Resource, Vendor & Candidate Management — business view

Technical trace: Resource, Vendor & Candidate Management

1. Business Summary

Maintains the talent pool — internal employees, freelancers, agencies, and pre-approved candidates — together with their capabilities (languages, subject matters), education, employer history, references, banking and e-cash details, deductions, and statuses.

2. Business Value

Talent quality, cost, and compliance depend on accurate profiles. This is the single source of truth for who can do what, at what price, with what payment method.

3. Users / Stakeholders

Vendor managers, HR, recruitment, PMs, finance, vendors themselves.

4. Workflows

  • Resource creation. Manually, or via Cognito Forms or partner platforms.
  • Candidate journey. Candidate created → assessment → evaluation → optional training plan (Moodle) → conversion to Resource.
  • Capability and pricing. Languages, price details, and project-type capabilities maintained.
  • Banking/payment setup. At least one payment method (bank or e-cash) needed for vendor payment.
  • Status management. Active / inactive / suspended.

5. Sub-Features

  • Education, employer, references history.
  • Resource project types and capabilities.
  • Resource sources (acquisition channels).
  • Trainings and certificates (with Moodle).

6. Business Rules

  • Active status required for assignment.
  • Bank country/currency must align with resource currency.
  • Deductions auto-applied at vendor payment time.

7. Data Entities

Resource, Candidate, Candidate Assessment / Evaluation / Training Plan, Resource Languages / Education / Employers / References, Resource Price Detail, Resources Bank / E-cash / Deduction Type.

8. Entry Points

  • Resource and candidate screens.
  • Cognito Forms (recruitment).

9. Inputs & Outputs

  • Inputs: profile data, capability records, bank/e-cash details, certificates.
  • Outputs: approved talent records, candidate-to-resource conversion, pricing, payment methods.

10. Integrations

  • Cognito Forms (recruitment).
  • Moodle (training and certificates).
  • ownCloud (file storage).

11. Calculations / Logic

  • Pricing rates feed vendor invoice computation.
  • Evaluation scores feed selection ranking.

12. Status Lifecycle

  • Resource: active / inactive / suspended.
  • Candidate: prospective → qualified → active → inactive.

13. Permissions

  • Vendor management, HR, finance; brand-scoped.

14. Reports & KPIs

  • Talent pool coverage by language pair, average rating, utilisation.

15. Risks & Observations

  • Sensitive data (banking, taxes) — broad access risk.
  • Conversion logic from Candidate to Resource is not visible at the data level — duplicate-record risk.
  • Validation is light at the data level; relies on UI controllers.

16. Source Code Evidence

  • app/Plugin/resources/Model/{Resource, Candidate, ResourcePriceDetail, ResourcesBank, ResourcesEcash}.php.

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