Personnel participation in a Project implementation can be confirmed or rejected through Personnel Booking Approvals unit by Personnel’ Resource Manager regarding booked Personnel and Divisional Resource Managers regarding booked Job Titles. Resource Managers can see who’s available based on other bookings and capacity and decide upon these requests.

Search Personnel

1. Go to Modules Menu Icon > Project Management> Projects.
2. Enter the Project you wish from the list of Projects.
3. Click on the Search Personnel tab.

In the Search Personnel tab, you may search Personnel based on their name, skill, job title or other criteria combination. Search Personnel by Skills option is available through the Personnel unit, too.

4. On the left side, there is an advanced criteria panel, in which you may:
   • Search Personnel based on the Name or Job Title
   • Select Functional Group that Personnel is/are a member(s) of
   • Select Division that Personnel is/are member(s) of
   • Choose to see only Users and not to see Guest Users
   • Select a Period (From-To) to identify Not booked Personnel
   • Select a specific Job Title from the list
   • Specify the Cost Min and Max of this Personnel or Job Title and also choose whether this Cost is indicated as External or Internal. Costs are associated with the Job Title’s Service.
   • Select Personnel Status
   • Click on the + icon to add in criteria a Desired Skill. A pop-up appears, where you can fill in the already added Skill, its minimum grade and any certification with its authority (if any). Click on Save to proceed.

You can continue adding different Skills and combine them to find specific Human Resource to use. 

Results are displayed on the right side of the screen. Choose to see different the results in a different Order (by Name, Cost, Sales Rate), ascending or descending. In the results, you will see the Job Title(s) or Personnel that fulfills the selected criteria. Regarding both Personnel and Job Title, you can choose to Book work for it, inside a Project’s Work-package.

5. If you choose to Book a Personnel, a pop-up box opens:
   • You can confirm this Personnel Job Title’s Service, select the existing Sales Rate for this Service, maybe adjust the final Rate, set the Currency and add a Memo.
   • Select the Work-Package you wish to book this Personnel on,
   • Select whether the hours added will be Chargeable (when Tasks completed and approved, Expenses and Income of Project will be updated automatically)
   • Select whether the hours added will prepare Tasks for the assignee or he will be responsible to split up the work in hours during the Work-Package range.
   • Select how these hours will be populated (Use Capacity, Use Available time, Divide hours in days with capacity) or add hours manually and press Save.

In the Booking details calendar, in blue are highlighted the public holidays and in orange the approved absences.

6. If you choose to Book a Job Title, a pop-up box opens:
   • Search for the Service (Work As) field,
   • You can confirm this Job Title’s Division, select the existing Sales Rate for this Service, maybe adjust the final Rate, set the Currency and add a Memo.
   • Select the Work-Package you wish to book this Personnel on,
   • Select whether the hours added will be Chargeable (when Tasks completed and approved, Expenses and Income of Project will be updated automatically)
   • Select whether the hours added will prepare Tasks for the assignee or he will be responsible to split up the work in hours during the Work-Package range.
   • Select how these hours will be populated (Use Capacity, Use Available time, Divide hours in days with capacity) or add hours manually and press Save.

Personnel Booking can be made also from Personnel Booking tab of the Project.

When Personnel Booking Request is saved, a new System-Notification is sent to this Personnel’s Resource Manager (who sometimes can be also his Manager) regarding Personnel Bookings and the selected Division’s Resource Manager regarding Job Titles Bookings. Clicking on this Notification, Resource Managers and Managers will be navigated directly to Personnel Booking Approvals Unit.

Personnel Booking in a Project

1. Go to Modules Menu Icon > Project Management > Projects.
2. Enter the Project you wish from the list of Projects.
3. Click on the Personnel Booking tab.

Personnel Booking for a specific Project can be performed directly from the Search Personnel tab of the Project, too. Being inside the Personnel Booking tab, you may see here Personnel Booking requests that have been added either manually or through the “Search Personnel and Book it in Work Package” functionality.

