Searching
Searching is very simple and can be carried out against a number
of different fields such as staff or location. Searches are carried
out in one of several ways. One is through exact entry, where the
system searches for matches from any single character entry.
Initially only active staff are searched, but this can be very
easily changed through the selection of a tick box. Another way the
system searches is through extended matches, where words are
autocompleted to match already existing words on the system. A
further way which is rather clever is through phonetic match, where
the system searches for both hard and soft pronunciation matches,
meaning if a word is spelt different to how it sounds, you will
still be able to find it. Matches are returned in under a
second.
A single button allows immediate switching between locations and
departments, this is useful if a client maintains several
locations.
New entries into the system are automatically checked against
existing ones, to prevent data duplication.
It is also possible for the user to carry out shift searches
against a unique booking reference, customer reference, or invoice
number.
Filtering
Filtering allows staff (meeting each client's needs) to
be easily found. For example if a client requires a driver
with a HGV1 licence, through simple filtering the applicable staff
can be quickly found.
Where shifts are concerned, filtering can be used to look at the
dates each staff member has requested to work, the location in
which they wish to work and the skill level at which they are at.
Another useful feature is that filtering information can be
automatically remembered, saving time in the future.
When a specific booking is selected, the
applicable employee's profile will open in a new window,
allowing for easy navigation between the two pages. The software
also provides standard sorting,and allows for basic grouping, for
example grouping employees into groups based on the skills they
have.