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Function documentationStaffing Process Tab

 

Depending on your role in the staffing process, you use the Staffing Process tab to:

  • Set and change the status of the role.

  • Assign the organization for a role or accept the responsibility for a role.

Prerequisites

You are in the Details subview of the Resources view or you have opened the details dialog box using the menu of a role in the Resource Overview or the Staffing Overview subview of the Resources view with focus on Dates (see Resource Overview: Dates and Staffing Overview: Dates).

You are using the staffing process and have a role that allows you to view and use the Staffing Process tab.

Activities

You use the Status group box to set the current status of a particular role to be staffed.

Staffing managers use the Responsible for Staffing group box to accept the responsibility for staffing a specific role.

Candidate managers use the Responsible for Resource Search and Candidate Management group box to accept the responsibility for candidates for a specific role. This is also the area where project leads and staffing managers make the role visible in the candidate manager's worklist by selecting the Visible in Worklist checkbox.

See also: