Here are the steps a Resource Manager can take in Runn to process resourcing requests.
Filtering the list of resourcing requests
As a Resource Manager, you may receive a lot of resource requests from different Project Managers daily and need to liaise with each of them to discuss their resourcing needs.
With Runn’s filtering tool, you can easily filter the list of requests according to their status.
From the People/Project Planner, click Filter
Choose Resourcing Requests
Select Requests Raised/Request Responded/Hire Proposed
You can filter both the project and people planners by the type of resourcing request.
When you filter the project planner by Resourcing Request, all the projects containing placeholders that currently have that status will show.
Finding a Person for the Request
After you have filtered for the list of Request Raised, you can find if there is a suitable person available for the job.
Click on the 3-dot icon next to the placeholder, select Find a Person
The tags and skills that have been associated with the placeholder will be applied as filters to help you shortlist suitable people in the organization.
Making a Comment (Optional)
If you have identified a suitable person, you may want to leave a comment to their Functional Manager to let them know that you would like to assign the job to their team member.
Click on the 3-dot icon and select Comment
Type in a message and click Save
The status of the request will be changed to Request Responded and the icon will change to a yellow arrow.
The Project Manager can also view the comment history between you and the Functional Manager.
Transferring the work to a Person
Once the Team Manager has agreed to the assignment, you can transfer the work to the person.
Click on the 3-dot icon next to the placeholder, select Find a Person
As you click Transfer, the work will then be transferred from the placeholder to the Person. The Project Manager can also see from the planner that you have assigned a person to their project.
If you want to cancel the transfer
Click on the person
Right-click on the assignment
Click Transfer
Choose Placeholder
Select the original placeholder and click Transfer
If no one is available for the job
Making a Comment to inform the Project Manager
Click on the 3-dot icon and select Comment
You can type in a message to inform the Project Manager. You may want to suggest they change their request requirements and work schedule
The status of the request will be changed to Request Responded and the icon will change to a yellow arrow.
To check the response from the project manager, hover your cursor on the arrow to read the latest comment. (At the moment, no notifications are prompted and you are encouraged to to check the latest comment regularly)
Cancelling a Request
If you would like to cancel the request,
Click on the 3-dot icon, select Request Raised/Responded
Click Cancel Request and 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.
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 menu on a placeholder. Hover over Requests and select Request <role>
Select Propose to Hire
The mini-icon will turn into a yellow flag. The HR team will be aware that you have made a hiring request
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.