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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:

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 Page

LOCATION_TBL

Set up location codes.

Department Page

DEPARTMENT

Set up information about the organization's departments.

Job Codes Page

RB_JOB_CODE

Set up codes for the jobs in the organization.

Cost Categories Page

RF_COST_CAT

Set up cost categories.

Worker Function

RD_WRK_FUNC_TBL

Set up worker functions.

Competencies Page

COMPETENCY_TABLE

Set up competencies.

Use the Location page (LOCATION_TBL) to set up location codes.

Navigation

select Set Up CRM, then select Common Definitions, then select Location, then select Location

Use the Department page (DEPARTMENT) to set up information about the organization's departments.

Navigation

select Set Up CRM, then select Common Definitions, then select Employee Data, then select Department, then select Department

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

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

select Set Up CRM, then select Common Definitions, then select Employee Data, then select Job Codes, then select Job Codes

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

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

select Set Up CRM, then select Common Definitions, then select Employee Data, then select Cost Categories, then select Cost Categories

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

Use the Competencies page (COMPETENCY_TABLE) to set up competencies.

Navigation

select Set Up CRM, then select Common Definitions, then select Competencies, then select Competencies, then select Competencies

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

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.