Viewing Position Management Insights
Administrators can use the Position Management Insights dashboard to evaluate position data. This dashboard allows administrators to visualize open positions, open headcount data, position requests awaiting approval and rework, and take action from the position details based on the logged in user's security access.
The PeopleSoft Position Management Insights dashboard is built on the PeopleSoft Insights platform, which relies on an underlying analytics engine and search engine. This dashboard is built on position data and uses search index HC_POSITION_DATA_INDEX. The index uses real-time updates to the indexed data and is designed to fetch Position Data for positions in Approved, Pending Approval, and Rework workflow statuses.
This topic provides an overview of how to set up the Insights dashboard for Position Management Insights analytics, lists common elements and controls, and discusses the PeopleSoft Insights Position Management Insights dashboard.
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 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.
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Page Name |
Definition Name |
Usage |
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HC_POSITION_DATA_INSIGHTS_FL (this is the cref for this tile) |
Access and view position management analytics. |
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KIBANA_COMP (this is the cref for the dashboard) |
Review and analyze position data using visualizations. |
Before administrators can access the visualizations for position management data, perform the following steps:
Deploy the HC_POSITION_DATA_INDEX (Position Data Index) index.
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Build the HC_POSITION_DATA_INDEX search definition.
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Deploy the Position Management Insights Tile and Position Management Insights dashboard.
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Note: The full index must be run before the dashboard can be deployed
Assign the HR Administrator role to users that should be granted access the Position Data Insights dashboard.
Note: It is recommended that the Position Management Insights dashboard be applied on a database with PeopleTools 8.59.21 / 8.60.07 or higher.
Real Time Indexes for Position Management Insights Visualizations
The Position Data Index (HC_POSITION_DATA_INDEX) search index supports real time indexing (RTI) with PeopleTools versions 8.59.22A, 8.60.10A, and 8.61 and higher. When enabled, RTI allows real-time updates to the indexed data to provide a search using the latest information.
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.
Enter criteria to filter data on the visualizations. You can apply filters in a number of ways:
Enter queries in the Search field.
Use the + Add filter link to create filters using fields, operators and field values.
Use delivered filter fields.
Select a chart item from a visualization.
Use the filter options in the Remote Worker Details grid to add or exclude items.
Use the legend to add or exclude items.
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Field of Control |
Definition |
|---|---|
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Search field |
Enter a query to filter data, if applicable. |
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Added filters are displayed next to the + Add filter link for reference. When you select a chart item, the filter is automatically added to your filters list. When you select some items, the system will prompt you to add multiple filters, since some items consists of more than one filter. For example, the Open vs partially filled position by Department visualization bars use both the Department and Open/Filled filter information. 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 on a Tuesday and the selected date range is This week. Clicking the Show dates link displays ~ 3 days ago —> ~ in 4 days, because it's the third day of the week with four more to complete the week. |
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Business Unit, Regulatory Region, Department, Locations, Jobcode, Position Title, Reports To, Remote Worker Eligibility, Approval Status, and Position Filled Status fields |
Select to filter position data by business unit, followed by regulatory region, then by department, and so on. Note: Additional filters are available in the index, even though they are not delivered to automatically show on this page. These include Salary Plan, Grade, Job Function, Job Sub-function, Job Family, and (USA only)EEO Category. |
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Apply changes button, Chancel Changes link, and Clear form link |
These buttons are available after you select filers. Select the Apply changes button after you select filters to update all visualizations. Select the Chancel Changes link to remove any update you entered since the last time you applied changes. Select the Clear form link to remove all the values from the fields in this section. You must select the Apply changes button to update the visualizations. |
(Change all filters) and 
(Calendar) or Visualization Options:
When you pause over a visualization, the visualization displays the Options and Legend icons (if applicable) in 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 |
|---|---|
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Click the Options icon to select one of these options:
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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). |
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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) iconUse the Position Management Insights tile to access and view position management analytics.
Note: The tile shows position data relevant to the logged in user's security access.
Navigation:
This example illustrates the fields and controls on the Position Management Insights tile.
The Position Management Insights tile displays a horizontal bar graph for approved positions with a Partially Filled, Open, and Overallocated status. Filled positions are excluded.
The tile and dashboard show position data relevant to the logged in user's security access.
Select this tile to access the Position Management Insights Dashboard and analyze visualizations related to position data for the organization.
Use the Position Management Insights dashboard to review and analyze position data using visualizations.
Note: The dashboard shows position data relevant to the logged in user's security access.
Navigation:
Note: You must be assigned the HR Administrator role to view this dashboard.
This example illustrates the fields and controls on the Position Management Insights dashboard (1 of 7).
This example illustrates the fields and controls on the Position Management Insights dashboard (2 of 7).
This example illustrates the fields and controls on the Position Management Insights dashboard (3 of 7).