4. To add a new Personnel Booking Request based on the Personnel name, click on the + icon.
   • You can confirm this Personnel Job Title’s Service, select the existing Sales Rate for this Service, maybe adjust the final Rate, set the Currency and add a Memo.
   • Select the Work-Package you wish to book this Personnel on,
   • Select whether the hours added will be Chargeable (when Tasks completed and approved, Expenses and Income of Project will be updated automatically)
   • Select whether the hours added will prepare Tasks for the assignee or he will be responsible to split up the work in hours during the Work-Package range.
   • Select how these hours will be populated (Use Capacity, Use Available time, Divide hours in days with capacity) or add hours manually.
   • Click on Save to save the new Booking Request, on Save and New to save this and start creating another one. Choosing Save and Notify, Booking Request will be saved and you could send Note-Notification upon its creation not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.

When Personnel Booking Request is saved, a new System-Notification is sent to this Personnel’s Resource Manager (who sometimes can be his Manager). Clicking on this Notification, Resource and Line Managers will be navigated directly to Personnel Booking Approvals Unit.

5. To add a new Personnel Booking Request based on the Job Title name, click on the + icon.
   • Search for the Service (Work As) field,
   • You can confirm this Job Title’s Division, select the existing Sales Rate for this Service, maybe adjust the final Rate, set the Currency and add a Memo.
   • Select the Work-Package you wish to book this Personnel on.
   • Select how these hours will be populated (Use Capacity, Use Available time, Divide hours in days with capacity) or add hours manually.
   • Click on Save to save the new Personnel Booking Request, on Save and New to save this and start creating another one. Choosing Save and Notify, Language will be saved and you could send Note-Notification upon its creation not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.

When Job Title Booking Request is saved, a new System-Notification is sent to this Division’s Resource Manager. Clicking on this Notification, Resource Manager will be navigated directly to Personnel Booking Approvals Unit.

6. To view a Personnel Booking Request, click on it from the list. You may even add a Note to be received by the Resource Manager.
7. To edit a Personnel Booking Request, click on it from the list and press pencil button. You may adjust the booked hours and Save again the Booking request.
8. To delete or export already added Personnel Booking Requests, you may use the related tab inside the Project. Multi-check Resources (Personnel & Job Titles) Booking Requests and select Delete or Export. A confirmation message will appear.

Already approved booking requests are displayed with a green check icon.

Personnel Booking in Projects

Personnel Booking can be performed directly from Search Personnel and Personnel Booking in a Project tab of the Project, too. Being inside the Personnel Booking tab, you may see here Personnel Booking requests that have been added either manually or through the “Search Personnel and Book it in Work Package” functionality.

1. Go to Modules Menu Icon > Project Management> Personnel Booking.
2. Select the Project you wish to Book Personnel on.
3. To add a new Personnel Booking Request based on the Personnel name:
   • You can confirm this Personnel Job Title’s Service, select the existing Sales Rate for this Service, maybe adjust the final Rate, set the Currency and add a Memo.
   • Select the Work-Package you wish to book this Personnel on,
   • Select whether the hours added will be Chargeable (when Tasks completed and approved, Expenses and Income of Project will be updated automatically)
   • Select whether the hours added will prepare Tasks for the assignee or he will be responsible to split up the work in hours during the Work-Package range.
   • Select how these hours will be populated (Use Capacity, Use Available time, Divide hours in days with capacity) or add hours manually.
   • Click on Save to save the new Booking Request, on Save and New to save this and start creating another one. Choosing Save and Notify, Booking Request will be saved and you could send Note-Notification upon its creation not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.

When Personnel Booking Request is saved, a new System-Notification is sent to this Personnel’s Resource Manager (who sometimes can be his Manager). Clicking on this Notification, Resource and Line Managers will be navigated directly to Personnel Booking Approvals Unit.

4. To add a new Personnel Booking Request based on the Job Title name:
   • Search for the Service (Work As) field,
   • You can confirm this Job Title’s Division, select the existing Sales Rate for this Service, maybe adjust the final Rate, set the Currency and add a Memo.
   • Select the Work-Package you wish to book this Personnel on.
   • Select how these hours will be populated (Use Capacity, Use Available time, Divide hours in days with capacity) or add hours manually.
   • Click on Save to save the new Personnel Booking Request, on Save and New to save this and start creating another one. Choosing Save and Notify, Language will be saved and you could send Note-Notification upon its creation not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.

