Customer Requirement Process

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

There are a number of ways in which a client can request agency staff, however the most common of these is telephone requests.

Telephone Requests

There are two different input methods which can be used when inputting customer data; these are simple and power.


The simple mode, not suprisingly is rather straight forward and quick to use. The staff member on the phone is able to quickly enter the client's requirements and as they do, they will be provided with more specific options. As an example if a client requests a locum lawyer, immediately all staff who do not have a law qualification will be automatically removed from the selection.  

When the user selects a shift, default and most recently used information will be displayed; this is useful if a previous client requests the same staff as before.

The user will be given an option to select one or multiple dates, and single and multiple shifts, and at this point the required number of staff may also be selected. At this point a customer reference, as well as the client who is requesting the shift is added. If the client is a previous client, their information will automatically be filled in. Key information is then generated automatically, such as department codes, and charge and pay rates.

At this point the selection is saved, a unique reference generated, the request is time stamped and the operator entering the request is added automatically.


The shift can then be immediately filled using a pop up availability diary, else it becomes immediately available for another specified operator, user or consultant to process at a later date.


The power mode is actually relatively similar to the simple mode, yet it allows further information to be linked to the request. There is in fact over 60 additional categories that can be linked to any request allowing for a more specific match. Simply it allows an agency to be totally on the ball when it comes to fulfilling its customer's needs. 


Contracts allow single day or shift bookings to be expanded, in order to meet repeated requirements. These contracts are automatically generated for a chosen period in advance; both a start date and end date can be specified, and the end date can be changed at any time, or the contract can run indefinitely. Notes can be added to the contracts through the use of the power input method, if need be. Further information on contracts can be found here.


If a member of staff is self-booking, they will be able to confirm the hours they have worked through a completed time sheet. New shifts can very easily be added through the time sheet window.

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