User Stories
Validate your VMS requirements – before you buy
How top teams run their extended workforce
Understand feature coverage, and see how our platform supports governance, compliance, vendor performance. Preview the highlights. Then download the full pack.
Free user story pack in editable format (xls):
- 75 complete stories including acceptance criteria
- Templates for your RFP or team workshop
- Filter stories by priority or topic of interest
| Process Group | User Story Title | As a (Role) | What (Feature / Expectation / Goal) | Why (Benefit) | Acceptance Criteria |
|---|---|---|---|---|---|
| 01 Specify Demand | Create Demand Request | Hiring Manager | I want the system to capture, diagnose and route my workforce demand to the right channel | So that the VMS guides hiring managers to the appropriate engagement setup – from work classification, matching suppliers and skill profiles to job posting templates and project blueprints | So that the VMS guides hiring managers to the appropriate engagement setup – from work classification, matching suppliers and skill profiles to job posting templates and project blueprints |
| 01 Specify Demand | Validate Demand Request | Program Office / MSP Reviewer | I want to review each requisition for completeness, accuracy and compliance before it is released for sourcing | So that only validated requests are distributed to suppliers ensuring quality and compliance | • Reviewers get notified about new demands • All mandatory fields are automtically validated • Can comment or return incomplete requests • Can route requests for legal review • Audit trail including compliance documentation (defence files) • Approve requisition and initiate sourcing |
| 01 Specify Demand | Triage & Supplier Distribution | Program Office / MSP / Procurement | I want to define compliance-related parameters such as specific questions and routing or approval rules | So that demand routing automatically considers internal and external policy framework and demand does not end up in the wrong channel | • Customizable question sets with transparent scoring & branching logic meeting requirements of authorities • Configurable routing (e.g., approval workflow, auto-distrubution, supplier groups) • Country-specific compliance rules are preconfigured and can be tailored to the company’s risk tolerance • Questions automatically adapted based on jurisdiction, service type or internal policies • Auto-generated compliance documentation (defence files) • Consumer-grade UX, mobile-optimized with progress indicators • Rule-based supplier distribution (e.g., auto-distrubution, tiering, option to add or block adding new suppliers or reorder a worker) |
| 01 Specify Demand | Rate and Budget Guidance | Hiring Manager | I want to simulate budgets and receive rate guidance (min / max) per hour or day based on rate cards, templates or guidelines | So that sourcing works within realistic budget limits and avoids cost deviations | • Rate fields support hour/day input • Link to rate cards/pricing agreements • Validation within limits: Set spending guardrails with min/max ranges or calculate precise estimates • Auto-calculated budget based on rate and working days for selected period and region |
| 01 Specify Demand | Demand Transparency & Predictive Analytics | Program Office / MSP / Procurement | I want to create role-based dashboards and KPIs (e.g., for C-suite or Finance) to track and forceast workforce demand (e.g., skills, type of projects, engagement types) and key attributes (e.g, status, department, location, type, budget, owner) | So that stakeholders see what's coming before it arrives: Gain visibility over workforce demand, channel mix and bottlenecks without manual reports | • Role-specific dashboards • All requisition types (Contingent, Services/SOWs, AI) in one table or dashboard with various filters and search options • Drill-down to details • Export to CSV • Auto status updates & audit trails |
| 01 Specify Demand | Integrated Talent Ecosystem | Program Office / MSP / Procurement | I want a single platform that connects all talent sourcing channels and integrates data, compliance and operational intelligence | So that system enables workforce strategy orchestration across Temps, SOW, ICs and contractors, not just processing | • Mix & match: Ability to move between sourcing channel(s) during the sourcing process (e.g., candidate selected → add SOW/deliverables → invoice services/deliverables, not time) • Convergence of contingent labor and services (SOWs) in a single talent ecosystem without separate modules, workflows and tables • Visibility into all worker types from all vendors without switching modules |