When Job Title Booking Request is saved, a new System-Notification is sent to this Division’s Resource Manager. Clicking on this Notification, Resource Manager will be navigated directly to Personnel Booking Approvals Unit.

5. Clicking on a Booking Request for a Job Title, you will be navigated to Project Booking approvals unit.
   • To view a Personnel Booking Request, click on it from the list.
   • To edit a Personnel Booking Request, click on it from the list and press pencil button.
   • To add a Note below a Booking Request, write your message and press Comment.
6. Clicking on a Booking Request for a Personnel, you may:
   • View a Personnel Booking Request
   • To edit a Personnel Booking Request, by pressing the pencil button. Adjust the information needed and press Save.
   • To add a Note below a Booking Request, write your message and press Comment.
   • To delete a Request, click on the Actions button and then, press Delete.
   • Click on Tags tab to add a new Tag on that Personnel Booking that it may be a private, group, internal or public. From this point, you can also manage old tags that have been added to that Personnel Booking. Putting Tags in Personnel Bookings may help you in grouping them, filtering and finally find them easier.
   • Click on Links tab to add a new Link between this Personnel Booking and any other Comidor entity e.g. a Project, an Event, a Job Title, etc.
7. To delete or export multiple Personnel Booking Requests, multi-check the (Personnel & Job Titles) Booking Requests and select Delete or Export, respectively. A confirmation message will appear.

Decision on Personnel Booking Approvals

Personnel Booking approvals Unit is usually available only to Resource Managers of Personnel and Resource Managers stated as Division’s responsible. These have the right to decide upon the Personnel Booking.

In case the Booking Request refers to a Job Title Booking, Resource Manager of the selected Division in the Booking Request procedure will be notified accordingly and should decide on who to assign to the Work Package.

In case the Booking Request refers to a Personnel Booking, Resource Manager of the selected Personnel will be notified accordingly and should decide to accept, reject or assign alternative Personnel on that Work Package. If he decides to reject the Booking Request he should write a reason, that led him to this decision.

1. Go to Modules Menu Icon > Project Management > Approvals > Personnel Booking Approvals.
2. Filter the Booking Requests, which are displayed below with the following options:
   • Approval: this is the approval status (pending, accepted, rejected)
   • Division: filter requests based on them
   • Account: Select the Account you wish, to see requests associated with this Account’s Projects (specific Customer’s Projects).
   • Project: select the Project you wish, to see requests associated with this Project only
   • Work Package: select the Project you wish, to see requests associated with this Work Package only
   • Personnel: select the Project you wish, to see requests associated with this Personnel
   • Dates: select the date range you wish

Press Reload to see results below, or Clear to clear up the filters.

3. Click on a Booking Request to view it. Highlighted in red are the suggested booking days and hours.
   • You may view the Capacity of Personnel Schedule, whether he is booked in other Projects for a number of hours and finally the requested booking hours.
   • You may contact Project Manager upon this Booking by adding a Note/Comment in the Notes box below. A Note-Notification will be sent.
4. Multi-check or check pending Booking Requests, to perform the following:
   • Approve: pressing this, you can approve a Personnel Booking Request. Automatically, a System-Notification will be sent to that Personnel and to the Project Manager, informing both of them that Personnel is available to be used inside that selected Work Package. Work Package has been assigned also to requested Personnel.
   • Assign/Assign alternative: pressing this, you can select a Personnel for a Job Title Booking Request or assign alternative Personnel on a Personnel Booking Request. Automatically, a System-Notification will be sent to that Personnel and to the Project Manager, informing both of them that specific Personnel is available to be used inside that selected Work Package. Work Package has been assigned also to this Personnel.
   • Reject: pressing this, you can reject a Job Title Booking Request or reject a Personnel Booking Request. A pop-up appears so as to add a Rejection Reason. Automatically, a System-Notification will be sent to the Project Manager, informing him that specific Personnel is not available to be used inside that selected Work Package.

Being inside the Personnel Booking Approvals, you will see that you can access User Timecards  (read below), where you may identify the Personnel Utilization in Tasks and Processes (any type) and make a clear decision later on the Booking Request. Also, there is a Resource Availability Report (read below) that can help with Booking Request decision.

