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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

  1. HR managerHR Management

    Records or removes a skill on an employee.

    You see:The skill list is saved in HR.

  2. Sends the person's whole current skill list.

    You see:A repeated or late message cannot leave an old skill behind.

  3. Replaces the person's copy of the skills.

    You see:They appear among the matches for requests that name the skill.

  4. Project managerProject Management

    Asks for the skill on a project.

    You see:The resource manager sees the person with their free time.

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