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Creating Workers

To create workers, use the Add Worker (RD_CREATE_WORKER) and Copy Worker (RD_COPY_WRKR_DATA) components.

These topics list prerequisites and discuss how to:

Page Name

Definition Name

Usage

Add Worker: Select Creation Method Page

RD_CREATE_WORKER

Select the method for creating a new Worker business object.

Add Worker: Select Data to Copy Page

RD_COPY_OPTIONS

Select information to copy to a new worker from either a template or an existing worker.

Add Worker

RD_COPYWRKR_CONFRM

Verify that the worker information is correct.

Create Worker Page

RBQ_QCREATE

Add a worker with the minimum necessary information.

Before you create workers, you must set up the tables that contain information that is referred to by all workers. For example, each worker belongs to a department and has a job code. The information in these tables is called foundational data.

See Setting Up Foundational Data for Workers.

Use the Add Worker page (RD_CREATE_WORKER) to select the method for creating a new Worker business object.

Navigation

select Workforce, then select Add Worker, then select Add Worker

Image: Add Worker page

This example illustrates the fields and controls on the Add Worker page. You can find definitions for the fields and controls later on this page.

Add Worker page

Select Creation Method

Field or Control

Definition
Template Worker

Select to create the new worker from a template worker.

Select the template worker from the drop-down list box.
Existing Worker

Select to create the new worker from an existing worker.

Search for and select the worker to copy.
New Worker

Select to access the Worker component and enter information for the new worker.

Information for New Worker

Enter the first and last names for the new worker, and optionally enter the employee ID.

Use the Add Worker page (RD_COPY_OPTIONS) to select information to copy to a new worker from either a template or an existing worker.

Use the Add Worker page (RD_COPYWRKR_CONFRM) to verify that the worker information is correct.

Navigation

select Access the Add Worker page.

  • Select the Template Worker option and select a template worker from the available choices.

    Enter the first and last names.

    Click the Continue button.

  • Select the Existing Worker option and select an existing worker.

    Enter the first and last names.

    Click the Continue button.

  • Click the Create Worker button on the second Add Worker page.

Image: Add Worker page

This example illustrates the fields and controls on the Add Worker page. You can find definitions for the fields and controls later on this page.

Add Worker page

Select Data to Copy

Select the data to copy from the template worker or existing worker to the new worker. The job detail data is selected and copied by default—you cannot deselect this check box.

If you select User Profile Information, CRM User Preferences, MCF Email and Chat Settings (multichannel framework email and chat settings), or Group Worklist Membership, you must enter a user ID and password for the new worker.

Use the Create Worker page (RBQ_QCREATE) to add a worker with the minimum necessary information.

Navigation

select Customers CRM, then select Quick Create

Search for a description of The Worker.

Image: Create Worker page (1 of 2)

This example illustrates the fields and controls on the Create Worker page (1 of 2). You can find definitions for the fields and controls later on this page.

Create Worker page (1 of 2)

Image: Create Worker page (2 of 2)

This example illustrates the fields and controls on the Create Worker page (2 of 2). You can find definitions for the fields and controls later on this page.

Create Worker page (2 of 2)

You can use this page in two modes:

  • To enter information for a new worker.

    You can create only one effective-dated job row. This page does not enable you to set up security information, that is, user IDs, roles, and passwords.

  • To retrieve and modify existing worker information.

Note: In addition to the Quick Create component, you can access this page from the HRHD 360-Degree View and Worker 360-Degree View when you select to create workers from their search pages.

Field or Control

Definition
Search Existing Person

Click to retrieve the information for an existing person. You can modify the information and click the Apply button to update the database.

Note: Job assignment information does not appear for an existing worker.