Human resources
Overview
Human resources are people profiles your team attaches to bids — key experts, project managers, and proposed staff. Store CV-style data once at team level, then reference profiles in pursuit Questionnaire, generated qualification forms, and Document editor HR panel.
Not payroll or HRIS integration — bid-facing qualification data only. Profiles purge when the team is deleted.
Tip: Before a personnel-heavy tender, confirm you have:
Profiles for every named expert the tender requires
Certificates and Documents PDFs uploaded per person
Names matching ID documents authorities will verify
Profile photos for forms that include portraits
SME assignments aligned if HR reviewers cover categories
Important: Deleting a profile referenced in an open pursuit may fail — remove references first.
How to open
Team → Knowledge → Human resources
Header
Page layout
Filters
Human resource filters — search and filter (update after you pause typing.
Table
Columns include name, role summary, row actions (edit, delete). Pagination top and bottom when items exist.
States
Profile sections (per person)
List page → Edit for full detail. Sections use cog icon → sheet pattern (same as team settings).
Numbered workflow — staff a qualification volume
Audit tender personnel requirements on notice or questionnaire.
Add human resource for each required role.
Save name; enrich on edit page (see Create human resource).
Upload certificates and CV PDFs.
In pursuit document editor → HR panel → insert into forms.
Link people to questionnaire requirements as assignees/evidence.
Where profiles are used
Permissions
View: knowledge access. Create/edit/delete: appropriate team role.
Best practices
Reuse profiles across tenders — do not recreate same person
Upload certificate PDFs once
Keep biographies concise — forms may truncate
Align names with ID documents
Refresh employment history after job changes
Relationship to SME assignments
SME assignments route reviewers by requirement category — orthogonal to HR profiles, but same people may appear in both.
Edge cases
Numbered workflow — maintain profiles between pursuits
Use this rhythm so personnel data stays submission-ready without last-minute scrambles.
After each awarded bid, update Past experiences with contract name and role.
When certifications renew, replace PDFs in Certificates and Documents.
Archive departed staff — delete profile only after removing pursuit references.
Before annual audit tenders, run a table review: every named expert has photo + CV on file.
In new pursuit questionnaire, assign HR links before document editor filler runs.
Integration with document editor
Filler may also reference HR when qualification forms map named experts — keep names aligned with General section.
FAQ
Payroll integration?
No. Bid qualification only.
Same person on multiple teams?
Separate profile per team.
Minimal data to use in pursuit?
Name often enough to start — enrich before export.
GDPR?
Store only bid-necessary personal data; team admin controls access.
Import CSV?
Not standard — create via UI or assistant where supported.
Pursuit-specific CV tweaks?
Edit profile or override in document editor after insert.
Related articles
Create human resource
Content library
SME assignments
Document editor
Questionnaire