Siebel Assignment Manager Administration Guide > Assignment Rules > Adding Employees, Positions, and Organizations to Assignment Rules >

Adding Employees to Assignment Rules


This section explains how to add employees to an assignment rule. Service organizations typically add employees to objects. For more information on employees, see Employees.

NOTE:  Assignment Manager does not prevent you from adding employees to an assignment rule that requires position assignment. Before adding employees, make sure that the objects for the assignment rule allow employee assignment.

To add employees to an assignment rule

  1. With the appropriate assignment rule selected in the Assignment Rules view (View > Site Map > Assignment Administration > Assignment Rules), click the Employees view tab.
  2. In the Employees list, click New.
  3. In the Add Employees dialog box, select the employees to include for this assignment rule, and then click OK.
  4. NOTE:  To select multiple employees, hold down the CTRL key while selecting employees.

  5. In the new record in the Employees list, click in the available fields to enter or edit the relevant information.

Table 24 shows select predefined fields available.

Table 24.  Employees List Fields
Field
Description
Example
Activation Date/Time1
Start date of the assignment rule employee.
4/10/01 3:01:00 PM
Expiration Date/Time1
End date of the assignment rule employee.
4/10/01 3:01:00 PM
Score
An initial score for each employee is permitted in this field to differentiate between other employees for potential assignment.
20

1Set the machine on which the assignment server resides to Greenwich Mean Time (GMT). For more information about GMT, see Global Deployment Guide.

Employees added to assignment rules are stored in a file called rulecache.dat. If new employees are added to an assignment rule, it is important to refresh the rulecache.dat file; otherwise, new employees are not recognized. For more information about the rulecache.dat file, see Releasing Assignment Rules.

NOTE:  Assignment Manager caches employee skills in the rulecache.dat file when the Siebel Server is started. Every time rules are released, employee skills are updated and cached in the new rulecache.dat file that is created. If you want to automatically refresh employee skills and recreate the rulecache.dat file at a periodic interval, set the value of the AsgnSrvr component parameter to the desired interval of update. For more information about employee skills, see Assigning Skills to Employees, Positions, and Organizations. For information about the AsgnSrvr component parameter, see Running Interactive Assignment Using the Command-Line SRVRMGR Utility.

Figure 37 shows an example of adding employees.

Figure 37.  Example of Adding Employees

Click for full size image

Assignment Manager can also assign employees based on their association with their parent organization. For example, only employees associated with a specific organization can be assigned to an assignment object even if other employees not associated with the organization qualify. This functionality is called multitiered assignment and must be configured for the appropriate assignment object. For more information on this feature, see Multitiered Assignment.


 Siebel Assignment Manager Administration Guide 
 Published: 18 June 2003