Viewing Remote Worker Insights
PeopleSoft Remote Worker Dashboard and Remote Worker Insight dashboards provide managers and administrators the ability to view and analyze remote worker data using PeopleSoft Insights visualizations.
Based on user privileges, managers and administrators can access the visualizations delivered on the Remote Worker Dashboard and Remote Worker Insight dashboards to monitor the remote workforce and identify worker types by location, department, and the amount of time working remote. While administrators have access to remote worker information for the entire company, managers are given a view of just the employees that mean the most to them, their direct and indirect reports.
These remote worker analytic dashboards are built on the PeopleSoft Insights platform, which relies on an underlying analytics engine and search engine. Remote worker data that is visible on the administrator's and manager's dashboards come from various search indexes.
These videos provide an overview of the Insights Remote Worker feature:
Video: Image Highlight, PeopleSoft HCM Update Image 40: Remote Worker
Video: PeopleSoft Remote Worker
Video: Image Highlights, PeopleSoft HCM Update Image 42: Remote Worker Dashboard for the Manager
Video: Image Highlights, PeopleSoft HCM Update Image 44: Additional Remote Worker Analytics
Video: PeopleSoft Remote Worker Insights
Video: Image Highlights, PeopleSoft HCM Update Image 45: Remote Worker Vaccination Visualization
This topic provides an overview of how to set up Insights dashboards for remote worker analytics, lists common elements and controls, and discusses the PeopleSoft Insights Remote Worker 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 |
|---|---|---|
|
HC_HR_REMOTE_WORK_INSIGHTS_FL (this is the cref for the tile) |
Access and view HR remote workforce Insights analytics as an administrator. |
|
|
PTSF_KIBANA_COMP |
Review and analyze remote worker data using visualizations as an administrator. |
|
|
HC_HR_RW_MGR_DSHBRD_FL (this is the cref for the tile) |
Access and view HR remote workforce analytics as a manager to view information for employees under your supervision. |
|
|
PTSF_KIBANA_COMP |
Review and analyze remote worker data visualizations as a manager to see data for employees under your supervision. |
Before administrators or managers can access the visualizations for remote worker data, the following steps should be performed:
Deploy these indexes for the following users:
()
Administrator:
HC_HR_RWORK_INDEX (Remote Worker Index): shows the administrator the current remote work request details as of today.
HC_HR_RWORKHIS_ADM_IDX (Remote Work History Index Admin): shows the administrator the historical remote work request details up through today.
HC_HR_RW_EMP_VACC_INDEX (Remote Worker Vaccination): allows the administrator to view the vaccination status of employees, further organized by remote work status.
Manager:
HC_HR_RWORK_MGR_IDX (Manager Remote Worker): shows the current remote work request details as of today for the manager's direct and indirect reports.
HC_HR_RWHIS_MGR_IDX (Remote Work History for Managers): shows the historical remote work request details up through today for the manager's direct and indirect reports.
Build the following search indexes:
()
Administrator:
HC_HR_RWORK_INDEX
HC_HR_RWORKHIS_ADM_IDX
HC_HR_RW_EMP_VACC_INDEX
Manager:
HC_HR_RWORK_MGR_IDX
HC_HR_RWHIS_MGR_IDX
Deploy the following tiles and dashboards:
()
Administrator: Remote Worker Insight tile and Remote Worker Insights Dashboard.
Manager: Remote Worker Distribution tile and Remote Worker Dashboard.
Note: The full index must be run before the dashboard can be deployed.
Assign roles to the following users to grant them access to view remote worker visualization tiles and dashboards:
Administrator: Fluid Remote Worker Admin role for the Remote Worker Insight tile and dashboard.
Manager: Fluid Remote Worker Manager role for the Remote Worker Dashboard tile and dashboard.
