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Assign Requirements

Used to assign Requirements to people. Such as Current & Future jobs etc

Display Persons Information

  1. Use the (info) button in the Action Column e.g.

  2. You can use the Show more fields link to expand the information showed

  3. Use Close to close the information pop-up

On this page:

Table of Contents

Table Reference

Column Name

Select to change?

Description

Action

No

Use the (info) button to display the persons information

Name

No

Name of the person

Email Address

No

Email Address of the person

Current Requirement

Yes

  • None

  • Selected Requirement & Reference

Current Self Match

No

% match of selected Current Requirement against self-assessed profile

Future Requirement

Yes

  • None

  • Selected Requirement & Reference

Future Self Match

No

% match of selected Future Requirement against self-assessed profile

Proposed Requirement

Yes

  • None

  • Selected Requirement & Reference

Proposed Self Match

No

% match of selected Proposed Requirement against self-assessed profile

Position

No

Person’s position (If applicable)

Team

No

Person’s Team (If applicable)


Update any of the Current, Future or Proposed Requirement selections in-situ

  1. Select the link of the one you wish to change e.g.

    1. To abandon the change use the Red abandon button

  2. To update the selection choose a Requirement from the drop-down list. (The Tick button will change to Blue after a new selection)

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  3. Use the Tick button to save the change

Info

The relevant % Match field will change accordingly based on the new selection


Export

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You can export all the current assignments to an Excel worksheet format, suitable for making off-line changes and then re-importing

  1. Select the Export button

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    1. The file will be downloaded to a folder based on your browser configuation

  2. You can then edit the file in preparation for Importing


Import

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You are able to use Import to:

  • Download an Excel Template suitable for Importing (if required)

  • To Import a previously prepared Excel based Upload file (e.g. A previously Exported file or edited template file)

Down Load a Template

  1. Select the Im

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