This page allows you to create a request of resource for a project. You can specify the required resource details like role, designation, position, qualification, desired qualification, work location, work experience, grade, competency and proficiency details. You can raise RFH (Require for Hire) if internal resources are not available. You can authorize, reject and view an existing resource request details.
This page allows the employee to do the following
Employee Information should have been defined through the Employee Induction component
Project Information should have been defined
Client Information should have been defined
HR Setup should have been defined
To maintain resource request details, select Service Resource Planning → Workforce Planning → Maintain Resource Request from the Business Process menu.
Choose Maintain from the Action combo.
Choose an option from Numbering Type combo to specify the numbering type.
Enter the Request ID of the resource request.
In the Request Details section, enter the Project Code for which the resource is required. On Enter, the system displays the name of the client and currency of the project.
Enter the code that identifies the Client. The system displays the name of the client.
Choose an option from Department combo to specify the department for which the resource is required.
Enter the Date on which the resource request is made.
Note: The requested date cannot be lesser than system date.
Enter the Required By date by which the resource is required.
Note: Required By and Request Date cannot be the same. It should be greater than Request date.
Enter the Code of the Requestor who requested the resource. On Enter, the system displays the name of the requestor.
Enter the Reference ID of the resource request.
Enter the code of the employee to whom the resource request is assigned. On Enter, the system displays the name of the assigned employee.
In the Resource Details section, choose an option Designation/Position combo to specify the designation or the position of the required resource.
Choose an option from Role/Job Description combo to specify the role and job description of the required resource. The system lists all the available roles and job descriptions as options.
The system displays the role and job code of the required resource.
Enter the Number of Resources required for the specified project.
Enter the work Allocation of the resource in percentage. The system displays the Qualification based on the position chosen.
Enter the Desired Qualification required for the resource.
Enter the minimum years of experience required for the resource specified in years.
Enter the maximum years of experience required for the resource specified in years.
Choose an option from Work Location combo to specify the work location for which the resource is required.
Choose an option from Request Type combo to specify the type of resource request. The system lists Addition and Replacement as options.
Choose an option from Employee Type combo to specify the employment type of resource.
Choose an option from Grade combo to specify the grade for which resource is required.
Enter the date from which the resource is required.
Note: This date should be the same as specified in required by field in the header.
Enter the date until which the resource is required.
Choose an option from Billable combo to specify whether the project is billable or not. The system lists Yes or No as options.
Choose an option from Site combo to specify the site of the project.
The system displays the Status of the resource request details. The status may be Open, Closed, Cancelled or In Progress.
Enter the number of resource required to be Hired, if the sourcing is selected as External. This number should not exceed the number of resources.
Choose an option from Sourcing combo to specify whether the resource sourcing is external or internal. The system lists External and Internal as options.
Enter the code of the employee to whom the resource request is assigned. On Enter, the system displays the name of the Assigned employee. The system displays the RFH ID and Status if the resource is external or Allocation ID and Status if the resource is internal.
Choose Yes from Cancel Request? combo to cancel the resource request. The system lists Yes as option.
Choose an option from Cancellation Reason combo if the resource request is cancelled. The system lists the options as defined in the Maintain Attribute Master of SRP Masters Component.
Enter the Remarks or Additional Remarks regarding the resource request details.
Click Save to save the resource details.
In the Position Competency Details section, choose an option from Line No combo to specify the line of the request.
In the multiline, choose an option from Proficiency Level combo to specify the proficiency level of the required resource.
Choose Yes or No from Mandatory? combo to specify whether the proficiency level is mandatory or not. The system lists Yes and No as options.
Enter the Remarks regarding the resource competency and proficiency details.
Click Proficiency link to view the proficiency details of the resource.
Click Submit to save the resource request details.
Click RFH to request for hire if the sourcing is External.
In the Optional Links section, choose an option from the Optional Links combo to view the optional links available. The system lists all the available links.
The system displays the Data History details.
To authorize resource request details, select Service Resource Planning → Workforce Planning → Maintain Resource Request from the Business Process menu.
Choose Authorize from the Action combo.
Enter the Request ID of the resource request for authorization.
The system retrieves and displays the request details, resource details and position competency details. Make required modifications to the data displayed. Refer Fields in this Screen topic for an explanation of the fields displayed.
Click the Submit to authorize the resource request details.
To reject resource request details, select Service Resource Planning → Workforce Planning → Maintain Resource Request from the Business Process menu.
Choose Reject from the Action combo.
Enter the Request ID of the resource request for rejection.
