Project roles are created and matched to role requirements in the Skill Matrix.   Once created the MyPass algorithm will match on key criteria (Classifications) and then sort on the level of compliance to find you the closest match to your role. 

Before you start,  your Project will be connected to an Asset.  Ensure that you have a Skills Matrix assigned to this Asset. 

To create a Role, navigate to Projects. Search for and select the Project that you want to add roles to or add a new Project. 

Note: If you’re adding the first role on a project, the new role form appears as soon as you click the project name.

To add more roles to an existing project, hover over Roles - View all Roles. Then, click the ellipsis and select Add Project Role.

Enter the classification name. Start typing and select from the list.

Enter the Role Name. (This may or may not match the classification name.) Enter a Reference number for the role, if you have one.  Enter a Description of the role if needed.

The project start/end dates are defined when the project is created. Enter the role start and end dates, they must fall within the project dates. For more information on Project dates go to Project dates.

Add the quantity and shift.

Add Position. Start typing and select from the list of Skills Matrix that are linked to this project.  Once a Position is selected against the Skills Matrix the role requirements will be autopopulated based.   For more information on Project Role Requirements go to Add Role Requirements. Click Create Role

Updated 14 January 2025 02:01