Use this procedure to import employees from Oracle HRMS.

Prerequisites

• Set up employees in HRMS

   Steps:

1. Using the CRM Resource Manager responsibility, navigate to Maintain Resources > Import Resources.

   The Selection Criterion window appears.

2. Select Employee from the Resource Category drop-down list.

3. If you are importing a single employee, then use the List of Values in the Name field. For groups of employees, search by job title, competency, or other search criteria.

4. Click Search.

   The employees that match your search criteria appear.

5. Select the check boxes for the employees you want to import as resources into your application. The next step will assign a single role to each of the selected resources.

6. Click Create Resource.

   The Default Values window appears.

7. Use the Role LOV to select one of the available roles to assign to the resources. Assign a role with a role type of Collections. Available roles are Collections Agent and Collections Manager.

8. Click OK.

   The Selected Resources window appears. This window displays the list of employees about to be assigned the role.

9. If there are any employees on the list you do not want to receive this role, then deselect their Select check box.

10. Click Save Resource.

    The Save Resource button grays out indicating that you have successfully imported the resources.

11. If you want to add additional roles to any of the employees then:

    1. Select the employee.

    2. Click Details.

       The Resource window displays information about the employee.

    3. On the Role tab, use the Role Type LOV to select Collections.

    4. Use the Role LOV to select the role.

    5. Change the start date to a date before today.

    6. Add any additional role for this employee by repeating the above three steps.

    7. Click Save on the toolbar and close the Resource window.

12. Assign resource groups to each employee and select the roles they are going to have in each. For each employee:

    1. Select the employee in the Selected Resource window.

    2. Click Details.

       The Resource window displays information about the employee.

    3. In the Group region of the Groups tab, use the Name LOV to assign a group to the employee.

    4. Use the Name LOV in the Group Member Role region to select one or more roles for this employee in the group.

    5. Change the start date to a date before today.

    6. Click Save on the toolbar.

    7. Repeat the above three steps for each group to which you want to assign the employee.

Restrictions

Role type must be Collections or users will not be able to log into Oracle Advanced Collections. Collections managers need to have Collections roles. Seeded roles include Collections Agent and Collections Manager. You can create additional collections roles, but Oracle recommends you use the seeded roles as these are tied to Oracle Advanced Collections functionality.

You can assign a resource to multiple groups, but a group should have only one manager.

Managers should be assigned to their own group if they manage customers' delinquencies.

If you are moving agents from one group to another, do not remove them from their original group. Instead, click Move and add them to the new group. This will automatically end date their previous group membership.

See also: Overview of Managing Resources, Oracle Trading Community Architecture Administration Guide.