(Web-Based Channel) Using Employee Directory Assistant

By default, the Employee Directory Assistant tile is not enabled to appear on any application homepage. To display the Employee Directory Assistant tile, the administrator has to enable it by following the steps described in this section.

1. Assign the Employee Directory Chatbot role to your users.

2. Enable the Employee Self Service tile for a homepage.

   • Navigate to PeopleTools > Portal > Structure and Content > Fluid Structure and Content > Fluid Pages > Employee Self-Service. Select the Edit option for the Employee Directory Assistant label. Access the Fluid Attributes page tab.

   • In the Tile Repository grid, select the Homepage check box so that the Employee Directory Assistant tile is available for display on the Employee Self Service homepage.

   For more information, see PeopleTools: Administering Content References.

3. Using the HRCD_CHAT_ASST that is delivered with the system, edit and add the bot app ID from the ODA channel.

   • Navigate to Enterprise Components > Chatbot Configurations > Bot Definitions.

   • Click the Edit button for HRCD_CHAT_ASST (Employee Directory Assistant) and enter the Bot App ID value from the ODA channel.

Oracle delivers the default branding template for the chatbot (the delivered template is PS_ODA_DEFAULT_V1). No changes are required.

Use the Employee Directory Assistant tile to launch the Employee Directory Assistant chatbot window from the PeopleSoft web application.

Once enabled, you can add the Employee Directory Assistant tile through the Personalize Homepage, Employee Self Service menu navigation when personalizing homepages.

Image: Employee Directory Assistant tile

This example illustrates the Employee Directory Assistant tile.

Click the Employee Directory Assistant tile to access the (Web-Based) Employee Directory Assistant Chatbot Page. This window is a virtual assistant for an employee to help him or her in directory related queries.

Use the web-based Employee Directory Assistant chatbot page (EOCB_CLIENT_FL) to begin the interaction with the Employee Directory Assistant chatbot for quick answers to queries about contact, profile, and reporting information from the PeopleSoft application.

Image: Employee Directory Assistant Chatbot Page: Supported Requests

This example illustrates the Employee Directory Assistant chatbot page showing a list of requests it supports.

You can start the conversation either by entering a greeting or a search string. If you don’t know what you can ask, enter a greeting or ask for help by typing “hello”, “help”, “what can you do”, or a similar text.

Making an Inquiry and Viewing Results

Enter a request inquiry at any time. Based on the message you entered, the bot retrieves a set of results.

When multiple results match a search name, the results are ranked based on the logged in user's department and location, in descending order. For instance, if a user enters an inquiry for john and there are multiple individuals in the directory with John in their name, the bot will display any john who works in the user's department first followed by any john who works in the user's location. The bot will display the first 20 results, five cards at a time. Administrators can change the number of results that display in the conversational flow.

Note: You do not need to enter question marks (?) when making an inquiry or add an apostrophe (') when using a name. For example, you can enter the following inquiry without punctuation marks:

what is johns phone number

Image: (Web-Based) Example of a Employee Directory Assistant inquiry

This example illustrates the Employee Directory Assistant chatbot page showing a question about direct reports and the number of people that match that request. In this example, there are two people in the company directory that match the request.

The bot will display the number of matches it made for your direct inquiry question. Each individual is shown in a card format with basic information and links or button, when applicable, to view additional details in regards to the person listed on the card. In this scenario, you inquired about the person’s direct reports, so a View Directs link is provided to view the direct reports of that person.

Image: Example of Employee Directory Assistant results

This example displays the results after selecting the View Directs (8) link for Rosanna Channing.

Other types of requests may present you with all the detail you need or provide links to access other or more information.

Field or Control	Definition
(scroll right icon) or (scroll left icon)	Use these icon buttons to scroll horizontally through the search results.
View Profile link	Select this link to view the person’s profile data, such as contact information and job data.
	Click to display additional results. Note: The window will show up to five horizontal responses as cards with details to help you discern the employee information you are seeking.

Making Invalid Inquiries

Occasionally you may enter information that is incorrect, is not understood by the chatbot, or is not supported by the Employee Directory Assistant. The bot will indicate that you need to rephrase your request or it states that it does not understand your request.

Image: Example of no results or an invalid question using the Employee Directory Assistant

This example displays the results after entering incorrect information. The first example shows an incorrect spelling, while the second example asks for information not supported or understood by the Employee Directory Assistant.

Field or Control	Definition
	Select the Help icon button to retrieve the list of supported requests to help you understand which questions you can ask.