| 02_Identify Suppliers & Distribute Demand | External Supplier Distribution | Program Office / MSP / Procurement | I want to distribute validated demand to external suppliers based on predefined lists with a single click | So that the right suppliers receive structured and consistent information, reducing manual effort and errors | • Access tiered supplier networks through intelligent distribution lists that match requirements for qualified vendors • All replies automatically captured in system with status: open, confirmed, declined, # candidates / # proposals, # interviews, # positions filled • Configurable notifications per user role/individual • Audit trail (who/what/when) |
| 02_Identify Suppliers & Distribute Demand | Supplier Matching & Distribution Rules | Program Office / MSP / Procurement | I want to configure supplier distribution rules | So that critical demands are handled efficiently while maintaining fairness and compliance with sourcing strategy | • Rules (conditions for distribution lists and tiered distribution) configurable by category, location, LE • First wave to preferred partners • Second wave auto-triggered if no response or not enough candidates within a defined time-limit • Additional suppliers can be auto-suggested based on defined matching criteria • New suppliers can be added on-the-fly (only name + email required) |
| 02_Identify Suppliers & Distribute Demand | Supplier Black Lists | Procurement / Compliance Manager | I want to define supplier black lists | So that only compliant and authorized suppliers are contacted | • Suppliers can be marked as mandatory, preferred, or blocked per distribution list • Reviewer can approve/reject suppliers per requisition and add additional new suppliers on-the-fly • System logs approvals (who/what/when) |
| 02_Identify Suppliers & Distribute Demand | Track Supplier Responses & Submissions | Hiring Manager / Procurement | I want to track all supplier proposals/candidates, see who responded, which requests are still open and which suppliers have not yet replied | So that a sufficient distribution is assured and response rate and reaction times can be measured | • Record incoming proposals/candidates per supplier and requisition • Dashboard shows response status • Supplier performance metrics automatically tracked (e.g., reaction time, invite/response rate) • Role-based permissions (who can create/edit/approve/view). |
| 02_Identify Suppliers & Distribute Demand | Central Repository for Supplier Communication | Hiring Manager / Procurement | I want all communication with suppliers to take place via the VMS (not by direct email) and be automatically documented | So that all communication is traceable and individual follow-up messages or phone calls by suppliers are not distracting hiring managers | • Gateway for efficient communication between suppliers and hiring managers • All messages and replies captured via platform (audit-trail) • Suppliers can communicate directly with end customer (without Program Office) • No direct email exchange containing candidate PII • All communication logged with timestamps • Group chat functionality for supplier / MSP / customer communication • Supplier Q&A with flexible open and restricted response formats (e.g., reply to all or only asking supplier) |
| 02_Identify Suppliers & Distribute Demand | Limit Submission of Candidates | Hiring Manager / Procurement | I want to close and reopen supplier RFx and limit the number of max. candidate submission per supplier | So that suppliers submit only their top matching candidates and cannot submit any further candidates/proposals if request is closed | • Limit the number of candidates which can be submitted by suppliers • Block submission of new candidates/proposals and inform suppliers about reason if RFx is closed • Possibility to reopen candidate submission and inform suppliers about reason (e.g., in case the chosen candidate became unavailable) • Role-based permissions (who can create/edit/approve/view) • Audit trail and notifications |
| 02_Identify Suppliers & Distribute Demand | Supplier Response Settings | Program Office / MSP / Procurement | I want to configure supplier response settings per request | So that supplier submissions follow defined rules, timelines, and data standards, ensuring consistency, control, and timely responses | • Users can configure supplier response formats at a global or requisition level • Configure whether suppliers can overwrite or edit specific fields (e.g., job title, rate, description) • Add rate card uplifts for specific requests • Max. candidates per supplier • Payrolling rate card (e.g., for EOR) • Supplier response and Q&A deadline (date and time) • Role-based permissions (who can create/edit/approve/view) |
