Collaborators and skills

Create a collaborator

1. Open HR → Collaborators.
2. Click Create.
3. Enter identity details, job title, and organization unit. Search the Address or pick it on the map: it becomes the collaborator's home base, which planning uses for travel.
4. Link a login User if they should sign in to Tadbir (optional for some profiles).
5. Save.

Collaborators can also set or clear their own address from Profile, with the same search and map.

Assign skills

1. Open the collaborator → Skills.
2. Add skills from the catalog (for example electrical certification, HVAC).
3. Save. Planners can filter Technicians by skill when assigning Work Orders.

Working hours and constraints

1. Open the collaborator → Availability (or working hours).
2. Set weekly hours, time zone, and blackout dates.
3. Save. The schedule board respects these constraints when possible.

Planner permissions

For users who plan work:

1. Open the collaborator / user linked as a Planner.
2. Configure Planner scheduling permissions for the teams or regions they may schedule.
3. Save.

Deactivate a collaborator

1. Open the collaborator.
2. Choose Deactivate.
3. Confirm. Open assigned Work Orders block deactivation; resolve them first. After deactivation, the collaborator no longer appears as assignable and historical Work Orders remain. Use Activate on a deactivated collaborator to restore eligibility.

Skills catalog

Admins maintain the shared list under HR → Skills. Add or retire skill definitions before assigning them to people.

Organization settings

Admins maintain legal identity, working hours, and other organization defaults under Admin → Organization. These settings remain available even without the HR module. Complete fiscal details here before enabling e-invoicing.