Page Comparison

People Data

Business design decisions:

• What data do resourcing managers need to gain holistic visibility of available resources they have? (eg: vacancies, long service leave, etc)

• What is the end to end process resourcing managers should follow to raise the identified resourcing gaps to the HR recruitment team?

At TeamForm, we recommend the following additional data is brought into the platform from HRIS system:

• Employee leave/holiday information

• Vacancies

• Secondments

Configuration step(s):

• https://teamform.atlassian.net/wiki/spaces/OS/pages/2751922287/As+an+Admin+I+d+like+to+request+a+data+import+from+TeamForm

Financials

Business design decisions:

• Is your organisation comfortable with the use of a blended rate card to give a high level estimation of what teams are costing?

• Will Finance have resistance towards this high level costing?

• Are you clear on the intent and purpose on the use of the blended rate card?

If your organisation is only ready to apply the use of actual costing of people then a blended rate card is not recommended to be brought in as it will cause confusion on what the numbers present vs what Finance provides them.

Configuration step(s):

• Follow the steps articulated in How to load in daily rate cards to bring your blended rate card into TeamForm

Baseline Refresh

Define when you want to refresh the baseline reference point. At this stage we recommend you either do it at the start of every month or whenever the team is about head into a form of a planning cycle.

Configuration step(s):

• Click here to read more on how to refresh the baseline.

Demand Requests and Approval Workflow

Business design decisions:

• Which delivery team types are allowed to raise and submit requests?

• Which supply team types are allowed to review and approve requests?

• What cadences and/or processes that will enable delivery team leads and supply leads to discuss contested resources and/or work priorities?

• Are there any process guardrails that need to be put in place before demand team leads can go in and raise a demand request?

• Are there any process guardrails and/or data that is required by the supply team lead to help inform them of their resource allocation decisions? (eg skillsets, cost centre IDs, etc)

• How will delivery team leads be able to identify the right supply team to raise their capability request against?

Configuration step(s):

• Org Structure Config Guide for Delivery Teams - Use this doc to help you configure the agreed delivery team types that can raise request

• Org Structure Config Guide for Supply Teams - Use this doc to help you configure the agreed supply team types that can approve request

• How to create a new tag type - Use this doc to help you create any new tag types that are required to support the workflow process

• How to create tag values - Use this doc to help you create any new tag values

• How to modify tag type configurations - Use this doc to help you configure tags to become a requirement data input in Planner

Automated Notifications

Business Design Decisions:

• What are the different types of notifications you would like users to receive automatically and at what frequency?

• What are the different business rules you would like to put in place to trigger email notifications?

• Who will receive the notifications?

Configuration step(s):

• Currently this functionality is not available for self-service. If you have a need to set up automated notifications, please contact your TeamForm Consultant.