Table of Contents
Business Context
Required Permissions
Configuring Staffers Profile
Editing Staffers Profile. Manager Role vs. Staffer Role
Defining Data Fields for Staffer Profiles
FAQ: How Can a Manager Add a Staffer Note?
Business Context
Comprehensive employee profiles are a cornerstone of effective resource management. In Foresight, managers and administrators benefit significantly from having detailed and up-to-date information about their team members. These profiles, including contact information, professional experience, certifications, and technical or soft skills, empower managers to make informed decisions about staff allocation, skill utilization, and project assignments. By customizing and enriching these profiles, managers can efficiently identify team members with the right qualifications for specific tasks, streamline resource planning, and ensure better alignment between project requirements and staff capabilities. Ultimately, well-maintained profiles enhance strategic workforce management and support organizational success.
Required Permissions
Managers who have been granted the necessary permissions can edit staffers' profiles. Additionally, staff members can edit their profiles if the organization has enabled this option. If not, staff members will not have access to this section at all.
Below is a table detailing the permissions you or your team members need to create and edit employee profiles.
| Editing Staffer’s Profile: Required Permissions | |
| Manager Role | Staff Access: Edit any profile including assigning skills |
| Staffer Role | Edit profile including assigning skills as a staffer |
Configuring Staffer’s Profile
Adding technical skills to a team member’s profile will help you when searching for specialists to add to a project.
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Log in to the Manager Role Account ➡ Go to the Staff List Tab ➡ Click the Staffer ➡ Go to the Profile Section |
To add experience, technical and soft skills, or languages to an employee’s profile, go to the Staff List tTab from your main navigation sidebar. Then, open the profile for a specific staffer and go to the Profile section. You’ll see some fields you can edit. Here, you can add:
- information about the staffer's position, seniority, and time-off manager;
- staffer's contracts;,
- experience, e.g. info from past project work, key responsibilities, and history of skills;
- education;
- certificates;
- technical and soft skills;
- language skills.
Editing Staffer’s Profile. Manager Role vs. Staffer Role
There are key differences between the permissions granted to Staffers and Managers. As a Manager, you have the ability to create new skill categories, while Staffers can only add skills from existing categories that a Manager created. Additionally, Managers can define seniority levels, whereas Staffers cannot. Remember that all skill categories and seniority levels you create will be visible across your organization.
Defining Data Fields for Staffer Profiles
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Log in to the Manager Role Account ➡ Go to the My Company Tab ➡ Stay in the Skills Section ➡ Add Languages, Soft Skills, and Technical Skills |
To create a new skill category or seniority level for your organization, navigate to the My Company Tab in the sidebar. Use the tabs at the top of this window to add or configure different skills, skill categories, time-off types, and seniority levels.
FAQ: How Can a Manager Add a Staffer Note?
To add a Staffer Note to a staffer’s profile, go to the Staff List tab from your main navigation sidebar. Then, open the profile for a specific staffer and click on the Profile tab. You’ll find the option to add and edit a staffer note.