| 07_Review & Select Candidates and Proposals | Structured Candidate Submission | Hiring Manager / Procurement | I want to receive structured candidate data (skills & levels, seniority, experience, certifications, rates, availability) instead of unstructured PDF attachments and email text | So that candidate profiles are standardized, comparable, and machine-readable for faster evaluation (matching score) and better data quality | • Candidate submissions enforcing mandatory and taxonomy-controlled fields (e.g. skills and proficiency, standardized job titles and quali levels) • Upload of PDF documents like CV and certificates optional (or mandatory) • Automatic validation of data • Data stored as searchable and exportable metadata |
| 07_Review & Select Candidates and Proposals | Candidate Data Protection & Anonymization | Hiring Manager / Procurement | I want to anonymize personal data fields (name, contact details, photo) or hide supplier name and share candidate profiles or proposals with colleagues | So that profiles can be shared in early selection phase without violating data protection rules | • Possibility to grant users access rights on the fly and share candidates or proposals for review • Toggle to hide personal data or supplier name before sharing • If needed: Only skills & levels, experience, rates and availability can be shown in preview • Share mobile-friendly email link to screen and shortlist candidates • Full details visible only to authorized users after shortlist approval • Role-based permissions (who can create/edit/approve/view) |
| 07_Review & Select Candidates and Proposals | Automatic Matching & Recommendations | Hiring Manager / Procurement | I want the system to automatically suggest best matching candidates based on criteria like skill levels, language proficiency, work experience, rates, and availability | So that candidate profiles and proposals are scored and best matches are auto-suggested, reducing manual review time | • AI matching engine checks candidates/proposals against requirements • Display of top matches with score (e.g., total score, skill score, language score) • Configurable weighting of matching criteria |
| 07_Review & Select Candidates and Proposals | Shortlisting & Evaluation | Hiring Manager / Program Office | I want to compare candidates/proposals using structured rating templates, compare views and move candidates/proposals through a stage gate process | So that decisions are consistent and transparent across demands and suppliers | • Tracking of talent pipeline through stage gate process: All → Shortlist → Evaluated → Interviewing → Hiring / Rejected → Archived • Configurable scoring template (1-5 stars / numeric) • Compare candidates and SOWs side-by-side with structured evaluation tools • Share and recommend top candidates and proposals directly within the platform • Screen candidates upfront as a Program Office or MSP • Role-based evaluation templates (e.g., IT evaluates only IT security aspects) |
| 07_Review & Select Candidates and Proposals | Interview Coordination | Hiring Manager / Program Office | I want to schedule, invite, and track interviews directly in the platform (e.g. including MS Teams links for online meetings) | So that scheduling, follow-ups, confirmations and cancelled interviews are centralized and traceable | • Calendar integration for interview scheduling (MS 365 necessary) • Invitations include multiple participants • Automated confirmations • Interviewing rates automatically recorded in supplier performance metrics • Interview outcome recorded per candidate • Notifications/alerts • Audit trail (e.g., which interview was cancelled, interview results and more) |
| 07_Review & Select Candidates and Proposals | Rate Management & Negotiation | Program Office / MSP / Procurement | I want to compare proposed rates against supplier rate cards and automatically document negotiation results in the system (requested, presented, final rate, savings) | So that final rates are within approved limits and transparently tracked | • Rate proposal visible per candidate • System checks against rate cards and highlights deviations • Negotiation automatically logged and savings documented • Final agreed rate confirmed before approval |
| 07_Review & Select Candidates and Proposals | Selection & Confirmation | Procurement / Program Office | I want to approve the selected candidate and trigger an earmarking notification to supplier while internal approval processes are taking place (e.g., works council approval for temp workers) | So that selected candidates and suppliers are automatically updated on the process status | • Configurable approval workflow with parallel / serial approval steps • Automatic notification of all involved parties via emails / notifications • Audit log of approvals and process status |
| 07_Review & Select Candidates and Proposals | Candidate & Supplier Performance Data | Hiring Manager / Program Office | I want to document reject reasons and evaluations of candidates/proposals and link them to supplier performance metrics | So that historical data improves future sourcing and supplier/candidate selection processes in a transparent way | • Evaluations and reject reasons stored in supplier profile • Export and share with supplier option for qualitative (and quantitative) performance reports • Audit logs • Notifications/alerts |
