Record Cards

These contain all the information about an employee, client, event or location.

Employee Information

The software can hold a wide array of information, including a variety of addresses, such as:

  • Home Address and Phone Number
  • Work Address and Phone Number
  • Mobile Number
  • Alt Mobile Number
  • Email address(s)
  • Next of Kin Address
  • Reference Address(s)
  • Additional or alternate Contact Address(s)

employee

There is also the option to add default employment criteria, such as training requirements, for example adding what licence an employee has - are they qualified to drive a heavy goods vehicle and do they have a current medical to do this. The requirements can be changed and updated at any time, and criteria can also be given start and end dates, for example if a referenece needs to be given two weeks after an employee has started working for an agency. Other examples of employment criteria that can be added include:

  • Banking and Payroll Information
  • Visa information
  • All forms of Employment Certification and Qualifications
  • Specialities or Supervising roles
  • Training
  • Uniforms
  • Work Location preferences (particularly important when selecting staff for events)
  • Skill Sets

skills

  • Recruitment information
  • Employment standards
  • Working time/shift preferences/availability
  • Travel information
  • Pre-Employment Information
  • Information

info

  • Attendance Records (automatically generated) - these enable a company to flag up if a member of staff is late or absent more than two times.

There is the option to group staff into various categories such as recently hired, waiting on references, currently available or not available. The system also allows staff to be searched for very easily, and this is particuarly useful for a variety of reasons. There is also the option to search for staff employed by secondary agencies, which is useful if the agency are short of employees with particular skills or several employees are on holiday at the same time.

Customer Information

The system will also hold information about all your customers, meaning each time a customer makes a booking, their details will need to be re-entered. The software also enables the ability to store multiple client addresses, which is particuarly useful if a customer or company has more than one office in the country. Examples of options that can be added include:

  • Main Address, Phone Number, Fax, Email
  • Invoice Address, Phone Number, Fax, Email
  • Mobile Number
  • Alt Mobile Number
  • Additional or alternate Contact Address(s)

rc4

There is also the option to view overview reports, which can include any of the following for each department:

  • Invoicing structure and calculations
  • Pay scale structure and calculations
  • Skill Sets
  • Work Location preferences
  • Employment standards
  • Standing requirements
  • Attendance plans
  • Working time/shift preferences
  • Travel information
  • Attendance Records (automatically generated)

Locations can be grouped into similar groups as staffing, and in a similar way, locations and departments can be easily searched for.

When searching it is possible for individual shifts to be searched by either the department reference, the unique booking reference they will be provided with, invoice number, client or department name and date. Filtering can also be carried out, for more information on searching and filtering see here.

 

 

Contact Information

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