Adding Employees, Positions, and Organizations to Assignment Rules

This topic is part of About Assignment Rule Administration.

This topic provides procedures for adding employees, positions, and organizations to assignment rules.

This task is a step in Process of Defining Assignment Rules.

Siebel Assignment Manager can assign employees, positions, and organizations based on their association with their parent organization. For example, only employees or positions associated with a specific organization can be assigned to an assignment object even if other employees or positions associated with other organizations qualify. Positions assigned to an assignment object can also have their associated organizations assigned. This functionality is called multitiered assignment, and you must configure the appropriate assignment object before implementing.

For information about configuring assignment objects for multitiered assignment, see Reassigning Accounts to a Different Primary Position.

Alternatively, you can set a default employee, position, or organization for assignment objects. For example, if you want records for a given assignment object assigned to a certain employee, then you can change the Default Employee property on the assignment object using Siebel Tools. For more information about the Default Employee, Default Position, and Default Organization properties, see Siebel Object Types Reference.

For more information about setting these properties, see Configuring Assignment Object Properties.

Note: Assignment Manager does not prevent you from adding employees to an assignment rule that performs position assignments. If a particular rule is set for position assignment and the rule has employees associated with the assignment rule, then Assignment Manager considers only the position candidates.