Viewing Performance Insights
Performance Insights provides administrators and managers the ability to review the status of performance reviews for employees and analyze employees' performance.
Based on user privileges, administrators and managers can access the visualizations delivered in Performance Insights to review the status of employee documents, identify documents with overdue steps and send follow-up reminders, look at employees' performance and analyze it in relation to their time in the position and compa-ratio. Managers can also monitor the progress of employees' goals and competencies.
These performance dashboards are built on the PeopleSoft Insights platform, which relies on an underlying analytics engine and search engine. Performance data that is visible on the administrator's and manager's dashboards come from various search indexes.
This videos provides an overview of the Performance Insights feature:
Video: Image Highlights, PeopleSoft HCM Update Image 46: Performance Insights
This topic provides an overview of how to set up the dashboards for performance insights, lists common elements and controls, and discusses the Performance Insights dashboards.
Understanding PeopleSoft Insights
PeopleSoft Insights is an analytical engine that provides visual reports (visualizations) in the form of charts, tables, graphs and so on. The visualizations are based on queries that retrieve data from the PeopleSoft Search Framework.
These videos provide an overview of the PeopleSoft Insights feature:
Video: Insights with PeopleSoft
Video: PeopleSoft HCM Insights
For information on Insights dashboards, see:
PeopleTools Search Technology: "Monitoring PeopleSoft Search Framework and OpenSearch" and "Working with Insights Dashboards for PeopleSoft Application Data" documentation.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
Performance Insights Tile (for administrators) |
HC_EP_PERF_INSIGHT_FL_LINK (this is the cref for this tile) |
Access analytics on the Performance Insights dashboard. |
|
Performance Insights Dashboard (for administrators) |
PT_LANDINGPAGE |
Review and analyze employees' document and performance data using visualizations. |
|
Document Insights Tile (for administrators) |
HC_EP_DOC_ANALYTICS_FL (this is the cref for this tile) |
Access the Document Insights dashboard. |
|
Document Insights Dashboard (for administrators) |
PTSF_KIBANA_COMP |
Review and analyze the status information of performance documents for employees in the organization. |
|
Performance Insights Tile (for administrators) |
HC_EP_PERF_ANALYTICS_FL (this is the cref for this tile) |
Access the Performance Insights dashboard. |
|
Performance Insights Dashboard (for administrators) |
PTSF_KIBANA_COMP |
Review and analyze the performance of employees in the organization. |
|
Team Document Insights Tile (for managers) |
HC_EP_TMDOC_ANALYTICS_FL (this is the cref for this tile) |
Access the Team Document Insights dashboard. |
|
Team Document Insights Dashboard (for managers) |
PTSF_KIBANA_COMP |
Review and analyze the status information of performance documents for employees on their teams. |
|
Team Performance Insights Tile (for managers) |
HC_EP_TMPERF_ANALYTICS_FL (this is the cref for this tile) |
Access the Team Performance Insights dashboard. |
|
Team Performance Insights Dashboard (for managers) |
PTSF_KIBANA_COMP |
Review and analyze the performance of employees on their teams. |
Before administrators and managers can access the visualizations for Performance Insights, the following steps should be performed:
Deploy these performance indexes:
HC_EP_PERFORMANCE_ADM (Admin Performance Analytics)
HC_EP_PERFORMANCE_MGR (Mgr Performance Analytics)
HC_EP_PERF_ITEM_MGR (Team Performance Item Analytics)
()
Build deployed performance search indexes.
()
Deploy performance tiles and dashboards:
Administrator:
For Document Insights: Document Insights Tile and Document Insights dashboard.
For Performance Insights: Performance Insights Tile and Performance Insights dashboard.
Manager:
For Team Document Insights: Team Document Insights Tile and Team Document Insights dashboard.
For Team Performance Insights: Team Performance Insights Tile and Team Performance Insights dashboard.
()
Note: The full index must be run before the dashboard can be deployed.
