People's skills decide who can be offered for a project
What moves
Whenever someone's confirmed skills change in HR, or HR links a login to a person, HR sends their current skill list. Projects keeps its own copy and uses it to match resource requests. A person who leaves HR is no longer offered.
Before you start
- Project Management and HR Management in your plan
- The employee record linked to the person's sign-in
- Skills recorded in HR and confirmed (not an unconfirmed AI suggestion)
Step by step
- HR managerHR Management
Records or removes a skill on an employee.
You see:The skill list is saved in HR.
- SystemHR Management
Sends the person's whole current skill list.
You see:A repeated or late message cannot leave an old skill behind.
- SystemProject Management
Replaces the person's copy of the skills.
You see:They appear among the matches for requests that name the skill.
- Project managerProject Management
Asks for the skill on a project.
You see:The resource manager sees the person with their free time.