Modify Associate profile details in HRM

ℹ️ The following permissions are needed there: Edit profiles in HRM

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Modify an Associate Profile 

📓 Admin can only edit profile details in HRM, create/archive profile functionality is available only in Mission Control.

1. Navigate to Associates: Go to the “Associates” section in the sidebar.
2. Find needed Associate:
   1. If the profile was just added in Mission Control, the profile is in the Future Associate tab.
   2. If it is a regular profile that was already modified after creation, the profile is listed in the Associates tab.
   3. Locate needed profile scrolling or using search/filters.

3. Access the Profile for Editing: 
   1. Click on the needed profile item to open the Associate profile details and click the button Edit in the top-right corner.

2. Or click on the burger menu icon (three dots) and select Edit Option.

4. Enter the all required fields (It is marked with an * (asterisk) symbol) and optional if needed:
   1. Position — this field is filled automatically when the Job Title and Grade fields are set, so skip it.
   2. Type — select the corresponding option
      1. Corporate functions — people who have responsibilities and tasks related to company activities and overall management.
      2. Delivery — people who have responsibilities and tasks related to direct execution or management services that the company provides to its clients.
   3. Unit/Delivery Unit
      1. if the Corporate function type is selected, you need to select Unit and Teams fields.
      2. If the Delivery type is selected, the Delivery unit field is filled automatically according to the assignments (see how to assign a project in the guide).
   4. Job Family  — select Job Family, the list of Job Families cannot be updated manually.
   5. Job Title — select Job Title, which is the name of a particular job in the organization (e.g. Android Software Developer).
   6.  Grade — set Associate Grade. 
   7. Approval scheme — select the type of approval scheme that will be used for approval time-offs, worklogs, etc.
      1. Competency Lead — Associate’s Department lead (which is set in the ERP on the Teams tab)  will approve time-off requests.
      2. Direct Manager — need to set Manager in the next field, Associate’s Manager will approve time-off requests.
      3. Project Manager — Project manager(s) of the associate’s assignment(s) in ERP  will approve time-off requests.

📓We don’t recommend assigning Project Managers as the Managers of other Project Managers (in assignments) to avoid looping of the relations service (e.g. PM 1 is the approver of PM 2, PM 2 is the approver of PM 1)

8. English level — select a relevant level.
9. HRBP — assign HRBP for the Associate.
10. Type of Association
    1. Associate — regular contractor
    2. Future Associate — a person who accepts the offer and will be a contractor
    3. Sub-contractor — freelancers
11. Birthday
12. Gender
13. Children if needed
14. Save changes

Disabled fields are filled automatically based on the information from ERP, CEP, and Mission Control

The filled profile can look like this: