Certifications Expiring
Active SkillCertifications expiring in the next 90 / 180 / 365 days with Resource, Issuer, ExpiresAt, EvidenceURL. The training-and-renewal pipeline.
Profile to eligible candidate
Prepare verified profiles before comparing people against project requirements.
3 stages · 1 approval
Roles and responsibilities
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Onboard resource
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.
Approval required
Verify qualifications
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.
Compare candidates
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.
Approvals and controls
1 approval required in this process
-
Verify qualifications
Resource Manager signs · compare candidates waits
ResourceSkills, SkillCertifications - Self-service cannot verify its own credentials.
- Mandatory requirements remain eligibility gates.
- Restrict personal rates and employment context.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Onboard resource | ResourcesEmployees | Establish an active scoped delivery profile |
| 2 Verify qualifications | ResourceSkillsSkillCertifications | Record independent evidence attestation |
| 3 Compare candidates | RequestSuggestionsRequestSkills | Rank eligible candidates with dated score evidence |
Process reports
All reportsSkill Inventory
Count of Resources by Skill × Proficiency, rolled up to Practice and org. Pairs with average LastUsedAt to surface stale-skill bench depth ("we have 12 Snowflake people but 7 haven't touched it in 18 months"). The basis for hiring and training plans.
Run by an agent
Agent support
Resource Planning owns staffing and capacity decisions. Core HR owns employment and leave, project delivery owns tasks, time systems own approved actuals, and accounting owns billing and revenue recognition. Proto can prepare comparisons but cannot attest credentials, invent availability or supply independent approval.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› profile to eligible candidate · onboard resource on Resources, Employees
✓ 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.
› profile to eligible candidate · verify qualifications on ResourceSkills, SkillCertifications
⏸ approval · waiting for the resource manager
# 1 more stage after approval: compare candidates
Other processes
3 moreRequest to project assignment
Review current fit and capacity before creating one approved assignment.
3 stages · 1 approval
Capacity change to substitution
Resolve capacity changes while retaining the history of the original commitment.
3 stages · 1 approval
Accepted time to planning insight
Reconcile approved source time before publishing utilization and bench signals.
3 stages · 0 approvals