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 the following steps:

1. Providing Basic Information
2. Associating Operations Company

To create an employee, follow this procedure:

1. Access the Oracle Financial Services Cloud application.
2. From the Menu menu, select Entitlements and then select Employee.
3. In the Employee landing page, select Create.
4. In the Basic Information section, enter the following details:
   1. Enter the employee's email ID in Email.
   2. (Optional) Select the Prefix.
   3. Enter First Name and Last Name of the employee.
   4. (Optional) Enter Middle Name of the employee.
   5. (Optional) Select either Sr or Jr in Suffix.
   6. (Optional) Enter the Date Of Birth of the employee in mm/dd/yyyy format.
   7. (Optional) Enter the Social Security Number in SSN.
   8. (Optional) Enter the Employee ID, Job Code, and Job Title of the employee.
5. Under Operations Company, select Add Operations Company page, and select the operations company which you want to associate.
6. Select Save to create the employee and save its details, or Save & Exit to save and return to the landing page.