Learn
Nine topics covering the platform and the practice. Follow a pathway end to end, or pick the course you need today.
Reporting and insights
Choosing the right view for the right audience, and turning ProFinda data into reports that lead to decisions rather than filing.
reporting, dashboards, insights, stakeholders, exportsPractitioner · 33 min · 4 lessons
Platform administration
The permission model, the built-in roles, and how to grant access without creating a support queue or a data exposure.
permissions, roles, access control, security, administrationAdvanced · 40 min · quiz
Integrations and data
The standard integrations into ProFinda, how records are mapped and refreshed, and how to diagnose data quality issues at the source.
integrations, HR data, data quality, sync, API, mappingAdvanced · 27 min · 3 lessons
Resourcing essentials
Your first week with the platform - profile, navigation, and the handful of daily actions that make everything else work.
onboarding, profile, navigation, basics, first stepsFoundation · 25 min · 4 lessons · quiz
Utilisation and capacity
What the utilisation dashboard is actually telling you, which movements matter, and how to avoid reacting to noise.
utilisation, capacity, heatmap, forecasting, bookingsPractitioner · 30 min · quiz
Matching and search
How to write searches that surface the right people, read match scores critically, and build a shortlist you can defend.
search, matching, shortlist, match score, availabilityFoundation · 29 min · 4 lessons
Skills and ontology
What the ontology is, how it differs from a skills list, and why matching quality depends on it.
ontology, skills taxonomy, matching, skills data, synonymsFoundation · 32 min · 4 lessons · quiz
Demand management
How resource requests arrive, how to sort the urgent from the noisy, and how to hand off a clean request to fulfilment.
demand, intake, triage, resource requests, queueFoundation · 37 min · 5 lessons · quiz
Working practices
A meeting format that clears the queue in forty-five minutes, with ProFinda open on the screen and decisions recorded where they belong.
resourcing meeting, governance, decisions, agenda, working practicesPractitioner · 25 min · quiz