step 3: The final screen allows you to print the layout source, preview the layout so you can see what the DocumentWizard has created for you, go back to revise your steps and save your Document. The DocumentWizard will provide a default Document name and description, which you can change to suit your needs before you save the layout.



94


CHAPTER 6 Step by Step Tutorials


95

6 CREATING DESIGNS - STEP BY STEP

The following pages give step by step instructions to manually create an Invoice (all Timesheet combinations), Pay Advice, Resume, Client Letter and Label Layout. You must first understand the contents of WorkDESK DocumentWriter Manual, Chapters 1 to 5.

6.1 TEMPORARY INVOICE

There are three forms in which a WorkDESK Invoice can be printed:

1. A single Timesheet per Invoice 2. All Timesheets per Job Order on the one Invoice 3. All Timesheets per Client on the one Invoice

This Invoice Document tutorial explains how to create these three different types of Invoice layouts and is based upon standard Document Layouts INVTB1 to INVTB3.

Step 1: The first step in creating your Invoice layout is to enter commands to establish the overall page structure of the Document. For further information about these commands, see section 4 of this Manual. Type in the following commands:

<LMARGIN004><RMARGIN080><BMARGIN117><DPMAX2> <ILEN10> <-#> <BODYSTART>

COMMAND DESCRIPTION

LMARGIN004 Sets the Left hand margin to be 4 tenths of an inch from the left hand margin of the page.

RMARGIN080 Sets the Right hand margin to be 80 tenths of an inch from the left hand margin of the page.

BMARGIN117 Sets the bottom margin to be 117 tenths of an inch from the top of the page.

DPMAX2 Specifies that the Maximum number of decimal places to be printed for any rates will be 2. The default value for DPMAX is 4.

ILEN10 Sets the number of Timesheet lines to be printed on one Invoice page to 10. When 10 lines of Timesheet detail have printed, a page feed will occur and the commands between BODYSTART and BODYEND (see below) will be replayed

-# Resets the current page number to 1 BODYSTART

and BODYEND These commands work together. All other commands that appear between BODYSTART and BODYEND will be “re-played” when the number of Timesheet lines to be processed on an Invoice form is exceeded (the number specified by ILEN). A new piece of paper is loaded and the boxes, lines and text are drawn for the new page.



96

Step 2: Positions boxes and lines on the page, as well as printing appropriate column and other headings. Full description of the GBOX and GLINE commands is given under the System Variables section of section 4 of this Manual.

Type in the following commands:

<GLINE1,12,4,0,36><GLINE1,24,4,0,36> <GBOX1,10,24,4,3,10><GBOX1,10,35,4,3,74><GBOX1,0,38,4,3,74> <GLINE1,35,10,6,0><GLINE1,35,63,6,0> <GBOX1,10,43,4,3,74><GBOX1,046,4,41,74> <GLINE1,43,10,44,0><GLINE1,43,28,44,0><GLINE1,43,48,44,0> <GLINE1,43,56,44,0><GLINE1,43,64,44,0><GLINE1,106,4,0,74>

COMMAND DESCRIPTION

GBOX & GLINE

print the column lines and boxes on the page for the top half of the Invoice Document.

The measurements for the GBOX and GLINE commands are always in 10ths of an inch, EXCEPT the 1st and 2nd parameters in the GBOX command, which are the line width in pixels, and the shading percentage, respectively. ALSO, the 1st parameter on the GLINE command is the line width in pixels.

NOTE: ONLY ONE OF the Width OR the Height for the GLINE command

can have a value (ie one of these values must be zero). You can only print vertical or horizontal lines, not diagonal.

Step 3:

Defines standard text that will appear on each page of the Invoice. Type in the following commands:

<POINTS36><HV11><HH04>Invoice <POINTS12><HV18><HH04>Date: <DATE> <HH04>Invoice Number: <INVOICE> <HH04>ABN <HV26><HH06>Client <HV26><HH16><CLIENT> <S><HH16><ADDRESS1> <S><HH16><ADDRESS2> <S><HH16><ADDRESS3> <ADDRESS4> <POSTCODE> <HV37><POINTS10>Page<HH11>Attention<HH66>Purch. Order <HV40><INVPAGE><HH11><JOBCON><HH66><JORDER> <HV45>Date<HH11>Employee/Allowance<HH29>Position <HH50>Position<HH50>Rate<HH57>Hrs/No.<HH68>Amount <CLEARTABS><SETTAB11><SETTAB29><SETTAB53><SETTAB61><SETT

AB74> <POINTS08><HV48><BODYEND>

COMMAND DESCRIPTION

POINTS commands

Sets the font print size for the currently selected font. The current font, will default to the “Default Font” for the currently selected printer, when no font is specifically chosen for this Document

HV commands Sets the vertical print position, measured in tenths of an inch from the top of the page

HH commands Sets the horizontal print position, measured in tenths of an inch from the left of the page

DATE Prints the Invoice Date in the form dd/mm/yy



97

INVOICE Prints the current Invoice number. This number increments by one, each time the END command is encountered by the printing program (see END at Step 5 in this Document layout).