Real Time Indexes for Performance Insights Visualizations
The search indexes used in Performance Insights support real time indexing (RTI) with a minimum PeopleTools version. When enabled, RTI allows real-time updates to the indexed data to display visualizations using the latest information.
|
Search Definition |
Minimum PeopleTools Release |
Usage |
|---|---|---|
|
HC_EP_PERFORMANCE_ADM |
8.59.10 |
Allows administrators to access Document Insights and Performance Insights dashboards. |
|
HC_EP_PERFORMANCE_MGR |
8.59.10 |
Allows managers to access Team Document Insights and Team Performance Insights dashboards (except visualizations for employee goals and competencies). |
For more information about Real Time Indexing, refer to PeopleTools: Search Technology, “Administering Real Time Indexing."
This section lists the common elements and controls that are used in PeopleSoft Insights.
For more information on working with PeopleSoft Insights and filters, see PeopleTools: Search Technology, “Working with Insights Dashboards for PeopleSoft Application Data” documentation.
Search and Filter Options:
Note: Filtering options apply to all visualizations, which allows users to drill down on all the charts at once.
|
Field of Control |
Definition |
|---|---|
|
Search field |
Enter a query to filter data, if applicable. |
|
|
Enter criteria to filter data on the visualizations. You can apply filters in a number of ways:
Added filters are displayed next to the + Add filter link for reference. For example, when you click a chart item, the filter is automatically added to your filters list. If the selected chart item consists of more than one filter, the system will prompt you to apply any or all of them to the visualizations. Click the Change all filters icon for a list of actions that can be performed on all filters, for example, disable them temporarily, remove them permanently, or invert inclusion (show data that does not meet filter criteria). Click a filter item for a list of similar actions that can be performed on it individually. |
|
|
Select a different time period for the dashboard if needed. You can enter it manually, or choose from commonly used date ranges provided the system as well as recently used selections. When a new period is selected, all visualizations are refreshed automatically to reflect that change. If you have selected a commonly used date range, for example, This week, or Last 30 days, click the Show dates link to view the approximate date period in relation to the current date. For example, the current date is November 1 and the selected date range is Year to date. Clicking the Show dates link displays ~ 10 months ago —> now, which indicates that the selected date range started from approximately 10 months ago and ends on the current date. Note: The document and performance insights dashboards for administrators and managers display data of documents that were last updated within the specified date range. Additional controls are also available to filter the document data you want to review on the dashboards. |
(Change all filters) and 
(Calendar) or Visualization Options:
When you pause over a visualization, the Options and Legend icons (if applicable) are displayed on the top right and bottom left corners respectively. Use them to inspect the chart or table and view the details of that visualization and toggle the legend display.
|
Field or Control |
Definition |
|---|---|
|
|
Click the Options icon to select one of these options:
|
|
|
Click this icon to hide or display the legend for the chart, if available. You can click an item in the legend to change its color, or add it as a filter (if applicable). |
|
Chart item (bar, pie slice, and so forth) |
Pause over a chart item, such as a bar item or pie slice, to view a summary of details for that item. Select a chart item to add a filter for it to apply to all visualizations. |
(Options) icon
(Toggle legend) iconAdministrators use the Performance Insights tile to access analytics on the Performance Insights dashboard.
Navigation:
From the Talent Administrator home page, select the Performance Insights tile.
This example illustrates the Performance Insights tile.
Administrators use the Performance Insights dashboard to review and analyze employees' document and performance data using visualizations.
Navigation:
Click the Performance Insights tile.
This example illustrates the Performance Insights dashboard.
The Performance Insights dashboard includes these tiles:
Important! For optimal performance, only the first 500 rows of data are displayed. Use filters to refine the set of data you wish to visualize on the dashboard.
Warning! Dashboards may not render properly if you access them using unsupported platforms.
Administrators use the Document Insights tile to access the Document Insights dashboard.
Navigation:
The Document Insights tile is located on the Performance Insights Dashboard.
This example illustrates the Document Insights tile.
