Hello,
Thanks all for all the great business cases and solves on these forums, they have been invaluable to me as I learn more about how to use Alteryx to create workflows that help our current tasks.
We have a business case that I've been trying to wrap my head around how to proceed, thought I might post here to get some ideas on a solution.
We have interns that rotate on a yearly basis to a new opportunity elsewhere within the company. I've attached 2 spreadsheets one for the current employee data, one for the new job opportunity information.
The employee needs to be "best" matched with the new opportunity based on the following conditions:
1. Preference location matching: 1-6, 1 is top choice for job location, NA are not feasible destinations
2. If Extenuating circumstance, check if remote is needed then match to available remote roles
3. New role must differ from previous role
4. If previous role was tech, destination role must not be tech
5. Match according to rankings of skill areas (last columns on both sheets, 4 being priority)
I'm going on the assumption that the steps above are ranked by priority, within the actual data set I believe I have 50 employees and 50 jobs, certainly not all new roles will satisfy all criteria as submitted by the employee, so I suppose what I'm looking for is the best methodology/workflow to support matching the employee to the new job.
Maybe with some column for confidence level or rank of how closely it's matched to each other? I'm not sure how to proceed and how if 2 or more employees both match well to a role, who gets priority, etc.
I'm thinking maybe something that just identifies which employees to new roles matches all criteria, ie) Employee IDs 1, 2, 9 all are a match for job role 3, etc.
I'm not exactly sure. My guess is they were just doing this manually before by checking all the conditions above in Excel and doing the same thing I'm describing, likely seeing which roles were 100% match for which employees and going down from there and if there were multiple good matches, just manually selecting the candidate and moving on from there.
In any event, I've attached some dummy sample data and wanted to get your thoughts on best approach.
Thanks!
