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. Dashboards objects, which contain one or more visualizations, are imported into PeopleSoft.
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.
Important! 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.
PeopleSoft HCM provides administrators and managers direct access to a collection of HCM Insights dashboards.
Administrators and managers use the Insights Catalog tile to access the Insights Catalog navigation collection for HCM.
Note: You must be assigned the EOIC Insights Catalog role to access the Insights Catalog tile.
Navigation:
The Insights Catalog tile is delivered as part of the following homepages:
This example illustrates the Insights Catalog tile.
Select the tile to access the Insights Catalog navigation collection.
This example illustrates the Insights Catalog navigation collection.
This navigation collection enables administrators to access HCM Insights from one location. The left panel of this page lists the Insight dashboards (catalog items) collected under the following categories:
Absence Management
Benefits
Global Payroll
Health and Safety
OnBoarding
Payroll for North America
Performance
Position Management
Recruiting
Remote Worker
Time and Labor
Workforce
The right panel displays the Insights dashboard selected in the left panel.
Catalog items (dashboards) are listed in the PeopleSoft Insights, Search Definitions, and Privileges section that follows.
This topic discusses Insights tiles and navigation collection, search definitions, and system-delivered roles.
Tiles and Navigation Collection
When an Insights tile is selected, it opens an Insights dashboard.
Insights Catalog is a navigation collection used to display all the Insights dashboards delivered in HCM. Each catalog item in the Insights Catalog is an Insights dashboard.
Search Definitions
PeopleSoft Insights display analytics built from Search Indexes built through Search Framework. The data source for PeopleSoft Insights is search definition(s).
PeopleSoft search definitions are delivered for HCM Insights catalog items (navigation collection), dashboards, global search, and component keyword search. Use the appropriate search definition to build your indexes. Keep in mind that search definitions must be deployed before you can build the index.
System-Delivered Roles
User roles are required to access the PeopleSoft Insights dashboards. Refer to the table below to see roles associated to each search definition.
Note: Depending on how you access the dashboard (either from the Insights Catalog or a tile), different roles may be required. When a generic role is used to secure an Insights dashboard (for example, HR Administrator), the Insights Catalog Item is secured by an Insights specific role (in this example, Ins Cat Position Insights).
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.
The following tables list the PeopleSoft search definitions and user roles defined for HCM Insights dashboards.
Absence Management
|
Catalog Item/Tile Name |
Insights Dashboard Name |
Search Definition |
Catalog Item/Tile Role(s) |
|---|---|---|---|
|
Absence Event Insights |
HC_GP_ABS_RQST |
Absence Insights Administrator |
|
|
Processed Absence Insights |
HC_HGA_PROCESSED_ABS, HC_HGA_PI_GEN and HC_HGA_BALANCE_TRENDS |
Absence Insights Administrator |
