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Need overview

The overview provides all available information about a need. The data is grouped into sections which can be unfolded and edited.

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Need ID

Each need has a unique ID that can be filtered in the quick search or the identification filter.

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Amount

The amount indicates how many profiles have already been staffed and the total amount of positions that have to be staffed.

Linked job postings

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The icon shows if jobs have been posted for the need. It is green if jobs are active, red if they are inactive. Mousing on it displays the connected jobs.

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Status

The current status of the need is displayed in this view. It can be changed through the toolbox.

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Activity

The green or red dot next to the status shows if a need is active or inactive.

Uploads

The number next to the Uploads label indicates the number of attachments added to the need. Clicking on the link displays all files attached.

Additional files can be uploaded through the appropriate link or by drag & drop into the highlighted window. Various file formats (.doc, .docx, .pdf, .rtf, html, etc.) are allowed. The maximum file size is 10 MB. Files can be scanned for personal details and skills. Each file can be downloaded by clicking on its name. Files can also be deleted through the cross icon on the right of each file.

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General information

This section contains key information regarding the need.

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  • User - Defines the Business Manager responsible for the need.
  • + New contact - A new contact can be added from this view, which must be assigned to an existing company.

Qualifications / Tasks

This section contains important data regarding the required skills and a description of the tasks. Completing this information allows to identify matching profiles in the database.

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  • Competencies - Required competencies, as project management or software development. Suggestions based on the input can be selected from a list. Each selected tag can be weighted according the level by clicking on it.
  • Tools - Required tool knowledge, as Matlab or Catia. Suggestions based on the input can be selected from a list. Each selected tag can be weighted according the level by clicking on it.

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  • Main tool - The main tool required, as Matlab or Catia. One suggestion based on the input can be selected.
  • Languages - Required language skills, as English or French. Suggestions based on the input can be selected from a list. Each selected tag can be weighted according the level by clicking on it.
  • Education - Required diploma level, multiple levels can be selected.
  • Education fields - Required field of studies, multiple fields can be added. Suggestions based on the input can be selected.
  • Category - Allows to define the profile categories to consider for the need.
  • Pro category - Allows to define the professional categories of profiles to consider for the need.
  • Tasks - Description of the need and the tasks to perform. The text can be scanned for tags which will automatically populate fields such as languages, competencies and tools.

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Infobox

The infobox lists all activity that occurred for the need. Entries are listed chronologically for a seamless follow-through of events and discussions over time.

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Entries are added through the Toolbox. They can be edited or deleted in the toolbox according to the permission level of the user. Each entry can be commented and additional participants added to the threads. Files related to the entry can be uploaded as well.

Existing entries can be filtered by clicking on the Filter link on top of the section. It allows searching for specific actions and validities, which are displayed when mousing on them. The search field can be used to look for content available in the infobox, such as IDs, statuses, names, and comments.

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The Process-tab displays an overview of sales actions taken for the need in a new tab. Only the last stage of each process is shown. The amount of entries per page can be set. The process option filters for the last stage of each sales process taken for the need.

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Profiles

This section provides an overview of the profiles associated to the need.

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The Search for matching profiles link allows to filter for profiles that match to the requirements of the need. Profiles that were excluded for the need can be viewed and restored by the responsible user through the corresponding link.

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  • Staffed - Profiles that were staffed to this need.
  • Offered profiles - Profiles that have were submitted to customers for the need.
  • Selected profiles - Profiles that were selected by the user responsible for the need.
  • Suggested profiles - Profiles that were suggested by other users or that applied to a job connected to the need.
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