This chapter discusses installation options for Workforce Communications, and contains the following sections:
Understanding Installation Options
Setting Installation Options
Understanding Roles Used with Workforce Communications
Enabling the Person of Interest Role for Use With Audience Builder
Depending on the products you have licensed and enabled, you will have different options available to you with Workforce Communications. Workforce Communications itself is designed for the purpose of planning, building, and deploying programs for and sending communications to Workers and Persons of Interest (POIs) only. The Workforce Communications installation option has some logic to restrict the ability to create audiences consisting only of Workers and POIs. If you want to target programs for and communicate to external audiences (for example, to create marketing campaigns targeted at customers or potential customers), you must also license PeopleSoft Marketing and Online Marketing.
Before you can use Workforce Communications, you must enable it on the Installation Options page.
Page Name |
Definition Name |
Navigation |
Usage |
Installation Options |
RB_INSTALLATION |
Set Up CRM, Install, Installation Options |
Enable the Workforce Communications option. |
Access the Installation Options page (Set Up CRM, Install, Installation Options).
Workforce Communications |
Select this check box to enable Workforce Communications. |
The following table shows the roles that are delivered for use with Workforce Communications, along with the default users who belong to the roles.
Role Name |
Employee/Person Name |
User |
Capabilities and Typical Users |
WFC Profile Administrator |
James Clooney |
WFCPADMIN |
Creates and modifies profiles. Typically HR Administrators or HR Analysts. |
WFC Audience Administrator |
Charles Baran |
WFCAADMIN |
Creates audiences. Typically an HR Analyst or HR Administrator. |
WFC Dialog Manager |
Francine Holmes |
WFCDMGR |
Creates and manages dialogs and documents. Typically an HR Analyst or Mid-Level/Executive Level Manager’s Analyst. |
WFC Campaign Manager |
Frederick Martin |
WFCCMGR |
Creates and manages marketing campaigns and programs, and related objects. Typically an HR Analyst or Mid-Level/Executive Level Manager’s Analyst. |
Worker and POI Administrator |
John Johanssen |
WRKPOIADMIN |
Manages Workers and Persons of Interest. Typically an HR Administrator |
WFC Dialog Reports Analyst 2 |
Alexa Klein |
WFCRPT2 |
Views individual survey results. Typically HR Analyst, HR Management or Mid-Level/Executive Level Manager’s Analyst. |
WFC Dialog Reports Analyst 1 |
Chris Baker |
WFCRPT1 |
Views aggregate survey reports. Typically HR Analyst, HR Management, Mid-Level/Executive Level Management and their Analysts. |
WFC System Administrator |
Carlos Martin |
WFCSADMIN |
Performs setup and administration components that are required to install and use Workforce Communications, including the setup for reporting features and installation options. Typically an HR System Administrator or HR Administrator |
WFC Super User |
Kurt Riddler |
WFCSUSR |
Has access to all functions for all roles identified for Workforce Communications. |
Before you can use the Person of Interest role with Workforce Communications, it must be enabled.
Note. The Person of Interest role is enabled by default; this section is for informational purposes only.
Page Name |
Definition Name |
Navigation |
Usage |
Marketing/Dialog Role Enablement |
RA_MKT_ROLE |
Set Up CRM, Product Related, Marketing, Marketing/Dlg Role Enablement |
Enable the Person of Interest role for use in the Audience Builder. |
Access the Marketing/Dialog Role Enablement page (Set Up CRM, Product Related, Marketing, Marketing/Dlg Role Enablement).
Role Description |
Enter Person of Interest to enable this role. |
Individual Role |
Select Person of Interest from the list of available choices. |