Customer Requirement Process

An easy and efficient path between the initial customer request and final invoice and payroll production.

Customer Requirement Process

In today's ever changing world, demands for employment are high and thus there is great competition for many jobs. In order to ensure that the customer is being provided the best employees, efficient processing needs to take place. The software does this in several different ways; one way is through providing four different input windows to meet the nature of the client, and to enable each query to be processed quickly and productively.

Telephone requests

Depending on the nature of the request the software provides two different types of telephone input requests - Simple and Power.


This mode allows the user to enter the customer's requirements very quickly. As more information is added, more specific options are given. For example if a location is entered, the system will immediately filter all employees who can work in that area. Then if a particular skill is required this can then be added, and the search becomes narrower. This allows for rapid progression and a limited customer waiting time.

Selecting a shift will display default and most recently used options, meaning that the same employee may be supplied for a company they have worked for before. Then one or multiple dates can be selected as can single or multiple shifts. The required number of employees may then be chosen for the particular shift. A customer reference, as well as the client who is requesting the shift may also be added at this point, and this saves time later on. Key information is generated automatically, such as department codes, charge and pay rates, and further to this, notes may be added.

At this point in the process, the selection is saved, and a unique job reference is generated, this request is then time stamped (allowing easy access later on) and the software user entering the request is added automatically.


The shift that has been requested can then be immediately filled through the use of the pop up availability diary; otherwise it becomes immediately available for another user to process at a later stage.


The power mode is actually relatively similar to the simple mode; however it combines additional features. It contains a lot more available employee information that can be linked to the requests. There are in fact well over sixty further categories of information that allow for a very specific match requirement. In the simplest way it allows an agency to be totally on the ball when fulfilling a customer's needs.


An individual shift or day booking can be extended to repeat requirements for a variety of staff. These are very easily set up and can be automatically generated for a chosen period in advance. In order to set up a contract both a start date and end date can be specified or the contract can continue until it is stopped. If an end date has been chosen, the plan can always be extended further than the previous end date. Details can be added to the contract via the power entry mode, as discussed above.


If an employee is self-booking themselves for shifts, the way in which the information is input is usually through a completed time sheet. This is very straightforward and if need be new shifts can be added from the time sheet window in an instant. 

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