Your first week
The order that gets a desk working: sources, the bench, then the first submissions.
Nothing here needs to be finished before the next thing starts. The order matters more than the completeness.
- Get your sources grantedYour administrator grants the sources your desk should see. Until something is granted the market looks empty — and Overview says so in words rather than showing you an empty page and letting you guess.
- Put the bench on fileAdd consultants and get each one marketable: a resume somebody here approved, work authorization, a location, and the skills they actually sell on.
- Look at the matchesOpen Match Workspace. Each consultant's fit is shown with the reasons behind it, so a score you disagree with can be argued with rather than ignored.
- Turn a match into a submissionThe draft is assembled from what is already known about the consultant, the requirement and the vendor. Only what genuinely needs a person is left to do.
- Work Today each morningIt lists what is owed, by whom, and what is late — in the order the work has to happen, so nothing is suggested before the thing it depends on.
If the console shows nothing under a page you expect to use, it is usually a permission your role does not hold. The page says which one, and an administrator can grant it.
Frequently asked
What if the market looks empty on day one?
That is almost always sources rather than the market. Until your administrator grants sources, there is nothing to read — Overview says so in words rather than showing you an empty page.
How many consultants should we load first?
Enough to recognise the answers — five or ten is plenty. Matching and coverage are per person, so a small bench gives you a true picture of how the product behaves on yours.
What if a page I expect is not there?
It is usually a permission your role does not hold rather than a missing feature. The page says which permission, and an administrator can grant it.
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