Adding an Employee
To Add an Employee:
1. Define the employee and enter the employee organization and job assignment (Enter Person). See: Employees and Employee Assignments. Optionally give the employee assignments for:
- supervisor, if necessary to approve Oracle Personal Time and Expense expenditures
- billing title, if using billing titles in invoice formats
- location, if using with Oracle Payables or Oracle Purchasing
2. You can enter either the employee's home or work address (Enter Person). Oracle Projects reads this value when interfacing expense reports to Oracle Payables. If you enter a home address, you must define the employee's primary home address.
3. Enter the employee's cost rate (Employee Cost Rates).
4. Add the employee's bill rate to any employee-based bill rate schedules (Bill Rate Schedules).
5. Add the employee to any resource lists that use employees (Resource Lists).
6. Using the System Administrator responsibility, define the employee's Applications Object Library (AOL) username. Assign the appropriate responsibilities to the employee (System Administrator: Navigate Security User Define).
7. In Oracle Purchasing, optionally define the employee as a buyer for use with Oracle Purchasing (Oracle Purchasing: Setup Personnel Buyers).
8. In Oracle Receivables, optionally define the employee as a salesperson, if the employee is a project manager or you want to transfer credit receivers from Oracle Projects to Oracle Receivables (Oracle Receivables: Set Up Transactions Salespersons).
Note: The first 30 characters of the employee's full name must match the first 30 characters of the salesperson's name, since Oracle Projects compares these values when interfacing to Oracle Receivables.
