Understanding PeopleSoft Insights Using PeopleSoft Search Framework
This topic provides an overview about PeopleSoft Insights and discusses:
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.
Dashboard administrators use PeopleSoft Insights and the underlying analytics engine to create both dashboards and visualizations, which are then attached to dashboards. The dashboard can contain multiple visualizations. The visualization and dashboard are objects in PeopleSoft Insights, which must be imported into the PeopleSoft application.
Typically, a PeopleSoft user who has the Search Administrator role performs these tasks:
Imports dashboards.
Configures dashboards as tiles or related information.
Specifies user privileges for the dashboard.
End users access dashboards based on user privileges.
Deploys dashboards.
Note: Oracle recommends that you do not modify or edit a delivered dashboard or visualization. You may copy a delivered visualization and then modify it as per your business requirements.
For more information, see PeopleTools: Search Technology, "Working with Insights Dashboards for PeopleSoft Application Data," Understanding Application Data and Insights Dashboards.
This table lists the PeopleSoft search definitions defined for HCM Application Dashboards, which are delivered with a PeopleSoft image. Use the appropriate search definition to build your indexes. Keep in mind that search definitions must be deployed before you can build the index.
PeopleSoft roles are created to grant view or edit access for PeopleSoft Insights dashboards. A permission list is not necessary to access these dashboards. Refer to the table below to see roles associated to each search definition. For more information about assigning privileges, see the "Specifying User Privileges" subtopic within the PeopleTools Search Technology: “Working with Insights Dashboards for PeopleSoft Application Data”, Creating a Visualization for Application Data documentation.
Note: Search definitions are used for component keyword search and dashboard analytics.
|
Tile Name |
Insights Dashboard Name |
Search Definition |
Role(s) |
|---|---|---|---|
|
Absence Event Insight Tile |
HC_GP_ABS_RQST |
Absence Insights Administrator |
|
|
Application Details Tile |
HC_HRS_APP_INDEX |
Recruiter Fluid Recruiting Manager Fluid Recruitment Admin Fluid |
|
|
Ben Admin Processing Insights Tile |
HC_BEN_ADMINERR_DATA |
Benefits Analyst |
|
|
Benefits Utilization Tile |
HC_BEN_BENEFIT_DEP, HC_BEN_BENEFIT_EE, HC_BEN_BENEFIT_HST2 |
Benefits Analyst Benefits Analytics Admin |
|
|
Canada Payroll Cost Analytics Tile |
HC_HPY_MGMT_CHQ_CAN, HC_HPY_CAT_CAN |
NA Payroll Cost Analytics CAN |
|
|
Canada Payroll Operations Tile |
HC_HPY_OPER_CAL_CAN, HC_HPY_OPER_EXC_CAN, and HC_HPY_OPER_RET_CAN |
NA Payroll Operations CAN |
|
|
Canada Payroll Trends Tile |
HC_HPY_CT2_CAN, HC_HPY_MGMT_CHQ_CAN, and HC_HPY_OPER_CAL_CAN |
NA Payroll Trends CAN |
|
|
Document Insights Tile |
HC_EP_PERFORMANCE_ADM |
ePerformance HR Admin |
|
|
Global Payroll Cost Analytics Tile |
GP_KIB_ED_GN_SRCH GP_KIB_ERN_DED_GN |
GP Administrator Fluid Dashboard- ESS GP |
|
|
Global Payroll Operations Tile |
GP_KIB_OPER_SRCH_FULL GP_KIB_OPER_SRCH_INCR |
GP Administrator Fluid Dashboard- ESS GP |
|
|
Global Payroll Trends Tile |
GP_KIB_OP_TREND_SRCH |
Fluid Dashboard- ESS GP GP Administrator |
|
|
Incident Analytics Tile |
HC_HS_INCIDENT_DATA |
Health and Safety ADM Fluid |
|
|
Life Events Insights Tile |
HC_BEN_LE_DATA, HC_BEN_ATTACH_DATA, HC_BEN_APPR_DATA, HC_BEN_EOI_DATA, HC_BNE_LIFEEVT_EXPIRE |