| 07_Review & Select Candidates and Proposals | Candidate Database | Procurement / Program Office | I want candidates and workers to be stored in a searchable database to reuse for future demands | So that e.g., recurring skill profiles or service requests can be filled faster and sourcing costs decrease | • Search and filter candidates and workers by skills, project, supplier, availability • Reuse "silver medal winners" from past requests • Possibility to blacklist candidates and workers • Option to quickly reorder workers with proven track record • Role-based permissions (who can see what: own/custom/all) |
| 03_Create Purchase Orders | Generate Work Order | Procurement / Program Office | I want to generate a purchase order directly from the selected candidate/proposal record, including all relevant contractual and financial data | So that purchase orders are created faster and consistently without manual Word documents and data entry | • Auto-generate work order • Include supplier, start/end dates, rates, currency, project details, cost center • Preview before release • Unique PO/WO ID assigned • Enable volume hiring (e.g., for engagements/shift filling with many workers) • Notifications/alerts and audit trail • Role-based permissions (who can create/edit/approve/view) |
| 03_Create Purchase Orders | Framework Agreement Check | Procurement / Program Office | I want the system to check if a valid framework agreement exists for the selected supplier | So that engagements are compliant with contractual, legal, and commercial requirements | • Suggests correct contract flow based on supplier setup • A framework agreement is considered valid based on active status, validity dates, applicability to service category, region, and engagement type • Role-based access controls determine who can override or resolve missing agreements (if allowed |
| 03_Create Purchase Orders | Mix and Match Engagement Types | Hiring Manager / Procurement / Program Office | I want to have the option to switch between different engagement types (e.g. a selected candidate should not work via T&M, but deliverable/outcome-based) | So that the engagement model aligns with the nature of the work, contractual requirements, and compliance policy | • Acccess the full version (free download) |
| 03_Create Purchase Orders | Contract Template Generation | Procurement / Program Office | I want to auto-generate contracts using uploaded PDF templates and pre-fill with all relevant data from requisition and candidate details | So that contracts are auto-generated, standardized, consistent, and legally aligned | • Acccess the full version (free download) |
| 03_Create Purchase Orders | Contract Approval Workflow | Procurement / Program Office | I want the contract to pass through a configurable review and signature workflow | So that contracts are validated for legal, financial, and commercial accuracy prior to release | • Acccess the full version (free download) |
| 03_Create Purchase Orders | Supplier Confirmation & E-Signing | Procurement / Program Office | I want both parties to sign contracts digitally within the platform using legally binding e-signatures | So that the process is faster, traceable, and paperless | • Acccess the full version (free download) |
| 03_Create Purchase Orders | Contract Versioning & Change Tracking | Procurement / Program Office | I want to collaboratively work with suppliers on fine tuning of deliverables/outcomes and see version changes before the contract is signed | So that every contract modification is auditable and transparent | • Acccess the full version (free download) |
| 03_Create Purchase Orders | Link Work Orders to Internal Systems | Finance / Operations User | I want each created work order to be exportable/importable to internal systems (e.g. Jira, ERP) for project management, internal cost allocation and invoicing | So that project management tools and financial processes remain consistent and automated | • Acccess the full version (free download) |
| 03_Create Purchase Orders | Contract Repository & Search | Finance / Procurement / Legal | I want searchable contract / document repository with filters (supplier, project, contract type, status, start, end) | So that documents and key data are easily accessible for audits and renewals | • Acccess the full version (free download) |
| 06_Onboard & Manage Workers and Suppliers | Supplier Registration | Procurement / Program Office | I want to invite new suppliers, grant them secure system access, and define which information they should provide, upload or accept | So that suppliers can be onboarded and approved/activated efficiently | • Acccess the full version (free download) |