User Timecards (User Load)

User Timecards Unit helps Line and Resource Manager(s) to be aware of their personnel workload in order to Approve or not Personnel booking requests. Especially for Team Leaders, there is an extra filter, which serves in viewing their Team’s utilization.

To access Utilization load:

• Go to Modules Menu Icon > Reports & Analytics > Timecards > User Load, or Modules Menu Icon  > Project Management > Pending Booking Approvals > (click inside in) User Load.

The Utilization to load consists of Filters area and a Weekly Calendar into which you can only view the workload of your team in:

• Tasks utilization

The left sum represents the scheduled (or booked) task duration, while the right sum represents the actual task duration value, which based on the Personnel’s Schedule changes color.

• specific Processes utilization, in Processes that have been assigned to them
• as Day % Utilization, Week % Utilization, Month % Utilization, measured by the Work that has been assigned to them daily, weekly and monthly respectively.

Filters allow you to view only the workload you want based on Business Organization criteria (Functional Groups, Divisions, Offices), User Name, User Team (available only to Team leaders), Task Type or State.

Hide empty rows checkbox allow you to view only the users who have tasks or see all the users. Exclude Myself checkbox can be used also.

Switch to Scheduled vs Actual or keep the pre-selected Booked vs Actual in terms of Tasks.

Clear button erases all the used filters, while the Execute button displays the respective results.

Anytime you wish, you can hide the filters clicking on the respective – icon to focus on the results displayed at the below Weekly Calendar. If you want to apply different filters, you can click on the plus icon, change them and click Execute.

Resource Availability Report-Analysis

Resource Availability Report helps Line Manager(s)/Resource Manager(s) to be aware of their personnel workload in order to Approve or not Personnel booking requests.

To access the Resource Availability Report:

1. Go to Modules Menu Icon > Project Management > Pending Booking Approvals > (click inside in) Resource Availability Report or Modules Menu Icon  > Reports & Analytics> Analytics > Resource Availability Analysis.

It is also available through People Dashboard.

2. Select the Mode you wish to check Available Hours (Daily, Weekly, Monthly), the Dates range, filter by Functional Group, Division, Service or Employee.
3. Click on Fetch Report to get results.

In the results displayed, you have the following information available:

• The already booked (scheduled) hours for that Date/Week/Month that have been assigned either from the Project Manager or added from the user himself.
• The available hours (capacity), inside the brackets (), for that Date/Week/Month, which takes into account the user’s Absences and Public Holidays.
• The totals of already booked and available hours per employee or per Date/Week/Month.
• In green, there is the date range, where booked hours are less than the capacity; in red, there is the date range, where booked hours are more than the capacity.

The post 3. Resource Scheduling/Booking appeared first on Comidor Low-code Automation Platform.

When viewing specific Personnel you can view their Personnel Schedule and basic Entitlement, which are based on the specific Region Code of Personnel. Region Codes are set in Regional Settings by System Administrators.

Skills of each individual can be added either manually or via the person’s Job Title assignment. You can search for personnel by specific skills to assist with Project Management and other business decisions.

Absences can also be managed via the Personnel unit.

Edit an Existing User as Personnel

1. Go to Packages > HR Automation > Personnel.
2. Click on an existing person. Users that have been previously added already have a Personnel record
3. To edit click on the Pencil Icon
4. Fill in the Basic Info fields:
   • First/Last Name: Personnel full name
   • Job Title, Job Activity, Job Group, Service: The Job Title list will bring also related Job Activity, Job group, and Service fields. Service holds the pre-defined Sales Rates and Costs for that specific Job Title. Job Title holds the pre-defined Job Activity, Job group, and Service if any. Service may be a different one.
   • Account & Category: These will be the related Account and Account’s Category that may be associated with the Personnel (where a type of Personnel is Customer, Partner, Contractor, etc.)
   • Branch, Office, Department: Free text fields that refer to the location information of Personnel within the Organization
   • Division: The existing Division that the person is a member of. The Division the person is in plays an important role in choosing the default timezone for the person and helping in Project Management (Project creator division is important in terms of Expenses – division’s currency – calculations)
   • Contractual Location & Location: The existing office that the person will be contracted with and the actual location that they will work in
   • Specialty & Education: You can select from a list for these fields or add new options
   • Region Code: The Regional Settings which will be applied will give a standard Schedule (working hours and public holidays setup) and a maximum Entitlement (Absence types entitlement) for this person
   • Resource Manager & Manager: A person can have a resource manage and a line manager. See the scenarios below:
     • Whether a person will participate in a Project, by approving the Project’s booking request (Resource Manager)
     • Whether a person will take an Absence in a specific date range (Manager)
     • A general application or request made by a person (Manager)
     • Tasks performed by a person (Manager)