Real Time Indexes for Remote Worker Visualizations
The remote worker search indexes to view remote worker information support real time indexing (RTI) with a minimum PeopleTools version. When enabled, RTI allows real-time updates to the indexed data to provide a search using the latest information.
|
Search Definition |
Minimum PeopleTools Release |
Usage |
|---|---|---|
|
Remote Work HC_HR_RWORK_INDEX |
8.59.10 |
Allows administrators to view current remote information. |
|
Remote Worker Vaccination HC_HR_RW_EMP_VACC_INDEX |
8.59.10 |
Allows administrators to view the vaccination status of employees, grouped by remote work status. |
|
Remote Work History HC_HR_RWORKHIS_ADM_IDX |
8.59.10 |
Allows administrators to view historical information. |
|
Manager Remote Worker HC_HR_RWORK_MGR_IDX |
8.59.10 |
Allows managers to view current information for their employees. |
|
Manager Remote Work History HC_HR_RWHIS_MGR_IDX |
8.59.10 |
Allows managers to view historical information for their employees. |
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 Insights analytics.
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.
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Field of Control |
Definition |
|---|---|
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Click to save the current query text and filters that you want to reuse in the future, or select an existing query to use to update the visualizations. |
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Search field |
Enter a query to filter data, if applicable. |
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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. When you click a chart item, such as the horizontal bar item for Calgary Branch for employees working at the workplace, the system will prompt you to add the Remote Location Type: Workplace and Remote Location Type: Calgary Branch filters since this item consists of more than one filter. 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. |
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Click to select a different time period for the analytics. 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. |
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Regulatory Region, Business Unit, Department, Job Family, Remote Worker Type, and Remote Location fields |
Select to filter remote work data by regulatory region, followed by business unit, then by department, then so on. You must select a regulatory region before selecting a business unit. A business unit must be specified before you can filter data by department, and so on. Note: Managers have two additional filters: Supervisor and Employee. See Remote Worker Dashboard (for Managers) for more information. |
(See saved queries) icon
(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.
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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 Remote Worker Insight tile to access and view HR remote workforce Insights analytics.
Navigation:
The Remote Workforce Insight tile is located on the Workforce Administrator Homepage.
This example illustrates the Remote Worker Insight tile.
The Remote Worker Insight tile displays the Remote Worker Distribution Percentage visualization, which gives a snapshot of the distribution of employees working onsite, remote, or a hybrid of the two.
Click this tile to access the Remote Worker Insight Dashboard (for Administrators) and analyze visualizations related to remote worker information for the organization.
Administrators use the Remote Worker Insight dashboard to review and analyze remote worker data using visualizations.
Navigation:
Note: You must be assigned the Fluid Remote Worker Admin role to view this dashboard.
This example illustrates the fields and controls on the Remote Worker Insight dashboard (1 of 4).
This example illustrates the fields and controls on the Remote Worker Insight dashboard (2 of 4).
This example illustrates the fields and controls on the Remote Worker Insight dashboard (3 of 4).
This example illustrates the fields and controls on the Remote Worker Insight dashboard (4 of 4).
Warning! PeopleSoft Insights dashboards may not render properly if you access them using unsupported platforms.
When you select filters or chart items, or modify the date range, PeopleSoft Insights dynamically updates all visualizations using the source from the index.
Filter By
For a list of filters available for the administrator Remote Worker Insights dashboard, see the Common Elements and Controls section in this documentation.
Remote Worker Visualizations (for Current Data)
The Remote Worker Insight dashboard provides you with the following collection of interactive visualizations to view and analyze current remote worker data for the whole organization.
Note: The dashboard uses role-level security to display permitted data to the user.