The Document Insights tile displays the Document Status visualization, which gives a snapshot of the status of current and completed documents included in the default time period.
Click this tile to access the Document Insights Dashboard and interact with employees' performance document data in the organization using visualizations.
Administrators use the Document Insights dashboard to review and analyze the status information of performance documents for employees in the organization.
Navigation:
Click the Document Insights tile.
Note: Administrators are given access to data on this dashboard based on their row-level security.
This example illustrates the Document Insights dashboard (1 of 5).
This example illustrates the Document Insights dashboard (2 of 5).
This example illustrates the Document Insights dashboard (3 of 5).
This example illustrates the Document Insights dashboard (4 of 5).
This example illustrates the Document Insights dashboard (5 of 5).
Note: When you select filters or chart items, or modify the date range, the system dynamically updates all visualizations on the dashboard.
Document Controls
|
Field or Control |
Description |
|---|---|
|
Usage, Type, Template, Rating Model, Job Title, Business Unit, Location, Department, and Manager |
Select to refine document data by one or more delivered filters, followed by the Apply changes button. Usage, Type, and Template fields work together. To filter by type, select a usage first. To filter by template, select a usage first and then a type. |
Document Insights Visualizations
The Document Insights dashboard provides you with the following collection of interactive visualizations as an administrator to monitor the progress of employees' documents and identify the documents with steps that the employees did not complete by due date.
|
Visualization |
Description |
|---|---|
|
Document Status pie chart |
This visualization displays the percentage distribution of current and completed documents by document status. |
|
Document status metrics |
These panels display number counts of current documents by document status. These numbers provide a quick update of where employees are with their performance reviews, and help identify potential issues or bottlenecks in the review cycle. Note: Metrics for sub-statuses are not displayed individually in panels. They are included in the metrics of their parent document statuses, for example, the Track Progress panel shows the combined metrics for Checkpoint and Finalize Criteria sub-statuses. |
|
Document Status by Department vertical bar chart |
This visualization displays the distribution of current and completed documents by document status and department. Pause over a bar item to view the number count. |
|
Document Status by Location vertical bar chart |
This visualization displays the distribution of current and completed documents by document status and location. Pause over a bar item to view the number count. |
|
Overdue Steps horizontal bar chart |
This visualization displays the distribution of current documents with missed steps by status. |
|
Overdue Step Details grid |
This grid lists the information of the documents that have missed steps. From the grid, you can view the missed due dates, navigate to the documents directly, and send reminders to the managers about the overdue steps. |
In-Progress Document Details and Completed Document Details Grids
The In-Progress Document Details grid lists the information of employees' current documents that are presented in the visualizations of the dashboard.
The Completed Document Details grid lists the information of employees' completed documents for the specified time period.
|
Field or Control |
Description |
|---|---|
(Sort column heading) icon |
Click a column heading to sort grid rows by the column value in ascending or descending order. |
|
|
These filter icons appear when you pause next to a field value. These icons are available for all column values in the grid, and provide a quick way to add filters to the dashboard. Click the Filter for value (+ magnify glass) icon to add the shown field value as a filter. For example, if you click to filter for a Department value, all visualizations will refresh to show employee documents for that department. Click the Filter out value (- magnify glass) icon to remove the shown field value from the filtering process. For example, if you click to filter out the Human Resources value in the Department column, visualizations will refresh to show information for all departments except Human Resources. Filters can be removed from the Filters area at the top of the page. |
|
Go to Document |
Click to access the corresponding document in a new browser window or tab. (Administrator) The system displays the administrator view of the document when you access it from the administrator dashboard. Note: If you update the document, you need to rebuild the index for the changes to be reflected in these visualizations. When RTI is enabled, changes from the document will be updated in the indexes automatically in real time. See the Real Time Indexes for Performance Insights Visualizations section in this topic for the list of indexes that are RTI-enabled for the document and performance insights dashboards. |
|
Export links:
|
Click to export data from the grid into a .csv file format. |
(Filter for value) and 
(Filter out value) iconsAdministrators use the Performance Insights tile to access the Performance Insights dashboard.
