product
Solar workforce coordination assessment
Review people, roles, assignments, availability, time, certification, expense, commission, and payroll boundaries around project work.
01
Coordinate people without blurring payroll and project ownership
The project needs assignment and time context, while employee, payroll, and compliance records may remain in specialist systems.
- Roles and permissions
- Availability and assignment
- Time and expense context
- Certification and access
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- People and role records
- Crew and project assignments
- Time and expense entries
- Certifications and approval history
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- Payroll system ownership
- Sensitive employee data
- Commission approval
- Mobile and field access
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- Who can assign work?
- What makes a crew eligible?
- Where is time approved?
- Which employee data belongs outside Solar1?
Review record
Sources and related pages
Next step
Map this workflow against the way your team works today.
Bring your current systems, records, owners, approvals, and exceptions. The assessment will identify what needs configuration, validation, or a staged handoff.