Understanding Resources

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.

  See Understanding the Pricing Process.

• (Optional) Establish the FTP file server to store resumes that are attached to resource profiles.

  See Understanding Storage of Resource Resume Attachments.

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 Human Capital Management (PeopleSoft HCM), 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.