Navigation:
The Performance Insights tile is located on the Performance Insights Dashboard.
Note: Administrators are given access to data on this dashboard based on their row-level security.
This example illustrates the Performance Insights tile.
The Performance Insights tile displays the Employee Performance visualization, which gives a snapshot of employees' performance ratings based on their completed documents included in the default time period.
Click this tile to access the Performance Insights Dashboard and gain insight into the employee performance in the organization.
Administrators use the Performance Insights dashboard to review and analyze the performance of employees in the organization.
Navigation:
Click the Performance Insights tile.
This example illustrates the Performance Insights dashboard (1 of 2).
This example illustrates the Performance Insights dashboard (2 of 2).
Note: When you select filters or chart items, or modify the date range, the system dynamically updates all visualizations on the dashboard.
Performance Controls
|
Field or Control |
Description |
|---|---|
|
Type, Template, Rating Model, Job Title, Business Unit, Location, Department, and Manager |
Select to refine document data by one or more delivered filters, followed by the Apply changes button. Type and Template fields work together. To filter by template, select a type first. |
Performance Insights Visualizations
The Performance Insights dashboard provides you with the following collection of interactive visualizations as an administrator to review and analyze employees' performance in the organization.
Note: The Performance Insights dashboard displays data for completed documents with the Performance usage.
|
Visualization |
Description |
|---|---|
|
Employee Performance area chart |
This visualization displays the distribution of employees' completed documents by review rating. Pause over the curve line to view the number count. This information comes from the manager's overall summary rating of the documents. |
|
Performance by Time in Position vertical bar chart |
This visualization displays the performance ratings of the employees and the number of years that they have been in their positions for that document cycle. Use this visualization to see how the performance of employees is relative to the time they serve in their positions. |
|
Compa-Ratio by Performance horizontal bar chart |
This visualization displays compa-ratio values by review rating. Use this visualization to gain insight into the performance of employees in relation to their compensation for that document cycle. |
Document Details Grid
The Document Details grid lists the information of employees' documents that are presented in the visualizations of the dashboard.
|
Field or Control |
Description |
|---|---|
|
(Sort column heading) icon |
Click a column heading to sort grid rows by the column value in ascending or descending order. |
|
|
These filter icons appear when you pause next to a field value. These icons are available for all column values in the grid, and provide a quick way to add filters to the dashboard. Click the Filter for value (+ magnify glass) icon to add the shown field value as a filter. For example, if you click to filter for a Department value, all visualizations will refresh to show employee documents for that department. Click the Filter out value (- magnify glass) icon to remove the shown field value from the filtering process. For example, if you click to filter out the Human Resources value in the Department column, visualizations will refresh to show information for all departments except Human Resources. Filters can be removed from the Filters area at the top of the page. |
|
Go to Document |
Click to access the corresponding document in a new browser window or tab. (Administrator) The system displays the administrator view of the document when you access it from the administrator dashboard. Note: If you update the document, you need to rebuild the index for the changes to be reflected in these visualizations. When RTI is enabled, changes from the document will be updated in the indexes automatically in real time. See the Real Time Indexes for Performance Insights Visualizations section in this topic for the list of indexes that are RTI-enabled for the document and performance insights dashboards. |
|
Export links:
|
Click to export data from the grid into a .csv file format. |
Managers use the Team Document Insights tile to access the Team Document Insights dashboard.
Navigation:
The Team Document Insights tile is located on the Team Performance Dashboard.
This example illustrates the Team Document Insights tile.
The Team Document Insights tile displays the Documents by Review Status visualization, which gives a snapshot of the status of current and completed documents included in the default time period.
Click this tile to access the Team Document Insights Dashboard and interact with the performance document data of the manager's direct and indirect reports using visualizations.
Managers use the Team Document Insights dashboard to review and analyze the status information of performance documents for employees on their teams.
