Manage System Settings

The manage system settings component allows the administrator user to change basic settings in non-performance effecting general settings; i.e., search return limits, profit measures and field defaults. Permission for this component is granted via the manage system settings permission under the general administration category; default with general and financial administration security profiles.

If additional settings, e.g., Integrations, FTP, performance affecting options, require updating these options are changed via the System Settings Profile and the AdaptAdmin Group. Access to the system settings profile is granted via Account Management.

1. Mouse over Administration on the main navigator and then select Administration.
2. Select Manage System Settings from the General Administration section of the segment to access the component.
3.  The System Details entity will display selected portions of the General Settings segment.

4. Select General Settings, from the segments control panel, and click on the Edit button to change the options:

   • Allow Reassigning of Candidate after week(s) of assignment end date - places a limit on the period from the assignment end date till which a candidate can be reassigned to the assignment. It is set to 2 weeks by default.

   • Search Result Return Limit – prompts a user to continue or abort a search when the records matching the criteria exceed the number indicated in this setting.

     There is also a setting in System Administration that determines the maximum number of results per search. If this number is greater than the one in System Administration, you will receive a message noting that fact and asking you to decrease the value.

   • OFCCP Search Result Return Limit – places a limit on the number of search results when running an OFCCP search. The following types of searches are impacted by this limit: Candidate Search (if a Job Order is associated), Find Matching Candidates (if the Job Order is Active or Partial Filled), Who Worked Here, Auto Search (from Job Order or Placement Center). If the number of returns is greater than the limit entered here, you will be asked to refine your search criteria to return fewer results.

   • The Federal Contractor checkbox activates options on Adapt's web portal during the candidate registration and application process allowing you to meet OFCCP requirements for federal contractors. If you provide employees directly to the federal government or if you provide employees to a client that is a federal contractor, this option should be checked.

     Checking or unchecking this option requires a restart of Web Services in order to see changes on the web portal.

   • Timecard Weekending Day – tells specific workflows what day of the week the pay period ends for your company.
   • Timecard Approval Status Default – timecards are created with a default status of approved or unapproved with this setting.
   • Default Country – currently used in Resume Capture, defaults the country for imported candidates.
   • OFCCP required limit – days – indicates the age of records prior to deletion eligibility. Indicate this setting should be ignored by changing the number to zero.
   • Batch Email Selection Limit – sets a maximum on the number of e-mails that are sent at one time.
   • Update Last Contacted Date for Batch Email and Texts - If checked, the Last Contacted Date on the Candidate/Contact Summary screen is updated when the batch 'Send Email' or 'Send Text Message' workflow is performed. This defaults to checked.
   • Notification Default Sender - User can now set the Notification Sender E-mail which will be used as the sender e-mail address.
   • Credit Status - the credit status set here will default as the credit status for any newly added company. By default, this is set to blank.
   • Company Status - the company status set here will default as the status for any newly added company. By default, this is set as 'Inactive'.
   • Profit Measures – the percentages and warning settings will alert users when job orders and assignments / placements do not meet the staffing company’s revenue objectives.
   • Recruitment Studio - sets a maximum to the number of folders and records per folder.
   • Sales Studio - sets a maximum to the number of folders and records per folder.
   • Web Registrants Branch – sets the default branch on record that is created via web services candidate registration.
   • Allow Additional Web Timecard – If set to yes, it allows a web candidate to add in/out hours through Web Services even if a timecard for the same week ending date exists in Adapt. This allows the Candidate to enter time in web services while allowing internal staff to enter additional PayBill Codes (such as Vacation, Per Diem, etc. If set to no, a web candidate can only add in/out hours if no timecard exists for the same week ending date.

   • Group Web Time by Date - if checked, the submitted web timecards are added to an existing Timecard Batch where all of the following are TRUE:

     • Batch created date is the current date
     • Batch Work Period End Date matches the Work week ending on the timecard
     • Batch created by user is the WebService User
     • Batch Corporation matches the Corporation of the timecard
     • Batch status is Available for Entry.

   If all of the above conditions are not met, the system creates a new batch for the timecard.

   • Enforce Timecard Approval for Proof/Post - If this setting is set to Yes, then Unapproved Timecards are not allowed to be Posted and Proofed. The user will be allowed to relocate the Unapproved Timecards to a separate Batch for follow up.
   • Auto-Calculate Meal Premium - Meal Premium is required by some states when no break is taken after a designated number of work hours. If this field is selected, Meal Premium is automatically calculated and added to the timesheet. If this field is not selected, the user is responsible for adding a Meal Premium to the timesheet manually when required by law. Changes to the field are recorded in the journal.
   • Direct Deposit Transmission File Path - determines where direct deposit transmissions files are saved on the server.
   • Check/Advice Template Row Settings (Used to set the number of rows before overflow) - used to set the number of rows for Earnings, Deductions, and Withholdings that would appear on the Check/Advice template, before overflow. By default, the settings are; Earnings 4, Withholdings 10, Deductions 10. Changing the settings will impact the number of rows that appear on the stub portion of the check/advice before creating an overflow check. The row count setting is used during the payroll process and does not affect historical checks.
   • Billing Send Invoice (Allow exclusion of previously sent) - determines whether to turn on filtering option to exclude previously sent invoices when Sending/Resending Invoices in the Billing Process. This setting is set to ON by default.

5. Select the Integrations Settings segment and click Edit to make the following changes concerning Broadbean, WOTC, and LinkedIn Integration:

   • Auto Create Potential Duplicate Candidates: If checked, the system ignores potential duplicate candidates and creates the candidate record automatically. If unchecked, the system does not create the candidate record if it is flagged as a potential duplicate. The default is unchecked. The file of potential duplicates is stored in the File Retrieval area, which requires user permission for that file type.
   • Email Potential Dup Candidate Resumes: If checked, the system emails the user a notification if the candidate retrieval is a potential duplicate. This defaults to checked. The notification is managed under Manage Notifications.
   • Auto-generate WOTC File with Payroll Update: If checked, the WOTC file is auto generated with the payroll update process. If unchecked, the WOTC file is not auto-generated and can be generated separately using the Generate WOTC workflow under Financial Processing area. This defaults to checked.
   • LinkedIn Provision API: If clicked, allows user to log in to LinkedIn and request the Recruiter System Connect (RSC) integration.