PeopleSoft Insights, Search Definitions, and Privileges
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.
Approvals
| Catalog Item/Tile Name | Insights Dashboard Name | Search Definition | Catalog Item/Tile Role(s) |
|---|---|---|---|
|
Approval Insights |
HCSC_APRV_INSIGHTS |
Manager |
|
|
Admin Approval Insights |
HCSC_APR_ADM_INSIGHTS |
(Catalog Item and Tile) Ins Cat Admin Approval Insight (Tile) HR Administrator |
Absence Management
| Catalog Item/Tile Name | Insights Dashboard Name | Search Definition | Catalog Item/Tile Role(s) |
|---|---|---|---|
|
Absence Event Insights |
PeopleSoft Absence Management: Absence Event Insights Dashboard |
HC_GP_ABS_RQST |
Absence Insights Administrator |
|
Processed Absence Insights |
PeopleSoft Absence Management: Processed Absence Insights Dashboard |
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 |
PeopleSoft Benefits Administration: Benefits Admin Processing Insights Dashboard |
HC_BEN_ADMINERR_DATA |
Benefits Analyst Benefits Analytics Admin |
|
Benefits Utilization |
PeopleSoft Benefits Administration: Benefits Utilization Dashboard |
HC_BEN_BENEFIT_DEP, HC_BEN_BENEFIT_EE, HC_BEN_BENEFIT_HST2 |
Benefits Analyst Benefits Analytics Admin |
|
Life Events Insights |
PeopleSoft Benefits Administration: Life Events Insights Dashboard |
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 |
PeopleSoft Benefits Administration: Open Enrollment Insights Dashboard |
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 |
PeopleSoft Global Payroll: Global Payroll Insights (Cost Analytics) Dashboard |
GP_KIB_ED_GN_SRCH GP_KIB_ERN_DED_GN |
(Catalog Item and Tile) Fluid Dashboard- ESS GP (Tile) GP Administrator |
|
Global Payroll Operations |
PeopleSoft Global Payroll: Global Payroll Operations Dashboard |
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 |
PeopleSoft Human Resources Monitor Health and Safety: Incident Analytics Dashboard |
HC_HS_INCIDENT_DATA |
(Catalog Item) Ins Cat Health and Safety (Tile) Health and Safety ADM Fluid |
|
(Catalog Item) Test Insights (Tile) Test Analytics |
PeopleSoft Human Resources Monitor Health and Safety: Test Analytics Dashboard |
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 |
PeopleSoft Human Resources Monitor Health and Safety: Vaccination Analytics Dashboard |
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 |
PeopleSoft Human Resources Administer Workforce: OnBoarding Insight Dashboard (for Administrators) |
HC_HR_ONBOARDING_ADM |
(Catalog Item) Ins Cat OnBoarding Adm (Tile) OnBoarding Administrator |
|
(Catalog Item) OnBoarding Manager Insights (Tile) OnBoarding Manager Insight |
PeopleSoft Human Resources Administer Workforce: OnBoarding Manager Insight Dashboard (for Managers) |
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 |
PeopleSoft Payroll for North America: U.S. Payroll Cost Insights Dashboard |
HC_HPY_MGMT_CHK_US, HC_HPY_CAT_US |
NA Payroll Cost Analytics US |
|
(Catalog Item) Canada Payroll Cost Insights (Tile) Canada Payroll Cost |
PeopleSoft Payroll for North America: Canada Payroll Cost Analytics Dashboard |
HC_HPY_MGMT_CHQ_CAN, HC_HPY_CAT_CAN |
NA Payroll Cost Analytics CAN |
|
(Catalog Item) Canada Payroll Operations (Tile) Canada Payroll Operation |
PeopleSoft Payroll for North America: Canada Payroll Operations Analytics Dashboard |
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 |
PeopleSoft Payroll for North America: Canada Payroll Trends Analytics Dashboard PeopleSoft Payroll for North America: Canada Payroll Trends Analytics Breakdown Dashboard |
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 |
PeopleSoft Payroll for North America: U.S. Payroll Operations Analytics Dashboard |
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 |
PeopleSoft Payroll for North America: U.S. Payroll Trends Analytics Dashboard PeopleSoft Payroll for North America: U.S. Payroll Trends Analytics Breakdown Dashboard |
HC_HPY_CT2_US, HC_HPY_MGMT_CHK_US, and HC_HPY_OPER_CAL_US |
NA Payroll Trends US |
|
U.S. Year-End Trends Insight |
PeopleSoft Payroll for North America: U.S. Year-End Trends Dashboard |
HC_HPY_YEAR_END_W2_CONSENT, HC_HPY_YEAR_END_BOX_US, and HC_HPY_YEAR_END_FMS_US |
NA Payroll YE Analytics US |
|
U.S. Year-End Audit Insight |
PeopleSoft Payroll for North America: U.S. Year-End Audit Dashboard |
HC_HPY_W2_YEDATA_LD_US, HC_HPY_YE_FMS_W2C_DTLS_US, HC_HPY_YE_W2C_FMS_US, HC_HPY_AUDT_ERR_US, and HC_HPY_US_YE_AUDIT_FLTR |
NA Payroll YE Analytics 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 |
PeopleSoft ePerformance: Team Performance Insights Dashboard |
HC_EP_PERFORMANCE_MGR HC_EP_PERFORM_ITEM_MGR |
(Catalog Item) Ins Cat ePerf Manager (Tile) Fluid Dashboard - MSS ePerf |
|
Team Rating Insights |
HC_EP_PERF_RATINGS_MGR |
ePerformance MGR Team Ratings |
Position Management
| Catalog Item/Tile Name | Insights Dashboard Name | Search Definition | Catalog Item/Tile Role(s) |
|---|---|---|---|
|
Position Management Insights |
PeopleSoft Human Resources Manage Positions: Position Management Insights Dashboard |
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 |
PeopleSoft Talent Acquisition Manager: Application Details Insights Dashboard |
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 PeopleSoft Talent Acquisition Manager: Viewing Recruiting Insights and PeopleSoft Talent Acquisition Manager: 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) |
PeopleSoft Talent Acquisition Manager: Recruiter Pipeline 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) |
PeopleSoft Talent Acquisition Manager: Recruitment Admin 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 |
PeopleSoft Human Resources Administer Workforce: Remote Worker Dashboard (for Managers) |
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) |
|---|---|---|---|
|
Current Headcount Insight |
PeopleSoft Human Resources Administer Workforce: Current Headcount Insights Dashboard |
HC_HR_WF_METRIC |
HR Analytics Administrator |
|
Workforce Composition |
PeopleSoft Human Resources Administer Workforce: Workforce Composition Dashboard |
HC_HR_PERSON |
Workforce Composition Admin |
|
Workforce Equity |
PeopleSoft Human Resources Administer Workforce: Workforce Equity Dashboard |
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.