This example illustrates the fields and controls on the Position Management Insights dashboard (4 of 7).
This example illustrates the fields and controls on the Position Management Insights dashboard (5 of 7).
This example illustrates the fields and controls on the Position Management Insights dashboard (6 of 7).
This example illustrates the fields and controls on the Position Management Insights dashboard (7 of 7).
Warning! PeopleSoft Insights dashboards may not render properly if you access them using unsupported platforms.
The Position Management Insights dashboard provides you with different visualizations to analyze position data. When you select filters or chart items, Insights dynamically updates all visualizations using the sources from the index.
Each visualization enables you to inspect the chart or table to view the details of that visualization. Pause over a visualization to have the have additional page elements appear, view numbers, or click items to add filters to your visualizations.
For a list of pre-delivered filters that are available at the top of the dashboard, see the Common Elements and Controls section in this topic.
For more information on working with PeopleSoft Insights and filters, see PeopleTools: Search Technology, “Working with Insights Dashboards for PeopleSoft Application Data” documentation.
Position Metrics
Use this section to view Position Management visualizations for position metrics.
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Visualization |
Description |
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Total Positions number count |
This panel displays the number counts of all approved (not pending or pushed back) positions. |
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<Type> - Position number counts
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This panel displays the number counts for positions that have not been filled, those that have filled part of the headcount allotment, those that are filled, and those that are over headcount for the position. Select individual counts to drilldown to those position details. |
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Eligible for Remote Work number count |
This panel displays the number counts of positions that allows remote work. |
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Full-Time vs Part-Time Positions |
This panel displays the number and percentage of approved (not pending or pushed back) positions that are full-time and part-time. |
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Regular vs Temporary Position |
This panel displays the number and percentage of approved (not pending or pushed back) positions that are regular and temporary. |
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Position Filled Statuses |
This doughnut chart visualization displays the percentage of approved (not pending or pushed back) positions that are vacant, partially filled, filled, and positions that are over headcount. |
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Open vs partially filled position by Department |
This horizontal bar graph visualization displays the top ten departments with open positions that have been approved (not pending or pushed back). Each department lists the number of open and partially filled positions. Select the More bar item to see the next 10 departments with vacancies. |
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Position Without Manager |
This doughnut chart visualization displays active positions (not pending or pushed back) that depict two aspects where you may need to review the manager of a position. These include:
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Position Headcount Metrics
Use this section to view position headcount-related visualizations for active positions.
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Visualization |
Description |
|---|---|
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Positions Total Head Count number count |
This visualization displays the full headcount allocated for all active positions. |
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Positions Open Head Count number count |
This visualization displays a count of positions that have open or partially filled headcounts. Select the number count to dynamically update the dashboard to show those open positions. |
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Positions Open Headcount by Department |
This horizontal bar graph visualization displays the top 10 departments and the number of open headcount positions. This applies to approved positions (not pending or pushed back). Select the More bar item to see the next 10 departments with vacancies. |
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Positions Open Headcount by Title |
This horizontal bar graph visualization displays the top 10 job titles and its number of open headcount positions. This applies to approved positions (not pending or pushed back). Select the More bar item to see the next 10 job titles with open headcount. |
Approval Status of Position Requests
Use this section to view Position Management visualizations for position request approval statuses.
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Visualization |
Description |
|---|---|
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Days Approval In Progress |
This visualization enables you to specify a range of days to determine if there are any position requests that fall outside an acceptable days awaiting approval range. For example, if you enter 10 as the minimum number and 30 as the maximum, the Pending Approvals Status chart will display the percentage of pending and pushed back requests that were sent more than 10 days ago, but not more than 30 days ago. Enter numbers, use the up of down buttons, or move the slider bar to indicated a minimum and maximum number of days. Select the Apply changes button to update the Pending Approvals Status chart. |
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Pending Approval Status |
This pie chart visualization displays the percentage of position requests pending approval or pushed back for rework. This is chart is based on the Days Approval In Progress range. |
Position Details
Use this section to view a detailed list of positions that meet the visualization specifications and filters.
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Field or Control |
Description |
|---|---|
(Sort column heading) icon |
Select a column heading to sort grid rows by the column value in ascending or descending order. |
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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. |
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Go To: Manage Position |
Select this link to access the Position Details Page in a new browser window or tab. This allows you to review or edit the position details, based on your security access. |
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Go To: Incumbents List |
Select this link to access the Position Incumbents Page in a new browser window or tab. This allows you to view a list of all incumbents associated with a position. |
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Go To: "Reports To" Incumbents List |
Select this link to access the Position Incumbents Page in a new browser window or tab. This allows you to view a list of all manager incumbents in the Reports To field associated with the position. |
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Export links:
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Click to export data from the grid into a .csv file format. |
(Filter for value) and 
(Filter out value) icons