To assist your users in staffing requirements, you can set up an automated search and nomination process to identify and nominate resources as candidates for open requirements automatically. The setup includes definitions for both calculating the candidate score and performing automated searches for candidates. Setup of these features is required only if you choose to use this functionality.
Candidate score weightings enable you to define the level of importance of the availability, competencies, and job level of the resource when matched to the specifications of a requirement. These weightings are used to calculate a score for each resource identified by a resource search and for every candidate on your requirements. This score helps you identify the stronger candidates based on the weightings. A high score indicates a better match.
The formula for calculating the scoring percentage is as follows:
[(Competence Match)*(Competence Match Weighting) + (Availability Match)*(Availability Match Weighting) + (Job Level Match)*(Job Level Match Weighting)]
divided by:
[Competence Match Weighting + Availability Match Weighting + Job Level Match Weighting]
You define these weighting values at the Requirement level. Default values appear for your requirement if they have been defined for the project or project template. You can change these values at any of these levels. You can also temporarily change these values when performing a resource search.
You can define the candidate score weightings and set up your preferences for the automated candidate nomination process using the Candidate Score and Search Settings option.
This search process identifies resources that meet the specified criteria for the requirement, including the candidate score, and nominates those resources as candidates on the requirement. This search is an automated process that can be implemented to run on a regular frequency, such as, daily or weekly.
All of the requirements for a project are included in the search process if the Enabled Automated Candidate Nomination Requirements check box is selected on the Staffing Information page of the project. However, you can select or de-select this check box for individual requirements.
All candidates nominated by this process have a status of System Nominated. If you find a candidate you want to keep, from the Candidate List page, change the System Nominated status of the candidate to any user-defined status to indicate that the candidate is under review. If you leave the status as System Nominated, then the candidate is re-evaluated the next time the process is run, potentially risking the loss of that candidate to another assignment.
Resources are matched against the search criteria defined in the Automated Search and Nomination fields of the requirement. These fields are:
Minimum availability
Organization hierarchy
Starting organization
Country
Minimum candidate score
Minimum and maximum job levels
Requirement dates matched to availability dates
Competencies
All matching resources are nominated as candidates for the requirement and assigned a candidate status of System Nominated. If the user does not change this status, the candidate is re-evaluated to determine if a match still exists for the requirement the next time the automated search process is run. The user can prevent a candidate from being reconsidered by the automated search process by changing the candidate status to any other candidate status. For more information on candidate statuses, see Implementing Oracle Project Resource Management Oracle Projects Implementation Guide.
If you do not enable the automated search process for a project or requirement, or if a requirement is excluded from the automated search, the search process still uses the Automated Search and Nomination values to identify qualified requirements for resources. Resources can nominate themselves as candidates from their Candidacy Lists for these requirements.