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Function documentationStaffing Process - Status

 

The status of the staffing process specifies the types of tasks the staffing managers and candidate managers can perform using Project Resource Planning (PRP). Each status has its own activities. This allows the specialist with the most expertise in the specific area to perform the activities related to that area in the staffing process.

Integration

You set the status of the staffing process on the Staffing Process tab.

Phase

Status

Performed By

1

Staffing in Preparation

Project lead

2

Staffing in Process

Staffing manager and/or candidate manager

3

Staffing Complete

Project lead

Activities

Staffing in Preparation

The role has status Staffing in Preparation. The project lead initiates the project by using the following tabs to complete the initial project parameters and defining the requirements for the role within the project:

  • General tab

  • Tasks tab

  • Qualifications tab (available when using WFM Core)

Once this part of the process is complete, the project lead sets the status to Staffing in Process.

Staffing in Process

As part of the staffing process, the system sets access to the General tab to read-only except for the Vacant field. It also sets access to the Qualifications and Tasks tabs to read-only. Roles for which the Vacant checkbox is selected still require resources.

At this point, the staffing manager takes over responsibility for staffing with the Staffing Process tab and uses an external application (such as the RPA) to access the roles in his or her worklist. The candidate manager carries out the following task:

  • Performs a resource search (in the external application or alternatively in Project Management).

  • He or she checks the candidate list (if the indicator has been selected so that the staffing requirements can be seen in the worklist) and deletes undesirable or unsuitable candidates.

The staffing manager then approves the candidates and assigns them to the individual roles.

Staffing Complete

The project lead deselects the Vacant indicator for the role (on the General tab) and sets the status to Staffing Complete. At this point, PRP sets all role information for this role to read-only.

See also: