10
Tradewind & SANZA: Portal user guide Teach & Travel in the UK

Tradewind & SANZA: Portal user guide

  • Upload
    others

  • View
    8

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Tradewind & SANZA: Portal user guide

Tradewind & SANZA:Portal user guide

Teach & Travel in the UK

Page 2: Tradewind & SANZA: Portal user guide

CPD Courses10

Timesheets9

Availability Calendar8

My References7

My Registration6

My Account5

The Home Page4

Welcome3

Contents

Page 3: Tradewind & SANZA: Portal user guide

Hello,

Thank you for registering with Tradewind Recruitment & SANZA Teaching Agency! We’re really looking forward to getting you out for work when you are ready and available.

This is our online Community, a space where you can manage your profile, availability, and of course, complete the first steps of your all-important registration with us.

This document is your handy guide through the Community. It will break down each section and help you to navigate the portal so that you can take ownership of your registration and overall experience working through us. If you have any questions, please do not hesitate to contact your consultant via phone or email.

Thanks,

Tradewind & SANZA

WelcomeTeach & Travel in the UK

Page 4: Tradewind & SANZA: Portal user guide

When you first log into the Community, you’ll arrive on the Home page. From here you can easily jump to any section of the portal.

These are accessible through the icons in the centre of the screen (click the arrows to slide through these) and also via the tabs on the left-hand side.

You can expand these tabs by clicking the ‘Menu’ icon in the top left of the page.

The first three tabs, My Account, My Registration, and My References, are all sections which need to be updated prior to your registration appointment with us.

The remaining three you will use once you’re fully registered and ready to work - but don’t worry, we’ll walk you through them anyway.

You can also access any of our social media pages via the icons in the top left - visit them and follow us for exciting updates, promotions and events!

My Account

My Registration

My References

Availability

Timesheets

CPD Courses

MY

DA

SHBO

ARD

My Account Availability

Get Started By Updating Your Account Details

Your last login was

Timesheets

Welcome back, John Smith My Account Logout

Go! Go! Go!

Home Page

Page 5: Tradewind & SANZA: Portal user guide

Let’s begin delving into the portal with the first tab - My Account.

When you click on the My Account tab, you’ll arrive on the page titled ‘Personal Profile.’

Here you can update all your personal details for our records to make sure all the information we have on you is accurate, and to provide us with anything we don’t have.

To edit this page, hover over ‘My Profile Options’ in the top right of the page, and then click ‘Edit.’ You’ll notice some other options underneath - ‘Preference Profile’, and ‘Payroll Profile’.

Click and update these sections with your work preferences and bank details. You can also change your password here too.

Next, it’s time to start your registration.

My Account

Page 6: Tradewind & SANZA: Portal user guide

This section is really important when you’re first accessing the portal - it contains pretty much everything you need to prepare before coming in for your registration.

Your Consultant should have already talked you through the entire registration process and everything that is required of you, and we’ve also added a very simple walk through for this section.

Click on the ‘Make me Compliant’ button and work your way step by step through the pre-registration documentation.

My Registration

‘Make Me Compliant Guide’

You are free to skip any sections which don’t apply to you or which you are not sure about.

Of course, the more of this you can get done before your appointment, the less admin you’ll have to think about when you come to see us.

This will help us make your registration quick, easy, and more focused on finding you work.

All that’s left to do after that is to submit your references!

Page 7: Tradewind & SANZA: Portal user guide

Here you can upload details of all your references. Your Consultant will have talked you through our reference policy, and you’ll also find details to remind you on the portal.

All you have to do now is click the ‘New Reference’ button and provide us with the details.

Once you’ve added all your references, our team can send off for them straight away (provided you give consent using the checkbox below) and this should speed up the process of getting you out to work.

My References

New Reference

You can view the status of all your references by revisiting this page at any time.

And that’s it - you’ve completed everything you need to do pre-registration.

Our team will contact you if they need anything else, all you need to do is wait for your registration appointment.

Now we’ll walk through the remaining sections of the Community, through which you can manage your time working with us.

Page 8: Tradewind & SANZA: Portal user guide

If you’re going to be working on a day-to-day basis through us, then your work schedule is likely to be quite flexible.

What’s important, therefore, is that we’re kept up-to-date about your availability.

Click anywhere in the calendar to change your availability. You can apply for a date range or a specific combination of dates per week, and also tell us exactly why it is you’re unavailable by choosing from a list of options.

This will stop us from calling you when you’re not looking for work, so be sure to keep it up to date!

Your Consultant will have access to this calendar too, so you can always call them up and ask them to update your availability if you don’t have time to do it yourself.

The default view for the calendar is ‘week’ - but you can easily change this by switching to the ‘month’ view in the top left corner.

My Availability

Edit

Page 9: Tradewind & SANZA: Portal user guide

If you’re a Temporary worker, you’ll need to submit Timesheets in order to get paid.

Timesheets are automatically generated for every day you work for us, and will display under ‘Active Timesheets’ whenever you visit this tab.

Click on the edit button to review and submit your Timesheet.

This will then send a notification to the school in question for them to approve your Timesheet in time for the payroll deadline on Monday at 4pm.

Please remember to submit all your Timesheets for the previous week by this time or else you will not get paid until the following week.

You can also view any ‘Historical Timesheets’ for previous placements. You’ll receive regular email updates regarding outstanding timesheets or any other issues which might arise.

Again, please do contact your consultant or speak to our payroll department if you have any questions.

MY

DA

SHBO

ARD

Edit

Timesheets

Page 10: Tradewind & SANZA: Portal user guide

That’s it - we’ve covered every section of our online Candidate Community.

Hopefully you’ve found this a useful tool to navigate the portal, and it should make your registration and your time working

with us much more effective.

We wish you all the best during your time with us. Welcome to the

Tradewind/SANZA family!

Did you know we offer more free and accredited CPD courses than any other agency?

You can visit this section to view all forthcoming courses, and obtain details of how to register.

This page will also display a list of courses you have previously attended.

We hope you enjoy taking full advantage of our amazing CPD program during your time with us.

MY

DA

SHBO

ARD

CPD Courses