Resource Management
Resource Management is used to map a template to an employee. A template can have a single or multiple employees mapped to it.
To view Resource Management
On the PW Admin menu, click See All.
Under Time Sheet Management, click Data Management.
The Time Sheet Landing page appears.
Click Resource Management.
Resource Management page appears.
Select the template from the Choose Template drop down box.
The selected hierarchies will appear based on the selected template.
The employees can be mapped to the template based on the level of the hierarchy.
Click Add to Map Resource after selecting one hierarchy level from the drop down box.
Map Resource page appears.
Enter the employee ID/employee name in the Employee ID/Employee Name text box.
Enter the organization level from the Organization Level drop down box.
To get the list of employee ID/employee name and organization level, press spacebar on the keyboard once to get list from the drop down list.
The details displayed are:
Field |
Description |
Employee ID |
Displays the ID of the employee |
Employee Name |
Displays the name of the employee |
To enter the ‘Effective From Date’ and ‘Effective To Date’, select the required check box corresponding to the map resource.
An employee can be mapped to the template by selecting the checkbox of the corresponding employee.
Under Effective From Date column, select the date from when that employee will be effective.
Under Effective To Date column, select the date till when that employee will be effective.
Click Save to save the changes done.
The employee will be mapped to that template.
Click Cancel to discard the changes.
The records will be saved successfully.
Click Next to go the next page.
Click Previous to go back to the previous page.
The details displayed in the Resource Management page are:
Resource Management details
Field |
Description |
Employee ID |
Displays the ID of the employee |
Employee Name |
Displays the name of the employee |
Effective From Date |
Displays the date from when that employee is effective |
Effective To Date |
Displays the date up till when that employee is effective |
Active |
Displays whether that particular employee is Active or not. If Yes, it is active and if No, it is inactive. |
To edit the resource information, select the required check box corresponding to the resource management and then click Edit button.
Edit Resource Information dialog box appears.
Employee ID and Employee Name will be displayed.
Edit the Effective From Date text box that appears on the calendar for that particular employee.
Edit the Effective To Date text box that appears on the calendar for that particular employee.
Select the Active check box, if you want that resource to be active or else unclick the check box.
Perform the following steps:
Click Save and Close to save the edit resource information details and close the dialog box.
Click Cancel to exit from the dialog box without saving.
Click Delete to delete the records.
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