This section contains the following topics:
Standard Resource Finder Search Parameters
The Resource Finder makes it easy to locate resource information. Use the Resource Finder to locate a resource to fill a requisition and to ascertain availability for an investment. The finder can also help see the employment status, primary role, or skill set for a resource. Use the out-of-box search parameters to find a resource, or create custom searches that are tailored to meet the more specific recruiting requirements.
You can use the Resource Finder to search for labor resources and roles. You cannot use the Resource Finder to locate material, equipment, or expense resources.
The Resource Finder consists of a filter that allows you to specify search criteria. The Resource Finder filter contains a number of standard search parameters such as name, role, ID number, employment type, skills, and availability. You can use these parameters to specify a particular resource, or to locate resources who share certain criteria.
Access the Resource Finder using one of the following:
Select Resource Finder from the Resource Management menu to open the Resource Finder page. This page displays the most robust version of the Resource Finder and contains many search criteria from which you can search resources.
From any staff page, click the Resource Finder icon next to the resource. Use the Resource Finder to perform on-the-spot resource searches to replace overbooked or inappropriately assigned resources to investments. The Resource Finder performs the search using the same characteristics associated with the resource you want to replace.
The search results display the resources you have access rights to. Use the search criteria of the filter to reduce the number of resources that appear in the list.
Set the fields in the Resource Finder filter to search by a single parameter, multiple or a set of parameters. A few of the filter parameters, such as availability and availability threshold, are designed to work in tandem. For example, you can search for a resource by name (a one-parameter search). Or, search for a resource that has been assigned to a particular role and is a particular employee type (a multiple parameter search).
Effective use of the Resource Finder is through proper filter parameters to locate the desired resources. In addition to the standard filter criteria, you can build power filters.
For more information, see the Basics User Guide.
The following list describes the standard search parameter names:
Searches for a resource by name.
Defines the unique identifier for the resource. Resource ID is a display only field.
Searches by OBS unit.
Selects resources from within the unit. Or, broaden the search to include the unit descendants or ancestors.
Searches by role.
Searches resources associated with the role selected. Or, broaden the search to include the role descendants or ancestors.
Note: If you select a role, do not use Filter Mode. Some companies decide not to define role hierarchies.
Searches resource resumes by keywords, such as company name, university, skill. Specify a full-time employee or a contractor to avoid the search results displaying both.
If resumes have been attached to the profiles of the resources to which you have access.
Locates resources available for a certain time period.
Enter the percentage of time for the resource. The Resource Finder excludes resource availability below the time specified.
Works with the Availability field. Check mark the field for the search to yield resources that have already been soft-booked for an investment. Otherwise, the search results do not display soft-booked resources.
Locates resources that have certain skills associated with their profile.
Works in tandem with the Skill field. Enter the percentage of skills that resources must possess. The Resource Finder excludes resources whose skill-match falls below the percentage specified.
This link opens a page to build a custom filter.
|
Copyright © 2013 CA.
All rights reserved.
|
|