Important! For optimal performance, only the first 500 rows of data are displayed on the Insights dashboard. Use filters to refine the set of data you wish to visualize using the dashboard.
|
Visualization |
Description |
|---|---|
|
Total Employee Population number count |
This panel displays a count of all employees that meet the filter criteria. |
|
Remote Worker Distribution Percentage pie chart |
This visualization displays a graphical representation of the number of workers that are fully remote, in the office, and those working a hybrid of the two. |
|
Remote Work Location horizontal bar chart |
This visualization displays the locations of workers that are fully or hybrid remote. |
|
Remote worker number counts by type:
|
This panel displays the number counts for the types of remote workers you have in the organization according to your filter criteria: those who are fully remote, those who work a hybrid of both remote and in the office, and those working fully onsite at the office. |
|
Remote Distribution by Department horizontal bar chart |
This visualization displays all employee counts by department and the remote work type. |
|
Remote Work Percent donut chart visualization |
This displays the percentages of time employees are scheduled to work remote. |
|
Hybrid Remote Work Days vertical bar chart |
This visualization displays the days hybrid remote employees are anticipated to work remotely. |
|
Remote Work Reason pie chart |
This shows the top five reasons employees are working remote. |
|
Remote Work Eligibility horizontal bar chart |
This visualization is beneficial for those tracking work eligibility by job code, position, or remote work region. Displays the number of staff that are eligible and ineligible to work remote based on the settings for either their position, job, or remote work region. To be eligible for remote work, at least one of the following must be selected:
Note: If these options are deselected in all three locations, the employee will not show as eligible for remote work. Since these employee do not work remote, the grid will not list ineligible employees. The analytic extrapolates the number of ineligible workers by subtracting the eligible employees from the total number of employees. |
|
Remote Location by State map |
(USA) Displays the remote employee working locations based on the state associated with the Remote Location address entered on the request. |
|
Remote Location by Postal Code map |
(USA) Displays the remote employee working locations by zip code. This information comes from the address information associated with the Remote Location entered on the request. See Remote Worker Request - Request Details Page. Note: The postal code visualization is currently not available with the OpenSearch implementation. |
|
Vaccination Status |
This stacked horizontal bar chart visualization displays the vaccinations by remote worker status (Onsite, Fully Remote, and Hybrid). Each remote worker type displays the vaccination statuses by vaccine (Not Vaccinated, Fully Vaccinated, Partially Vaccinated, and Vaccine Declined). |
Current Remote Worker Details Grid
This grid lists the employees, which are presented in visualizations, in a tabular format for information as of today.
|
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 analytics. 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 employees 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 HRMS Division value in the Department column, visualizations will refresh to show information for all departments except HRMS Division. Filters can be removed from the Filters area at the top of the page. |
|
View Employee Details and View Request Details links |
Click to access the corresponding information in a new browser window or tab. Note: If you update the information in the Remote Worker Request component, you need to rebuild the index for the changes to be reflected in these analytics. However, changes from the component will be updated in the index in real time when RTI is enabled. See also, Understanding Real Time Indexing in HCM. |
|
Export links:
|
Click to export data from the grid into a .csv file format. |
(Filter for value) and 
(Filter out value) iconsHistorical Remote Worker Visualization and Grid
|
Visualization |
Description |
|---|---|
|
Remote Requests History graph |
Displays remote work trends by month comparing fully remote and hybrid remote workers. |
|
Request History Details table grid |
Lists remote worker information by month. For a list of elements and controls in the details grid, see the Current Remote Worker Details Grid subtopic that precedes this subtopic. |
Managers use the Remote Worker Dashboard tile to access and view HR remote workforce analytics for employees under their supervision.
Navigation:
The Remote Workforce Dashboard tile is located on the Manager Self Service Homepage.
This example illustrates the Remote Worker Dashboard tile.
The Remote Worker Dashboard tile displays the Remote Worker Distribution Type visualization, which gives a snapshot of the distribution of employees working onsite, remote, or a hybrid of the two.
Click this tile to access the Remote Worker Dashboard (for Managers) and analyze interactive visualizations related to remote worker information for direct and indirect reports.
Managers use the Remote Worker Dashboard to review and analyze remote worker data using visualizations for employees under their supervision.
Navigation:
Note: You must be assigned the Fluid Remote Worker Manager role to view this dashboard.
This example illustrates the fields and controls on the Remote Worker Dashboard (1 of 3).
This example illustrates the fields and controls on the Remote Worker Dashboard (2 of 3).
This example illustrates the fields and controls on the Remote Worker Dashboard (3 of 3).
