PeopleSoft Enterprise CRM 9.1 Workforce Communications PeopleBook

Creating Audiences with Workforce Communications

This chapter discusses creating audiences using Workforce Communications, and contains the following sections:

Defining Audiences
Defining Audiences for Workers and Persons of Interest
Defining Audience Security

Defining Audiences

In PeopleSoft Workforce Communications, an audience is a targeted group of people that an HR program is designed to reach. Effective targeting is crucial because it ensures that an HR initiative affects or influences only the intended set of people, allowing programs to be run in an effective and cost-efficient manner. For example, a new hire survey should be sent out only to workers who have been recently hired and haven’t previously completed the survey. Both dialogs and campaign programs can have audiences associated with them.

Audiences can be either fixed or dynamic. A fixed audience is defined when the group of people it targets does not change over time. For example, the list of employees who attended a particular training session in the past is a fixed audience. But in many cases, the target group changes over time, so such an audience needs to be generated dynamically. If current members of the organization’s fitness club have to be sent a newsletter on the first day of every month, then the target group can be generated only at the time of sending the newsletter. This type of audience is defined as a dynamic audience.

The Audience Builder tool provides an intuitive, wizard-like interface for nontechnical users to create powerful selection queries to build audiences of workers or POIs (persons of interest). Selection conditions specified can be based on a person’s HR profile fields, such as job information, demographic data, employment status, and so on. For example, an audience of all US managers who have been hired within the last three months could be defined. PeopleSoft Workforce Communications delivers numerous worker and POI profile fields that are ready to be used. Selection conditions can also be based on a person’s membership in another audience, survey results and execution history of dialogs.

The WFC Audience Administrator role is responsible for creating audiences.

Defining Audiences for Workers and Persons of Interest

This section describes how to define audiences for workers and persons of interest.

Note. The process of defining audiences, as well as an explanation of other audience types, is described in detail in the PeopleSoft Enterprise 9.1 Marketing Applications PeopleBook. This section concerns audience definition only as it relates specifically to Workforce Communications.

See Understanding Roles Used with Workforce Communications.

See Using Audiences.

Pages Used to Define Audiences for Workers and Persons of Interest

Page Name	Definition Name	Navigation	Usage
Create a Target Audience Step 1: Select Roles	RA_LB_STEP_1	Marketing, Manage Audiences Click Create a New Audience Click Define Selection Criteria	Begin the process of defining selection criteria for audiences.
Create a Target Audience Step 2: Define Selection Criteria	RA_LB_STEP_2	Click the Next Step button on the Create a Target Audience Step 1: Select Roles page.	Define the selection criteria for the audience.

Page Name

Definition Name

Navigation

Usage

Create a Target Audience Step 1: Select Roles

RA_LB_STEP_1

Marketing, Manage Audiences

Click Create a New Audience

Click Define Selection Criteria

Begin the process of defining selection criteria for audiences.

Create a Target Audience Step 2: Define Selection Criteria

RA_LB_STEP_2

Click the Next Step button on the Create a Target Audience Step 1: Select Roles page.

Define the selection criteria for the audience.

Selecting Roles

Access the Create a Target Audience Step 1: Select Roles page (Marketing, Manage Audiences).

Roles

Select the roles you want to include in the audience (Worker, Person of Interest, or both).

Defining Selection Criteria

Access the Create a Target Audience Step 2: Define Selection Criteria page (Marketing, Manage Audiences, click Define Selection Criteria, click the Next button on the Step 1: Select Roles page).

Profile Field

Click the lookup next to the Profile Field prompt to display a list of profile fields. Click the Individuals link, then either Workers or Persons of Interest to display the list of available profile fields.

Note. Audience Builder provides unrestricted access to all Worker and Person of Interest data in Workforce Communications. Some administrators might prefer that only a centralized, trusted administrator have the ability to build and provide access to audiences. Worker and Person of Interest specific profile fields can be used to generate targeted lists for use in program communications. You can find a list of profiles usable with Workforce Communication in the Appendix.

See Profiles Containing HR Data.

See Defining Audience Security.

Defining Audience Security

Workforce Communications includes security that restricts users' access to only those audiences that they have been authorized to view. This prevents non-authorized individuals from seeing the members of an audience.

In an HR setting, this security allows a centralized administrator to build audiences and then make those audiences available to specific groups.

Understanding Audience Security

Workforce Communications includes various entry points to the audience (such as Marketing activities and the Dialog Designer). At each of these entry points (for example, Online Marketing's Dialog Designer), validation occurs to ensure that the user attempting to access it is either its owner, a team member, or a member of the team role associated with the audience. If the validation fails, the user is not allowed to transfer to the audience and an error message is displayed.

Pages Used to Secure an Audience

Page Name	Definition Name	Navigation	Usage
Audience – Audience Detail	RA_LIST_MAIN	Marketing, Manage Audiences	Specify whether an audience is secured.
Audience – Team	RA_LIST_TEAM	Click the Team tab on the Audience page.	Specify which users or roles are authorized to access the audience.

Defining an Audience as Secured

Access the Audience – Audience Detail page (Marketing, Manage Audiences)

Secured Audience

Select this check box to define the audience as a secured audience.

Specifying the Users and Roles With Audience Permission

Access the Audience – Team page (Click the Team tab on the Audience component).

Team Members

Add the individual team members whom you want to grant permission to see and edit the audience. You can associate individual workers or entire roles as team members—in the case of roles, each individual worker who has that role is considered a team member.

Team Roles

Add the roles to which you want to grant permission to see the audience. Roles leverage the PeopleTools security roles. You can create groups of people, assign a PeopleTools security role to that group, and reuse the group in the future. For example, you might create a “North American Benefits” role, then associate that role with each audience that is related to North American benefits.

Team Members	Add the individual team members whom you want to grant permission to see and edit the audience. You can associate individual workers or entire roles as team members—in the case of roles, each individual worker who has that role is considered a team member.
Team Roles	Add the roles to which you want to grant permission to see the audience. Roles leverage the PeopleTools security roles. You can create groups of people, assign a PeopleTools security role to that group, and reuse the group in the future. For example, you might create a “North American Benefits” role, then associate that role with each audience that is related to North American benefits.