SECTIONSCertinia Staffing Agent Overview
The Certinia Staffing agent assists you with reallocating assignments by searching for suitable resources and swapping the resource on the assignment, or splitting the assignment to a new resource request.
From the resource and date range that you provide, the Certinia Staffing agent provides you with a reallocation plan for the resource's assignments with the following details:
- Name and start and end dates of each assignment
- Date range provided
- The most suitable action for each assignment
After you review and confirm the plan, the agent proceeds with the reallocation.
The Certinia Staffing agent provides you with the following details before proceeding with the swap of a resource:
- Assignment name
- Assignment ID
- New resource name
- New resource ID
Before proceeding with the split to a new resource request, the Certinia Staffing agent provides you with the following details:
- Assignment name
- Assignment ID
- Split date
This ensures that you have the relevant information before you confirm an action.
The Certinia Staffing agent uses a Salesforce Employee agent. For more information about Employee agents, see the Salesforce Help.
Resource Search
When searching for suitable resources for an assignment, resources are matched according to the priority order of fields and field weightings that an administrator defines using the Resource Search Service custom setting. The retrieved resources match the results returned by Intelligent Staffing. For more information about Intelligent Staffing, see Intelligent Staffing for a Resource Request.
The search uses resource availability and the attributes defined on the assignment. Attributes refer to the following:
- Role
- Region
- Practice
- Group
- Skills and certifications
- Worked With Customer