CLIENT Prints the Client’s Name on the Invoice S Stops a blank line printing if all data fields on the line are blank

(ie contain no data). ADDRESS and

POSTCODE commands

Prints out the Client’s Address and Post Code.

INVPAGE Prints the page number of the current Invoice. JOBCON *** Client Contact Person for the first Job Order on the Invoice. JORDER *** Job Order code, for the first Job Order CLEARTABS Clears all the tabs set previously

SETTAB Defines a printing “tab” stop, measured in tenths of an inch from the left hand margin of the page.

NOTE: *** With this format layout, when multiple Timesheets print on one

Invoice, only the Contact Person and Job Order code for the first Job Order will print. To include the Contact Person/Job Order, etc for each individual Timesheet, the relevant commands will need to be included between the JSTART and JEND commands.

Step 4: Prints information from each Timesheet. Type in the following commands:

<FEEDSTART48> <JSTART> <ISTART> <IDATE><TAB><ENAME><TAB><JOBDES><DECTAB><RA1><DECTAB><HR1>

<DECTAB><AM1> <ST><TAB><TAB>

<BDES2><DECTAB><RA2><DECTAB><HR2><DECTAB><AM2> <ST><TAB><TAB>

<BDES3><DECTAB><RA3><DECTAB><HR3><DECTAB><AM3> <ST><TAB><TAB>

<BDES4><DECTAB><RA4><DECTAB><HR4><DECTAB><AM4> <ST><TAB><TDESC1><TAB><DECTAB><TBILL1><DECTAB><TNUM1><DECTA

B> <TBAMT1> <ST><TAB><TDESC2><TAB><DECTAB><TBILL2><DECTAB><TNUM2><DECTA




B> <TBAMT5> <ST><TAB><SDES><TAB><TAB><TAB><DECTAB><SAMT> <IEND> <JEND>

COMMAND DESCRIPTION

FEEDSTART This setting indicates where the Timesheet information will start printing, measured in tenths/thosandths of an inch from the top of the page.

JSTART& JEND ***

If these commands, plus ISTART and IEND are included in your format, all Timesheets for all Job Orders for a Client will be printed on one Invoice.

ISTART & If these commands are included in your format, print all



98

IEND *** Timesheets for any one Job Order on the one Invoice. TAB Tabs to the next tab position defined by the SETTABS command

DECTAB Tabs the decimal point of the value to the nearest position defined by the SETTABS command

IDATE Prints the Invoice date ENAME Print the Employee’s name JOBDES Prints the Job Order Description

RA1 to RA4 Prints the Charge Rate for each of the 4 hourly Charge types AM1 to AM4 Prints the amount Chargeable for each of the 4 hourly types. HR1 to HR4 Prints the hours worked on the Timesheet for each of the four

Hourly Rates. TDESC1 to 5 Timesheet Allowance Descriptions for Allowances 1 to 5 TBILL1 to 4 Timesheet Allowance Charge Rate per item for Allowances 1 to 5 TNUM1 to 5 Number of Timesheet items for Allowances 1 to 5 TBAMT1 to 5 Total Charge Amount for Timesheet Allowance 1 to 5

SAMT Timesheet Sundry Charge amount SDES Timesheet description of any Sundry Charge amount

NOTE: *** This layout will print All Timesheets for All Job Orders for a

Client on the one Invoice. To print All Timesheets for a Job Order only, on an Invoice, remove the <JSTART> <JEND> commands. To print a Single Timesheet per Invoice, remove the <JSTART> <JEND> and <ISTART> <IEND> commands.

Step 5:

Prints the Invoice Total and ends the Document.


