Creating Employee as Operator

Creating an employee as an Operator involves two steps:

1. Setup Employee
2. Setup Operator

To create an employee as Operator, follow this procedure:

1. From the Application Navigation, select Entitlements and then select Employee.
2. Select Add.
3. In Setup, select Employee as Operator.
4. Select Continue.
5. In the Setup Operator page, select Employee.
6. In the Add Identification page, enter the personal details of the Operator.
   1. Enter Email for the Operator.
   2. (Optional) Select the Prefix with which the Operator is addressed.
   3. Enter First Name and Last Name of the Operator.
   4. (Optional) Enter Middle Name/Initial of the Operator.
   5. (Optional) Select the Suffix to add to the Operator Name.
   6. (Optional) Enter the Date Of Birth of the operator in mm/dd/yyyy format.
   7. (Optional) Enter the Social Security Number of the Operator.
   8. (Optional) Enter the Employee ID, Job Code, and Job Title of the Operator.
7. Select Continue.
8. In the Find Operations Company page, search and select an Operations Company and select Done.
9. Select Continue.
   1. (Optional) In Add Phone section, select Add. Enter Phone Number and select appropriate values in Phone Type and select Continue.
   2. The Email section displays the email address entered. If required, you can edit the email ID provided.
   3. (Optional) In Add Address section, select Add. Enter Address Line 1, , Country, State, City, Postal Code, and select the Address Type and select Done. You can also add additional details like Address Line 2, and Address Identifier.
   4. Select Continue.
10. In Setup Operator, search and select an Operations Company and select Done.
11. Select Continue.
12. In Setup, select either Needs Login or Skip Login For Now and select Continue.
    • Needs Login: Select this value and select Continue to configure login for the Operator. In Setup Login, enter Login Name and select Continue. Note that you cannot change the Login Name after the Operator is created.

      Note:

      If the Login Name you entered is available in OCI IAM, you have to enter another one.
    • Skip Login For Now: Select this value and select Continue to skip the step and configure login later.

      Note:

      To create login at a later point of time, follow the instructions in Configuring Login for an Operator.
13. Select Finish in the Success page. The page also displays the name of the Operator.

Once the operator, along with their login credentials, is created, an email with Activation Link is sent. Select the link in the email to create a new password. Once the operator sets the password, they can log in to OFSC application using their credentials.

Note:

You can edit the Operator details to change the associated Operations Company, provided you have not configured entitlements for the Operator.