Using the navigation panel, click Projects and select the project you wish to open. You can refine your search using the options below 

Under roles click View all Roles. Select the role you want to add your personnel into.

Select a Resource Pool from the list to find your matches.  The system will search on Classifications and then sort on the percentage level of compliance displaying the higher percentages at the top. 

You can also click the magnifying glass to search within the list of personnel.

To review the compliance percentage of your Matches click the box containing the numerical percentage to view the pop out.

Click View Calendar to see a calendar view of the worker's availability. 

Select the users you want to update. To select multiple users, click the multi-select box under Matches.

Click More to view the actions that can be applied to multiple users. Select an action to apply to the selected workers.

Or you may click the ellipsis to take action per person. 

Select an action to move the personnel to the relevant bucket (stage) . Click Next. You have the option to notify workers of changes by email/SMS

Note: Projects have three layers of dates: Project start and end date,  Role start and end date and Engagement start and end date. 

For more information on how to use Project dates go to Project Dates.

Click the Confirmed bucket to view workers who have accepted an offer. From this view you can also review compliance against the role requirements.  Click on either Recruitment, Compliance or Mobilsation.  

Updated 25 November 2024 01:51