Record Cards

These contain all the information about an employee, client, event or location.

Staff information

The software can hold a variety of information on each staff member, as well as a wide array of addresses. These can include the following:

  • Home Address and Phone Number
  • Work Address and Phone Number
  • Mobile Number
  • Alt Mobile Number
  • Email address(s)
  • Next of Kin Address
  • Reference Address(s)
  • Additional or alternate Contact Address(s)

employee info

There is the option to add default employment criteria, such as training requirements. Criteria can be given start or end dates, for example if a reference needs to be received within 2 weeks of an employee starting work. Other examples of employment criteria that can be added include:

  • Banking and Payroll Information
  • Visa information
  • All forms of Employment Certification and Qualifications
  • Specialities or Supervising roles
  • Training
  • Uniforms
  • Work Location preferences
  • Skill Sets

skill

  • Recruitment information
  • Employment standards
  • Working time/shift preferences/availability
  • Travel information
  • Pre-Employment Information
  • Information

info

  • Attendance Records (automatically generated) - these enable a company to flag up if a member of staff is late or absent more than two times.

There is the option to group staff into different categories, such as recently hired, waiting on references, currently available or not available. The software also allows easy searching of staff, as well as the option to search for staff members employed by secondary agencies, which is very useful if the agency is short of staff for a particualr job.

 Customer Information

The software will also hold information on all your customers or clients. The system will store the name of a company or client, meaning the client doesn't have to be re-entered every time they require staff. The software also enables the option to store multiple client addresses, which is useful if a company has a number of offices across the country. Examples of client information that can be added include:

  • Main Address, Phone Number, Fax, Email
  • Invoice Address, Phone Number, Fax, Email
  • Mobile Number
  • Alt Mobile Number
  • Additional or alternate Contact Address(s)

customer

In the overview reports, (which can be accessed by managers) the information that can be stored for each department includes:

  • Invoicing structure and calculations
  • Pay scale structure and calculations
  • Skill Sets
  • Work Location preferences
  • Employment standards
  • Standing requirements
  • Attendance plans
  • Working time/shift preferences
  • Travel information
  • Attendance Records (automatically generated)

Specific locations can also be grouped into similar groups as those to staffing groups, and again in a similar way, locations and departments can be easily searched for.

When searching it is possible to search for individual shifts by department reference, a unique booking reference, invoice number, client or department name or date. Filtering can also be carried out by the operations team when necessary. More information on searching and filtering can be found here.

 

Contact Information

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