Creating or updating preferences

Preferences track a resource's preferences as to traveling, relocation, international assignments, locations, schedules, job categories, working conditions, and other attributes.

If the resource was hired in Talent Acquisition, some of this information may already exist.

  1. Select Administrator > Resources > Resources.
  2. Open the resource to update.
  3. On the At A Glance tab, add or update the desired information.
  4. Click Save, specify the effective date, and click OK.

    • If the resource is open to travel, select Yes for Travel and specify the maximum percentage of travel time that the resource prefers.

    • If the resource is open to working overtime, select Yes for Work over time.

    • If the resource is open to relocation, select Yes for Relocate.

    • If the resource is open to international assignments, select Yes for International Assignment.

  5. To create one or more preferred locations for a resource, on the Work Preferences tab, in the Locations section, click Create, select a location from the list, specify a ranking, and click Save.
  6. To create a preferred schedule for a resource, in the Schedules section, click Create, select a schedule from the list, specify a ranking, and click Save.
  7. To create one or more preferred position categories for a resource, in the Categories section, click Create, select a category (and optionally a sub category) from the list, specify a ranking, and click Save.