Process guide
Professional Profile
Guided completion of identity, skills, experiences and profile readiness.
Professional Profile
Last updated: 2026-03-24 Owner: Product Writer Audience: user, manager, hr_admin, owner, tenant admin
Purpose
Explain how to use the Professional profile module to build a structured profile used for CV generation, staffing, skill search and HR analytics.
Prerequisites
- access to the tenant workspace
- permission to view or edit your own profile
- baseline personal data already available in the account
Wizard structure
The module is organised into six main steps:
- final summary with any remaining gaps before the profile is considered usable or CV-ready
Operational steps
- Open
Professional profilefrom the workspace. - Complete
IdentityandPackagesfirst to unlock coherent suggestions. - In
Skills, add at least three core skills with a level. - If a skill is missing from the tenant catalog and you have the right role, add it to the shared catalog and then save it into the profile immediately.
- In
Experiences, link at least one real experience to one or more skills. - Complete languages, availability and cross-cutting data in
Completion. - Use
Reviewto check what is still missing before validation or CV export.
Expected result
The profile progressively becomes:
Draftwhen it has just startedUsablewhen identity, skills and experiences reach the minimum operational thresholdCV readywhen the data is complete enough for document output and staffing
Common errors
- You cannot add a new tenant skill
- cause: only
owner,adminandhr_admincan extend the shared catalog - solution: ask an authorised role to publish it or use an existing skill
- The tenant skill you created is not yet in your profile
- cause: creating a skill in the catalog does not automatically add it to the profile
- solution: complete level and evidence in the
Skillsstep, then save the skill in the profile
- The profile stays in draft
- cause: minimum skills, linked experiences or cross-cutting data are still missing
- solution: follow the gaps shown in
Reviewand in the completion bar
- You cannot see HR data or advanced validation
- cause: those views depend on role and tenant permissions
- solution: use the personal profile for self-service data and ask HR support for governance functions
FAQ
Do I need to complete everything immediately?
No. The wizard is progressive: you can start from the minimum useful data and enrich the profile over time.
Who can use profile data?
The profile powers CV generation, staffing, semantic search and HR views according to tenant permissions.
Can I edit skills and experiences after the first save?
Yes. The profile is designed to be maintained over time, not filled in once and left unchanged.
Related guides
Tenant Users and Roles Management
Invites, role assignment and activation status.
Projects and Tasks
Operational governance of WBS items, tasks, and project assignments.
Team Capacity
Managerial view of team availability, saturation, and operational margin.
Resource Costs
Base cost, WBS overrides and tenant-side cost simulations.
