Create an employee record

Define the organization hierarchy

An organization hierarchy depicts the order in which various organizational units and positions are arranged in your company. You create an organization hierarchy by creating organizational units and positions and then building relationships between them.

Assign the employee to the organization hierarchy

An employee’s hierarchy appears in mobile applications only if you have assigned that employee to a specific position in the organization structure.

Assign a site ID.

If a site ID is not available, you need to create one. For more information, see Creating, Changing or Deleting Sites.

Create a user name and password for the employee and assign them to the site.

Subscribe to the employee data subscriptions.

Only a bulk subscription for Employees is possible. Only mobile clients that have subscribed to the respective publication can receive employee data.

Create a User by Employee subscription for more users to access the mobile application.

This value is required if you want to set up the Mobile Sales application to generate numbers automatically for sales transactions. For more information, see Defining Number Generation Settings for Sales Transactions.