Contact information — such as email addresses, phone numbers, or SMS flags — can be mapped differently for institutions within an organization. Flexible mapping allows you to manage contact information differently by institution or differently between systems.
Examples:
- Employees manage their phone numbers in TeleStaff or Workforce Planner, but you manage their email addresses in Dimensions.
- You can map a phone number's SMS flag to disable, manually enable, or validate SMS.
Default contact data mapping
By default, contact data is mapped as follows:
| Dimensions | TeleStaff (TSG) or Workforce Planner (WFP) |
|---|---|
| Employee — Email | Contact1 |
| Employee — Contact 1 | Contact2 |
| Employee — Contact 2 | Contact3 |
| Employee — Contact 3 | Contact4 |
| SMS | N |
Change the mapping of contact data
To map contact data differently by institution, do the following:
Enable mapping by institution and map the contact data for the People Export integration.
- Select Main Menu
> Administration > Application Setup > Integrations Setup > Design Integration Templates. Uwaga: See the Configure the TeleStaff People Export Integration or Configure the Workforce Planner People Export Integration topic.
- Select Process Properties.
- In EnableContactByInstitution:
- Clear Use Default.
- Select Value.
- Select Cross Reference.
- Select the _MapByContact cross-reference table.
- Enter the values for the ContactPolicyID, WFDEmail, WFDContact1, WFDContact2, WFDContact3, and SMSFlag columns.
- WFD = Dimensions.
- Special characters in phone numbers are ignored.
- SMSFlag indicates whether phone numbers are enabled for SMS as follows:
N: The phone number cannot be used for SMS.
Y: The employee must validate whether the phone number can be used for SMS messages.
V: The phone number is validated as enabled for SMS, and the employee does not have to validate the number.
Example MapByContact cross-reference table ContactPolicyID WFDEmail WFDContact1 WFDContact2 WFDContact3 SMSFlag 1 Contact1 Contact2 Contact3 Contact4 N 2 — — — — N 3 Contact3 Contact2 — — Y 4 — — Contact1 Contact2 N 5 Contact1 Contact4 — — V
- Select the _Institution cross-reference table.
- Enter the values for the Home Institution, FocusFilter, Base Authority, Login Policy, Formula Id, LocationId, PayInfoId, SignupShiftGroup, CalendarShiftGroup, LogAs, CloneNewProfiles, and ContactPolicyID columns.
- ContactPolicyID = The ContactPolicyID from the _MapByContact cross-reference table.
- When you finish, kliknij dotknij OK.
Alternatively, you can enable contact data mapping by institution when you Install TeleStaff Integrations or Install Workforce Planner Integrations.
- Select Main Menu
> Administration > Application Setup > Integrations Setup > Install Integrations. - In Integration Parameters, set the following parameter:
EnableContactByInstitution Parameter Name EnableContactByInstitution; must be exactly the same spelling as the Template Parameter. Template Parameter EnableContactByInstitution Parameter Type Boolean Default Value To use institution-based contact mapping, enter True. User Prompted Jeśli wartość nie wymaga zmiany po uruchomieniu integracji, wybierz Nie.
Przestroga :If you select Yes, the people who run the integrations can change this setting, and the results in the Run Summary become inconsistent between integration runs.
- Kliknij Dotknij Save.