Customer Requirement Process

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

Clients can request staff in a number of different ways; one particular way which is still rather popular, is through telephone requests, which can be further broken down into two formats - Simple and Power.


The simple mode really is just as it sounds - easy and efficient. Any information can be inputted and as this is done, the search will be continually narrowed down. So if the client was requesting a secondary school teacher qualified to teach English, immediately any other teachers would be temporarily removed from the search. 

Selecting a shift displays both default and most recently used options, so if the same company call up requesting the same teacher they used before, this will be an immediate option, due to automatic history being displayed.

Whilst going through the process there will be an option to select one or multiple dates, and single or multiple shifts; the number of employees needed can also be selected at this time. At this point in the process a customer reference can be added, as well as the client requesting the staff member. If it is a client that has been used before, their details will be automatically filled. Towards the end of the process, key information is automatically generated including department codes and pay rates.

At the end of the process the selection is saved, a unique booking reference generated, the request time stamped and the operator who entered the request is added.


If the shift is booked it can then be entered in an employee's availability diary and their availability updated.


The power method is in essence an add on to the simple method, allowing for further information to be added to the request. In fact there are over 60 additional categories of information that can be linked to the request, allowing for sheer flexibility and the ability to meet every customer's needs.


Contracts generally involve the expansion of a single day or shift booking and thus enable repeated requirements to be met. Contracts can be automatically generated for a chosen period of time where a start and end date are specified, or where the end date is indefinite. There is also the option to change the end date of the contract at any time. Notes can further be added to the contracts through the power input method.


If a staff member is making their own bookings then the input will, in most cases, be made through a completed time sheet. New shifts can be added at any time through the time sheet window.  

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