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People

The function of the People page is to provide a managable view of a custom filtered query of the database of profiles inside the available project / company hierarchy. This can be done by filtering the complete data set by skills, languages, profession, and availability, as well as searching for names or cities.

Search

Filters

The filters provided allow for the query of user profiles to be constrained to meet the specific needs for a project. These filters can be selected in conjunction with each other to create a narrower range of results.

Skill

The skill filter allows you to select the category of skill you are specifically looking for, which will be represented in the results by a numerical value that is linked to proven assesments of that skill via the Education system.

Skill

These numerical values range from 1-20, with 1 being the most basic skill level, and 20 being the highest.

Languages

The languages drop-down allows the user profile query to be constrained by the language(s) the users speak.

Languages

Profession

Professions can also be used as a mechanism to filter the results. Selecting a profession will include higher-level users of that profession (see below)

Profession

Availability

The calendar drop-down allows you to select a range of dates to search for allocatable people for the windows of time selected. This is one of the factors that determines the percentage (%) of availability for a person.

Availability

Actions

When your query has returned a set of users in the results, you can perform actions on the users individually by selecting the ... Icon to the right side of their name in the results window.

Actions

This will open a drop-down of available actions, including assign, share profile, set labels, and more.

Assign

When you select the Assign function for a user, a prompt window for project allocation will appear. Select the project you want to allocate to first from the drop-down in the top right. Selecting from the drop-down will navigate you to the create new project page.

Select Project

Next, select the role that you want the user selected to fill from the available options that generate from the projects empty allocations.

Select Role

By selecting the Set hour rate text highlighted above, the rate for the allocation can be edited.

Edit Rate

Share Profile

Selecting the Share Profile Action will copy a link for the users profile in the EmployPlan platform to your clipboard, which you can then paste normally (Ctrl+V).

Share Profile

Set Contractual Details

By selecting the Set contractual details action, a prompt window will open allowing you to manage the users employment and allocation details. This includes full time employment percentage (%FTE), availability, allocation time frames, and hourly rates.

Contract Details

  • Selecting the + Icon will allow you to add additional allocations, the date range being selectable from the calendar drop-down, and the hourly rate being added in the text box in line.
  • Selecting the - Icon will delete the row from the Rates section of the details window.

Select the Save button to confirm the changes for the user's contractual details.

Change country of residence

Selecting the Change country of residence action will open a prompt window allowing adjustment for the user's country of residence and holiday schedules.

Change Country

Note: The application will infer public holidays based on the choice made in the Holiday Profile

Set labels

Labels for users can be added by selecting the Set labels action, which will open a prompt window allowing existing labels to be deleted, as well as new labels added, which separate automatically via commas.

Set labels

Upload CV

Selecting the Upload CV action will automatically trigger an upload window through your browser, allowing you to directly upload a CV file from your documents to the user's profile.

Upload CV

Delete Account

WARNING: Deleted accounts cannot be restored

Selecting the Delete Account action will open a prompt window confirming the account deletion. In order to delete an account, the profile's first name and surname must be input into the text box, matching exactly.

Delete

The deletion can be scheduled for a later date by opening the calendar drop-down. If the deletion is not scheduled, it will happen immediately.