Navigation:
Click the Team Document Insights tile.
This example illustrates the Team Document Insights dashboard (1 of 5).
This example illustrates the Team Document Insights dashboard (2 of 5).
This example illustrates the Team Document Insights dashboard (3 of 5).
This example illustrates the Team Document Insights dashboard (4 of 5).
This example illustrates the Team Document Insights dashboard (5 of 5).
Note: When you select filters or chart items, or modify the date range, the system dynamically updates all visualizations on the dashboard.
Document Controls
|
Field or Control |
Description |
|---|---|
|
Usage, Type, Template, Rating Model, Job Title, Business Unit, Location, Department, and Manager |
Select to refine document data by one or more delivered filters, followed by the Apply changes button. Usage, Type, and Template fields work together. To filter by type, select a usage first. To filter by template, select a usage first and then a type. The Manager field lets you filter document data by you and the managers who report to you. |
Team Document Insights Visualizations
The Team Document Insights dashboard provides you with the following collection of interactive visualizations as a manager to monitor the progress of your team's documents and identify the documents with steps that employees did not complete by due date.
|
Visualization |
Description |
|---|---|
|
Documents by Review Status pie chart |
This visualization displays the percentage distribution of current and completed documents by document status. |
|
Document status metrics |
These panels display number counts of current documents by document status. These numbers provide a quick update of where employees are with their performance reviews, and help identify potential issues or bottlenecks in the review cycle. |
|
Document Status by Department vertical bar chart |
This visualization displays the distribution of current and completed documents by document status and department. Pause over a bar item to view the number count. |
|
Document Status by Location vertical bar chart |
This visualization displays the distribution of current and completed documents by document status and location. Pause over a bar item to view the number count. |
|
Overdue Steps horizontal bar chart |
This visualization displays the distribution of current documents with missed steps by status. |
|
Overdue Step Details grid |
This grid lists the information of the documents that have missed steps. From the grid, you can view the missed due dates, navigate to the documents directly, and send reminders to the employees about the overdue steps. |
In-Progress Document Details and Completed Document Details Grids
The In-Progress Document Details grid lists the information of employees' current documents that are presented in the visualizations of the dashboard.
The Completed Document Details grid lists the information of employees' completed documents for the specified time period.
|
Field or Control |
Description |
|---|---|
 (Sort column heading) icon |
Click a column heading to sort grid rows by the column value in ascending or descending order. |
|
|
These filter icons appear when you pause next to a field value. These icons are available for all column values in the grid, and provide a quick way to add filters to the dashboard. Click the Filter for value (+ magnify glass) icon to add the shown field value as a filter. For example, if you click to filter for a Department value, all visualizations will refresh to show employee documents for that department. Click the Filter out value (- magnify glass) icon to remove the shown field value from the filtering process. For example, if you click to filter out the Human Resources value in the Department column, visualizations will refresh to show information for all departments except Human Resources. Filters can be removed from the Filters area at the top of the page. |
|
Go to Document |
Click to access the corresponding document in a new browser window or tab. (Manager) The manager view of the document appears when you access it from the manager dashboard. The system uses the Direct Reports functionality to determine if you have access to the documents. Note: If you update the document, you need to rebuild the index for the changes to be reflected in these visualizations. When RTI is enabled, changes from the document will be updated in the indexes automatically in real time. See the Real Time Indexes for Performance Insights Visualizations section in this topic for the list of indexes that are RTI-enabled for the document and performance insights dashboards. |
|
Export links:
|
Click to export data from the grid into a .csv file format. |
Managers use the Team Performance Insights tile to access the Team Performance Insights dashboard.
Navigation:
The Team Performance Insights tile is located on the Team Performance Dashboard.
This example illustrates the Team Performance Insights tile.
The Team Performance Insights tile displays the Employee Performance visualization, which gives a snapshot of employees' performance ratings for the team based on their completed documents included in the default time period.
Click this tile to access the Team Performance Insights Dashboard and gain insight into the performance of the manager's direct and indirect reports.
