Practice - Creating A New Employee and Creating A Resource (Required)

Practice - Creating a New Employee and Creating a Resource
(Required)
Distribution
R12 E-Business Suite Essentials for Implementers, Edition 1.0
D49493GC10
Copyright 2007, Oracle. All rights reserved.
Practice - Creating a New Employee and Creating a Resource (Required)

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Practice - Creating a New Employee and Creating a Resource

(Required)
Overview
In this practice, you create a new employee who will associate with a user in a later practice.
Assumptions
Replace XX with your terminal number or initials.
Tasks
Defining an Employee
1.
Responsibility = Human Resources, Vision Enterprises
2.
Navigate to the Define Person Window.

(N) People > Enter and Maintain
3.
Enter the following information:

Last = Samuels
First = XX_James
Gender = Select M or F as appropriate
Action = Create Employment
Person Type = Employee
4.
Save your record.
5.
Record your employee number __________________.
Creating an Assignment
6.
Navigate to the Assignment Window by clicking (B) Assignment.
7.

a. Organization = Vision Operations
In the Group field, enter as follows:
b. Team = Financials
c. National Bargaining Unit = ALPA
d. Select following:
Job = MGR500.Manager
Position = MM400.Materials Manager

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8.
Accept the default values.
9.
(T) Supervisor
Name = Brown, Ms. Casey
10. Save your record.

11. Accept the default location value.
12. Close all the windows and return to the Navigator page.
Creating a Resource
13. Responsibility = CRM Resource Manager, Vision Enterprises
14. Navigate to the Select Resources to Import Window.
(N) Maintain Resources > Import Resources
15. Select / Enter the following:
Resource Category = Employee
Number = Employee number of Samuels, XX James created above
16. Search for the Employee.
17. Import the details of Employee to create a Resource.
- Select Role = Credit Manager (From LOV)
18. Save the created Resource.
19. Find the Resource details.
20. Record your resource number _______________.

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Solution: Creating a New Employee and Creating a Resource

(Required)
Defining an Employee
1.
Use the Human Resources, Vision Services responsibility.
2. Navigate to the Define Person Window.

(N) People > Enter and Maintain
(B) New

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3.

Last = Samuels
First = XX_James
Gender = Select M or F as appropriate
Action = Create Employment
Person Type = Employee

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(B) OK
4.
(I) Save
5.
Accept the two Note dialog boxes you get by clicking (B) OK

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6.
Record your employee number __________________.

Note: The system will generate an employee number that will be visible in the field above
the Social Security Number field.
Creating an Assignment
In this section of the solution, you view how to assign an employee to an organization.
7.
(B) Assignment
8.

a. Organization = Vision Operations (Select from LOV)
In the Group field, enter following:
b. Team = Financials (Select from LOV)

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c. National Bargaining Unit = ALPA (Select from LOV)

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Note: You will get a message prompting you to choose between keeping the history of the
existing information and correcting the existing information. Click (B) Correction.
d. Select the following:

- Job = MGR500.Manager

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- (B) OK
- Position = MM400.Materials Manager
- (B) OK
Note: You get a Decision dialog box asking whether to accept the default values.

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9. (B) Yes to accept the default values for the position.
10. (T) Supervisor

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- Name = Brown, Ms. Casey
- (B) OK
11.
(I) Save

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Note: You will get a caution form asking whether you would want to use thelocation of the
new position.
12. (B) OK (to accept the location of the new position)
Creating a Resource
14. Use Responsibility = CRM Resource Manager, Vision Enterprises

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15. Navigate to the Select Resources to Import Window.

- (N) Maintain Resources > Import Resources
16. Select / Enter your resource.
- Resource Category = Employee (Delect from LOV)
- Number = 1944 (Employee Number of Employee created above)

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17. (B) Search
18. (B) Start Import

- Role = Credit Manager (Select from LOV)

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(B) OK
(B) OK (to Set Resouce Attributes)

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19. (B) Save Resource
Note: You get a message confirming the successful import of the employee record.
- (B) OK
20. (B) Details (to find the details of the Resource)

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21. Record your Resource number _______________.

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Practice - Creating A New Employee and Creating A Resource (Required)

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Copyright 2007, Oracle. All rights reserved.