Staffing Process
You use this function to define the responsibility for staffing and/or candidate management and you can change the role status related to the staffing process.
Prerequisites
You use the staffing process for all roles for which you set the Staffed by Resource Manager via Responsible Organization
option for the role type in Customizing for Project Management
, by choosing 
Resource Management
Basic Settings for Roles
Define Role Types.
Only then does the Staffing Process
tab become visible for this role.
The staffing and candidate managers are mapped as business partners and assigned to the relevant organizational units (the same as for resources). To do this, an organizational unit is linked to a position by the link A441
for staffing managers or A440
for candidate managers. This position then links the relevant business partner. Make these settings in transaction PPOME. For more information, see SAP Note 731177.
Features
Unlike direct staffing, the staffing process is divided into different phases in which different persons responsible take over the processing of the role. The following table shows these different phases:
Phase | Status | Performed By |
|---|---|---|
1 |
| Project lead |
2 |
| Staffing manager or candidate manager |
3 |
| Project lead |
Activities
Status | Performed By | Manager Activities | System Actions |
|---|---|---|---|
| Project lead | Enters the initial project parameters. Enters requirements for roles. Sets the status of the role to Adds a message to the role (optional). | role opened with automatically set status |
| Staffing manager | Takes responsibility for staffing through Adds a message to the role (optional). Can make changes to time frame and capacity for existing staffings. Assigns resources to roles. Enters a note for each staffing or candidate (optional). | Sets access to the Deactivates the |
Candidate manager | Takes responsibility for finding candidates through Adds a message to the role (optional). Performs resource searches based on new or changed project or role criteria. Chooses candidate(s) to add to candidate list. Deletes undesirable or unsuitable candidates. Enters a note for each candidate (optional). | ||
Staffing manager | Approves candidates and assigns them to the appropriate roles. Deselects the | ||
| Project lead | Ends the staffing process for the role by setting the status to Saves the entries. | Sets access to all information for this role to read-only access. The project lead can set the status back to |
See also: