Creating New Jobs
This field must match the assigned RM of the Project Manager
What is.... Resource Manager Field
This is the first step when you are notified of a LOA
What is... Schedule meeting with the resource
This is the point where you can follow the documented resignation process
What is.. After HR has confirmed the resignation of the resource
This person is responsible for all Open Needs belonging to the PM, regardless of Capability.
Who is..... PM Resource Manager
This first step is required when being notified of a lost client
What is... Confirm details with PM
This is the standard naming convention
What is Client Name-Tax
This reporting shows 3 tabs related to LOAs
What is..... Employee Reports (Employee Log)
These first steps are critical when notified of a resignation
What is... Capture full year RM report (Current Schedule) & schedule meeting with resource
This document is required to staff an Open Need
What is... The Resource Request document to capture all necessary information.
This 4-step process is utilized when an RM is requesting SMTO
What is... Request SMTO approval from Mia, once approved Line up back up time, Enter SMTO on Outlook Calendar, Enter SMTO in Retain
This is the most accurate way to confirm job capability alignment
What is.... The customer identification tab in MDM
These 5 absence codes are utilized in Retain
What is....Parenting Leave, Leave of Absence, FWO, Rotations-TS, Other Non-Charge
This process is related to Staff Resignations
What is... Schedule meetings with the impacted Project Managers to understand current state, identify backfills, etc.
This process for email etiquette states that these individuals should not be copied between RMs
Who is.... ECS Team (ANY)
This searchable feature is utilized when looking for new hires/Interns aligned with our capabilities on the employee log
What is... Subfunction in Retain (Filter down to all subfunctions for both capabilities)
This is how you create non-charge jobs in Retain
What is.... YOU DON'T
This code along with process is required when a resource goes on an FWO
What is... Insert “FWO” code in Retain to reduce total available hours for the resource to the appropriate FTE.
This process informs impacted RMs from other capabilities
What is... Reach out to other RMs who have jobs associated with the departing resource, provide the Retain report and note where the time was moved to.
This report is integral when requesting a resource from another capability
What is.... The "RM_Skillset & Availability Report" in Retain Web Portal resource allocation.
These RM steps are key in the final stages of LTS
What is...
RM to review updated engagement schedules in Retain and drive discussions with PMs to ensure strategic staffing (client priority, USI usage, leverage model, capability/skillsets).
RM to manage conflicts and fill all open and unfilled staffing needs.
These are 13 Retain fields that need to be completed
Project Name, Client, Utilization, Booking Type, RM, Return Type, Function, PM, Tax Partner, Capability, Subfunction, RM USE 1
This 2-step process is for Project Manager LOAs
What is.. Create a client transition list and meet with PM to discuss client and temporary project transitions
This process is related to Partner Resignations
What is... Pull the signer report from Workstream to include in the Client Transition List.
This person is responsible for moving hours, updating job components & required fields in Retain and sending connect email
Who is... Requesting open need RM
These are the top 3 RM responsibilities when relating to ECS Skillsets
What is....
RM should review any skills not approved by a specified date, and send a reminder to PA’s to act, or directly reach out to specific PA’s depending on volume.
RM Team to run skills report quarterly to check for missing skills and follow up with their resources as appropriate.
RM Teams should be utilizing the Retain Skills Report to staff engagements appropriately.