Setting Up Workforce Communications

This chapter discusses installation options for Workforce Communications, and contains the following sections:

Click to jump to parent topicUnderstanding Installation Options

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.

Click to jump to parent topicSetting Installation Options

Before you can use Workforce Communications, you must enable it on the Installation Options page.

Click to jump to top of pageClick to jump to parent topicPage Used to Enable Workforce Communications

Page Name

Definition Name

Navigation

Usage

Installation Options

RB_INSTALLATION

Set Up CRM, Install, Installation Options

Enable the Workforce Communications option.

Click to jump to top of pageClick to jump to parent topicEnabling Workforce Communications

Access the Installation Options page (Set Up CRM, Install, Installation Options).

Workforce Communications

Select this check box to enable Workforce Communications.

Click to jump to parent topicUnderstanding Roles Used with 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.

Click to jump to parent topicEnabling the Person of Interest Role for Use With Audience Builder

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.

Click to jump to top of pageClick to jump to parent topicPage Used to Enable the Person of Interest Role for Use With Audience Builder

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.

Click to jump to top of pageClick to jump to parent topicEnabling the Person of Interest Role

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.