<REM>Total box. <CLEARTABS><SETTAB74> <REM>Totals boxes <GBOX1,10,87,56,3,8><GBOX1,0,87,64,3,14> <GBOX1,10,87,48,3,16><GBOX1,0,87,64,3,14> <GBOX1,10,90,48,3,16><GBOX1,0,90,64,3,14> <GBOX1,10,93,48,3,16><GBOX1,0,93,64,3,14> <POINTS12><HV89><HH49>Invoice Amount<DECTAB><ITOT> <POINTS12><HV92><HH49>GST<DECTAB><GST> <POINTS12><HV95><HH49>TOTAL<DECTAB><ITOT> <END>

COMMAND DESCRIPTION

ITOT ITOT prior to GST command is Invoice Total before GST ITOT after GST command is Invoice Total Including GST

GST GST Amount for the Invoice (Australia after 1/7/2000) END End of the Document Layout. Increments Invoice Number by one

and proceeds to the next Timesheet, or proceeds to the next Job Order (with ISTART), or proceeds to the next Client (with JSTART & ISTART).

Step 6:

You have now created an Invoice layout using the WorkDESK DocumentWriter. To save and test your Document, follow these instructions:

• Press the SAVE button. • Display your new Document using the PREVIEW button.



99

• Select the Test Print option from the option bar to print a copy of the Document

Note: When you do a Test Print, the commands that are in the layout will be printed on the page. If your design does not print out the same as the INVTB1A example in the WorkDESK DocumentWriter Manual, then you have made a mistake when entering your layout. Try to locate these problems by checking your layout line by line.

6.2 CLIENT LABELS

The following tutorial shows how to create a Client Label. The tutorial is based upon LABELC – with 24 Client Labels per A4 page.

Step 1:

The first step to this Label establishes the boundaries of the Label sheet. Type in the following commands:

<LMARGIN6><RMARGIN080><REM>Client Label <TMARGIN5><BMARGIN120>

COMMAND DESCRIPTION LMARGIN6 Sets the left hand margin of the label sheet to be 6 tenths of an inch

from the left hand side of the page. RMARGIN80 Sets the right hand margin of the label sheet to be 80 tenths of an

inch from the left hand side of the page. REM This is a comment that you can use to describe the line or layout.

TMARGIN5 Sets the top margin of the label sheet to be 5 tenths of an inch from the top edge side of the page.

BMARGIN120 Sets the bottom margin of the label sheet to be 120 tenths of an inch from the top edge side of the page.

Step 2:

Define the number of Labels that are on the sheet and select the font size. Type in the following commands:

<POINTS08><VPARTS8><HPARTS3>

COMMAND DESCRIPTION POINTS08 Set the font print size to 8 points. VPARTS8 Set the number of vertical labels to the page, in this case 8 HPARTS3 Set the number of horizontal labels to the page, in this case 3

NOTE: <VPARTS> with <HPARTS> control how many labels there are on

a page, in this case, we are creating 24 labels per page (8 x 3). If you wanted to create 14 labels per page, you would use <VPARTS7> <HPART2> etc.

Step 3:

Select the Client information we want to appear on the Label. Type in the following commands:



100

<HV7><CONTACT> <CLIENT>

<S><ADDRESS1> <S><ADDRESS2> <S><ADDRESS3> <S><ADDRESS4> <POSTCODE> <END>

COMMAND DESCRIPTION HV7 Positions vertically within the label, 7 tenths of an inch from the

top of the label B and b Turn Bold printing on/off CLIENT Print the Client’s Name.

S Stops a blank line printing if all data fields on the line are blank (ie contain no data).

ADDRESS1 to 4

Print out the Client’s Address lines 1-4

POSTCODE Print the Client’s Post Code END End of layout. Proceed to next label.

Step 4:

You have now created a Label layout using the WorkDESK DocumentWriter. To save and test the Document follow these instructions.

• Press the SAVE button. • Examine your the layout using PREVIEW button.

Note: Some of the commands that are in the layout will be printed on the page. If your design does not print out the same as the LABELC example in the WorkDESK DocumentWriter Manual, then you have mistakes in your Layout. Please check your format line by line.

6.3 CLIENT LETTERS

The following tutorial shows how to create a Client Letter. The tutorial is based upon Client Letter ACE.

Step 1: Select the font and set the Letter page boundaries. Type in the following commands:

<LMARGIN014><RMARGIN070><POINTS12>

COMMAND DESCRIPTION LMARGIN014 Set the left margin to 14 tenths of an inch from the left hand side of

the page RMARGIN070 Set the right margin to 70 tenths of an inch from the left hand side

of the page POINTS12 Set the print size to 12 Point

Step 2:

Print the Name and Address of the Client to whom we are sending the letter.



