Create Employees for a Service BU

You can add resources to the resource organizations that you associate with business units (BUs). When you add a resource to an organization, the resource becomes a member of the organization and a part of the organization hierarchy.

You must first create a manager for the organization. To create application users, use the Users and Roles task:

1. Sign in to the application as an administrator or a setup user.

2. In the navigator, select Users and Roles.

3. On the Search Person page, click Create.

4. On the Create User page, enter the Last Name and First Name.

5. Enter the Email.

6. In the User Details region, enter a User Name.

7. In the Employment Information region, select Employee from the Person Type drop-down list.

8. Select a Legal Employer from the drop-down list.

9. Select the Business Unit of the employee from the drop-down list.

   Note: This BU that you select is the BU of the employee, and not the BU of the resource organization. They both may be different. What BU you select for the employee information depends on how employees are organized.

10. In the Resource Information region, select the Resource Role from the drop-down list.

11. Search for and select an organization from the Organization drop-down list.

    This organization is the one that you created earlier. The agent is associated with the BU through this organization.

12. Click Autoprovision Roles. This gives the user any predefined job roles.

13. Click Save and Close.

    Repeat the steps to create another user who is the employee of the manager. The steps are the same except that in the Resource Information region, you search for and add the Reporting Manager that you already created.

14. When you have added all the users, click Autoprovision Roles.

15. Click Save and Close.

You can view everyone you created in the Resource Directory by using the Navigator.

View Employees in the Resource Directory

To view the employees that you created in the Resource Directory:

1. In the Navigator, click Resource Directory.

2. Click the Tasks panel tab.

3. In the Resource Organizations region, click View Organizations.

4. On the View Organizations page, in the Organization field, type the name of the organization for which you want to view the employees.

5. From the displayed list of organizations matching your search, click the organization that you want.

   The list of employees is displayed in the Members tab.

For more information about the Resource Directory, see the Oracle Fusion Automation Using Customer Data Management for Sales and Service guide.