Searching and Filtering

Employees, Customers, Departments, Requests and Bookings can be searched and filtered in comprehensive and wide ranging ways.


Multiple searches can be carried out on the system; you can search for staff, departments, clients or locations. There are several various ways of searching the system; one way is through exact entry, where matches are based on a single character. Any individual field can be searched from name to reference number. The default set on the system is to search active entries first, however inactive and do not use records can still be searched. This is done by simply ticking a box.

Another search method is through the extended matches, where the system automatically completes the word to match entries already in the system. A further, particularly useful search option is through phonetic match, which enables the system to search for both soft and hard pronunciation, this means that even if a word is not spelt as it sounds, there is still a chance the system will find the correct entry. Matches are returned in under a second.

Search for a Name

You have the option of immediate switching between locations and departments at the touch of a single button; this is very useful if a client is linked to more than one location.

New entries are checked against existing ones to avoid double entry. Another option is that users can carry out shift searches against a unique booking reference, customer reference or invoice number, meaning there are a large variety of search options available.


Filtering is useful for meeting each client's need. For example, a client may call up asking for 20 secretarial staff and through filtering by skill sets and selecting the required skill as secretarial, these staff can be quickly found, reducing the client's waiting time significantly.


In terms of shift preferences, filtering can be used to look at the dates and times each staff member has requested to work and their preferred location of work and thus they can be supplied to a suitable client, based on their requirements and the requirement of the client. Information can also be automatically remembered, to save having to go through the selection process all over again, if a client asks for the same staff the next time round.

When a specific booking is selected, the employee's page will open in a new page so that both windows can be viewed at the same time. The software enables sorting to be used to sort employees into order of preference or likewise. Grouping can also be used to group employees into particular groups such as preferred location.

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