Labor Resources Setup

The goal of the operations manager and shop supervisor is to ensure the accurate inventorying and easy deployment of the labor resources (technicians) who are needed to complete work order assignments. Normally, the supervisor sets up the labor resources and assigns them to a shop. When a work order is created, the scheduler can assign resources to the work order task by simply selecting resources directly from the list of eligible labor resources, by using the Recommend Labor feature to search for the most qualified and available resources, or by manually searching for available labor resources. Before you set up shops and assign resources to the shops, you must set up competencies and accomplishments and associate them with employees.

You can generate labor resources by setting up employee data using one of these methods:

  • Integrating with PeopleSoft HRMS.

  • Integrating with 7.X HRMS or Third-Party HRMS.

  • Set up employee and non-employee data in the FSCM database using PeopleSoft Maintenance Management.

Important:

You must access Set Up Financials/Supply Chain, Common Definitions, Resources Data, Resource Setup and indicate whether you intend to use PeopleSoft HCM 8.0+, PeopleSoft HCM 8.0+ and PeopleSoft Financials Database, or PeopleSoft Financials Database for your employee source data. If you use PeopleSoft Front Office Staffing, then the PeopleSoft Financials Database option is not available for selection.

You set up accomplishments and competencies using tables that are common to PeopleSoft Resource Management, Staffing, and PeopleSoft Maintenance Management. You assign these accomplishments and competencies in qualification profiles, which you can associate when setting up a craft codes in PeopleSoft Maintenance Management, or select to specify the labor qualification requirements for a craft requirement in a work order task line of the Work Order component. You can assign one or more resources to a craft. When you assign resources to a craft, you can update the qualification profiles from the craft only if the labor resource is set up in the Financials Database using PeopleSoft Maintenance Management. For each work order task, you can specify all the crafts required to perform the task and then modify the competencies and accomplishment qualifications needed for each of the specified crafts if necessary. You can also update and review each resource's qualification profile in PeopleSoft Maintenance Management to keep the profile current.

Once the resources and the qualifications are set up, you assign the resources to a shop. You must associate the resources with a shift in the shop. You can also associate resources with crews and assign one or more crews to a shop. You can assign crew members to more than one shop as long as you divide their capacity percentage between the shops. Before you can use the system to determine capacity for a crew based on specific periods, you must set up the schedule patterns, generate the schedule periods from the pattern, and specify which schedule pattern the crew will be using on the Crew Definition Component. You also can set up reasons for rescheduling a crew.

After this data is set up, you must run the Cache Administration process (Set Up Financials/ Supply Chain, and then Common Definitions, and then Resource Search, and then Cache Administration) to refresh the current eligible resources cache, the resource schedule cache, and the search indexes. Oracle recommends that you run this process nightly to keep the cache up to date. You must update the cache if you want the system to recommend labor resources based on their qualifications and availability, and if you want to enable users to see the availability score for each labor resource in relation to each work order task. The availability cache is updated automatically when assignments are created and canceled. Once you establish your labor resources, you can then create work orders and assign these resources to the work order tasks in PeopleSoft Maintenance Management by:

  • Directly assigning the labor resource to a task.

  • Selecting of the Recommend Resource button, which runs the Resource Matching process that recommends qualified and available resources for the task.

    This Matching process matches eligible resources to resource demand as specified in the work order task. It objectively assesses resource availability and qualification level and presents resource assignment possibilities at the work order task level.

  • Manually searching for available resources that possess the required craft and are available for the work order task.

  • Assigning labor resources from crews, as well as individual resources, using the Labor Assignment Workbench.

Important:

If you use PeopleSoft Resource Management and have set up your employee data in PeopleSoft Resource Management, then you do not have to set up the employee data again in PeopleSoft Maintenance Management because the employee data is set up in the same tables for both PeopleSoft Resource Management and PeopleSoft Maintenance Management. However, after the employee data is set up, you must create the employees as resources using the Create Resources or Create Resource Program components in PeopleSoft Maintenance Management before you can schedule the labor resources to a work order. The system marks them as PeopleSoft Maintenance Management resources in the same table PeopleSoft Resource Management uses. Once you create the employees as resources in PeopleSoft Maintenance Management, then you must perform all other activities such as managing a resource profile using the Labor Administration components in PeopleSoft Maintenance Management.

See PeopleSoft HRMS Setup Considerations.

See Understanding Resource Scheduling.

See PeopleSoft Resource Management: Understanding PeopleSoft Resource Management and PeopleSoft HCM.