Personnel

Goal: you get an overview of all personnel resources in the client’s resource pool, filter and sort the list, and, if needed, convert a personnel resource into a user.

Overview of all personnel resources in the resource pool

Here you get an overview of all personnel resources in the client’s resource pool.

  • Enter a search term in the Filter field to narrow down the selection.

  • Sort the list by any column by clicking the arrow in the column’s title area.

    Sort arrow in the column title for sorting the list

Convert a personnel resource into a user

Click the button Button for converting a personnel resource into a user in the row of the desired personnel resource — a new user is created from it.

View user data

If a user already exists in Rillsoft Integration Server for a personnel resource, you can see their information via the button Button for viewing the user data in their row.

User data of a personnel resource