101


<LINE005> <TODAY> <LINE002> <S><CONTACT> <S><TITLE> <S><CLIENT> <S><ADDRESS1> <S><ADDRESS2> <S><ADDRESS3> <ADDRESS4> <LINE003>

COMMAND DESCRIPTION

LINE### Scroll down the page the number of lines listed TODAY Print today’s date in the form 21 October 2003

S Stops a blank line printing if all data fields on the line are blank (ie contain no data).

CONTACT Print the Client’s Contact Person Name TITLE Print the Client’s Contact Person’s Title

ADDRESS Print the Client’s Address lines 1-4 U and u Turn underline on/off

Step 3:

The third step is to complete the body of the Letter and sign it off. Type in the following commands: Dear <SALUT> Re: <JPOSITION> <JUSTIFY>I realise how busy you were today when I telephoned you following

your advertisement for a <JPOSITION> and, therefore, much appreciate the time that you spent talking with me. Thank you for allowing WorkDESK Recruitment to list this position.

The enclosed brochure details our service, procedures, guarantees and the fee

payable only if WorkDESK Recruitment provides the successful applicant. The guarantee period, during which time any unsatisfactory applicant is replaced free of charge, is conditional upon payment of the placement fee within thirty days from the Employee's commencement. If no replacement is required from WorkDESK Recruitment, a service charge of 50% will apply with the balance being credited to your account.

We enclose a resume for <T> <AFNAME> <ASURNAME> for consideration for this

position. As <FNAME> has considerable experience in the areas required and will be available on <JCOMM>, we are sure that you will give <SDES> application full consideration.

I am the Consultant handling this position. If you require any further

information please do not hesitate in contacting me.<NORMAL> Yours sincerely <LINE002> <CONS> CONSULTANT <POINTS08> WorkDESK Action Letter ACE - Confirming a Successful Canvas for a Permanent

Job Order.



102

<END>

COMMAND DESCRIPTION SALUT Print the Client Contact’s Salutation

JPOSITION Print the Job Order Position for the Client JUSTIFY Justify the text across the page AFNAME Print the Candidate’s first name

ASURAME Print the Candidate’s surname FNAME Print the Candidate’s full name JCOMM Print the Job Order Commencement Date SDES Prints the gender of the Candidate (ie his/her)

NORMAL End JUSTIFY, Bold etc CONS Consultant Responsible END End of layout

Step 4:

You have now created a Client Letter Layout using the WorkDESK DocumentWriter. To save and test the Document, follow these instructions.


Note: The commands in the layout will be printed on the page. If your design does not print out the same as the ACE example in the WorkDESK DocumentWriter Manual, then you have mistakes in your layout. Check the Document layout line by line.

6.4 PAY ADVICE The following tutorial, based on PAY1A, will show you how to create a Pay Advice.

Step 1: Setup the page and printing boundaries. Type in the following commands:

<-#><LMARGIN005><RMARGIN080> <TMARGIN004><BMARGIN116> <TLEN15><ALEN7><DPMAX4><ST><HV10>

COMMAND DESCRIPTION

-# Reset the Page Count to 1 TLEN15 Print up to a maximum of 15 Timesheet entry lines in the Timesheet

area of the Pay Advice LMARGIN005 Set the left margin to be 5 tenths of an inch from the left hand side

of the page RMARGIN080 Set the right margin to be 80 tenths of an inch from the left hand

side of the page ALEN7 Print a maximum of 7 Allowance/Deduction lines in the

Allowance/Deduction area DPMAX4 Set numbers to print to 4 decimal places

ST Do not print line if no numeric Amount encountered HV10 Move vertically down the page, measured in 10ths of an inch



103

Step 2: Print a message for the Employee on the Pay Advice. Type in the following commands:

<GBOX4,0,21,47,10,31><GBOX4,10,21,47,3,31> <POINTS08><HV23><HH48>EMPLOYEE MESSAGE <HH48><ENOTE1> <HH48><ENOTE2> <HH48><ENOTE3>

COMMAND DESCRIPTION

GBOX & GLINE

Print the boxes for the top half of the Pay Advice Document.