If a person’s Resource Manager field is left blank their line manager will be responsible for approving their participation in a Project.

5. Complete the Contact info and Personal Details:
   • Phone, Email, and Website
   • Address, City, County, Postcode, Country
   • Date of birth, Interests, Social Media accounts
6. Fill in the Employment/Working assignment information:
   • Adjusted hire date can be used to note the date an offer was accepted by the person for example and the contract start date is the date the person starts working; these will play an important role in conditional entitlements
   • Withdrawal Date, Contract end dates
7. Picture: Click to upload an image or delete a previously uploaded image
8. Select the Save button or cancel

Manage Personnel

1. Go to Packages > HR Automation > Personnel
2. Click on a person you wish to manage
3. On Summary – you will see Personnel Basic Info, Contact, and Organizational/Working details. For example, view the length of service for an Active Person. Vacation, Sickness Entitlements and Days taken are also viewable. Attachments can be uploaded directly from your Desktop or attach a File URL. Click on a file that has been uploaded to Open it (downloading and previewing of current and previous versions are available). You can rename or delete any file.

1. Click on Form Answers to see all responses or complete a new response in a Survey that has been created
   • Select the survey, the editor from the user’s drop-down menu and the access rights of the response i.e. private, public, internal
   • Select the desired Save option (refer to Quick Reference Guide)
2. Click on the Comment Icon to make a comment about a specific person. Users with access to the personnel record will receive a Notification. Comments can be added using the simple or enriched HTML Editor (Open editor). Users can click on refresh to see new comments or click on show more or show less as required
3. Click on Tags to add a new Tag to the person and you can also mark the tag as a private, group, internal or public. You can also manage existing tags. Adding tags to Personnel will help in the grouping, filtering and finding them. Saved filters and tags of grouped Personnel will assist with sending group emails to them
4. Click on Links to add a new Link between the person and another object e.g. a Project, an Event, etc
5. Click on the Actions Icon of Personnel to:
   • Delete – to delete the person. A pop-up confirmation box appears
   • Print – to print the current Personnel View (Summary, Schedule, Absences, etc)
   • Notify – to send a Notification to specific groups, users or external recipients via email ( if you have connected your email in the system)
   • Link with – to add a new Link between the person and another object e.g. a Project, an Event, etc
   • Merge Contact, to merge the person with another Contact
   • Convert to candidate – to convert a person back to a candidate

Schedule of Personnel

Click on the Schedule tab of Personnel in order to:

• Check the Working Schedule that has been automatically added to Personnel, provided that Regional Settings have been applied to them on “Region Code” when creating a person. You can click on the previous year(s) to check the Work hours Schedule(s)
• Click on the Pencil Icon to adjust the Working Schedule and save it

You can prepare the Schedule for a person up to a year in advance from the Actions Icon by selecting Copy Schedule. In the pop-up window choose which year you want to copy the schedule and press Save. Previously created schedules can be found in the Schedule tab of Personnel. Copy Schedule for each person is available from the Personnel unit’s Actions Icon.

Skills of Personnel

• Click on the Summary tab to navigate to the “Job Title” field and add for this person the Skills that have been associated with that Job Title. Click on the [Add Skills] option to do this
• Press the Skills tab of Personnel in order to
  • Check Skills that have been added automatically that are associated with the person’s Job Title
  • Click on a Skill and then click the Pencil Icon
    • Adjust the information, such as Skill, Grade, Certification, Certification Date, Certification Authority. You can upload certification document and add a short description
    • Select the desired Save option (refer to Quick Reference Guide)

• • You can add additional (previously created) skills to that specific person
    • Click on the + icon to add a new skill
    • Select a skill from the list, add the Grade, Certification details (if any) and a short Description
    • Select the desired Save option (refer to Quick Reference Guide)

You can multi-check Skills from a person’s skills to delete them.

