This chapter provides an overview of resources and discusses how to:
Establish and maintain employees and non-employees as resources.
Establish PeopleSoft Services Procurement service providers as resources.
Maintain resource eligibility and job information.
This section lists prerequisites and discusses resources in PeopleSoft Resource Management and in other PeopleSoft products.
Before you establish employees or non-employees as resources in PeopleSoft Resource Management, you must:
Determine if the organization's business processes allow non-employees to be managed as resources.
Establish the employee source database.
Define billing rates by employee or by job.
(Optional) Establish the FTP file server to store resumes that are attached to resource profiles.
The term resource describes the employees and non-employees who can be assigned to projects in the Financials database. The employee source database contains information about employees and non-employees. PeopleSoft Resource Management captures additional information about resources. After you establish the employee source database, you must designate the employees and non-employees who fulfill the resource roles in PeopleSoft Resource Management.
When you establish an employee or non-employee as a resource, PeopleSoft Resource Management automatically populates the resource's schedule with holidays. The new resource is immediately eligible for assignments. At any time, the resource and resource manager can update the resource's profile and schedule, and the resource manager can change the resource's eligibility status. For an employee with multiple jobs in PeopleSoft Enterprise Human Resources Management (PeopleSoft HRMS), the resource manager can select the job that pertains to the employee's role as a resource in PeopleSoft Resource Management.
You can establish employees and non-employees as resources by using these methods:
Manually establish an employee or non-employee as a resource by using the Create Resources page.
Establish a batch of resources using the Create Resources Program page.
Manually convert a PeopleSoft Services Procurement service provider to a resource by using the Convert Person ID to Resource page if you integrate with Services Procurement and maintain non-employees in PeopleSoft Resource Management.
Automatically convert a PeopleSoft Services Procurement service provider to a resource when the service provider is selected for a service requisition that is associated with a PeopleSoft Resource Management resource request if you integrate with Services Procurement and maintain non-employees in Resource Management.
Depending on which products that you install, you can establish an employee or non-employee as a PeopleSoft Resource Management resource, a Staffing Front Office resource, or a Maintenance Management resource, or any combination thereof. To establish an individual as a Staffing Front Office or Maintenance Management resource, you must navigate to the Create Resources page for the particular product.
If a resource is already established as a PeopleSoft Staffing Front Office or Maintenance Management resource, and you attempt to establish that resource as a PeopleSoft Resource Management resource, the system generates a warning to confirm the action.
To establish and maintain employees and non-employees as resources, use the Create Resources Program component (RS_CW_AE) and Establish Employee as Resource component (RS_WRKR_CREATE). If you have a large number of employees to establish as resources, use the Establish Employee as Resource component interface (RS_WRKR_CREATE) to load data into the tables for this component.
Note. The effective date for the resource will be the date that the employee or non-employee is established as a resource in Resource Management.
Your organization may perform resource or capacity planning at a higher or aggregated level than at the individual level. Being able to aggregate individual resource capacity, demand, allocation, and availability into standard categories gives managers the ability to quickly see resource shortages and excesses. These higher-level aggregations are known as supply categories.
You associate supply categories with resources when you establish the resources. You can update the role and region for a resource in the Additional Resource Information group box on the Profiles - Overview page.
Supply categories are resource attributes:
Role: An optional field when establishing resources; however, it is strongly recommended that it be associated with resources for effective capacity planning, reporting, and analysis.
Pool ID: A required field when establishing resources.
Region: A required field when establishing resources.
Personnel Status is already assigned to employees in the HRMS database and is synchronized with the resource data in PeopleSoft Resource Management.
This section discusses how to:
Select employees or non-employees to establish as resources in batch.
Run the batch create resources program.
Establish an employee or non-employee as a resource and associate supply categories
Select one job for a resource.
Note. This section is required. You must establish employees and non-employees as resources before you can maintain their profiles, manage their schedules, or place them on assignments in PeopleSoft Resource Management.