ENOTE Message for all Employees entered at the time of the Payrun, or to individual Employees, entered during maintenance or Timesheet entry

Step 3: Draw the lines and boxes on the layout. Type in the following commands:

<BODYSTART> <POINTS08> <GBOX4,10,21,14,10,30> <GBOX4,0,44,4,25,41> <GBOX4,10,44,4,3,41> <GBOX1,0,44,23,25,5> <GBOX1,0,44,34,25,5> <GBOX4,0,53,47,16,31> <GBOX4,10,53,47,3,31> <GBOX1,0,53,64,16,7> <GBOX4,0,71,4,6,14> <GBOX4,10,71,4,6,6> <GLINE4,74,4,0,14>

COMMAND DESCRIPTION

BODYSTART Works together with BODYEND. All commands that appear between BODYSTART and BODYEND will be “re-played” when the number of Timesheet lines to be processed on an Invoice form is exceeded (the number specified by ILEN). A new piece of paper is loaded and the boxes, lines and text are drawn for the new page.

Step 4: Display the various headings on the Layout. Type in the following commands:

<POINTS10><HV73><RTAB10>Date:<rtab><HH11><DATE> <HV76><RTAB10>Page No:<rtab><HH11><##> <POINTS08><HV45>TITLE<HH24>DATE<HH29>NUMBER<HH35>RATE

<HH41>TOTAL <HV54><HH72>NON <HH48>ALLOWANCE/DEDUCTIONS<HH65>TAXABLE<HH72>TAXABLE <POINTS40><HV49><HH47>Pay Advice <HV49><POINTS12><RTAB80><rtab> <GLINE2,50,47,0,31> <GLINE2,51,47,0,31> <CLEARTABS><SETTAB23><SETTAB32><SETTAB37><SETTAB43> <POINTS12><HV24><HH15><ENAME>



104

<S><HH15><ADDRESS1> <S><HH15><ADDRESS2> <POSTCODE> <HV48><FEEDSTART48><POINTS08><BODYEND>

COMMAND DESCRIPTION

## Page Number CLEARTABS Clears all the tabs

SETTAB Defines a tab stop, measured in tenths of an inch from the left-hand margin of the page.

FEEDSTART Indicates where Timesheet printing should recommence, if a new page occurs, before all Timesheet information has printed.

Step 5: Display all the timesheet information on screen. Type in the following commands:

<TSTART> <CLIENT> <JOBDES><TAB><IDATE><DECTAB><HR1><DECTAB><RA1><DECTAB><A

M1> <ST><TAB><DECTAB><HR2><DECTAB><RA2><DECTAB><AM2> <ST><TAB><DECTAB><HR3><DECTAB><RA3><DECTAB><AM3> <ST><TAB><DECTAB><HR4><DECTAB><RA4><DECTAB><AM4> <ST><TDESC1><TAB><DECTAB><TNUM1><DECTAB><TPAY1><DECTAB>

<TPAMT1> <ST><TDESC2><TAB><DECTAB><TNUM2><DECTAB><TPAY2><DECTAB>




<TPAMT5> <TEND>

COMMAND DESCRIPTION TSTART &

TEND Marks the start/end for commands for the Timesheet section.

CLIENT Client’s Name JOBDES The Job Order description RA1 to 4 Prints the rate for each of the 4 pay multipliers AM1 to 4 Prints the amount chargeable for each of the 4 (in this instance) pay

multipliers HR1 to 4 Prints the Hours worked at each Rate

TDESC1 to 5 Timesheet Allowance descriptions items 1 to 5 TPAY1 to 5 Timesheet Allowance Rate per item, items 1 to 5 TNUM1 to 5 Number of Timesheet Allowance items 1 to 5 TPAMT1 to 5 Total Pay Amount for Timesheet Allowance

TAB Tabs to the tab defined by the SETTABS command DECTAB Tabs the decimal point of the value to the nearest position defined

by the SETTABS command

Step 6: Display the Gross Pay and Tax Information.


<GBOX4,10,71,37,6,8> <GLINE4,74,37,0,8><POINTS10><HV73><RTAB36>Gross Pay:<rtab>



105

<HV77><RTAB44> Tax:<rtab> <CLEARTABS><SETTAB54> <HV73><DECTAB><GROSS> <HV77><DECTAB><TAXPAY>

COMMAND DESCRIPTION

GROSS Gross Pay before Tax TAXPAY Tax Payable

Step 7: Display all the Allowances and Deductions that the Employee has. Type in the following commands:

<HV58><FEEDSTART58><POINTS08><ASTART> <CLEARTABS><SETTAB48><SETTAB69><SETTAB76> <ST><TAB><ADES><DECTAB><AAMTT><DECTAB><AAMTN> <AEND>

COMMAND DESCRIPTION

ADES Allowance Description AAMTT Non-taxable Allowance Amount AAMTN Taxable Allowance Amount

FEEDSTART Indicates where Allowance printing should recommence, if a new page occurs, before all Allowance information has printed.

