How do I automate creating resources from users with HCM jobs assigned to them?

You can automate the process of converting employee users you created in HCM into Oracle Sales and Service resources. You automate the process by mapping the HCM jobs to resource roles and enable the automation by setting a profile option. The resource roles get automatically assigned to users based on the mapping. Provisioning rules you've set up can then provision the required job roles and the resource abstract role.

The resource role to job mapping simplifies the task of assigning resource roles to new employees or contingent workers, resulting in time and cost efficiency. It works regardless if the employees are created in the UI or through import management.

For example, an employee joins the Sales department with the sales representative job and the employee's job is already mapped to the Salesperson resource role. In this case, the employee is automatically converted to a resource and is assigned the mapped resource role. Thus, you can place new employees faster in organizational and reporting hierarchies.

Here's how to enable the automatic process and how to map HCM jobs to resource roles:

Set the Automated Resource Creation Enabled (HZ_AUTOMATE_RESOURCE_CREATION) profile option to Yes.
1. In the Setup and Maintenance work area, go to the following:
  - Offering: Sales
  - Functional Area: Sales Foundation
  - Task: Manage Administrator Profile Values
2. Use the Profile Option Code field to search for HZ_AUTOMATE_RESOURCE_CREATION and set the value to Yes.
Map the HCM jobs to their roles.
1. In the Setup and Maintenance work area, open the Manage Resource Roles task:
  - Offering: Customer Data Management
  - Functional Area: Resources
  - Task: Manage Resource Roles
2. You can create a role with the required details by clicking Actions > Create or edit an existing role by clicking Actions > Edit.
3. Scroll down to Job Mapping and click Actions > Add Row.
4. Search for and map the HCM jobs.
5. Click Save and Close.