Customer Requirement Process

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

Customer requests can be made in a number of different ways, however given their personal nature telephone requests seem to be the most popular way.

Telephone Requests

There are two different type of input telephone requests; these are Simple and Power.


This mode is particuarly quick and efficient, and means that as information is entered into the system, more specific options are given. For example, say a company was requesting a secretary who had knowledge of Microsoft Excel, all those without this knowledge would be automatically hidden for a temporary period of time, or until the specific request was over. This particular input method ensures a limited customer waiting time.  

Selecting a shift displays default and most recently used options; this means the same employee can be selected for a company they have previously worked for. The user will also have the option to select single or multiple shifts and single or multiple dates. You can then choose how many staff are required, and a customer reference and the client requesting the staff can be added. Important information such as department codes and charge and pay rates are automatically generated to save time.

At this point in the process, a job reference is generated and the request is time stamped.


The request can be immediately filled through the use of the pop up availability diary; if it is not processed straight away it will become immediately available when requested by another user later on.


The power mode is relatively similar to the simple mode, although it makes use of additional features. There is a greater range of employee information, from over 60 additional categories, which can be linked to the request. This allows for a closer match to the customer's requirements, fulfilling the needs of the customer every time.


Contracts can be easily set up to repeat requirements. There are very easy to set up and can be automatically generated in advance for a chosen period. Contracts can be given start and end dates, or the contract can be ongoing. The end date of the contract can be changed at any time, and details can be added to the contract by the power input mode.


Where an employee is self-booking themselves, the information will be inputted through a completed time sheet. This is very easy to do and if needed more shifts can be added to the time sheet window instantly.


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