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Object documentationEmployee Master Data: Membership Tab

 

Use this tab to specify how the employee fits into the company.

To access the tab, choose Human Start of the navigation path Resources Next navigation step Employee Master Data Next navigation step Membership End of the navigation path.

Membership Tab Fields
Roles

Assign one or several predefined roles (activities that the employee can have within the company) to the employee, or define a new one.

The following roles are predefined by default:

  • Sales Employee – responsible for sales documents

  • Purchasing – responsible for purchasing documents

  • Technician – assigned as a technician in a service call

Set Role as Default

Sets the selected role as the default for the employee.

Teams

Assign one or several teams to the employee, or define a new one.

Example Example

Teams enable individuals who otherwise have no relationship, to share work, comments, and opportunities.

End of the example.
Team Role

Specify whether the employee is the leader of the team or a regular member.