Customer Requirement Process

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

There are a majority of ways in which customers can request staff, however the most commonly used way is through telephone requests. There are two various types of telephone input requests and these are Simple and Power.

Simple

The simple mode allows quick data entry, and thus the customer requirements can be met within an instant. For example if an employee requires staff to speak a certain language then the system will immediately filter all employees who speak that language. If particular availability is required the search can then be further refined. This enables the whole process to be carried out rather quickly and saves the customer sitting around waiting.

Selecting a shift displays default and most recently used options; so if a customer is requesting an employee that has previously worked for them, this is easy to organise and set up. Multiple or individual dates can be selected as can multiple or individual shifts. A customer reference, as well as the client making the request, can be added at this point. Important information is then automatically generated, such as department codes, charge and pay rates, and there is also the ability to add notes.

At this time, the selection is saved and a unique job reference is generated; the request is then time stamped and the user entering the request is added.

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The shift that has been requested can then be immediately filled through the use of the pop up availability diary, and if not it becomes immediately available for another user to process later on. 

Power

The power mode is basically an add-on to the simple method, as it contains additional features. It contains a lot more employee information that can be easily linked to the request. There are actually over 60 additional categories of information, meaning requirements can be very well met and allowing your agency to be completely on the ball when fulfilling a customer's needs.

Contract

An individual shift booking or day booking can be repeated, if for example a customer wants to hire a member of staff for the same shift every day for a week. These contracts are very easily set up and enable a start date and end date to be specified, but also the option for no end date to be added and the contract to continue until stopped. Contracts can always be further extended past the original end date, if need be. Details can be added to the contract via the power entry method, as shown above.

Retrospective

If an employee is self-booking themselves for shifts, the information will tend to be inputted through a completed time sheet. This is particularly straightforward and enables new shifts to be added from the time sheet window in a second if needed.

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