Absences and Entitlement of Personnel

1. Go to Packages > HR Automation > Personnel
2. Click on a person to check their Absences or set up their Entitlement
3. Click on the Entitlements created tab of Personnel in order to check any added Entitlement(s) for this person
   • The first time you edit a new person you will see that no entitlement has been created. To set this up:
     • Go to Packages > HR Automation >  Personnel, click on the Absence Management option and select Entitlement Setup in the Unit Title bar
     • In Entitlement Setup, select Functional Group, Division, and Group in the Organizational Chart to see Personnel that is/are a member(s). If you know the name of the person you need to create Entitlement for you can use the search function. Then click display results
     • In the Table below you will see:

A. Previous Year Entitlement for Absences type “Sickness”
B. Previous Year Entitlement for Absences type “Vacancy”
C. Previous Year Remaining Days from Entitlement of Absences of type “Vacancy”
D. Standard Entitlement for Absences type “Vacancy” for current Year
E. Calculated Entitlement that sums up Previous Year Remaining Days (C) + Standard Entitlement for this Year (D)

The calculated entitlement number will be added to the person when the Create Entitlement button is clicked.

To see data in the Entitlement Setup table, you first need to create the Regional Settings Schedule for a Region and then have applied that “Region Code” to the Person. Also, the Contract Start Date is needed.

1. • When you next view a person, you will see that entitlements have been set for them. At this point, you can:
     • Add extra Entitlement for this person. Click on the + Icon, type the number of days, select the Entitlement type (Basic setup, Credit, Overtime, Sickness) and add a description. Add the valid from date, decide whether this Entitlement can be used on Carry Over and click the checkbox. Click on Save or Save and New to proceed.
     • Alternatively, you can select and delete the Entitlements

2. Click on Absences in the left panel to check Absences for the person. You will see all approved absences by Leave type with information about their duration and scheduling

Manage multiple Personnel

You can check or manage multiple Personnel at the same time.

1. Go to Packages > HR Automation > Personnel
2. Select multiple Personnel and perform the following actions:
   • Delete: to delete. A confirmation box will appear
   • Link with: to add a new Link between this Personnel and any other Comidor object e.g. a Project, an Event, etc
   • Tag: add or apply multiple Tags to selected Personnel. Tags can be marked as a private, group, or internal. Press OK to proceed
   • Email a Survey: send a previously created Survey to the person(s) email (note: you will need access to this feature to perform this action)
     1. Select the Sender Email Address from the email addresses you have connected to your account
     2. Add the sender name that will be viewed in the sent e-mail
     3. Choose the previously created Survey from the list
     4. Supervisor, Admin 1 & 2 are automatically taken from the Survey-Process
     5. Put the Subject that will be shown in the Subject line of the Email
     6. Load a specific <Email Template> from your Mailbox or write your message in the <HTML Editor>
     7. Finally, click on Send to send the Email with the Survey
   • Change Status: Change Personnel Status e.g. active, inactive, retired, etc
   • Copy Schedule: Copy a previously defined Personnel Schedule to a future year

3. Choose to view specific Personnel and click on the Actions Icon to:
   • Export: to export either all Personnel or the current page you are viewing in a .xls file
   • Print: to print the current page with Personnel you are viewing. A new tab will open in your browser. Please, follow the browser’s printing procedure
   • Skills Per Person
   • Overtime to Holidays
   • Copy Schedule for every Personnel

Multiple Personnel Skills

You can manage or search for Personnel based on their Skills.

Go to Packages > HR Automation > Personnel.

