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Create a Resource

To create a new Resource:

  1. Search for Resources.
  2. Select Resources from the search results.
  3. Select New.
  4. Complete the required fields on the Resource Card.
  5. Save the Resource.

Complete the General Fast Tab

The General Fast Tab stores the Resource's core information and uniquely identifies the employee within the system.

Complete the following fields as required:

Field Description
No. Specifies the unique identifier assigned to the Resource
Name Specifies the employee's full name.
Search Name An alternative name used when searching for the Resource
Resource Type Classifies the Resource for reporting and planning purposes
Default Work Type Code Automatically populates new timesheet entries with a predefined Work Type

Default Work Type Code

Purpose

The Default Work Type Code automatically assigns a Work Type whenever the employee creates a new timesheet entry.

This reduces repetitive data entry and helps ensure consistent reporting across the organization.

Example

A software developer may spend most of their time on development activities. By assigning Development as the default Work Type, new timesheet lines will automatically populate this value.

The user can still select a different Work Type if the work performed differs from their default activity.

Best Practice

Only configure a default Work Type when the majority of an employee's time is allocated to the same activity.

 

Resource Type

Purpose

The Resource Type identifies the category of Resource being created.

Typical Resource Types include:

  • Employee
  • Contractor
  • Consultant
  • Temporary Resource

Resource Types are commonly used for filtering, reporting, planning, and capacity management.

Personal Data

Complete the Personal Data Fast Tab to ensure the employee can participate fully in MESuite workflows.

Email Address

The email address is used for:

  • Workflow notifications.
  • Timesheet approval requests.
  • Reminder notifications.
  • System communications.

 

 

*Important

Verify the employee's email address before enabling Timesheets. An incorrect email address may prevent workflow notifications from being delivered.

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