Developing and Deploying Siebel Business Applications > Required Application Administration Tasks > Defining Company Structure >
Setting Up Positions and Position Skills
To log in to the Siebel application an employee has to have a position. Positions determine which records users with a particular position can access. Positions represent a job slot in your organization. As you enter your company's positions, refer to your company's organization chart to determine reporting relationships (positions and parent positions). There is always one position that does not have a parent position. For example, the CEO position probably does not report to a higher level. Define positions in each level of your company's division hierarchy. Because you choose parent positions as you create new positions, start at the top of the organization chart and work your way down. To create positions
- From the application-level menu, choose Site Map > Administration - Group > Positions.
The Positions view appears.
- In the Positions list, add a new record for each of the positions to define.
Some fields are described in the following table.
Most fields in the Position list are filled in automatically from the Employee record of the active employee. If you have not set up employees, you can associate them with positions later.
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Billing Product |
Used for Professional Services. For more information, read Siebel Applications Administration Guide. |
Compensable |
Used for incentive compensation. |
Organization |
Select an organization for the position. A position can only have one organization. If you want a user to have visibility to some organizations, but not all organizations, then you must create a position for each organization and assign the employee to each position. The employee can then get one organization's data at a time, by choosing View > User Preferences > Change Position. |
Position |
The name of the position. Required. |
Territory |
Allows a position to be associated to a territory for use by the Assignment Manager module. For more information, read Siebel Assignment Manager Administration Guide. |
Position Type |
Informational field that indicates the type of position. It has no effect on visibility. |
The following table lists sample positions for the NREC example. Later, as described in the section Setting Up an Employee in Your Siebel Application, you add the employees listed in the last column.
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Administrator |
Information Technology Manager |
Sandy Bolivar |
CEO |
not applicable |
Pat Bosch |
Information Technology Manager |
CEO |
Chris Brown |
Marketing Associate |
Sales Manager |
Terry Picardo |
Partner Manager |
Sales Manager |
Dale Abizaid |
Real Estate Agent 1 |
Sales Manager |
Dana Castro |
Real Estate Agent 2 |
Sales Manager |
Alex Grey |
Sales Manager |
CEO |
Lee Smith |
Most fields in the Position applet get filled in automatically from the Employee record of the active employee. For example, the Start Date field shows the start date of the employee marked Active for the position.
To set up position skills
- From the application-level menu, choose Site Map > Administration - Group > Positions.
The Positions view appears.
- In the Positions list, click the position to which to add skills.
- Click the Assignment Skills tab.
- In the Assignment Skills list, add a new record.
- Select a skill in the Item field.
Skills must exist before you can add them. Skills are added using Siebel Tools.
- Add comments, if desired.
- Save the record.
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