Resource Management

admin Jan-17-2020 0 Comment

In the Resource Management section, Zbizlink provides the following functionalities:

  • Resume Parsing -> Add new Resources or team members using their resume.
  • Manual Entries -> Add the new Resources or team members with manual entry.
  • Candidate Review -> View the added Resources or team members via Resource Profile.
  • Resource Updates -> Change the status of Resources or team members throughout the bid process.

7.1. Resume Parser

Resume Parsing, also known as CV Parsing, Resume Extraction or CV Extraction, is the conversion of a free-form resume/CV document into structured information for storage, reporting and system integration. Zbizlink will quickly process resumes and CVs in real-time – so you don’t have to — with our Resume Parser feature.

Note: Resumes/CVs must be in Microsoft Word format before uploading.

Figure 7.1. Edit Lengthy Resumes in No Time with Resume Parser

Instructions:

  1. First, select “View Resource” under Resource Management.
  2. Next, click “Add Employee”.
  3. Click “Yes” if you have a resume and want to extract the information from file.
  4. Select “Choose New File” to upload the resume/CV.
  5. Select a file in doc/docx Once selected and the content is successfully extracted. Zbizlink will ask you “Do you want to preview & save your data?”.

Figure 7.1a. Extract Data Straight from the Resume

6. Lastly, select “Apply” to extract the data from the resume.

7.2. Manual Entries

Sometimes team members may not have an updated resume. Sometimes team members may want to tailor their resume to the Opportunity. Zbizlink will support the resume building process no matter the need.

Add information manually for a complete resume. Manual entries allow you and your team to have full visibility and control of each resume section. Edit resumes as much or as little as needed to complete your winning proposal.

Figure 7.2. Build Resource Profiles Manually

In the “Resume Parser” tab, click “No” when asked “Do you have an employee resume?” to move to the “Basic Information” tab.
Recommendation: Complete as much information as possible/needed on each tab to streamline subsequent tab completion.

7.2.1. Basic Information

Admin Users can enter the Resource’s information in the “Basic Information” tab including email address. Once information is entered into the tool and submitted, the Resource will receive a confirmation email for Zbizlink registration.

Figure 7.2.1. Enter Detailed Basic Information for Team Resumes

Instructions:

  1. First, enter “First Name” and “Last Name”.
  2. Next, enter the “Email” and your “Password”.
  3. Input “Date of Birth” (optional).
  4. Enter the name and number of “Emergency Contact” (optional).
  5. Select “Designation” and “Department” from drop-down “Annual Salary”, “Hourly Rate” and “Summary” fields are optional.
  6. To upload a profile picture, click the photo (upper right-hand corner) to “Choose File”.
  7. Lastly, click “Submit” to move to the “Education”

Figure 7.2.1a. Sample Resource Registration Email Confirmation

Once a Resource selects “Click Here”, he/she will be redirected to your organization’s Zbizlink dashboard. Resources can create a new password for their individual use.

Instructions:

  1. First, click “View Resource” under Resource Management.
  2. Next, find your name and select the eye icon to “View/Edit Details”.
  3. Lastly, follow the below steps to add/update your Resource Profile information.

Note: Resources will have limited access to the account unless Admin Users grant the Resource administrative or user group permissions. Refer to Section 6.4: Assigning Admin Users – Section 6.5: Managing User Groups for more information.

7.2.2. Education

Record up-to-date data for completed, or in-progress education history in the “Employee Education” tab.

Figure 7.2.2. Enter Employee Education for Your Resources

 

Instructions:

  1. First, click “Add Degree”.
  2. Next, enter the “School Name” and “Location”.
  3. Select “Degree” from drop-down
  4. Select “Start Date” and “End Date”.
  5. Select or type “Field of Study”.
  6. Lastly, click “Submit” to move to the “Employment History”

7.2.3. Employment & Work History

Record your previous and current work experience in the “Employment History” tab.
Note: If the “Currently Working” checkbox is unchecked then the “End Date” field is mandatory. Otherwise, the field will be optional.

Figure 7.2.3. Record Relevant Employment History that Capture Resource Skill

Instructions:

  1. First, click “Add Experience”.
  2. Next, enter the “Employer Name” and “Job Title”.
  3. Select “Start Date” and “End Date”.
  4. If still employed with the stated employer, check the “Currently Working” checkbox or otherwise provide a short statement about the “Reason for Leaving”.
  5. Provide a brief description for “Job Responsibilities”.
  6. If you would like to add additional information, select “Add More”.
  7. Lastly, click “Submit” to move to the “Work History”

Figure 7.2.3a. Detail Past Projects that Relate to Your Current Bid

Instructions:

  1. First, click “Add Project”.
  2. Next, select an employer from “Employer History” drop-down menu.
  3. Enter the “Project Name”, “Project Position Title” and “Location”.
  4. Select “Start Date” and “End Date”.
  5. Provide the estimated “Project Revenue”.
  6. Provide a brief “Description” about the project.
  7. Provide the “Tools & Technology” and “Duties and Responsibility” specific to the project.
  8. To validate your projects, provide a “Reference/Contact Person” for the project. Select “Add More” to add additional references/contact persons.

Figure 7.2.3b. Validated Project Experience Enhances Your Resource Resumes

9. Lastly, click “Submit” to move to the “Employee Certifications” tab.

7.2.4. Certifications & Skills

Record your certifications, the associated license number and the issuing authority, as well as your skills. Add, edit or delete these records at any time.

