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Developing and Deploying Siebel eBusiness Applications > Required Application Administration Tasks > Defining Company Structure >
Setting Up Positions and Position Skills
An employee has to have a position in order to log on to the Siebel application. 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 instance, 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, you should start at the top of the organization chart and work your way down.
To create positions
- From the application-level menu, choose View > Site Map > Group Administration > Positions.
The Positions view appears.
- In the Positions list, add a new record for each of the positions you want 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.
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 will add the employees listed in the last column.
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 View > Site Map > Group Administration > Positions.
The Positions view appears.
- In the Positions list, select the position to which you want to add skills.
- Click the Position Skills tab.
- In the Position 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.
- In the Position Skill Item list, add a new record.
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Developing and Deploying Siebel eBusiness Applications Published: 18 April 2003 |