Warning! PeopleSoft Insights dashboards may not render properly if you access them using unsupported platforms.
When you select filters or chart items, or modify the date range, PeopleSoft Insights dynamically updates all visualizations using the source from the index.
Filter By
These filters are specific to the manager Remote Worker Dashboard.
|
Field or Control |
Description |
|---|---|
|
Supervisor |
Select one or several supervisors from a list of managers, including yourself, under your supervision. This allows you to view data for the employees that report to the manager(s) you have specified. |
|
Employee |
Select one or more employees from a list of people that report to the supervisor or set of supervisors your selected in the Supervisor field. This will filter the view of the graphics to show data for just those individuals. |
For a list of other filters, see the Common Elements and Controls section in this documentation.
Remote Worker Visualizations (for Current Data)
The Remote Worker Dashboard provides you with the following collection of visualizations to view and analyze remote worker data as a manager.
Note: The dashboard uses role-level security to display permitted data to the user.
Important! For optimal performance, only the first 500 rows of data are displayed on the Insights dashboard. Use filters to refine the set of data you wish to visualize using the dashboard.
|
Visualization |
Description |
|---|---|
|
Total Employees number count |
This panel displays a count of all employees under the manager's supervision (direct and indirect reports) that meet the filter criteria. |
|
Remote worker number counts by type:
|
This panel displays the number counts for the types of workers under a manager's supervision in regards to the filter criteria. It displays those who are fully remote, those who work a hybrid of both remote and in the office, and those working fully onsite at the office. |
|
Remote Worker Distribution Percentage pie chart |
This visualization displays a graphical representation of the manager's subordinates that are fully remote, in the office, and working a hybrid of the two. |
|
Remote Work Percent horizontal bar chart |
This visualization displays the number of employees under the manager by the percentage of time they are working remote. |
|
Employee Distribution by Department horizontal bar chart |
This visualization displays employees under the manager's supervision by department and remote work type. |
|
Remote Work Location horizontal bar chart |
This visualization displays the work locations of workers that are fully or hybrid remote. |
|
Hybrid Remote Work Days vertical bar chart |
This visualization displays the days hybrid remote employees are anticipated to work remotely. |
|
Remote Work Eligibility horizontal bar chart |
This visualization is beneficial for those tracking work eligibility by job code, position, or remote work region. Displays the number of staff under the manager that are eligibility and ineligible to work remote based on the settings for either their position, job, or remote work region. To be eligible for remote work, at least one of the following must be selected:
Note: If these options are deselected in all three locations, the employee will not show as eligible for remote work. Since these employee do not work remote, the grid will not list ineligible employees. The analytic extrapolates the number of ineligible workers by subtracting the eligible employees from the total number of employees. |
|
Remote Work Reason pie chart |
This shows the top five reasons employees are working remote. |
Current Remote Worker Details Grid
This grid displays a detailed grid of employee's under the manger's supervision that meet the visualization specifications.
|
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 analytics. Click the Filter for value (+ magnify glass) icon to add the shown field value as a filter to all visualizations. For example, if you click to filter for a Department value, all visualizations will refresh to show employees for that department. Click the Filter out value (- magnify glass) icon to remove the shown field value from the filter process for all visualizations. 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. |
|
Request Details column heading |
Click the View Request Details link to access the remote request details in a new browser window or tab. Note: If you update the information in the Remote Worker Request component, you need to rebuild the index for the changes to be reflected in these analytics. However, changes from the component will be updated in the index in real time when RTI is enabled. See also, Understanding Real Time Indexing in HCM. |
|
Export links:
|
Click to export data from the grid into a .csv file format. |
Historical Remote Worker Visualization and Grid
|
Visualization |
Description |
|---|---|
|
Remote Requests History graph |
Displays remote work trends by month comparing fully remote and hybrid remote workers. |
|
Request History Details table grids |
Lists remote worker information by month. For a list of elements and controls in the details grid, see the Current Remote Worker Details Grid subtopic that precedes this subtopic. |