Benefits
|
Catalog Item/Tile Name |
Insights Dashboard Name |
Search Definition |
Catalog Item/Tile Role(s) |
|---|---|---|---|
|
Ben Admin Processing Insights |
HC_BEN_ADMINERR_DATA |
Benefits Analyst Benefits Analytics Admin |
|
|
Benefits Utilization |
HC_BEN_BENEFIT_DEP, HC_BEN_BENEFIT_EE, HC_BEN_BENEFIT_HST2 |
Benefits Analyst Benefits Analytics Admin |
|
|
Life Events Insights |
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 |
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 |
Global Payroll
|
Catalog Item/Tile Name |
Insights Dashboard Name |
Search Definition |
Catalog Item/Tile Role(s) |
|---|---|---|---|
|
(Catalog Item) Global Payroll Insights (Tile) Global Payroll Cost Analytics |
GP_KIB_ED_GN_SRCH GP_KIB_ERN_DED_GN |
(Catalog Item and Tile) Fluid Dashboard- ESS GP (Tile) GP Administrator |
|
|
Global Payroll Operations |
GP_KIB_OPER_SRCH_FULL GP_KIB_OPER_SRCH_INCR |
(Catalog Item and Tile) Fluid Dashboard- ESS GP (Tile) GP Administrator |
|
|
Global Payroll Trends |
GP_KIB_OP_TREND_SRCH |
(Catalog Item and Tile) Fluid Dashboard- ESS GP (Tile) GP Administrator |
Health and Safety
|
Catalog Item/Tile Name |
Insights Dashboard Name |
Search Definition |
Catalog Item/Tile Role(s) |
|---|---|---|---|
|
(Catalog Item) Incident Insights (Tile) Incident Analytics |
HC_HS_INCIDENT_DATA |
(Catalog Item) Ins Cat Health and Safety (Tile) Health and Safety ADM Fluid |
|
|
(Catalog Item) Test Insights (Tile) Test Analytics |
HC_HS_EMPL_TEST_DATA |
(Catalog Item) Ins Cat Health and Safety (Tile) Health and Safety ADM Fluid |
|
|
(Catalog Item) Vaccination Insights (Tile) Vaccination Analytics |
HC_HS_EMPL_VACC_DATA |
(Catalog Item) Ins Cat Health and Safety (Tile) Health and Safety ADM Fluid |
OnBoarding
|
Catalog Item/Tile Name |
Insights Dashboard Name |
Search Definition |
Catalog Item/Tile Role(s) |
|---|---|---|---|
|
(Catalog Item) OnBoarding Insights (Tile) OnBoarding Insight |
HC_HR_ONBOARDING_ADM |
(Catalog Item) Ins Cat OnBoarding Adm (Tile) OnBoarding Administrator |
|
|
(Catalog Item) OnBoarding Manager Insights (Tile) OnBoarding Manager Insight |
HC_HR_ONBOARDING_MGR |
(Catalog Item) Ins Cat OnBoarding Mgr (Tile) OnBoarding Manager |
Payroll for North America
|
Catalog Item/Tile Name |
Insights Dashboard Name |
Search Definition |
Catalog Item/Tile Role(s) |
|---|---|---|---|
|
(Catalog Item) U.S. Payroll Cost Insights (Tile) U.S. Payroll Cost |
HC_HPY_MGMT_CHK_US, HC_HPY_CAT_US |
NA Payroll Cost Analytics US |
|
|
(Catalog Item) Canada Payroll Cost Insights (Tile) Canada Payroll Cost |
HC_HPY_MGMT_CHQ_CAN, HC_HPY_CAT_CAN |
NA Payroll Cost Analytics CAN |
|
|
(Catalog Item) Canada Payroll Operations (Tile) Canada Payroll Operation |
HC_HPY_OPER_CAL_CAN, HC_HPY_OPER_EXC_CAN, and HC_HPY_OPER_RET_CAN |
NA Payroll Operations CAN |
|
|
(Catalog Item) Canada Payroll Trends Insights (Tile) Canada Payroll Trends |
HC_HPY_CT2_CAN, HC_HPY_MGMT_CHQ_CAN, and HC_HPY_OPER_CAL_CAN |
NA Payroll Trends CAN |
|
|
(Catalog Item) U.S. Payroll Operations (Tile) U.S. Payroll Operation |
HC_HPY_OPER_CAL_US, HC_HPY_OPER_EXC_US, and HC_HPY_OPER_RET_US |
NA Payroll Operations US |
|
|
(Catalog Item) U.S. Payroll Trends Insights (Tile) U.S. Payroll Trends |
HC_HPY_CT2_US, HC_HPY_MGMT_CHK_US, and HC_HPY_OPER_CAL_US |
NA Payroll Trends US |
Performance
|
Catalog Item/Tile Name |
