Qualifications and assignment
Capture service and people requirements for better assignment.
Outcome
Requirements per role sit on services and are assigned to people or clients. Invoicing uses the requirement that applied that day.
Who it's for
Planner / admin
Prerequisites
- Services defined for your company
- Understanding of which certifications or tags matter operationally
Steps
- Decide which requirements should live as qualifications on services (for example certifications or evidence needs).
- Assign qualifications to people (skills) and to clients or shifts where needed.
- Set when a requirement starts. Keep it open until you close it. A later change does not rewrite past invoices.
- When assigning: prefer candidates with required qualifications; optional ones help with ranking.
- Revisit qualifications when rules or services change: close the old period and open a new one.