Resource Matching: Getting started

As a supplier, the Resource Matching dialog prompts you to take action whenever you add a resource and the system spots a potential duplicate. It checks only your supplier resource pool, ensuring you review matches relevant to you. When a match appears, you must confirm or resolve it before moving forward—keeping your resource data clean, accurate, and ready for the next step.

• To learn more about Resource Matching, read this article.
• To get answers to frequently asked questions, go to this article.
• To explore the technology behind Resource Matching, check out this article.

Quick start steps

1. Enter candidate details.
2. If a potential match appears, review the displayed data.
3. Choose one of the following:
   • Cancel if the match refers to the same individual. This avoids creating duplicates.
   • Continue Adding Resource if the candidate is not the same person.
4. If DNR is displayed, stop the process. DNR records cannot be added.

Step-by-step

1. Select Manage/Search > Resource Pool. A Resource Pool Search page displays.
2. Select Add New. A Create Candidate page displays.
3.  From the Industry list, select the applicable combined the Geography and Labor Category.
4. From the Industry list, select the applicable supplier.
5. Select OK. A Add Candidate - Details page displays.
6. In the First Name field, add the resource’s given name.
7. In the Last Name field, add the resource’s surname.
8. In the Email field, enter the email where the resource can be contacted.
9. Follow your program’s business processes for completing additional fields.
10. Select OK. When a potential match is found, the Matching Resources dialog displays.
11. Take one of these steps based on the results that display in the Matching Resources dialog.
    • When you’re certain an exact match was found (same person, same industry, same supplier), select Cancel. It’s important that you do not proceed with a duplicate candidate.

      OR

    • When you don’t find an exact match, select Continue Adding Resource.

      

12. From the Add Candidate - Details page, continue processing the resource according to your program’s business processes and workflow requirements.