Profile to eligible candidate

Step by step

1. Onboard resource Resource Manager

   When Core HR creates an Employee marked as billable / chargeable, the Core HR onboarding handoff writes a draft Resources row with Employee, full name, Email, Practice, primary role, resource type (FTE / Contractor / Vendor / Intern), Location, home state, base hours per week, manager of record, and start date. Resource Manager reviews delivery attributes and the permitted bill rate; Finance supplies the protected cost rate. The authorized onboarding service flips Status: Pending start → Active on the start date. Vendor / Contractor Resources without an Employee record leave resource employee null and carry the same delivery attributes.

   • Establish an active scoped delivery profile
   • Updates Resources, Employees

2. Verify qualifications Resource Manager

   The new Resource fills in resource skills self-service — Skill, Proficiency 1-5, years of experience, last used at — and uploads skill certifications (certification name, Issuer, issued at, expires at, evidence URL). Manager (or Resource Manager) reviews and attests, flipping resource skill source: Self reported → manager attested and skill certification status: Pending verify → Active. Verified certifications can bump a related resource skills row to Source: Certification derived with the proficiency uplift the certification implies.

   • Record independent evidence attestation
   • Updates Resource skills, Skill certifications
   ApprovalA person approves before the work moves on.

3. Compare candidates Resource Manager

   On request creation, the skill-match-suggester workflow runs the configured matching service to score every active Resource against the request skills (skill match, proficiency delta, capacity in window from weekly capacity, bill rate fit, Practice match, location preference) and writes the top 10 candidates as request suggestions rows (one per candidate, each with match score, skill match pct, proficiency delta, capacity fit pct, bill rate fit pct, and Rank). The Resource Manager reviews the suggestions on the request detail view, picks the right Resource, sets matched resource, and approves (Status: Pending approval → 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 rejection reason; the Project Manager can revise and resubmit.

   • Rank eligible candidates with dated score evidence
   • Updates Request suggestions, Request skills

Resource

The staffed person. Self-service on own Skills profile and read-only on own Assignments. Cannot see other Resources’ rates, costs, or assignments.

Resource Manager

Owns the demand-supply marketplace for one or more Practices. Sole authority to approve resource requests for own Practice, match a Resource, create the Assignment, intake Substitutions, and clear Bench rows.

Finance

Owns revenue forecasting from forward-booked Assignments and the financial integrity of rate cards. Co-approver on rate card activation alongside the Practice Lead.