System Process Document

Grouping Employees by Resource

Department
Responsibility/Role
File Name 27761867.doc
Revision
Document Generation Date 18/01/2010 09:35:00
Date Modified 1/18/2010 09:35:00 AM
Last Changed by
Status

Grouping Employees by Resource

Trigger:

Concept
You can define the roles which represent what an employee can do for a required task. If you had
defined a resource with Person type, then you can group employees by that resource. If you have
defined skills in the Resources page, then only those employees who have the competence, skill
level, and qualifications required for the resource appear on the list of values, and you can group
them in the Employees page.

In this topic, you will group employees by resource.

Required Field(s) Comments

Output - Result(s) Comments

Additional Information

Last changed on: 1/18/2010 09:35:00 AM Page 1

System Process Document
Grouping Employees by Resource

Procedure

Step Action
1. Begin by navigating to the Resources page.

Click the vertical scrollbar.

Page 2 Last changed on: 1/18/2010 09:35:00 AM

 System Process Document
Grouping Employees by Resource

Step Action
2. Click the Manufacturing and Distribution Manager link.

Last changed on: 1/18/2010 09:35:00 AM Page 3

System Process Document
Grouping Employees by Resource

Step Action
3. Click the vertical scrollbar.

Step Action
4. Click the Resources link.

Page 4 Last changed on: 1/18/2010 09:35:00 AM

 System Process Document
Grouping Employees by Resource

Step Action
5. Use the Organizations page to select your organization.

Last changed on: 1/18/2010 09:35:00 AM Page 5

System Process Document
Grouping Employees by Resource

Step Action
6. Click the M1 Seattle Manufacturing list item.

Step Action
7. Click the OK button.

or Press [Alt+O].

Page 6 Last changed on: 1/18/2010 09:35:00 AM

 System Process Document
Grouping Employees by Resource

Step Action
8. Use the Resources page to find a resource that you had already defined.

Last changed on: 1/18/2010 09:35:00 AM Page 7

System Process Document
Grouping Employees by Resource

Step Action
9. Click in the Resource field.

Step Action
10. Press [F11].

Page 8 Last changed on: 1/18/2010 09:35:00 AM

 System Process Document
Grouping Employees by Resource

Step Action
11. Enter the desired information into the Resource field. Enter "DL_LBR1".

Last changed on: 1/18/2010 09:35:00 AM Page 9

System Process Document
Grouping Employees by Resource

Step Action
12. Press [Ctrl+F11].

Step Action
13. Click the Employees button.

or Press [Alt+m].

Page 10 Last changed on: 1/18/2010 09:35:00 AM

 System Process Document
Grouping Employees by Resource

Step Action
14. Use the Employees page to associate the employee name with the resource.

If you have defined skills in the Resources page, then only those employees that
have the competence, skill level, and qualifications required for the resource appear
in the list of values.

Last changed on: 1/18/2010 09:35:00 AM Page 11

System Process Document
Grouping Employees by Resource

Step Action
15. Click in the Employee field.

Page 12 Last changed on: 1/18/2010 09:35:00 AM

 System Process Document
Grouping Employees by Resource

Step Action
16. Enter the desired information into the Employee field. Enter "106".

Step Action
17. Click in the Name field.

Last changed on: 1/18/2010 09:35:00 AM Page 13

System Process Document
Grouping Employees by Resource

Step Action
18. The names of the employees with the defined skills belonging to different business
groups appear in the Employees page.

Select the name that you require.

Page 14 Last changed on: 1/18/2010 09:35:00 AM

 System Process Document
Grouping Employees by Resource

Step Action
19. Click the Chong, Ms. Tonya list item.

Step Action
20. Click the OK button.

or Press [Alt+O].

Last changed on: 1/18/2010 09:35:00 AM Page 15

System Process Document
Grouping Employees by Resource

Step Action
21. Click in the Employee field.

Page 16 Last changed on: 1/18/2010 09:35:00 AM

 System Process Document
Grouping Employees by Resource

Step Action
22. Enter the desired information into the Employee field. Enter "1013".

Step Action
23. Click in the Name field.

Last changed on: 1/18/2010 09:35:00 AM Page 17

System Process Document
Grouping Employees by Resource

Step Action
24. Click the D Chonkar list item.

Page 18 Last changed on: 1/18/2010 09:35:00 AM

 System Process Document
Grouping Employees by Resource

Step Action
25. Click the OK button.

or Press [Alt+O].

Step Action
26. Click in the Employee field.

Last changed on: 1/18/2010 09:35:00 AM Page 19

System Process Document
Grouping Employees by Resource

Step Action
27. Enter the desired information into the Employee field. Enter "1035".

Page 20 Last changed on: 1/18/2010 09:35:00 AM

 System Process Document
Grouping Employees by Resource

Step Action
28. Click in the Name field.

Step Action
29. Click the D Jayaraman list item.

Last changed on: 1/18/2010 09:35:00 AM Page 21

System Process Document
Grouping Employees by Resource

Step Action
30. Click the OK button.

or Press [Alt+O].

Page 22 Last changed on: 1/18/2010 09:35:00 AM

 System Process Document
Grouping Employees by Resource

Step Action
31. Click the Save button.

Step Action
32. You have completed the Grouping Employees by Resources procedure.
End of Procedure.

Last changed on: 1/18/2010 09:35:00 AM Page 23