Setup | Configure offerings

Hi, my name is Mike. In this video, you’ll learn how to configure the offerings that you have decided to use. You must have the Application Implementation Consultant role to perform this activity. To start, navigate to Offerings.

Click My Enterprise.

If an offering is not enabled, you must go to the Opt In page to enable it. In this case, the Workforce Development offering is already enabled.

Click Offerings.

If an offering is not enabled, you must go to the Opt In page to enable it. In this case, the Workforce Development offering is already enabled.

Click Workforce Development.

You want to review the current status of the features of the Workforce Development offering and make some changes. Start by clicking Opt in Features.

Click Opt In Features.

The Opt In page shows the offering and its functional areas in a hierarchy to make it easier to decide what to opt in. The first row shows the Offering and the subsequent rows show its functional areas. If sub functional areas exist they are shown underneath their parents.

Highlight as you describe each part of the hierarchy.

To opt in, select the Enable checkboxes of the offering and the functional areas you want to use.

Highlight the Enable column.

Before a functional area can be opted in, its parent must also be opted in. So, unless you have already enabled Human Resources Business Intelligence Analytics, you cannot enable any of its children.

Highlight the Human Resources Business Intelligence Analytics row, then highlight its children.

When a functional area supports opt in of more detailed features, an edit icon is shown in the Features column. Opt in Career Development and review its Features.

Click the Edit Features icon.

When a functional area supports opt in of more detailed features, an edit icon is shown in the Features column. Opt in Career Development and review its Features.

Highlight hierarchy as it's being described.

In some cases, a Feature has multiple choices to pick from and therefore shows an edit icon in the Enable column. The Completed Goal Edit Option is currently set to ‘Never’, but you want to review the choices and decide if you need to change it.

Highlight Never.

Click the Edit icon.

Never is the right choice for your company, so you leave it as-is.

Click Cancel.

The Selected Choices column shows any choices that are already selected. Some multiple-choice features allow you to select more than one choice. In those cases, the Selected Choices column shows all of the choices that are currently selected.

Highlight the Selected Choices column.

Hover over a selected choice that has multiple options selected.

The configuration of the rest of the features looks good, so return to the Opt In page.

Click Done.

Sometimes a functional area or feature is shown with the Enable checkbox already marked and set as read-only. In that case, the parent represents a core functionality and therefore, must be used. However, you are able to opt in or out of its sub functional areas and features as usual.

Highlight Workforce Information.

If the ability to opt-in will be discontinued in the future, the Always Enabled From column shows the software revision from which it will be required.

Highlight the Always Enabled From column.

Now that you have finished enabling the functional areas and features you want to use, you can start to set up the offering. Please watch the Performing Tasks video tutorial next to learn how to set up an offering.

Click Done.

Thanks for watching.