ASTART & AEND

Start and end point of the Allowances section of the Pay Advice.

NOTE: If you use separate Allowance/Deduction Pay Advice Print Groups, you will need to use the number for the Allowance/Deductions you want to appear in this section. ie Our Allowance Pay Advice Print Group is 2, so we use <ASTART2> <AEND> to display the Allowances or Deductions from Print Group 2. For more information, refer to the WorkDESK Resource Kit Section 6.3.4.

Step 8:

The Cents Rounding Value and Net Total for the Pay Advice. Type in the following commands: <HV68><TAB>Cents Rounding Adjustment<TAB><DECTAB><ROUND> <GBOX3,10,71,5,13,26><POINTS10><HV73><RTAB20>YTD Gross:<rtab> <HV75><RTAB20>YTD Tax:<rtab> <CLEARTABS><SETTAB28> <HV73><DECTAB><YTDGROSS> <HV75><DECTAB><YTDTAX> <CLEARTABS><SETTAB75> <GBOX5,10,81,68,3,10><HV83><POINTS12><RTAB68>NET PAY:

<rtab><POINTS12><CLEARTABS><SETTAB75><DECTAB><GTOT>

COMMAND DESCRIPTION ROUND Cents Rounding Value

YTDGROSS Year to Date Gross Pay this Employee YTDTAX Year to Date Tax deducted

GTOT Net Pay Total

Step 9: Finally, print the Cheque.



106


<CHEQUE> <POINTS10> <HV90><HH55><NUMBER><HH68><DATE> <HV100><HH04><COL1><HH12><COL2><HH20><COL3><HH28><COL4><H

H36> <COL5> <HH44><COL6><HH52><COL7> <HV100><POINTS14><CLEARTABS><SETTAB73><DECTAB><GTOT> <POINTS12><HV104><HH09><FNAME> <SNAME> <HH09><ADDRESS1> <HH09><ADDRESS2> <POSTCODE> <CEND> <END>

COMMAND DESCRIPTION CHEQUE Indicates start of a Cheque portion of Pay Advice

COL1 to 7 Print the amount in words for each of 7 columns (1 to 6 are Hundred of Thousands, Tens of Thousands, Thousands, Hundreds, Tens, Units, respectively. COL7 is Cents in digits – eg “20”. Alternatively, COL8 is the Amount in words – eg “One Hundred and Twenty One Dollars and 77 Cents ).

GTOT Total of the Cheque FNAME Employee First Name SNAME Employee Last Name

ADDRESS1 to 3

Employee’s Address

CEND End of the Cheque portion of the Pay Advice END Signify the End of the layout

Step 10:

You have now created an Cheque Layout using the WorkDESK DocumentWriter. To save and test the Document follow these instructions.


Note: The commands that are in the layout will be printed on the page. If your design does not print out the same as the PAY1A example in the WorkDESK DocumentWriter Manual, then you have mistakes in your layout and will need to check line by line.



107

6.5 RESUME

The following tutorial will explain how to create a Resume. The tutorial is based upon RESUMEC.

Step 1: The first step is to setup the font and page boundaries the Resume is to be designed for. These variables are used to instruct the WorkDESK DocumentWriter to carry out the processing in a particular way. These commands are explained in the WorkDESK DocumentWriter Manual, but are explained also here. Type in the following commands:

<REM>WorkDESK Resume Style C <BMARGIN100><LMARGIN010><RMARGIN070><P42><POINTS10>

COMMAND DESCRIPTION

REM Comment which describes what the Layout is. BMARGIN100 Set the bottom margin to be 100 tenths of an inch from the top edge

of the page LMARGIN010 Set the left margin to be 10 tenths of an inch from the left hand side

of the page RMARGIN070 Set the right margin to be 70 tenths of an inch from the left hand

side of the page P42 Select the Printer Defined Font P42

POINTS10 Set the size of the font to be 10 Point

NOTE: If you do not have any Printer Defined Fonts setup, the P42 will use the Default Font.

Step 2:

For the first page of the Resume, print the Candidate’s Name in italics and surround it with some formatting boxes and lines. Type in the following commands:

<HV35><GBOX1,100,30,50,1,20> <GLINE55,30,10,0,60> <HV36><POINTS26>Confidential Resume <POINTS16><CHRNAME> <SURNAME> <GBOX15,0,43,42,33,29> <GLINE55,80,10,0,60>

COMMAND DESCRIPTION

HV commands

Position the cursor vertically, the position is measured in tenths of an inch from the top of the page

GBOX and GLINE

commands

These commands display the boxes on the screen for the top half of the Invoice Document.