Benefits Analyst Benefits Analytics Admin |
|
|
Open Enrollment Insights Tile |
HC_BEN_OE_AG HC_BEN_OE_APPR, HC_BEN_OE_ATTACH, HC_BEN_OE_CURR, HC_BEN_OE_ENROLL, HC_BEN_OE_EOI |
Benefits Analyst Benefits Analytics Admin |
|
|
Position Management Insights Tile |
HC_POSITION_DATA_INDEX |
HR Administrator |
|
|
Payable Time Insight Tile |
HC_TL_GBL_PAYABLETIME |
TL Manager Time Fluid |
|
|
Payable Time Trend Tile |
HC_TL_GBL_PAYABLETIME_EXCPTN |
TL Administrator Fluid |
|
|
Performance Insights Tile |
HC_EP_PERFORMANCE_ADM |
ePerformance HR Admin |
|
|
Processed Absence Insights Tile |
Insights Visualizations: Processed Absence Insights Dashboard |
HC_HGA_PROCESSED_ABS, HC_HGA_PI_GEN and HC_HGA_BALANCE_TRENDS |
Absence Insights Administrator |
|
Recruiter Pipeline Tile (under the Recruiting home page and Recruiting Insight dashboard) |
HC_HRS_RECRUITER_RCMNT_ALL HC_HRS_JOB_OPENING |
Recruiter Fluid Recruiter Manager Fluid Recruitment Admin Fluid |
|
|
Recruitment Admin Dashboard Tile (under Recruiting Home and Recruiting Insight) |
HC_HRS_RCMNT_ALL HC_HRS_JOB_OPENING |
Recruitment Admin Fluid |
|
|
Remote Worker Dashboard Tile |
HC_HR_RWORK_MGR_IDX HC_HR_RWHIS_MGR_IDX |
Fluid Remote Worker Manager |
|
|
Remote Worker Insight Tile |
HC_HR_RWORK_INDEX HC_HR_RWORKHIS_ADM_IDX |
Fluid Remote Worker Admin |
|
|
Reported Time Insight Tile |
HC_TL_GBL_TIMESHEET HC_TL_GBL_TIMESHEET_SCHEDULE |
TL Administrator Fluid TL Manager Time Fluid |
|
|
Team Document Insights Tile |
HC_EP_PERFORMANCE_MGR |
Fluid Dashboard - MSS ePerf |
|
|
Team Performance Insights Tile |
HC_EP_PERFORMANCE_MGR HC_EP_PERF_ITEM_MGR |
Fluid Dashboard - MSS ePerf |
|
|
Test Analytics Tile |
HC_HS_EMPL_TEST_DATA |
Health and Safety ADM Fluid |
|
|
U.S. Payroll Cost Analytics Tile |
HC_HPY_MGMT_CHK_US, HC_HPY_CAT_US |
NA Payroll Cost Analytics US |
|
|
U.S. Payroll Operations Tile |
HC_HPY_OPER_CAL_US, HC_HPY_OPER_EXC_US, and HC_HPY_OPER_RET_US |
NA Payroll Operations US |
|
|
U.S. Payroll Trends Tile |
HC_HPY_CT2_US, HC_HPY_MGMT_CHK_US, and HC_HPY_OPER_CAL_US |
NA Payroll Trends US |
|
|
Vaccination Analytics Tile |
HC_HS_EMPL_VACC_DATA |
Health and Safety ADM Fluid |
|
|
Workforce Composition Tile |
HC_HR_PERSON |
Workforce Composition Admin |
|
|
Workforce Equity Tile |
HC_HR_WF_DIVERSITY |
HR Analytics Administrator |
Real Time Indexing
Real Time Indexing (RTI) uses DirectTransfer methods to transmit search indexing data directly from PeopleSoft batch servers to the search engine. It is performed in near real-time by indexing the data as soon as it is saved.
For more information on RTIs and a list of HCM search definitions that use them, see Understanding Real Time Indexing in HCM.
Use the Deploy Insights Dashboards page to deploy Insights dashboards and tiles. For more information about the Deploy Insights Dashboards page, see PeopleTools Search Technology: “Working with Insights Dashboards for PeopleSoft Application Data”, Managing a Delivered Dashboard.
Note: Before you deploy a dashboard, you must ensure that the prerequisites of installing and setting up PeopleTools, OpenSearch, and Insights are completed. You must also ensure that the required search definitions are deployed and indexed successfully because component searches are visualizations in Insights are based on the indexes in the Search Framework.
For more information on building indexes, see the PeopleTools Search Technology: "Administering PeopleSoft Search Framework," Working with Search Indexes.