| 06_Onboard & Manage Workers and Suppliers | Supplier Self-Disclosure & Document Uploads | Procurement / Program Office | I want to define required documents such as company certificates or let suppliers sign/acknowledge NDAs, code of conduct and GDPR/data-protection statements in the system | So that compliance and business prerequisites are fulfilled before collaboration starts | • Acccess the full version (free download) |
| 06_Onboard & Manage Workers and Suppliers | Worker Onboarding & Profile Setup | Supplier / Freelancer | I want to create or update worker profiles including qualifications, certificates, and assignment data | So that each engagement is documented with validated information and traceable worker history | • Acccess the full version (free download) |
| 06_Onboard & Manage Workers and Suppliers | Compliance Questionnaire & Pulse Check | Compliance Manager / Hiring Manager | I want to run configurable compliance questionnaires (e.g. misclassification, GDPR, or SOW-specific requirements) | So that we meet internal compliance standards and avoid regulatory risks | • Acccess the full version (free download) |
| 06_Onboard & Manage Workers and Suppliers | Periodic Compliance Re-Checks | Compliance Manager / Hiring Manager | I want the system to trigger regular automated compliance pulse checks (e.g. quarterly) for all active workers and suppliers | So that compliance remains valid and up-to-date without manual tracking | • Acccess the full version (free download) |
| 06_Onboard & Manage Workers and Suppliers | Supplier & Worker Performance Tracking | Resource Manager / Account Manager | I want to generate performance reports and dashboards and KPIs tracking delivery quality, punctuality, engagement duration, and feedback results | So that supplier performance can be measured and used for future sourcing decisions | • Acccess the full version (free download) |
| 06_Onboard & Manage Workers and Suppliers | Renewal & Offboarding Process | Hiring Manager | I want to offboard suppliers and workers when engagements end, ensuring all access rights are revoked and final compliance steps completed | So that the offboarding process is secure and audit-ready | • Acccess the full version (free download) |
| 06_Onboard & Manage Workers and Suppliers | Supplier Category & Tier Management | Procurement | I want to categorize suppliers (per sourcing group: Mandatory, Preferred, Blocked) and assign them to capability tiers for specific domains or locations | So that sourcing follows strategic supplier segmentation and compliance is easier to manage | • Acccess the full version (free download) |
| 04_Approve Timesheets & Deliverables | Structured Timesheet Entry | External Worker / Supplier Representative | I want to enter my hours and activities directly into the system (or import via CSV files/API) for specific projects or SOWs | So that time records are standardized, traceable and available for review in real time | • Acccess the full version (free download) |
| 04_Approve Timesheets & Deliverables | Configurable Time Periods | Hiring Manager / Accounting | I want to configure time tracking rules for timesheet entry and approval | So that project- and engagement-specific billing requirements are considered and manual adjustments are avoided | • Acccess the full version (free download) |
| 04_Approve Timesheets & Deliverables | Spend Control & Budget Tracking | Hiring Manager / Finance Controller | I want to see real-time spend against budget and see when thresholds are reached | So that budget overruns are prevented and corrective actions can be taken early | • Acccess the full version (free download) |
| 04_Approve Timesheets & Deliverables | Handling of Multiple Work Orders | Worker / Supplier | I want to book time on different work orders within one timesheet/cycle | So that work effort is accurately distributed and billing is aligned with deliverables | • Acccess the full version (free download) |
| 04_Approve Timesheets & Deliverables | Rate Validation & Adjustments | Hiring Manager / Finance Controller | I want the system to validate rates against the work order and handle rate changes/adjustments if necessary | So that billing stays consistent with legal requirements (Temp), agreed terms and exceptions are traceable | • Acccess the full version (free download) |
| 04_Approve Timesheets & Deliverables | Approval Workflow & Escalation | Hiring Manager | I want configurable approval workflow with exception and escalation rules if approvals are delayed or rejected | So that approvals are timely and exceptions are handled transparently | • Acccess the full version (free download) |
| 04_Approve Timesheets & Deliverables | SOW / Deliverable Acceptance | Project Manager | I want to approve SOW deliverables or Epics based on defined criteria before payment | So that payments are linked to accepted results and not just hours worked | • Acccess the full version (free download) |
