In order for assignments to be booked, they need clients to be booked for. The Clients section of the HRM is where you deal with everything regarding your clients.
In this section you’ll define your clients (such as a hospital, restaurant chain, etc), their different locations (wing, departments, branches, franchises, etc), and their users, which will be able to access the Client Panel of StaffpointTM.
1. Clicking on the Clients drop down arrow will open the Clients menu. Choose ‘Client General Information’. This will bring you to the Client Management window.
Note: while clients and locations are separated in the system, their layouts are very similar. The biggest difference is that a location is a sub-entry of a client, to allow for better organization. We'll go in detail on creating a location, but in practice, creating a client or location will be quite close.
2. To add a new client, click on ‘New Client’ in the upper right corner to bring up the client editor. Fill in the client’s name (for example St. Joseph’s Healthcare), their address info, and at least the main contact’s info. Optionally, if this client has a need for changing custom requirements, you can fill that checkbox. Click the ‘Create’ button to store this new client in the system.
To add a new client location, the procedure is very similar.
1. Clicking on the Clients drop down arrow will open the Clients menu. Choose ‘Client Locations’. This will bring you to the Client Management window.
2. Fill in the location’s name (for example Main St. Branch), their address info, the main contact’s info, and choose a client that this is to be attached to. Optionally, if this location has a need for changing custom requirements, you can fill that checkbox. Click the ‘Create’ button to store this new client in the system.
note: “Loc. reference” is an optional field where you can put, for example, “Near the bank” or “Across from the big red billboard near Main St.”