Staffing Services Tracker

Challenges

• Maintaining contact, customer, and account detail is crucial for the recruitment team
• Manual tracking of staff data and associated documents
• The periodical review process is difficult because of the various staff, customers, and vendors involved
• No seamless way to handle relevant organizational data and documents
• Communication makes it a challenge to update various process lifecycles
• More manual way to track invoices, payments, and other follow‐up tasks
• High resource dependency when the tracking process is predominantly manual
• High security risk due to the possibility of data loss

Our Solution

• Developed an integrated solution to track the end-to-end process in Claris FileMaker platform
• Designed to support both web browser and desktop client
• Interconnected modules to handle multiple categorizations
• Supports active directory implementation to integrate with entity logins

Application Modules:

1. Quick Access – View payment status for staff, client, and customer
2. Task – Track task details for staff, client, and customer
3. Calendar View – Follow-up with invoices and payments
4. Contacts – Track staff or resource details
5. Customers – Track client details
6. Accounts – Track vendor details
7. Projects – Map the various roles of staff, vendors, and clients within a specific project
8. Estimation – Define rates for billing and payment
9. Invoices – Track invoices for staff, clients, and vendors
10. Documents – Track all documents related to staff, clients, and vendors
11. Notes – Add and track notes for all modules

Key Benefits

• One solution to both store documents and track complete history of invoice and payment lifecycle
• Systematic, organized approach to managing customer, client, and resource details
• Secure way of managing data and documents (secured web or desktop logins)
• Simplified dashboard to view payment details
• One‐click report feature with multiple file formats (Excel/PDF) can easily be run by business users
• Huge time and cost savings
• Flexibility to integrate with multiple applications