System Process Document

Grouping Employees by Resource

Department
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File Name 691019944.docx
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Document Generation Date 6/3/2020 3:09:00 PM
Date Modified 6/3/2020 3:09:00 PM
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Status

Grouping Employees by Resource

Trigger:

Concept
You can define the roles which represent what an employee can do for a required task. If you
had defined a resource with Person type, you can group employees by that resource. If you
have defined skills in the Resources page, then only those employees who have the
competence, skill level, and qualifications required for the resource appear on the list of
values, and you can group them in the Employees page.

In this topic, you will group employees by resource.

Required Field(s) Comments

Output - Result(s) Comments

Additional Information

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System Process Document
Grouping Employees by Resource

Procedure

Step Action
1. Begin by navigating to the Resources page.

Click the vertical scrollbar.

2. Click the Manufacturing and Distribution Manager, Vision Services (USA),
Standard link.

3. Click the Resources link.

4. Use the Organizations page to select your organization.

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 System Process Document
Grouping Employees by Resource

Step Action
5. Click the M1 Seattle Manufacturing list item.

6. Click the OK button.

or Press [Alt+O].
7. Use the Resources page to find a resource that you defined previously.

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System Process Document
Grouping Employees by Resource

Step Action
8. Click in the Resource field.

9. Press [F11].
10. Enter the desired information into the Resource field. Enter "DL_LBR1".
11. Press [Ctrl+F11].
12. Click the Employees button.

or Press [Alt+m].
13. Use the Employees page to associate the employee name with the resource.

If you have defined skills in the Resources page, then only those employees that
have the competence, skill level, and qualifications required for the resource
appear in the list of values.
14. The column Type has been added to the Employees page, which defines the
person type resource as an Employee or a Contingent Worker.
15. If you choose a person of type Contingent, then enter his/her Contingent Worker
number. Otherwise, enter the employee number in the Employees page of the
resource form.

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 System Process Document
Grouping Employees by Resource

Step Action
16. Click in the Employee field.

17. Enter the desired information into the Employee field. Enter "106".
18. Click in the Name field.

19. The names of the employees with the defined skills belonging to different
business groups appear in the Employees page.
20. Click the Andretti, Mr. Evan list item.
21. Click the OK button.

or Press [Alt+O].
22. Click in the Employee field.

23. The data for the remaining rows has been added for you to save time.
24. Click the Save button.

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Grouping Employees by Resource

Step Action
25. You have successfully grouped employees by resources.
End of Procedure.

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