The system retrieves and displays the request details, resource details and position competency details. Make required modifications to the data displayed. Refer Fields in this Screen topic for an explanation of the fields displayed.
Click the Submit to reject the resource request details.
Note: The system rejects the resource request details. You can reject a resource request until the generation of Allocation/RFH ID.
To cancel resource request details, select Service Resource Planning → Workforce Planning → Maintain Resource Request from the Business Process menu.
Choose Maintain from the Action combo.
Enter the Request ID of the resource request for cancellation.
The system retrieves and displays the request details, resource details and position competency details. Refer Fields in this Screen topic for an explanation of the fields displayed.
Choose Yes from Cancel Request? combo to cancel the resource request.
Click the Submit to cancel the resource request details.
To view resource request details, select Service Resource Planning → Workforce Planning → Maintain Resource Request from the Business Process menu.
Choose View from the Action combo.
The system retrieves and displays the request details, resource details and position competency details. Refer Fields in this Screen topic for an explanation of the fields displayed.
|
Field Name |
Description |
Type |
Editable |
Mandatory |
Length |
Remarks |
|
Header |
||||||
|
Action |
The option that indicates the action that you want to perform. |
Combo |
No |
Yes |
20 |
The system lists Maintain, Authorize, Reject and View as options. |
|
Numbering Type |
The numbering type of the resource request. |
Combo |
No |
Yes |
20 |
|
|
Request ID |
The request ID of the resource request. |
Textbox |
Yes |
Yes |
20 |
Click the lens icon to retrieve a request ID from the Help on Request ID screen. |
|
Status |
The status of the resource request. |
Textbox |
No |
No |
20 |
|
|
Request Details Section |
||||||
|
Project Code |
The project code for which the resource is required. |
Textbox |
Yes |
Yes |
25 |
Click the lens icon to retrieve a Project Code from the Help on Project screen. |
|
Project Name |
The name of the project. |
Textbox |
No |
Yes |
50 |
|
|
Project Currency |
The currency used in the project transactions. |
Textbox |
No |
Yes |
20 |
|
|
Client Code |
The code that identifies the client for which the resource is required. |
Textbox |
Yes |
No |
25 |
Click the lens icon to retrieve a Client Code from the Help on Customer screen. |
|
Client Name |
The name of the client. |
Textbox |
No |
No |
50 |
|
|
Remarks |
The remarks regarding the client details. |
Textbox |
Yes |
No |
255 |
|
|
Department |
The option that indicates the department for which the resource is required. |
Combo |
No |
Yes |
20 |
|
|
Requested Date |
The date on which the resource request is made. |
Textbox |
Yes |
Yes |
11 |
|
|
Required By |
The date by which the resource is required. |
Textbox |
Yes |
Yes |
11 |
|
|
Requester Code |
The code of the requestor who requested the resource. |
Textbox |
Yes |
Yes |
20 |
Click the lens icon to retrieve a Requester Code from the Help on Employees screen. |
|
Requester Name |
The name of the requestor. |
Textbox |
No |
Yes |
50 |
|
|
Reference ID |
The reference ID of the resource request. |
Textbox |
Yes |
Yes |
100 |
|
|
Assigned To - Emp Code |
The code of the employee to whom the resource request is assigned. |
Textbox |
Yes |
Yes |
20 |
Click the lens icon to retrieve an Assigned to Employee Code from the Help on Employees screen. |
|
Assigned To - Emp Name |
The name of the assigned employee. |
Textbox |
No |
Yes |
50 |
|
|
Resource Details Section |
||||||
|
Line No. |
The line number of the resource request. |
Textbox |
No |
Yes |
4 |
|
|
Designation/Position |
The option that indicates the designation or the position of the required resource. |
Combo |
No |
Yes |
50 |
|
|
Role/Job Description |
The option that indicates the role and job description of the required resource. |
Combo |
No |
Yes |
25 |
The system lists all the available roles and job descriptions as options. |
|
Role/Job Code |
The role and job code of the required resource. |
Textbox |
No |
No |
25 |
|
|
No. of Resources |
The number of resources required for the specified project. |
Textbox |
Yes |
Yes |
4 |
|
|
% Allocation per day |
The work allocation of the resource in percentage. |
Textbox |
Yes |
Yes |
4 |
|
|
Qualification |
The qualification required for the resource. |
Textbox |
No |
No |
50 |
|
|
