Setting Up Foundational Data for Workers
To set up foundational data for workers, use the Location (LOCATION_TBL), Department (DEPARTMENT), Job Code (RB_JOB_CODE), and Cost Category (RF_COST_CAT) components.
These topics discuss how to:
Set up location codes.
Set up department codes.
Set up job codes.
Set up cost categories.
Set up competencies.
Note: In addition to worker-specific foundational data, worker records also reference general foundational data, such as setIDs, location codes, and salutation codes. For more information, refer to the table-loading sequence for the CRM application. You can find table-loading sequences for each product on the My Oracle Support web site.
Page Name |
Definition Name |
Usage |
---|---|---|
LOCATION_TBL |
Set up location codes. |
|
DEPARTMENT |
Set up information about the organization's departments. |
|
RB_JOB_CODE |
Set up codes for the jobs in the organization. |
|
RF_COST_CAT |
Set up cost categories. |
|
Worker Function |
RD_WRK_FUNC_TBL |
Set up worker functions. |
COMPETENCY_TABLE |
Set up competencies. |
Use the Location page (LOCATION_TBL) to set up location codes.
Navigation
Use the Department page (DEPARTMENT) to set up information about the organization's departments.
Navigation
Image: Department page
This example illustrates the fields and controls on the Department page. You can find definitions for the fields and controls later on this page.
![Department page](img/i-42c12a96n-72ec.png)
Note: Instead of entering information directly into CRM, you can maintain department codes in PeopleSoft HCM or a third-party system and move the department data to CRM by implementing the Department Table EIP.
Use the Job Codes page (RB_JOB_CODE) to set up codes for the jobs in the organization.
Navigation
Image: Job Codes page
This example illustrates the fields and controls on the Job Codes page. You can find definitions for the fields and controls later on this page.
![Job Codes page](img/i-42c12a96n-72c6.png)
You can also maintain job codes in PeopleSoft HCM or a third-party system and move the job code data to CRM by implementing the Job Code Table EIP.
Use the Cost Categories page (RF_COST_CAT) to set up cost categories.
Navigation
Image: Cost Categories page
This example illustrates the fields and controls on the Cost Categories page. You can find definitions for the fields and controls later on this page.
![Cost Categories page](img/i-42c12a96n-72f5.png)
Use the Competencies page (COMPETENCY_TABLE) to set up competencies.
Navigation
Image: Competencies page
This example illustrates the fields and controls on the Competencies page. You can find definitions for the fields and controls later on this page.
![Competencies page](img/i-42c12a96n-7303.png)
Worker competency information determines which workers are best qualified for assignment to a case or service order. CRM enables you to define competency information and associate it with workers by using competency codes. You can also maintain competency data in PeopleSoft HCM or a third-party system and move the competency data to CRM by implementing the following EIPs: Competency Type, Rating Model, and Competency.