Creating resources

Resources are subset of employees who perform actions related to FSM. You can assign an individual resource or a team of resources to a reconciliation account.

If your organization uses HR Talent, then you can load employee records. If you do not want to use HR Talent resources as financial resources, then you can create resources individually.

  1. Select Resources.
  2. Click Create.
  3. Specify this information:
    Employee
    Select an employee.
    Reference 1 and 2
    Specify up to two references.
    Title
    Specify a title for the resource.
    US Resident
    Select this check box if the resource is a US resident.
    Address
    Specify the address of the resource.
  4. Click Save.