Supplier admins can directly confirm workers for roles in a resource request when their customer doesn’t require approval for Proposed personnel. 

Navigate to Projects, and select the relevant project. 

A resource request sent to you by your customer is indicated by a and icon before the Project name.  

Click the role name.

To view your matched personnel select a Resource Pool or select  All My Personnel dropdown.  All My Personnel will show all the personnel across the resource pools in the portal.

A list of personnel is displayed with the percentage compliance match to the role requirements. Click the Percentage % box to view the requirements. 

This displays the Mandatory Requirements.
Green ✔ - Compliant
Red❌  - Missing
Red ✔ -  Not Compliant for the project (it will expire during the project as per the client's matrix requirements).

You can click on the Personnel's name to review their profile to review, update, and add certificates, tags, and other info. Click X to close.

 Hover to the ellipsis of your personnel to confirm the project role. 

Select Confirm.

Click Notify or Don't Notify.

• Notify will send a notification email to the individual about the project role and update their calendar.
• Don't Notify will not send a notification email to the individual, but will update their calendar.

 Click Confirmed to view all confirmed personnel. 

 To undo Confirmed Personnel click the ellipsis icon.

 Undo Confirmation will remove your customers visibility over the Personnel.

Updated 29 May 2025 01:12