I and i Turn Italic on/off CHRNAME Candidate’s First Name SURNAME Candidate’s Last Name

Step 3:

Display the Employee’s Personal Details on a new page.



108


<HP> <HV007><HH53><POINTS28>RESUME <GLINE55,10,48,0,22> <POINTS12><HV17><RTAB070> <CHRNAME> <SURNAME><rtab> <RTAB070><ADDRESS1><rtab> <RTAB070><ADDRESS2><rtab> <S><RTAB070><ADDRESS3><rtab> <S><RTAB070><POSTCODE><rtab> <S><RTAB070>Home <PHONEH><rtab> <S><RTAB070>Work <PHONEB><rtab> <GBOX1,100,30,10,1,25> <GLINE55,30,10,0,60> <GLINE55,105,10,0,60> <BMARGIN113> <HV110><HH010><POINTS10>Produced by WorkDESK Recruitment <HV110><HH069><POINTS12><##> <HV50><BMARGIN100> <HV035><POINTS16>Personal Details <POINTS12>

COMMAND DESCRIPTION

HP Force a page break RTAB, rtab Right justify the text within these commands. Measured in tenths

of an inch from the left hand edge of the page. ADDRESS and

POSTCODE commands

Display the address and Postcode lines of the page.

PHONEH Candidate’s Home Phone Number PHONEP Candidate’s Business Phone Number

## Current Page Number B and b Turn Bold On/Off

Step 4:

Display information about the Candidate, such as their birth date, health, nationality and Other Interest information. Type in the following commands:

<LMARGIN15> Date of birth:<HH030><BDATE> Health:<HH030><HEALTH> Nationality:<HH030><NATION> Driver's licence:<HH030><LICENCE> Transportation:<HH030><CAR> <LMARGIN10> <GBOX1,100,51,10,1,31> <GLINE55,51,10,0,60> <HV56><POINTS16>Interests and Hobbies <LINE01><POINTS12><OTHINT>

COMMAND DESCRIPTION

BDATE Candidate’s Birth date HEALTH Candidate’s Health NATION Candidate’s Nationality LICENCE Candidate’s Has Licence status

CAR Candidate’s Has Car status LINE

commands Scrolls down the page the number of lines shown

OTHINT Candidate’s Other Interests



109

Step 5: For the Candidate’s Education Section, setup the Page Header to show that the pages are for the Candidate’s Education. Type in the following commands:

<GBOX1,100,71,10,1,20> <GLINE55,71,10,0,60> <HV75><POINTS16>Education <H> <GBOX1,100,10,10,1,20> <GLINE55,10,10,0,60> <GLINE55,105,10,0,60> <BMARGIN113> <HV110><HH069><POINTS12><##> <HV110><HH010><POINTS10>Produced by WorkDESK Recruitment <HV50><BMARGIN100> <HV15><POINTS16>Education (cont) <h>

COMMAND DESCRIPTION

H, h Define the start, end of the format area containing Header instructions for each page. All other commands between these two commands <H> and <h> become the header for each page from the current point onwards.

Step 6:

Display the Candidate’s Education section and setup the header for the Candidate’s Previous Employment History Section. Type in the following commands:

<LINE01><POINTS12><EDUCATION> <H> <GBOX1,100,06,10,1,30> <GLINE55,06,10,0,60> <GLINE55,105,10,0,60> <BMARGIN113> <HV110><HH069><POINTS12><##> <HV110><HH010><POINTS10>Produced by WorkDESK Recruitment <HV50><BMARGIN100> <HV010><POINTS16>Employment History <h>

Step 7:

Display the Candidate’s Previous Employment History. Type in the following commands:

<HP> <JOBSTART> <POINTS12>Employer:<HH025><JOBCOY> <LINE01>Period:<HH025><JOBFROM> to <JOBTO> <LINE01>Position:<HH025><JOBTITLE> <LINE01>Salary:<HH025><SALARY> <LINE01><LMARGIN010>Duties and responsibilities: <LMARGIN015><DETAIL><LMARGIN010> <LINE01>Reason for

leaving:<LMARGIN025><REASON><LMARGIN010>



110

COMMAND DESCRIPTION JOBSTART

and JOBEND Start and end of the Employment History section

JOBCOY Job’s Company JOBFROM Job Commencement Date

JOBTO Job Completion Date JOBTITLE Job Description DETAIL Job Detail REASON Reason for Leaving the Previous Job

