Create human resource

Overview

Use Create human resource to add a new people profile to your team knowledge base. Only name is required to save; enrich other sections on the edit page after creation — some uploads need a persisted profile key first.

Profiles feed Human resources list, pursuit forms, and AI filler paths. Create once per person per team; reuse across pursuits.

Tip: Before clicking Create profile, confirm you have:

Legal name as it should appear on bid forms (matches ID)
Decided whether to enrich now or save-and-continue on edit page
Certificate PDFs ready for upload after first save (if large files)
Correct active team in sidebar for multi-team users

Important: Empty name blocks save with toast "Name is required".

How to start

Team → Knowledge → Human resources.
Click Add human resource (+).

Page layout

Top action bar

Create profile (top-right) — primary save.

While saving: Saving... (disabled).

Two-column grid

Scrollable page with all overview sections visible:

┌─────────────────────┬─────────────────────┐│ General             │ Profile photo       │├─────────────────────┼─────────────────────┤│ Past experiences    │ Education           │├─────────────────────┼─────────────────────┤│ Certificates        │ Skills              │├─────────────────────┼─────────────────────┤│ Languages           │ Documents           │└─────────────────────┴─────────────────────┘

Each section: cog icon → sheet (same fields as the edit page, starting empty).

Minimum save requirements

Field	Required
Name	Yes — toast if empty
Biography, experiences, etc.	Optional at creation

Open General cog to enter name before save if section collapsed.

Save flow — numbered steps

Enter name via General section sheet.
Optionally open other section sheets (limited value before key exists).
Click Create profile.
Outcomes:

Result	Behavior
Success	Toast "Human resource created"; redirect to edit page
Validation error	Toast "Validation failed" + fields
Other error	Toast "Something went wrong"

On edit page: upload photo, certificates, documents, experiences.

Section edit sheets (creation mode)

General

Field	Description
Name	Full legal name for forms
Biography	Short professional summary

Sheet title: Update general info.

Other sections

Available on create page; file uploads often need persisted key — save profile first is recommended for Documents and Certificates.

After creation — numbered enrichment

Profile photo — supported image format.
Past experiences — relevant roles for this bidder type.
Education — degrees required by tenders you target.
Certificates — attach PDF proof.
Skills and languages — tag for searchability.
Documents — CV scan, diplomas.
Verify in pursuit Document editor HR panel insert.

Relationship to pursuits

Creating a profile does not auto-assign to a pursuit. In pursuit:

Questionnaire — assign as expert / evidence
Document editor — insert HR fields into forms

Best practices

Enter legal name exactly as on ID documents
Save once with name — then enrich (avoids validation loss)
Add photo before generating personnel tables
Do not create duplicate profiles for same person — search list first

Edge cases

Symptom	Cause	Action
Button no-op	Empty name	Fill General cog
Redirect fails	Network	Retry save
Upload greyed out	No profile key	Save profile first
Duplicate name in list	Prior create succeeded	Use edit instead

FAQ

Empty profiles allowed?

No — name mandatory.

Every section before pursuit use?

No — link minimal profile; enrich later.

Create from assistant?

Assistant may guide HR updates — UI create path is this page.

Delete from create page?

Not applicable — cancel navigation without save.

Two people same name?

Distinguish in biography; fiscal/role context in pursuits.

Copy from another team?

No cross-team copy — recreate per team.

Human resources
Team settings
Document editor
Questionnaire
SME assignments