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Function documentation Maintain Employees Locate the document in its SAP Library structure

Use

You maintain employees to make them available as a resource for meeting a demand.

 

Integration

When you are integrated to mySAP ERP HCM, all hire, termination, basic availability, and qualification information for the employee is maintained in mySAP ERP HCM and accessed via the service resource application. Otherwise, the availability and qualification information for the employee is maintained within the resource planner application.

When you add service arrangements through the UI, the system updates the WFD Server with the information for the employee. For more information, see Service Arrangement for Employees.

When you create employees, you can only create basic availability time allocations to define the employee’s working time. For more information, see Time Allocation: Basic Availability.

 

Features

From the Employees page, you can:

·        Search for employees using a one-time search or choose to save your queries so that they appear within the drop down list under the Show field

·        Filter on the employee list to limit the employees based on specific employee attributes

When you choose the employee hyperlink you view the detail information for that employee.

 

Activities

From the Employee page you:

     Determine the information shown in the page by choosing Goto and selecting:

¡        List to view a list of all employees within the search

¡        Details to view specific information on the selected employee

     Create a new employee record within the system by choosing New.

     Keep or remove the selected employee from the list of favorites which you can use for additional searches on the same employee.

Advanced Search

When you choose Show Advanced Search, you have the ability to locate employees based on the following general categories:

     Name

     Employee Relationship Data

     Account

     Organizational Unit

Employee Details

When you are displaying employee details, the following tabs provide service resource planning specific information:

Tab

Enter and Maintain the Following Information:

Employee Details

General, HR and company information. When integrated with an HR system, much of this information is imported from the system.

Service Arrangement

Resource details for the employee that the system uses to identify suitable matches for demands. For more information, see Service Arrangement for Employees.

Notes

Enter and manage accounting or correspondence notes.

The information from the remaining tabs originates within the CRM employee business partner:

     Addresses

     Interaction History

     Activities

     Account Overview

     Attachments

For more information, see SAP Library ® mySAP Customer Relationship Management ® Components and Functions ® Business Partners within the SAP Help portal.

Archiving

You can archive business partners used within the resource planning application if the WFD Server resource object has already archived. However, a business partner cannot be archived if there are any WFD Service Arrangements assigned. A function module checks for this and is part of the business partner archiving customizing.

In order to archive business partners used for resource planning:

·        Archive or delete the resource object(s) at the WFD Server.

·        Run the report WFDBP_ATS_DELETE to delete all WFD Service Arrangements for selected business partners. The report automatically deletes WFD data (resources and assignments) before deleting the WFD Service Arrangement.

 

 

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