Access the Create Resources Program page (Resource Management, Establish Resources, Create Resources Program, Create Resources Program).
Note. Non-employees do not appear for selection on this page if you cannot establish non-employees as resources.
Job Codes
Use this collapsible grid to select employees and non-employees by job code.
Select |
Select one or more job codes for PeopleSoft Resource Management to use to generate the list of employees and non-employees to establish as resources. |
and/or |
Select and to narrow the list. The system includes only employees and non-employees that meet these criteria and the criteria that is in the next grid. Select or to include employees and non-employees that meet any of the criteria that is selected in the grids. If you leave this field blank, the system includes employees and non-employees that meet any of the criteria that is selected in the grids. |
Business Units
Use this collapsible grid to select employees and non-employees by business unit.
Select |
Select one or more business units for PeopleSoft Resource Management to use to generate the list of employees or non-employees to establish as resources. |
Locations
Use this collapsible grid to select employees and non-employees by location.
Select |
Select one or more locations for PeopleSoft Resource Management to use to generate the list of employees or non-employees to establish as resources. |
Departments
Use this collapsible grid to select employees and non-employees by department.
Select |
Select one or more departments for PeopleSoft Resource Management to use to generate the list of employees or non-employees to establish as resources. |
Employees
Use this collapsible grid to select individual employees and non-employees to include in addition to the criteria that is specified in the Job Codes, Business Units, Locations, and Departments grids.
Select |
Select the employee ID for each employee or non-employee to establish as a resource in addition to those that meet the criteria that is specified by job code, location, or department. |
Consider |
After you select employees for creating resources, click this button to add these employees added to the Considering group box and remove them from the Employees group box. |
Considering
This group box displays a list of employees that you selected for creating resources.
You can delete employees from this group box, at which time the system automatically adds the deleted employees back to the Employees grid.
Generate List |
Click this button to view a list of the selections. All employees meeting the selection criteria appear in the Resources To Be Established group box to be established as resources when you click the Establish Resource button. |
Clear |
Click this button to clear your selections in all grids on the page. |
Access the Create Resources Program (list) page (Click the Generate List button on the Create Resources Program page).
See Also
Setting Up and Maintaining the Verity Search Engine and Resource Matching Cache Tables
Understanding Capacity Planning
Access the Create Resources page (Resource Management, Establish Resources, Create Resources, Create Resources).
Non-employees do not appear for selection on the Establish Employee as Resource - Add an Employee as Resource search page if you cannot establish non-employees as resources.
Complete Resource Information
These fields comprise supply category information.
Role |
Enter a project role for the resource. This field is optional; however, entering a role for all resources enhances the capacity planning functionality in PeopleSoft Resource Management. |
Pool |
Enter the resource's pool ID. You must enter a resource pool when you establish a resource. |
Region |
Enter a region code for the resource. You must enter a region when you establish a resource. |
Verify Resource Information
Job, Location, and Department |
Verify the information for this employee. If the values that appear on this page are incorrect, access the employee source database to make corrections. |
Save |
Click to establish the employee as a resource with the values that appear on the page. |
Change Job |
If you integrate with PeopleSoft HRMS and use the multijob feature, click Change Job to establish the resource with a different job. |
Access the Establish Employee as Resource page (Click the Change Job button on the Create Resources page).
Select |
Click the Select button adjacent to the appropriate job to associate with this resource in PeopleSoft Resource Management. |
This section provides an overview of service providers and discusses how to:
Set up service provider personal data and job detail tables.
Map existing non-employee records to service provider person IDs.
Note. This section is optional. If you do not implement PeopleSoft Services Procurement, you do not need to complete the tasks that are discussed in this section.
In PeopleSoft Services Procurement, each service provider has a unique person ID. This section discusses the methods that can be used to establish a service provider as an eligible, non-employee resource in PeopleSoft Resource Management.
