Employee creation and user mapping
Employee creation, Employee role assignments and user mapping:
Issue reason:
Some times we are getting permission issue while accessing some of the module/responsibility like 'iReceivable, Service, Credit management Credit analyst' etc. For that we have to create new employee,import that employee, and assign roles (Not mandatory) finally map that employee into Application login user "Person field".
1) Employee Creation:
Navigation: Global HRMS Manager -->People -->Enter and Maintain.
Select new and enter employee details like name,gender from action tab select "Create Employment " option for employee creation. And enter identification employee number and save it , then enter the address details.
2) Import the Employee:
CRM Administrator --> Resource Manager -->import Resource
From report category page enter your employee name and search employee. After finding employee select the employee and click start import button. and click ok Finally select save resource button.
You want to assign any role for this employee means click details button and assign the required roles. (Credit analyst, credit manager, collection agent, collection manager etc..)
2) Employee Mapping:
If employee creation process is done, map this employee with application user.
Navigation: System administrator -->Security --> user --> Define
Query the application user and select this employee in person field, and save it.
Issue reason:
Some times we are getting permission issue while accessing some of the module/responsibility like 'iReceivable, Service, Credit management Credit analyst' etc. For that we have to create new employee,import that employee, and assign roles (Not mandatory) finally map that employee into Application login user "Person field".
1) Employee Creation:
Navigation: Global HRMS Manager -->People -->Enter and Maintain.
Select new and enter employee details like name,gender from action tab select "Create Employment " option for employee creation. And enter identification employee number and save it , then enter the address details.
2) Import the Employee:
CRM Administrator --> Resource Manager -->import Resource
From report category page enter your employee name and search employee. After finding employee select the employee and click start import button. and click ok Finally select save resource button.
You want to assign any role for this employee means click details button and assign the required roles. (Credit analyst, credit manager, collection agent, collection manager etc..)
2) Employee Mapping:
If employee creation process is done, map this employee with application user.
Navigation: System administrator -->Security --> user --> Define
Query the application user and select this employee in person field, and save it.
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