Searching and Filtering

Employees, Clients, Departments, Booking Requests and Bookings can be searched and filtered in comprehensive and wide ranging ways.

Searching

Searching is very simple and can be carried out against a number of different fields such as staff or location. Searches are carried out in one of several ways. One is through exact entry, where the system searches for matches from any single character entry. Initially only active staff are searched, but this can be very easily changed through the selection of a tick box. Another way the system searches is through extended matches, where words are autocompleted to match already existing words on the system. A further way which is rather clever is through phonetic match, where the system searches for both hard and soft pronunciation matches, meaning if a word is spelt different to how it sounds, you will still be able to find it. Matches are returned in under a second.

Search for a Name

A single button allows immediate switching between locations and departments, this is useful if a client maintains several locations.

New entries into the system are automatically checked against existing ones, to prevent data duplication.

It is also possible for the user to carry out shift searches against a unique booking reference, customer reference, or invoice number.

Filtering

Filtering allows staff (meeting each client's needs) to be easily found. For example if a client requires a driver with a HGV1 licence, through simple filtering the applicable staff can be quickly found.

Filters

Where shifts are concerned, filtering can be used to look at the dates each staff member has requested to work, the location in which they wish to work and the skill level at which they are at. Another useful feature is that filtering information can be automatically remembered, saving time in the future.

When a specific booking is selected, the applicable employee's profile will open in a new window, allowing for easy navigation between the two pages. The software also provides standard sorting,and allows for basic grouping, for example grouping employees into groups based on the skills they have.

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