Manual Creation of Service Providers as Resources
These are the steps to manually establish a service provider as a resource:
Associate the service provider person ID with an employee record in PeopleSoft Resource Management in one of two ways:
If you allow non-employee resources to be maintained in the Financials database, access the Convert Person ID to Resource page to create an employee record with the personnel status of non-employee from the existing person ID.
If you require non-employees to be maintained in the HRMS database, create the employee record in PeopleSoft HRMS, load the employee data into PeopleSoft Resource Management by using the application messaging synchronization process, and then access the Map Employee ID to Person ID page to associate the service provider with an employee record.
Now you can access the Create Resources page to establish the individual service provider as a resource, or access the Create Resources Program page to establish resources in batch.
Access the Maintain Eligibility page to manage the resource's eligibility.
By default, the resource is eligible to be placed on an assignment.
Automatic Creation of Service Providers as Resources
If you select a service provider to fulfill a service requisition in PeopleSoft Services Procurement and the requisition is associated with a resource request, the system checks to see if the service provider is established as an eligible resource in PeopleSoft Resource Management. If the service provider is not an eligible resource and you allow non-employee data to be maintained in the Financials database, the system can automatically establish the service provider as a resource for you. The system assigns these supply categories to the resource:
Resource pool: Unassigned Pool
Role: blank
Personnel status: Non-Employee
Note. After you create PeopleSoft Services Procurement resources, update the region to which the resources belong in the resource profiles.
The system uses the following logic to establish the service provider as a resource:
If non-employees are maintained in PeopleSoft Resource Management and the person ID is not associated with an employee value (EMPLID) in Resource Management, the system creates an employee value with the personnel status Non-Employee.
By default, the system creates the resource with the status eligible and the resource can be placed on an assignment. The system automatically changes the status to not eligible at the requisition end date. Other default values that appear in the employee record are specified on the Installation Options - Resource Management page.
If the service provider is associated with an employee record that is established as a resource, but the resource currently has a status of not eligible, the resource status changes to eligible.
A future-dated row is added to return the resource to an ineligible status on the requisition end date.
Note. You can allow the resource to remain eligible after the assignment end date by manually deleting the future-dated ineligibility row.
This automatic conversion process occurs before the service provider is placed on the assignment in PeopleSoft Resource Management. The automatic conversion occurs only if you allow non-employee resources to be maintained in the Financials database.
Note. If you maintain non-employee data in both databases, and you integrate PeopleSoft Resource Management with Services Procurement, two employee records may exist for the same person. This can occur if a PeopleSoft Services Procurement person ID (PERSON_ID) and an PeopleSoft HRMS employee record exist for the same person, and the system automatically establishes the person ID as a non-employee resource in PeopleSoft Resource Management.
See Also
Understanding Integration with PeopleSoft Services Procurement
Page Name |
Definition Name |
Navigation |
Usage |
Resource Management, Establish Resources, Convert Person ID to Resource, Convert Person ID to Resource |
Specify employee information and job details for the person ID. |
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Resource Management, Establish Resources, Map EmplID to Person ID, Map Employee ID to Person ID |
Map a PeopleSoft Services Procurement person ID to an employee record in PeopleSoft Resource Management. Note. Use this page only if PeopleSoft HRMS is the employee source database. |
Access the Convert Person ID to Resource page (Resource Management, Establish Resources, Convert Person ID to Resource, Convert Person ID to Resource).
Enter Employee Information and Job Details for the person ID.
The Personnel Status value of Non-Employee is not editable. You specified the following default values on the on the Installation Options - Resource Management page:
Business Unit
Department
Location Code
Supervisor ID
Job Code
Standard Hours
Standard Work Period
Holiday Schedule
See Also
Setting Up Employee Data Tables
Defining Resource Management Installation Options
Access the Map Employee ID to Person ID page (Resource Management, Establish Resources, Map EmplID to Person ID, Map Employee ID to Person ID).
