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Setting Up and Using Workforce Scorecard

To use the Workforce Scorecard:

  1. Set up PeopleSoft EPM components, including but not limited to:

    • Business rules.

    • General options.

    • Calendars.

    • Security.

    • PF and GL business units.

    • Trees.

    • Ledgers, templates, and the Ledger Mapper.

    • Models and scenarios.

    • Filters and constraints.

  2. Run ETL processes.

    Running the ETL processes populates the PeopleSoft EPM warehouse tables with the data needed for the Workforce Scorecard.

  3. Set up Scorecard, including but not limited to:

    • Adding KPI dimension members.

    • Adding KPI target rules.

    • Updating the scorecard owner.

  4. Run the KP_ANALYZE and BC_ANALYZE processes to populate key tables.

  5. View scorecards using the PeopleSoft Business Interface.

See also the topics “Setting Up the Operational Warehouse - Enriched for EPM Analytical Applications” and “Setting Up EPM Infrastructure, Business Rules, and Security” in the Enterprise Performance Management Fundamentals documentation.