Adding a New Employee
The procedure in this topic describes how to add a new employee record to the Siebel database.
At a minimum, an employee must have a position, a responsibility, and a Siebel user ID. You can also associate attributes with employee records such as skills, tools, assignment rules, and availability. By doing so, you can use the employee record and its attributes with features such as Siebel Assignment Manager.
The following procedure creates a User record for the employee only as a stage in allowing the employee to access the database.
To add a new employee
Log in as an administrator to an employee application, such as Siebel Call Center, and then navigate to the Administration - User screen, then the Employees view.
The Employees list appears.
Add a new record.
Complete the following fields, using the indicated guidelines, and then save the record.
Field
Guideline
Last Name
Required. Enter any name.
First Name
Required. Enter any name.
User ID
Required. Enter a simple contiguous user ID, which must be unique for each user. Typically, the user provides this user ID to log in.
Depending on how you configure authentication, the user might or might not log in with this identifier. If you implement database authentication, then this field must be the login name for a database account.
Password
Optional (required for some authentication implementations).
Enter a simple contiguous login password. The password must conform to the syntax requirements of your authentication system, but it is not checked for conformity in this form.
For LDAP security adapter authentication, the password is propagated to the user directory. For database authentication, the password is propagated to the database.
Responsibility
Required. Pick one or more responsibilities which include appropriate views for the employee. If the administrator who creates the employee user has a value in his or her New Responsibility field, then that responsibility is assigned to the employee user by default. For information about the New Responsibility field, see Modifying the New Responsibility for a User Record.
New Responsibility
Optional. If the administrator who creates this user has a value in his or her New Responsibility field, then that responsibility is assigned to this field by default. For information about the New Responsibility field, see Modifying the New Responsibility for a User Record.
Position
Required. To be an employee, a user must have a position. If you assign multiple positions, then the position you specify as Primary is the position the user assumes when he or she logs in.
Division
Required. This field is populated automatically with the division to which the Primary position belongs.
Territory
This field is a read-only multi-value group. You are not able to enter a value manually. When you complete the Position field, the Territory field is populated automatically with territories with which the position is associated. (This field appears on the More Info form.)
Organization
This field value is inherited from the user who creates this user, but the field is editable. Users whose positions are in this organization have access to this employee record. (This field appears on the More Info form.) For information about organization access control, see Configuring Access Control.