Practice - Creating a New Employee and Creating a Resource

(Required)
Distribution
R12 E-Business Suite Essentials for Implementers, Edition 1.0

D49493GC10

Ownership
The Job Title [list@YourCompany.com?Subject=LABxxxxx] is responsible for ensuring that this
document is necessary and that it reflects actual practice.

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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. Enter the following information:

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 _______________.

21. Close all the windows and return to the Navigator page.

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

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

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3. Enter the following information:
Last = Samuels
First = XX_James

Gender = Select M or F as appropriate

Action = Create Employment

Person Type = Employee

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

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

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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. Enter the following information:

a. Organization = Vision Operations (Select from LOV)

In the Group field, enter following:

b. Team = Financials (Select from LOV)

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

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

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

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

10. (T) Supervisor

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

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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)

13. Close all the windows and return to the Navigator page.

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

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 - (B) OK

- (B) OK (to Set Resouce Attributes)

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

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

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21. Record your Resource number _______________.

22. Close all the windows and return to the Navigator page.

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