Completing Employee Setup

After completing the employee setup procedures, which are required to allow employee access to the Siebel application, views, and data, you complete employee setup by providing additional information. For information about the employee setup procedures, see Siebel Security Guide.

This setup can include the following:

  • Assignment Rules. Allows you to see and administer the assignment rules for an employee. For more information about assignment rules, see Siebel Assignment Manager Administration Guide.

    Note: You must be logged on to a server database to use the Employee Assignment Rules view.

  • Availability. Lists the projects for which an employee is on staff, or for which an employee has been requested. For more information, see Siebel Project and Resource Management Administration Guide.

    Note: Employees can also change their availability in the Availability view on the User Preferences screen.

  • Exception Hours. Specifies the days and hours an employee is not available.

  • Utilization. Displays a chart with the monthly and quarterly utilization of the currently selected employee. Managers use this chart for monitoring professional services projects and employees. For more information about professional services, see Siebel Project and Resource Management Administration Guide.

  • Tools. Defines the tools that field service engineers carry with them or have access to. It allows a call center person to check whether the engineers have the correct tools for the jobs they are assigned to.

  • Job Information. Specifies the job profile, salary, compensation ratio, pay currency, and location of employee.

  • Calendar administration. Defines the calendar properties and access for an employee.

  • Assignment Skills. Defines an employee’s skills and skill items, along with their level of expertise. Skills can be used as assignment criteria in Siebel Assignment Manager. For more information about how the Siebel application uses skills, see Siebel Assignment Manager Administration Guide.

    Skills can also be used in the Project and Resource Management product for managing resources. For information about these types of skills, see Siebel Project and Resource Management Administration Guide.

  • Employee Query. Allows queries to identify employees with particular skills and expertise.

  • Service Details. Provides details about the shift start and end locations, hourly costs, overtime availability and other details for a service employee.

  • Competency. Provides a list of areas in which the employee has some demonstrated level of knowledge or accomplishment.

  • Education. Provides details of an employee’s education history.

  • Past Work Experience. Provides details of an employee’s work history.

  • Honor/Award. Provides list of honors and awards earned by an employee.

  • Membership. Provides details of an employee’s memberships in various organizations.

  • Certification. Provides details of an employee’s certification.

This task is a step in Process of Implementing Initial Setup.

To complete the employee setup

  1. Navigate to the Administration - User screen, then the Employees view.

  2. In the Employees list, drill down on Last Name field for an employee record.

  3. Navigate to the More Info view.

  4. In the form, complete the necessary fields.

    Some of the fields are described in the following table.

    This table describes the fields to complete when setting up employees.
    Field Comments

    Configuration

    Select the Siebel application or group of software components to associate with the currently selected employee. For more information, see Siebel Anywhere Administration Guide.

    Available Until

    Select a date and time to indicate the active period of an employee. This field is used in conjunction with the Availability, Overtime Availability, and Next Available fields.

  5. Navigate to another appropriate view.

  6. Create a new record, if needed, and complete the necessary fields.