Managers use the Team Performance Insights dashboard to review and analyze the performance of employees on their teams.
Navigation:
Click the Team Performance Insights tile.
This example illustrates the Team Performance Insights dashboard (1 of 3).
This example illustrates the Team Performance Insights dashboard (2 of 3).
This example illustrates the Team Performance Insights dashboard (3 of 3).
When you select filters or chart items, or modify the date range, the system dynamically updates all visualizations on the dashboard.
Performance Controls
|
Field or Control |
Description |
|---|---|
|
Type, Template, Rating Model, Job Title, Business Unit, Location, Department, and Manager |
Select to refine document data by one or more delivered filters, followed by the Apply changes button. Type and Template fields work together. To filter by template, select a type first. The Manager field lets you filter document data by you and the managers who report to you. |
Team Performance Insights Visualizations
The Team Performance Insights dashboard provides you with the following collection of interactive visualizations as a manager to review and analyze employees' performance of your team, and monitor the progress of their goals and competencies.
Note: The Team Performance Insights dashboard includes visualizations that display data for current and completed documents (with the Performance usage) respectively.
|
Visualization |
Description |
|---|---|
|
Employee Performance area chart |
This visualization displays the distribution of employees' completed documents by review rating. Pause over the curve line to view the number count. |
|
Compa-Ratio by Performance horizontal bar chart |
This visualization displays compa-ratio values by review rating. Use this visualization to gain insight into the performance of employees in relation to their compensation for that document cycle. |
|
Performance by Time in Position vertical bar chart |
This visualization displays the performance ratings of the employees and the number of years that they have been in their positions for that document cycle. Use this visualization to see how the performance of employees is relative to the time they serve in their positions. |
|
Progress on Employee Goals donut chart |
This visualization displays the percentage completion of employees' goals by item status. Use this visualization to monitor the employees' progress on goals from current documents. Information in this visualization comes from the Status field of the items in the section for goals. The field is configurable in the template definition. |
|
Progress on Competencies vertical bar chart |
This visualization displays the average and target ratings of competencies (maximum of 5) for the team. The average team rating of a competency is calculated from the manager evaluation ratings of that competency in team's current documents. Use this visualization to compare average competency ratings to their average target values and understand if the team is performing at, or near the set targets. |
Document Details and Item Details Grids
The Document Details grid lists the information of employees' documents that are presented in the visualizations of the dashboard.
The Item Details grid lists the information of items that are available in the indexes, which includes items in documents that are in progress where either at least one checkpoint step (if applicable) is complete or the manager evaluation is complete. Interact with goal and competency data using the visualizations delivered for employee goals and competencies.
|
Field or Control |
Description |
|---|---|
|
(Sort column heading) icon |
Click a column heading to sort grid rows by the column value in ascending or descending order. |
|
|
These filter icons appear when you pause next to a field value. These icons are available for all column values in the grid, and provide a quick way to add filters to the dashboard. Click the Filter for value (+ magnify glass) icon to add the shown field value as a filter. For example, if you click to filter for a Department value, all visualizations will refresh to show employee documents for that department. Click the Filter out value (- magnify glass) icon to remove the shown field value from the filtering process. For example, if you click to filter out the Human Resources value in the Department column, visualizations will refresh to show information for all departments except Human Resources. Filters can be removed from the Filters area at the top of the page. |
|
Go to Document |
Click to access the corresponding document in a new browser window or tab. (Manager) The manager view of the document appears when you access it from the manager dashboard. The system uses the Direct Reports functionality to determine if you have access to the documents. Note: If you update the document, you need to rebuild the index for the changes to be reflected in these visualizations. When RTI is enabled, changes from the document will be updated in the indexes automatically in real time. See the Real Time Indexes for Performance Insights Visualizations section in this topic for the list of indexes that are RTI-enabled for the document and performance insights dashboards. |
|
Export links:
|
Click to export data from the grid into a .csv file format. |