Reactivating a resource in Resource Management

Document number: 15249

 

A deactivated employee is ineligible to be assigned to a customer engagement. He or she must be reactivated to once again be eligible to be assigned to customer engagements. Again, this activity is not done directly from a link on the Resource Management Home Page. To reactivate a deactivated employee, follow these steps:

  1. 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.

  2. From the top of the Resource Management Home Page, click on the Schedule Resources link:
  3. Click the Resource Profile link.

  4. Click the Admin link.

  5. Click Manage Resource Eligibility.

  6. The Resource Search screen appears. Enter the employee's employee ID or first or last name in the field provided (be sure to change the Search by: parameter first) and click Search.
    • You must click the button; pressing { Enter} after entering the information will not start the search automatically.

  7. A screen with the employee(s) who matches your criteria appears. Click on the name of the employee you wish to deactivate.

  8. The Resource Eligibility Management screen appears for the chosen employee. If you are sure that you have the correct employee, click the Change or Add Eligibility button.

  9. The dates of ineligibility should be on this screen already. Click on the Add Future Eligibility button to choose a reactivation date.

  10. Enter the effective date of the employee's eligibility.
    • Click on the calendar icon to use the calendar to pick the date, or enter it in this format: mm/dd/yyyy.

  11. Make sure that the box under Resource eligible to be staffed? IS checked.

  12. Click the Save button.

  13. You will see a Save confirmation screen. Click OK.

The resource is now reactivated. This employee can now be assigned to a customer engagement.

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2002 All rights reserved.
Created: kcw 02/08/2002
Reviewed: 09/03/2004