| 04_Approve Timesheets & Deliverables | Internal Cost Allocation & Reporting | Hiring Manager / Finance | I want to allocate approved hours and costs to internal cost centers and generate spend reports | So that financial visibility is ensured and project budget consumption can be analyzed | • Acccess the full version (free download) |
| 07_Process Invoices & Payments | Invoice Notification & Supplier Upload | Supplier / Supplier Accountant | I want to be notified when timesheets/deliverables are approved | So that the upload of the corresponding invoice against approved timesheets/deliverables is timely and traceable without email ping‑pong | • Acccess the full version (free download) |
| 07_Process Invoices & Payments | Automatic Reconciliation | Hiring or Project Manager / Finance Reviewer | I want the system to auto‑reconcile invoices against PO/WO, approved timesheets/deliverables, and rate cards | So that discrepancies are caught early and manual checks are reduced | • Acccess the full version (free download) |
| 07_Process Invoices & Payments | Fees & Expenses Handling | Program Office / Procurement / Finance Operations | I want to apply fees and expenses (e.g., 1.5% MSP/VMS fee, travel, discounts/credits) and automatically add or deduct to rates | So that true cost are visible and commercial agreements are respected | • Acccess the full version (free download) |
| 07_Process Invoices & Payments | Invoice Review & Approval Workflow | Project Manager / Hiring Manager / Finance Reviewer | I want configurable approval workflow with optional AI checks (e.g., duplicate detection, anomaly detection) before finance posting | So that only accurate and compliant invoices proceed to payment | • Acccess the full version (free download) |
| 07_Process Invoices & Payments | ERP Handover & Payment Processing | Finance Operations | I want approved invoices exported to ERP (API/CSV) with a status sync back (invoiced/paid/failed) | So that financial records are consistent and payment status is transparent | • Acccess the full version (free download) |
| 07_Process Invoices & Payments | Payment Terms & Status Tracking | Procurement / Finance Operations | I want payment terms, early‑payment discounts and due dates tracked, and suppliers to see payment status in the system | So that cash‑flow is predictable and follow‑ups are minimized | • Acccess the full version (free download) |
| 07_Process Invoices & Payments | Custom Billing Periods & Mid‑Month Cycles | Account Assistant / Finance Controller | I want to configure project-specific billing cycles and aggregate approved timesheets accordingly | So that timesheets and invoices align with project-specific billing rules | • Acccess the full version (free download) |
| 07_Process Invoices & Payments | Proforma & Consolidated Invoices | Supplier / Finance Reviewer | I want to generate proforma invoices and create consolidated invoices per supplier/engagement/period/department | So that billing is automated and administration is reduced | • Acccess the full version (free download) |
| 05_Manage & Close Work Orders | Work Order Lifecycle Dashboard | Account Assistant / Resource Manager | I want tables and dashboards and KPIs showing ongoing engagements with contract start/end dates, extensions, and budget consumption | So that I can proactively manage expirations and avoid gaps or compliance breaches | • Acccess the full version (free download) |
| 05_Manage & Close Work Orders | Contract Extension and Change Order Management | Account Assistant / Vendor Manager | I want to create change orders and contract extensions directly in the system | So that contract version history is visible and automatically tracked | • Acccess the full version (free download) |
| 05_Manage & Close Work Orders | Compliance Monitoring on Tenure Limits | Compliance Manager | I want to monitor assignment durations and receive alerts when exceeding customer-specific or legal thresholds | So that compliance with labor regulations is ensured | • Acccess the full version (free download) |
| 05_Manage & Close Work Orders | Engagement Volume & Spend Reporting | Program Office / MSP / Finance Controller | I want reports showing contracted spend, consumed budget, and remaining budget | So that we have transparency over spend and can forecast renewals or expansions | • Acccess the full version (free download) |
| 05_Manage & Close Work Orders | Supplier & Worker Evaluation | Hiring Manager | I want to rate suppliers (and individual workers) during or after completion of work | So that performance data is available for future sourcing decisions | • Acccess the full version (free download) |
| 05_Manage & Close Work Orders | Historical Data Archive & Audit Trail | Compliance Manager / Legal Reviewer | I want closed work orders, change orders, and related documents archived securely with full history | So that audits can be supported and evidence preserved for legal requirements | • Acccess the full version (free download) |