Step 8:

Since each Candidate Previous Employment History entry is to be printed on its own page, force a page break and setup up the Header to indicate that it will be continuing the Previous Employment History. Once that is done, display the Consultant’s Comments for that Candidate and setup the Header for the Candidate Skill Section which is to follow. Type in the following commands:

<HP><H> <GBOX1,100,06,10,1,41> <GLINE55,06,10,0,60> <GLINE55,105,10,0,60> <BMARGIN113> <HV110><HH069><POINTS12><##> <HV110><HH010><POINTS10>Produced by WorkDESK Recruitment <HV50><BMARGIN100> <HV010><POINTS16>Employment History (continued) <h> <JOBEND> <H> <GLINE55,105,10,0,60> <BMARGIN113> <HV110><HH069><POINTS12><##> <HV110><HH010><POINTS10>Produced by WorkDESK Recruitment <HV50><BMARGIN100> <GBOX1,100,06,10,1,33> <GLINE55,06,10,0,60> <h> <HP> <HV010><POINTS16>Consultant's Evaluation <POINTS12><CONSULDET> Skills Acquired: <H><GLINE55,105,10,0,60> <GLINE55,06,10,0,60> <GBOX1,100,06,10,1,33> <BMARGIN113> <BMARGIN113> <HV110><HH069><POINTS12><##> <HV110><HH010><POINTS10>Produced by WorkDESK Recruitment <HV50><BMARGIN100> <HV10><POINTS12>Skills (cont) <h>

COMMAND DESCRIPTION

CONSULDET Candidate’s Consultant Comments



111

Step 9: Finish off the Resume by showing the Candidate’s Skills. Type in the following commands:

<SKILLSTART> <SKILLDESC><RTAB060><SKILLRATE><rtab> <SKILLEND> <END>

COMMAND DESCRIPTION

SKILLSTART and

SKILLEND

Define the start and end of the skill section

SKILLDESC Skill Description SKILLRATE Skill Rate

END Command which signifies the end of the Document Layout Step 10:

You have now created a Resume layout using the WorkDESK DocumentWriter. To save and test the Document follow these instructions.

• Press the SAVE button. • View your layout using PREVIEW button.

Note: Some of the commands that are in the layout will be printed on the page. If your design does not print out the same as the RESUMEC example in the WorkDESK DocumentWriter Manual, then you have mistakes in your layout. Try to locate these problems and check your layout against the layout in the WorkDESK DocumentWriter Manual.



112

Action Letters

Attach Resume, 52 Candidates, 82 Clients, 31, 49 Employees, 31 Job Orders, 50, 101

Add Documents, 24

Alter Documents, 26

Attach a document, 52 Bullet Point, 77 Candidates, 42, 47

Action Letters, 82 Invoicing, 66 Mailing Letters, 53, 102 Resume, 107 Resumes, 93

Clients, 7 Action Letters, 31 Invoices, 9 Labels, 32, 99 Mailing Letters, 7, 17 Mailing Letters, Commands, 52 Resume Information, 48 Timesheets on Invoices, 30

Delete Documents, 27

Documents Add, 24 Alter, 26 Delete, 27 Masterlist Report, 28

DocumentWizard, 7, 8, 13, 24, 30, 32, 81, 82, 83, 84, 85, 87, 89, 91, 93

Email Attach a document, 52 Commands, 72 Pay Advice, 73 Remittance Advice, 74 Resume, 74

Employees, 7, 18 Action Letters, 31 Invoicing, 66

Labels, 32, 91 Mailing Letters, 54, 91 Pay Advices, 10, 57, 58

Font Add new, 77 Selecting, 79, 80

Formatted Invoice/Statements, 6 Formatting Commands, 19 Invoicing

Job Orders, 30, 62, 81, 83, 97 Job Orders

Action Letters, 50, 101 Invoicing, 30, 62, 81, 83, 95, 97 Mailing Candidates, 53 Pay Advices, 57

Labels Candidates, 82 Clients, 82, 99 DocumentWizard, 91 Employees, 32, 82, 91 Payrun, 60 Tax Certificates, 60

Mailing Candidates Job Orders, 53

Mailing Letters Candidates, 7, 53, 102 Clients, 7 Employees, 7, 54

Masterlist Documents, 28

Pay Advices Email, 73 Employees, 10, 57, 58 Job Orders, 57

Remittance Advice Email, 74

Resumes Bullet Point, 77 Candidates, 93, 107 Email, 74

SMS Commands, 75

Statements, 6