Use this page if PeopleSoft HRMS is the only source database for non-employees. When you enter the Map EmplID to Person ID component (RS_MAP_EMP_TO_PER), select Add a New Value on the search page to create a new association between an employee ID and a person ID. Select Find an Existing Value to view and edit an existing association.
Employee ID |
In the search page, select the employee ID to map to a person ID or view an existing association. Available values are based on employee IDs that are created in the HRMS database with a personnel status of non-employee and are not already mapped to a person ID. |
Add |
Click to proceed to select the corresponding person ID. |
Person ID |
Enter the person ID from PeopleSoft Services Procurement to associate with this employee ID in PeopleSoft Resource Management. Available values are based on person IDs that are not already mapped to an employee ID. |
This section discusses how to:
Change resources' current eligibility.
Add resources' future eligibility.
Review resources' current job details.
Select resources' current or future jobs.
Page Name |
Definition Name |
Navigation |
Usage |
Resource Management, Establish Resources, Maintain Eligibility, Maintain Eligibility |
Review or change a resource's eligibility. |
||
Click the Change or Add Eligibility button on the Maintain Eligibility page. |
Change or add a future eligibility status and effective date for the resource. |
||
Resource Management, Establish Resources, Select Job, Select Job |
View the current job that is associated with the resource. |
||
Click the Change Job button on the Select Job page. |
If you allow multiple jobs in PeopleSoft HRMS, select one job to associate with the employee or non-employee resource in PeopleSoft Resource Management. |
Access the Maintain Eligibility page (Resource Management, Establish Resources, Maintain Eligibility, Maintain Eligibility).
Resource eligible to be staffed? |
Select Yes or No to indicate whether the resource is eligible for assignments and resource matching in PeopleSoft Resource Management. You cannot select Yes if the Employee Status value is not Active. If an employee or non-employee is inactive, a message appears on the page stating that the resource cannot be made eligible to be staffed before the date the resource becomes Active. |
Employee Status |
Displays the employee's or non-employee's human resources status in the employee source database. Note. Changing a resource's eligibility does not change the employee status in the employee source database. |
Change or Add Eligibility |
Click this button to access the Resource Eligibility Management page to manage future eligibility. This button is unavailable if the resource status is Inactive, Deceased, Suspended, or Terminated. |
Access the Resource Eligibility Management page (Click the Change or Add Eligibility button on the Maintain Eligibility page).
Effective Date |
Enter the date on which the eligibility change becomes effective. |
Select if the resource is eligible for assignments as of the effective date. Deselect if the resource is ineligible for assignments as of the effective date. |
|
Add Future Eligibility |
Click this button to add additional eligibility lines with dates incremented from the current row date. |
Note. Changing a resource to ineligible at a future date does not prevent you from scheduling the resource before the effective date for an assignment that begins or continues after the effective date. However, on or after the date that resources become ineligible, you can no longer assign the resources, and they are not included in Resource Matching. You can continue to access and update the ineligible resource's profile, and you can access the ineligible resource's schedule and enter appointments.
Important! A resource's assignments are automatically canceled if an employee's status changes in PeopleSoft HRMS from active to any other status, and if you use HRMS as the employee source database.
Access the Select Job page (Resource Management, Establish Resources, Select Job, Select Job).
Use this page only if you use the Multiple Jobs feature in PeopleSoft HRMS.
In PeopleSoft HRMS, you can establish rules for multiple jobs so that you can assign an employee to multiple job categories. In PeopleSoft Resource Management, you can designate only one active job for each resource.
Change Job |
Click this button to select a different job to associate with the resource in PeopleSoft Resource Management. |
Access the Change Job page (Click the Change Job button on the Select Job page).
Use this page only if you establish rules for multiple jobs in PeopleSoft HRMS.
The list of active jobs for a resource appears on this page.
New Job |
Select a job to associate with the resource in PeopleSoft Resource Management. |
Effective Date |
Enter the date on which the job change becomes effective. |