Activating a resource in Resource Management

Activating a resource in Resource Management

Document number: 15244

Before a new employee may be eligible for customer engagements (assignments) in the Resource Management system, he or she must be "established" or activated. Click on a link below for more information:

Tips about activating resources
How to activate a resource
How to deactivate a resource (Eureka! document 15248)
How to reactivate a resource (Eureka! document 15249)

Tips about activating resources

To be assigned to a customer engagement, an employee must be activated. Resources who were already existing prior to the cutover period and launch of Resource Management in March 2002 are already entered into Resource Management and activated. Only employees hired after the cutover period must be activated.
If someone is on leave of absence and ineligible for assignments once the Resource Management system goes live, the manager is responsible for deactivating the employee for the time of the leave. All employees are activated by default when the new system goes live.
- For more information about how to deactivate an employee, see Eureka! document 15248 — How to deactivate a resource in Resource Management.
- For more information about how to reactivate an employee, see Eureka! document 15249 — How to reactivate a resource in Resource Management.
Employees who transfer from another department into a deployable resource role must be activated in the Resource Management system once his or her transfer is complete.
Employees who transfer to another department (outside consulting) from deployable resource role must be deactivated in the Resource Management system once his or her transfer is complete so that they will not be eligible to be assigned to a customer engagement. For more information about how to deactivate an employee, see Eureka! document 15248 — How to deactivate a resource in Resource Management.
The manager of a particular deployable resource is responsible for activating that resource. Only managers may activate a resource.
The employee must have an employee ID to be activated. The employee's HR paperwork may need to be fully completed and processed before the employee ID can be used in the Resource Management system.

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How to activate a resource

This is one task that cannot be done from a link on the Resource Management Home Page. To activate a resource, follow these steps:

Launch the Resource Management Home Page. For more information on where to find the page, see Eureka! document 15233 — How to access the Resource Management Home Page and dashboards.
From the top of the Resource Management Home Page, click on the Schedule Resources link:

Click the Resource Profile link.
Click the Admin link.
Click Establish Employee as Resource.
The Add an Employee as a Resource screen appears. Enter the employee's employee ID in the field provided.

To add the employee, click on the Add button.
To search for an employee, or verify that you have the correct employee ID number, click on the Lookup icon ( ) and search by their name or employee ID number.

A screen with the employee's information appears. If you are sure that the information is correct, click Save.

If the information is incorrect, contact your local HR representative.

To activate another employee, click on the Add button at the lower right-hand corner of the page.

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