As the administrator of the organization or the application, you have the responsibility for setting up the PSA components. The necessary setup process, in this order, is an integral aspect of PSA’s Workforce Planning module:
- Proficiency, Search Defaults and Workforce Planning Roles Setup
- Setup Calendars and Holiday Sets
- Setup Skills and Skill Sets
- Setup Users
- Associate Skills to Users/Titles
- Set Proficiency Level/Interest Level
- Associate Calendar and Holiday Set
For further details on how to setup and configure your Workforce Planning at the system level, refer to these articles: