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Function documentationService Arrangements for Employees Locate this document in the navigation structure

 

The service arrangement contains resource details for the employee, which the system uses to identify matches for demands.

Prerequisites

You have made all necessary settings in CRM Customizing, by choosing   Customer Relationship Management   Workforce Deployment   WFD Server   Business Settings for WFD Server   Resource Settings  . To do so, you have maintained the following Customizing activities in detail:

  • Define Service Areas

  • Define Job Functions and Levels

  • Define Availability Templates

  • Define Overtime Limit Profile

If you want to add qualifications to the service arrangement, you have defined them in CRM Customizing, by choosing   Customer Relationship Management   Workforce Deployment   Service Resource Planning   Qualification Management  .

Features

  • You can enter the following information to define the service arrangement:

    Assignment Block

    Details

    General Data

    Name, ID, and type of service arrangement.

    Validity

    Validity period of the service arrangement.

    Location

    Which address to use when locating a resource, either the employee's address (individual address) or the address of the company to which the employee belongs (company address). You choose the address that you want to use as the employee's starting location.

    Service Area

    The primary and alternative service areas to which the employee can be assigned.

    Qualification

    The employee's qualifications and the proficiency level for each qualification.

    Change History

    A list of changes made to the service arrangement data.

    Availability

    The days and times when the employee can be scheduled to meet a demand. This can be:

    • Automatically retrieved by the system from an availability template

    • Detached from a template and changed for the resource

    • Manually entered

  • There can be only one service arrangement for an employee.

  • Employees are working time based resources.