Resource creation

As soon as an employee is created in the system, if the parameter is set to ‘Yes’, resource information is created automatically using the default information specified on the parameters. If the parameter is set to ‘No’, standard process of employee creation works as expected.


User creation

Once the an employee is created and application user updates the email Id on the employee, the domain of this email ID is matched with the domain specified on the parameters, if this matches an user will be created for the respective employee. while creating a user, the security roles and enable state will be defaulted from parameters form. If the domain does not match, no user will be created.


Vendor creation

As soon as an employee is created in the system, if the parameter is set to ‘Yes’, vendor information is created automatically using the default information specified on the parameters. If the ‘create employee mapping’ is set to ‘Yes’, then the relation between the employee and vendor is set. If the parameter is set to ‘No’, standard process of employee creation works as expected. While creating the vendor, some of the default information is taken from the parameters form.


Cost pricing information

This feature creates the resources automatically when a new employee is added into the application. After the employee is created and the compensation information is added for the employee, the hourly equivalent outcome from the compensation details used and added as a cost price for the mapped resource in the project cost price. This option is not available in the contractor tab.

Last modified: Aug 18, 2020

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