Insights Dashboard Name |
Search Definition |
Catalog Item/Tile Role(s) |
|---|---|---|---|
|
Document Insights |
HC_EP_PERFORMANCE_ADM |
(Catalog Item) Ins Cat ePerf Admin (Tile) ePerformance HR Admin |
|
|
Performance Insights |
HC_EP_PERFORMANCE_ADM |
(Catalog Item) Ins Cat ePerf Admin (Tile) ePerformance HR Admin |
|
|
Team Document Insights |
HC_EP_PERFORMANCE_MGR |
(Catalog Item) Ins Cat ePerf Manager (Tile) Fluid Dashboard - MSS ePerf |
|
|
Team Performance Insights |
HC_EP_PERFORMANCE_MGR HC_EP_PERFORM_ITEM_MGR |
(Catalog Item) Ins Cat ePerf Manager (Tile) Fluid Dashboard - MSS ePerf |
Position Management
|
Catalog Item/Tile Name |
Insights Dashboard Name |
Search Definition |
Catalog Item/Tile Role(s) |
|---|---|---|---|
|
Position Management Insights |
HC_POSITION_DATA_INDEX |
(Catalog Item) Ins Cat Position Insights (Tile) HR Administrator |
Recruiting
|
Catalog Item/Tile Name |
Insights Dashboard Name |
Search Definition |
Catalog Item/Tile Role(s) |
|---|---|---|---|
|
Application Details |
HC_HRS_APP_INDEX |
(Catalog Item) Ins Cat Application Insights (Tile)
|
|
|
(Catalog Item) In Process Applications (Tile) In Process Applications |
In Process Applications Dashboard (See Viewing Recruiting Insights and Recruiter Pipeline Dashboard) |
HC_HRS_RECRUITER_RCMNT_ALL |
(Catalog Item) Ins Cat In Process Application (Tile)
|
|
Recruiter Pipeline (Tile is under both the Recruiting homepage and Recruiting Insight dashboard) |
HC_HRS_RECRUITER_RCMNT_ALL HC_HRS_JOB_OPENING |
(Catalog Item) Ins Cat Application Insights (Tile)
|
|
|
Recruitment Admin Dashboard (Tile is under both the Recruiting homepage and Recruiting Insight dashboard) |
HC_HRS_RCMNT_ALL HC_HRS_JOB_OPENING |
(Catalog Item) Ins Cat Recruitment Admin (Tile) Recruitment Admin Fluid |
Remote Worker
|
Catalog Item/Tile Name |
Insights Dashboard Name |
Search Definition |
Catalog Item/Tile Role(s) |
|---|---|---|---|
|
(Catalog Item) Remote Worker Admin Insight (Tile) Remote Worker |
HC_HR_RWORK_INDEX HC_HR_RWORKHIS_ADM_IDX |
(Catalog Item) Ins Cat Remote Worker Admin (Tile) Fluid Remote Worker Admin |
|
|
(Catalog Item) Remote Worker Manager Insight (Tile) Remote Worker Dashboard |
HC_HR_RWORK_MGR_IDX HC_HR_RWHIS_MGR_IDX |
(Catalog Item) Ins Cat Remote Worker Manager (Tile) Fluid Remote Worker Manager |
Time and Labor
|
Catalog Item/Tile Name |
Insights Dashboard Name |
Search Definition |
Catalog Item/Tile Role(s) |
|---|---|---|---|
|
Payable Time Insight |
HC_TL_GBL_PAYABLETIME |
(Catalog Item) Ins Cat TL Insights (Tile) TL Manager Time Fluid |
|
|
Payable Time Trend |
HC_TL_GBL_PAYABLETIME_EXCPTN |
(Catalog Item) Ins Cat TL Insights (Tile) TL Administrator Fluid |
|
|
Reported Time Insight |
HC_TL_GBL_TIMESHEET HC_TL_GBL_TIMESHEET_SCHEDULE |
(Catalog Item) Ins Cat TL Insights (Tile)
|
Workforce
|
Catalog Item/Tile Name |
Insights Dashboard Name |
Search Definition |
Catalog Item/Tile Role(s) |
|---|---|---|---|
|
Workforce Composition |
HC_HR_PERSON |
Workforce Composition Admin |
|
|
Workforce Equity |
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.
Fluid WorkCenters provide access to product-specific PeopleSoft Insights dashboards.
Embedded under My Insights on the left panel, users with appropriate insights dashboard permissions can access the insights dashboards directly from these WorkCenters: