Can I create a contract if I'm not defined as a resource?

No. You must be added as a resource before you can create a contract. To identify specific employees, contingent workers, or partner contacts as resources, you must search for them and enable them as resources. You can use the Manage Resources task, Manage Users UI, and the Resource Directory to search persons and identify them as resources. Once you've identified these resources, you can assign them to organizations as required.

If you've an employee who needs to be a sales resource, perform these steps:

1. Navigate to the Resource Directory.

2. Click Identify Resources in the Tasks region.

3. On the Identify Resources page, fill in the Person Name or Registry ID. You don't need to enter the complete name. The application automatically searches for any characters entered, even if it's only a single character.

4. Select Employee as the Usage and click Search.

5. Select the employee and click Add as Resource.

6. Click OK on the confirmation message.

   The employee is now also a sales resource.

7. On the Add Resource Information page, in the Resource Details section, specify dates for the resource.

8. Select the Organization and the Role that you want to assign to the resource.

9. Optionally, in the Sales Person Information section, specify additional information about the resource.

10. Click Save and Close.

Next, follow these steps to run the Synchronize User GUID process.

1. Navigate to Tools > Scheduled Processes.
2. On the Schedule Process window, click Schedule New Process.
3. Search for and submit the Synchronize User GUID process.