| 05_Manage & Close Work Orders | Automated End-of-Engagement Feedback Request | Vendor Manager / Account Manager | I want the system to automatically request feedback from customer, internal managers, and supplier | So that continuous improvement and satisfaction metrics are captured | • Acccess the full version (free download) |
| 05_Manage & Close Work Orders | Profile Workers • Extend Engagement | Hiring Manager | I want to extend the engagement of a profile worker | So that profile workers get transactional and connected with a supplier | • Acccess the full version (free download) |
| 08_Setup & Configure System | Profile Workers • Migrate Contingent Workforce | Program Office / MSP / HR Manager / Compliance Manager | I want to migrate our current contingent workforce (Temp workers, freelancers, contractors, SOW worker) into the system | So that all past/current external workers with engagements are captured in the system | • Acccess the full version (free download) |
| 08_Setup & Configure System | Skill, Job Title and Qualification Level Taxonomy | Program Office / HR Manager / Procurement | I want harmonized skill, job title and qualification level taxonomies | So that supplier responses, candidates and rates can be compared apple-to-apple and benchmarked against market data | • Acccess the full version (free download) |
| 08_Setup & Configure System | User Roles and Role-Specific Access Rights and Notifications | Program Office / MSP / HR Manager / Procurement / IT | I want to assure that system permissions follow role-based access controls aligned with least-privilege standards | So that users are granted only the minimum level of access necessary to perform their tasks | • Acccess the full version (free download) |
| 08_Setup & Configure System | Rate Change Matrix | Program Office / MSP / HR Manager | I want to setup and configure rate change matrices | So that tariffs, rate increases, factors, and other pricing rules can be centrally defined and automatically applied per supplier/worker/engagement | • Acccess the full version (free download) |
| 08_Setup & Configure System | Reason Codes | Program Office / MSP / HR Manager / Procurement | I want to configure reason codes (e.g., rejection reasons) within the system | So that standardized, consistent, and auditable reasons can be selected during vendor-related actions and decisions | • Acccess the full version (free download) |
| 08_Setup & Configure System | Work Schedules | Program Office / MSP / HR Manager | I want to configure work schedules, including shifts and applicable rates | So that working hours, pricing, and billing are consistently defined, accurately calculated, and automatically applied across the system | • Acccess the full version (free download) |
| 08_Setup & Configure System | Data Retention Rules | Data Protection / Compliance Manager | I want to configure data retention schedules for different types of data (e.g., worker and candidate PII) | So that personal data is stored only for the required period and automatically managed in compliance with legal, regulatory, and organizational policies | • Acccess the full version (free download) |
| 08_Setup & Configure System | Anomaly Engine | Program Office / HR Manager / Procurement Manager / Compliance Manager | I want to configure an anomaly detection engine | So that the system can automatically identify, flag, and notify me of exceptions such as expiring documents, tenure limits, or red-flagged compliance checks, enabling proactive management and risk mitigation | • Acccess the full version (free download) |
| 08_Setup & Configure System | Requisition and RFx Templates | Program Office / MSP / Procurement | I want to configure requisition and RFx templates | So that I can quickly create standardized requests and sourcing templates with pre-defined structure, (mandatory) fields, and workflows, modules, ensuring consistency, efficiency, and compliance | • Acccess the full version (free download) |
| 08_Setup & Configure System | Reporting | Program Office / MSP / Procurement Manager | I want to access various base reports, a custom report and dashboard builder | So that I can generate reports on requisitions, work orders, workers, timesheets, SOW fees, and supplier performance—including both qualitative and quantitative metrics—enabling data-driven decisions, performance monitoring, and compliance tracking | • Acccess the full version (free download) |
| 08_Setup & Configure System | Tenure Tracking | Program Office / MSP / Procurement | I want the system to track worker tenure automatically | So that I can monitor assignment duration, enforce tenure limits, and ensure compliance with contractual, legal, and organizational policies | • Acccess the full version (free download) |