You can submit a proposal on a request by clicking on the action button at the top right and then on ‘create proposal’. Creating a proposal happens in several steps.
First step: you provide general information. Here, you also select the human resource you want to propose. Depending on the client’s settings, additional steps may follow, such as providing extra information, uploading documents, and adding skills. After creating your proposal, you arrive at the overview page of your proposal.
Note: this is a different operation than in the previous version. By working with human resources, you can easily propose the same human resource on multiple requests. For all proposals made in the previous version of the tool, a human resource will automatically be created. When creating a proposal, you can filter this list of human resources by clicking on the filter icon. A new window appears with all the human resources on which you can filter by filling in one or more fields at the top. You also have the option to click on the ‘create’ button to add a new human resource if it does not yet appear in the list. You can also manage your human resources by clicking on ‘human resources’ in the menu on the left.
Note: after creating your proposal, it is not automatically published. To publish your proposal, click on the action button at the top right, then click on ‘publish’.
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