Separate the need from the person
A good request begins with work requirements—not a preferred employee. Capture the role, skills, proficiency, dates, and weekly effort before considering candidates.
Give each participant a clear decision
Project managers define the need. Line managers recommend qualified people from their teams. Resource managers resolve cross-team trade-offs. The project manager confirms the final fit.
- Show why a person matches
- Expose availability conflicts
- Preserve recommendation history
- Notify the selected employee
- Update the project and capacity forecast automatically
Measure the workflow
Track time to recommend, time to fill, internal fill rate, rejected recommendations, and revenue at risk from unfilled roles. The workflow itself becomes a source of operational insight.