The following steps outline the process for fulfilling a resourcing request.
1. Viewing the Resourcing Request Details
Hover your cursor on the yellow resourcing request icon to view the requestor and the time when the request was made
Click on the Placeholder Name to view the details of the placeholder from the side panel. You can view the requirements specified by the Requestor.
2. Identifying the potential candidate for the role
From the Project Planner or the People Planner, click on the 3-dot icon next to the placeholder, select Find Person
The requirements associated with the placeholder will be applied as filters to help you shortlist suitable individuals within the organization.
If there are no candidates available based on the original requirements, you can remove some filters to expand the search criteria, or click on the cross next to the Filter button to clear all filters
Hover your cursor on the Transfer button to preview how the assignment will affect each person's schedule:
3. Responding to the Request
Assuming you have identified a suitable person / some potential candidates, and you want to suggest them to the Project Manager.
From the placeholder, click on the 3-dot icon and select Edit Details
Look for the Suggested People Field and add the names of the potential candidates. Click Save
From the placeholder, click on the 3-dot icon and select Request Raised > Respond to Request
Enter your comments for the Project Manager and click Respond to Request
The Project Manager will receive an in-app notification (if they have subscribed to request updates notification)
If further discussions are needed
You and the Project Manager can continue the discussion in the Comments section.
Click on the 3-dot icon and select Comments
@mention the Project Manager, type in a message and click Save
The Project Manager will receive a notification
👀 All comments are visible to ALL users with access to the Planners. Please do not leave sensitive information in the comment section.
3 Ways to Handle the Request
There are different ways to handle the request, depending on the situation:
If someone internally is suitable for the role
If no one internally is available for the role and you need to make a new hire
If you have decided to cancel the request
🙋 If someone internally is available for the role
Transferring the work to a Person
Once the Team Manager has agreed to the assignment, you can transfer the work to the person. Check out the steps here.
🙅 If no one internally is suitable for the job
Proposing to Hire
If there is no one internally suitable for the job, you may want to propose hiring to the HR team.
From the Project or People planner, click the 3-dot icon on the placeholder.
Select Request Raised > Propose to Hire
You can leave a comment to the HR team to give them more context.
The mini-icon will turn into a yellow flag.
The Project Manager will receive an in-app notification that their resourcing request status has changed.
If a new hire is made
The Hiring Manager may inform you in the comments that a new hire has been made to fill the position. When the new hire has been added to Runn, you can transfer the work to the new hire.
If you need to cancel the request
If you would like to cancel the resourcing request,
Click on the 3-dot icon, select Request Raised/Responded > Cancel Request
(Optional) Enter a note on why you are cancelling the request. The comment history will still be retained and viewable.
The placeholder will return to No Request status.
