Manage Person Types

While managing person types is an optional task for setting up Oracle Fusion Field Service, selecting a person type is a required parameter when creating new users, and therefore a brief explanation of what a person type means is warranted. In general, a person type identifies some group of people within your organization commonly used for reporting, for example, differentiating employees versus contractors.

While others can be created in HCM, there are three System Person Types supported by default:

• Employee: This person type can cover various employee types or statuses.
• Not Managed by HR: This person type is for a person that isn't managed by HCM; non-workers that can participate in some company activities (for example, for badging or application system integration purposes).
• Contingent worker: This person type is potentially for contractual workers; if a customer uses HCM with both employees and contingent workers, then they still need to create the resource in Oracle Fusion Field Service as a regular worker, ensuring they select the appropriate HCM person type for the user.

System Person Types can't be changed, but each system person type can have different Assignment Person Types that can be created and associated with users. For example, if your organization refers to its employees as Associates, then you could create an Assignment Person Type with that wording. You could further differentiate them by creating more Assignment Person Types such as, Consultant or Seasonal.

For more information about how person types are used, see the Person Types topic of the Implementing Global Human Resources guide for details.

Follow these steps to perform the Manage Person Types task:

1. Sign in to your Oracle Applications Cloud environment as an implementation user.
2. Click Navigator > My Enterprise > Setup and Maintenance.
3. Ensure that Field Service is selected in the Setup field in the header.
4. Click Users and Security in the Functional Areas section. If you don't see this task, click All Tasks.
5. Click Manage Person Types.
   For our case study, a new Assignment Person Type named Associate will be added as an option to select under the Employee System Person Type.
6. On the Person Type page, select Employee from the System Person Type list.
7. Click Add.
8. Enter the Assignment Person Type name and click the check mark icon in the Action column.
9. Click Submit.
   You're returned to the Functional Areas task list. The new Assignment Person Type name is available as an option when creating new users.