Creating Employee

An Employee is a person who works for the tenant and is associated with an Operations Company. You need to on-board a person as an Employee prior to on-boarding them as an Operator. Both Employee and Operator must be associated to an Operations Company, which is the business division for which they work.

Creating an Employee in Oracle Financial Services Cloud involves three steps:

1. Add Identification
2. Find Operations Company
3. Setup Contact

To create an employee, follow this procedure:

1. From the Application Navigation menu, select Entitlements and then select Employee.
2. Select Add.
3. In Setup, select Employee Only and select Continue.
4. In the Add Identification page, enter the following details:
   1. Enter the employee's email ID in Email.
   2. (Optional) Select either Mr., Mrs., or Miss in Prefix.
   3. Enter First Name and Last Nameof the employee.
   4. (Optional) Enter Middle Name/Initial of the employee.
   5. (Optional) Select either Sr or Jr in Suffix.
   6. (Optional) Enter the Date Of Birth of the employee.
   7. (Optional) Enter the Social Security Number.
   8. (Optional) Enter the Employee ID, Job Code, and Job Title of the employee.
5. Select Continue.
6. In Find Operations Company page, in Find and Select, search and select an operations company and select Done.
7. 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.
8. Select Finish in the Success page. The page also displays the name of the employee.
9. (Optional)You can select Go to Details Page to view the details of the employee.