People and skills

Resource onboarding

When Core HR creates an Employee marked as billable / chargeable, the Core HR onboarding handoff writes a draft Resources row with Employee, FullName, Email, Practice, PrimaryRole, ResourceType (FTE / Contractor / Vendor / Intern), Location, HomeState, BaseHoursPerWeek, ManagerOfRecord, and StartDate. Resource Manager reviews delivery attributes and the permitted BillRate; Finance supplies the protected CostRate. The authorized onboarding service flips Status: PendingStart → Active on the start date. Vendor / Contractor Resources without an Employee record leave Resources.Employee null and carry the same delivery attributes.

Skill profile build

The new Resource fills in ResourceSkills self-service — Skill, Proficiency 1-5, YearsOfExperience, LastUsedAt — and uploads SkillCertifications (CertificationName, Issuer, IssuedAt, ExpiresAt, EvidenceURL). Manager (or Resource Manager) reviews and attests, flipping ResourceSkills.Source: SelfReported → ManagerAttested and SkillCertifications.Status: PendingVerify → Active. Verified certifications can bump a related ResourceSkills row to Source: CertificationDerived with the proficiency uplift the certification implies.

Match and suggest

On request creation, the skill-match-suggester workflow runs the configured matching service to score every active Resource against the RequestSkills (skill match, proficiency delta, capacity in window from WeeklyCapacity, BillRate fit, Practice match, location preference) and writes the top 10 candidates as RequestSuggestions rows (one per candidate, each with MatchScore, SkillMatchPct, ProficiencyDelta, CapacityFitPct, BillRateFitPct, and Rank). The Resource Manager reviews the suggestions on the request detail view, picks the right Resource, sets MatchedResource, and approves (Status: PendingApproval → Approved) only after an atomic capacity recheck. Missing inputs block approval. Overcommit is rejected unless the practice explicitly permits it and an independent Resource Manager records the current conflict and reason. On reject, sets Status: Rejected with RejectionReason; the Project Manager can revise and resubmit.

Compare a certification with the work required

A cloud migration request can require a current certification as well as practical experience. The profile keeps the certificate’s issuer, evidence and expiry alongside the underlying skill. A self-reported proficiency is useful context, but it cannot turn itself into a manager attestation or a verified credential.

If a certificate expires before the requested assignment ends, the reviewer sees that date in the staffing decision. A high score for related skills does not erase a missing must-have requirement. The resource manager can select another eligible candidate or return the request for a documented requirement revision.

Keep identity and access separate from the display profile. A contractor may have no employee record but still needs a verified principal and an active delivery profile. Their self-service view shows their own qualifications and assignments while individual cost rates remain protected. Updating a name or email address must not transfer another person’s assignments or access.