 Instructions:

  1. First, click “Add Certification”.
  2. Next, enter the title of the certification as “Certification Name”.
  3. Provide the “License Number” for the certification.
  4. Select “Certification Date”.
  5. Provide the name of the “Certification Authority”.
  6. Provide the valid “Certification URL”.
  7. Lastly, click “Submit” to move to the “Skills”

Add your most recent skills and update them based on an Opportunity.

Figure 7.2.4a. Add Specific Years of Experience in Skills

Instructions:

  1. First, click “Add New Record”.
  2. Next, enter the “Skill Name”.
  3. Select the years using the skill in “Experience” drop-down
  4. Select the date of “Skill Last Used”.
  5. Lastly, click “Submit” to move to the “Resume”

7.2.5. Resume & RFR Template
Organize your data into a shareable, completed resume in the “Resume” tab.

Figure 7.2.5. Complete Resumes That Are Ready for Upload

Instructions:

  1. First, click “Add New Resume”.
  2. Next, name the resume according to the Resource in “Resume Name” field.
  3. Select a suitable template under “Resume Templates”.
  4. Lastly, click “Submit”.

Note: Select the Resume Name in the Resume tab to review the resume in non-editable form.

RFR Template

When a specific category is assigned to a Resource, the specific template and Resource-specific data will appear in the “RFR Template” tab.

To edit the template, click “Edit” to view and adjust the information in a pop-up window, as shown in Figure 7.2.5a below.

Figure 7.2.5a. Save Time Editing Resumes with Zbizlink’s RFR Template
Admin Users can define a template that is specific to each labor category (i.e. Human Resources, etc.) or a single template for all resumes.

7.2.6. References

Add references to your resume, as desired, in the “References” tab.

Figure 7.2.6. Add References To Your Resume

Instructions:

  1. First, click “Add New Reference”.
  2. Next, add “First Name”, “Middle Name”, and “Last Name”.
  3. Provide the reference’s “Job Title”.
  4. Provide the reference’s “Organization Name”.
  5. Add the reference’s “Email” and “Contact Number”.
  6. If you would like to add any additional information (e.g. “Reference changed employers” or “Years known”), provide this in the “Additional Information” field.
  7. Lastly, click “Submit”.

7.3. Viewing Resource Status

When the cursor hovers over a Resource name in the View Resource section, a summary of experience, and two action items will display. Review the Resource’s qualifications instantly without reading the full resume.

Figure 7.3. A Resource Summary Highlights Resource Experience Instantly

Action Items

(1) Allows you to “View/Edit Details”.
(2) Allows “More Actions” including:

  • Promotion
  • Transfer
  • Suspend
  • Terminate
  • Restore

Promoting a Resource

To edit or update a Resource’s role, use the promotion option. Once you have selected option two (2) as an action item, recommend a Resource for promotion in the “Promotion” tab.

Figure 7.3a. Leverage the Best Resources with a Team Promotion

In the “Promotion” tab, the Resource’s current information will display.

Instructions:

  1. First, use the “Promote to” drop-down menu to select a new Designation.
  2. Next, select the “Effective Date” to note the date the promotion should begin.
  3. If you would like to add a file (i.e. Promotion Letter, etc.), select “Choose File” to upload a document from your computer.
  4. Enter “Remarks”.
  5. Lastly, click “Promote”.

Transferring a Resource

Figure 7.3b. Reassign the Department for a Resource

In the “Transfer” tab, the Resource’s current information will display.

Instructions:

  1. First, use the “Transfer to” drop-down menu to select a new Department.
  2. Next, select the “Effective Date” to note the date the transfer should go into effect.
  3. If you would like to add a file (i.e. Transfer Letter, etc.), select “Choose File” to upload a document from your computer.
  4. Add “Remarks”.
  5. Lastly, click “Transfer”.

Suspending a Resource

Figure 7.3c. Suspend Resources with Unsatisfactory Performance

In the “Suspend” tab, the Resource’s current information will display.

Instructions:

  1. First, select the “Effective Date” to note the date that the suspension should go into effect.
  2. Next, if you would like to add a file (i.e. Suspension Letter, etc.), select “Choose File” to upload a document from your computer.
  3. Add “Remarks”.
  4. Lastly, click “Suspend”.

An immediate notification, as shown in Figure 7.3d, is sent to the unsatisfactory Resource about the suspended status whether he/she is online or offline.

Figure 7.3d. Suspension Alert

If the suspended Resource is offline, he/she will receive the alert in their notification inbox, as shown in Figure 7.3e below:

Figure 7.3e. Notification Inbox

Restoring a Resource

Figure 7.3f. Restore Resources from Suspension

In the “Restore” tab, the Resource’s current information will display.

Instructions:

  1. First, select the “Effective Date” to note the date that the Resource should be restored.
  2. Next, if you would like to add a file (i.e. Restoration Letter, etc.), select “Choose File” to upload a document from your computer.
  3. Add “Remarks”.
  4. Lastly, click “Restore”.

An immediate notification, as shown in Figure 7.3g, is sent to the Resource about the restored status, whether he/she is online or offline.

Figure 7.3g. Restored Alert for Previous Resources

Terminating a Resource

Figure 7.8h. Completely Remove Unsatisfactory Resources

In the “Terminate” tab, the Resource’s current information will display.

Instructions:

  1. First, select the “Effective Date” to note the date that the termination should go into effect.
  2. Next, if you would like to add a file (i.e. Termination Letter, etc.), select “Choose File” to upload a document from your computer.
  3. Add “Remarks”.
  4. Lastly, click “Terminate”.

Remember: When a Resource is suspended/restored, he/she receives a notification whether online or offline. If online, the Resource will see a notification alert. Otherwise, the notification icon will notify of a new message, and the message will be available in their notification inbox.

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