Search by Skills

1. Click the Search by skills option to search and find specific Personnel, based on Personnel Name, Title, and other advanced criteria
2. On the left side there is an advanced criteria panel in which you can:
   • Search Personnel based on the Name or Service
   • Select Functional Group that Personnel is/are a member of
   • Division that Personnel is/are member(s) of
   • Choose to view Users only
   • Select a Period (From-To) to identify Personnel that have not been booked
   • Select a specific Service and/or Job Title from the list
   • Specify the Cost Min and Max of this person or Job Title and also choose whether this Cost is External or Internal.
   • Select Status of Personnel
   • Click on the + Icon to add a desired skill. A pop-up appears where you can fill in the previously added skill, the minimum grade and any certification with its authority (if any). Click on Save to proceed. You can continue adding different skills and combine them to find a specific resource to use

Results are displayed on the right side of the screen. Choose to see the results in a different Order (by Name, Cost-Ext, Cost-Int), ascending or descending. You can Quickly add a Task to that specific person.

The post Personnel (HR Automation) appeared first on Comidor Low-code Automation Platform.

• “Search by Skills” and “Skills per Person” features are also available through Personnel
• Skills can be used in conjunction with Job Title. To do this associate Skills with a Job Title
• Skills can be added to specific Personnel by their Manager, either manually or while allocating Job Titles to Personnel

Create a new Skill

Go to:

1. Packages > HR Automation > Skills
2. Click on the + icon to add a new Skill
3. Fill in the Basic Info such as the Category of Skills and then add the Skill Name
4. Fill in the Description and select the desired Save option (refer to Quick Reference Guide)
5. When the information is saved the Skill Levels can be added by clicking on the Levels tab:
   • Click on the + icon to add a new Level
   • Choose whether this level applies to all Skills of the same category – this will automatically apply the level to all Skills of the same category.
   • Give the Level a number (i.e. 1,2,3,…)
   • Add a Title for the Skill
   • Choose the Colour
   • Add a Description
   • Press Save and Save and New to proceed, or Cancel to cancel the process

Edit and Manage a Skill

Go to:

1. Packages > HR Automation > Skills
2. Select a skill from the list
3. In the Summary tab click on the Pencil Icon on the top right to edit the Skill information
   • Edit any field (Category, Skill name, Description)
   • Select the desired Save option (refer to Quick Reference Guide)
4. In the Levels tab click on a Level and then on the Pencil Icon to edit it:
   • Choose whether this level applies to all Skills of the same category – this will automatically put this level in all Skills of the same category
   • Change the Level number (i.e. 1,2,3,…)
   • Change the Title for the Skill
   • Adjust the Color
   • Change the Description
   • Press either Save to proceed or Cancel to cancel the process.

5. Click on the Actions Icon to edit the Skill. Click on:
   • Delete: to delete Skill. A confirmation box will appear.
   • Print: To print the current view of the Skill. A new tab will open in the browser where you should follow the relevant printing procedure. Users can print using the Printer icon
   • Link a Skill with another Comidor object, e.g. a Project, an Event, etc
   • Click on Notify to send Notification to specific groups, users, or external recipients via email (provided that you have already connected your email in the system)
6. Click on Tags to add a new Tag to that Skill and mark the tag as a private, group, internal or public. Edit tags that have previously been added to the Skill. Adding Tags in Skills assists with grouping, filtering, and finding them
7. Click on Links in the left panel to add a new Link to this Skill and any other Comidor object e.g. a Project, an Event, a Job Title, etc

Manage multiple Skills

Go to:

1. Packages > HR Automation> Skills
2. Select multiple Skills from the List to:
   • Delete multiple Skills at the same time. A confirmation pop-up box appears
   • Change the category of Skills.
3. Click on the Actions Icon to:
   • Export the view or results to .xls
   • Print the current view
   • View the Skills Levels table where you can manage, print or export all Skills Levels

Skills Report

Go to:

1. Packages > HR Automation > Skills
2. Click on Skills Report on the top right
3. Filter results by selecting the Divisions, Company or Employee to search
4. Click on Fetch to get the results. Print and Export the Results to .doc or .xls

Search by Skills – Skills per Person

In Personnel search for Personnel based on the selected Skills. Check the Skills per Person table which identifies all the skills that are assigned to each person. The search Personnel option is also available in a Project.

In the Skills per Person table view, all the Skills added to Personnel with Levels, Colours, Certifications, etc.

Divisional Report

In the Divisional Report view Skills added to Personnel by Divisions/Companies.

Go to:

1. Packages> HR Automation > Divisional Report.
2. Filter results by selecting the Division, Company, Skill or Employee
3. Click on Fetch to get the results

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