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
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:
On edit page: upload photo, certificates, documents, experiences.
Section edit sheets (creation mode)
General
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
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.
Related articles
Human resources
Team settings
Document editor
Questionnaire
SME assignments
Was this helpful?
Still need help? Ask the team