Desired Qualification |
The desired qualification required for the resource. |
Textbox |
Yes |
No |
255 |
|
|
Grade |
The option that indicates the grade for which resource is required. |
Combo |
No |
Yes |
20 |
|
|
Exp From (in Yrs) |
The minimum years of experience required for the resource specified in years. |
Textbox |
No |
No |
28 |
|
|
Exp To (in Yrs) |
The maximum years of experience required for the resource specified in years. |
Textbox |
Yes |
No |
28 |
|
|
Work Location |
The option that indicates the work location for which the resource is required. |
Combo |
No |
No |
50 |
|
|
Request Type |
The option that indicates the type of resource request. |
Combo |
No |
No |
20 |
The system lists Addition and Replacement as options. |
|
Employee Type |
The option that indicates the employment type of resource. |
Combo |
No |
No |
20 |
|
|
From Date |
The date from which the resource request is active. |
Textbox |
Yes |
Yes |
11 |
|
|
To Date |
The date until which the resource request is active. |
Textbox |
Yes |
Yes |
11 |
|
|
Billable? |
The option that indicates whether the project is billable or not. |
Combo |
No |
Yes |
20 |
The system lists Yes or No as options. |
|
Site |
The option that indicates the site to which the resource is deployed. |
Combo |
No |
Yes |
20 |
The system lists Onsite, Offshore and Onshore as options. |
|
Status |
The status of the resource request details. |
Textbox |
No |
No |
20 |
|
|
Hire |
Enter Yes if the sourcing is selected as External. |
Textbox |
Yes |
Yes |
4 |
|
|
Sourcing |
The option that specifies whether the resource sourcing is external or internal. |
Combo |
No |
Yes |
20 |
|
|
Assigned To: Code |
The code of the employee to whom the resource request is assigned. |
Textbox |
Yes |
Yes |
20 |
|
|
Assigned To: Name |
The name of the assigned employee. |
Textbox |
No |
Yes |
50 |
|
|
RFH/Allocation ID |
The identification code of the request for hire or allocation of the resource. |
Textbox |
No |
No |
20 |
|
|
RFH/Allocation Status |
The status of the RFH or allocation of the resource. |
Textbox |
No |
No |
100 |
|
|
Cancel Request? |
The option that specifies whether the resource request is cancelled or not. |
Combo |
No |
No |
20 |
The system lists Yes and No as options. |
|
Cancellation Reason |
The option that indicates the cancellation reason if the resource request is cancelled. |
Combo |
No |
Yes |
255 |
The system lists the options as defined in the Maintain Attribute Master of SRP Masters Component. |
|
Rejection Reason |
The rejection reason if the resource request is rejected. |
Textbox |
Yes |
Yes |
255 |
|
|
Remarks |
The remarks regarding the resource request details. |
Textbox |
Yes |
No |
2999 |
|
|
Additional Remarks |
The additional remarks regarding the resource request details. |
Textbox |
Yes |
No |
2999 |
|
|
Position Competency Details Section |
||||||
|
Line No. |
The option that indicates the line number of the resource request. |
Combo |
No |
No |
4 |
|
|
Proficiency |
The link used to view the proficiency details. |
Link |
No |
No |
20 |
|
|
Competency Code |
The code that identifies the competency of the resource. |
Textbox |
No |
No |
20 |
|
|
Competency Description |
The detailed description of the competency. |
Textbox |
No |
No |
50 |
|
|
Proficiency Level |
The option that indicates the proficiency level of the required resource. |
Combo |
No |
No |
4 |
|
|
Mandatory? |
The option that specifies the whether the proficiency level is mandatory or not. |
Combo |
No |
No |
20 |
The system lists Yes and No as options. |
|
Remarks |
The remarks regarding the resource competency and proficiency details. |
Textbox |
Yes |
No |
2999 |
|
|
Optional Links Section |
||||||
|
Position Information |
The link used to view the position details. |
Link |
No |
No |
20 |
|
|
Resource Availability |
The link used to view the resource availability details. |
Link |
No |
No |
20 |
|
|
Request For Hire |
The link used to view the request for hire details. |
Link |
No |
No |
20 |
|
|
Data History Section |
||||||
|
Created By |
The login ID of the user who created the resource request details. |
Textbox |
No |
No |
50 |
|
|
Created Date and Time |
The date and time on which the resource request details was created. |
Textbox |
No |
No |
25 |
|
|
Last Modified By |
The login ID of the user who last modified the resource request details. |
Textbox |
No |
No |
50 |
|
|
Modified Date and Time |
The date and time on which the resource request details was last modified. |
Textbox |
No |
No |
25 |
|