People
People, weekly availability, and absence, including proof document review. So you can see who can really work for planning and Smart Assign.
What you do with it
Here you manage people and other capacity: profiles, availability patterns, absence, plus the qualifications and rates planning uses.
Capabilities
Keep the directory, weekly availability, and absence current. Review proof documents when needed. Rates and qualifications stay with the person, so assignment and invoicing stay aligned.
- People roster: create, view, edit, deactivate; filter by type, industry, status, and documents needing review
- Weekly availability patterns (including standby), with helpers to copy days
- Time-off requests with approve/reject, reasons, calendar, and visibility of affected shifts
- People types and status as a guide when you schedule
- Qualifications and rates: the rate that applied that day (see Qualifications & rates)
- Attach and review evidence when documents need planner attention
- Preferences that Smart Assign uses (client or location preference)
- Self-service in the people portal for shifts, availability, time off, and document vault, where enabled
Outcomes
You plan from current availability, approved time off, and complete profiles. Fewer last-minute conflicts between committed shifts and who can actually work.
