Viewing Workforce Insight Reports as an HR Administrator Using Fluid

PeopleSoft Pivot Grid is a PeopleTools technology that provides operational analytics using charts and grids. Pivot grids enable users to visually display real-time data and organize it on the fly by pivoting and filtering. The self-service, multi-dimensional analytics provided by PeopleSoft Pivot Grid provides users with the business intelligence needed to make informed decisions.

The Workforce Insight dashboard delivers these pivot grids that provide graphic views of important workforce measures:

For more information on the setup and capabilities of PeopleSoft Pivot Grid, see the PeopleTools: Pivot Grid documentation.

When you select an analytics tile, the system displays the transactional pivot grid page for the tile you selected. Although pivot grid options may vary, the page layout is similar between all pivot grids. This section will discuss some of the common elements shared by pivot grids.

This example illustrates a 2D bar chart pivot grid where filters and chart axis options are engaged when using a large form factor device. The Active status, Human Resources department, and Corporation Headquarters location have been selected as filters. The rows, or X-axis, is driven by Jobcode and is using the Organizational Relationship series.

Regardless of the transaction, the pivot grid pages share these common characteristics and page controls:

Prompts and Filters

These sections/pages are common to both large and small form factor devices.

Term	Definition
Prompts	Specify the parameters used to define the chart’s data set.
Filters	Displays the filter categories and values eligible for this pivot grid. Select the check box values that you want to use to filter and change the data to be displayed in the chart. Note: Filters can be added or removed by clicking the Options Menu button in the top right corner of the page and selecting the Update Filters menu item to access the Update Filters Page.

(Desktop or Tablet)

When using a large form factor device, like a desktop or tablet, the page displays a left collapsible panel to display prompts and filters.

Term	Definition
Hide Filters or Show Filters	Click to show or hide the prompts and filters on the left panel. With a large form factor device, when you select filter values, they appear across the top of the main content page. To remove filters, you can deselect a filter from the left panel, individually remove them from the top of the page by clicking the Delete Selected (x) icon next to the item, or click the Clear All link to the right of the filter items.
Drag icon	Click to drag a filter category to the Rows region above the model and change how the X-axis of the model is presented. You can include up to two filter categories: the first filter category is the x-axis and the second filter category represents the series (legend). A filter category cannot be dragged if the Drag icon appears inactive (in lighter gray color). If a filter is active, orange dotted lines appear as the borders of the filter box when you drag it.

(Smartphone)

When using a small form factor device, like a smartphone, and you select a pivot grid tile, the system first displays the <pivot grid> - Search page where you will specify the prompts that the system should use to retrieve the pivot grid page and data.

This example illustrates the <pivot grid> - Search page when using a smartphone. This example shows the prompt fields for the Headcount Movement pivot grid.

Note: The field prompts will vary by pivot grid.

When using a smartphone, this page displays the same prompt data fields as the Prompts section (for a desktop or tablet, this section is found on the left panel).

Term	Definition
Cancel	Click to access the pivot grid without saving changes, if any.
Done	Click to save any prompt values you entered on this page. The system will then take you to the pivot grid page.
Clear	Click this button to remove all prompt values on the page. Note: All prompt fields must contain a value to retrieve data for the pivot grid.

Note: You can return to the content on this page (Prompts page) to change parameter values by clicking the Filters and Prompts button from the pivot grid page, and then selecting Modify Prompts.

Content Area

These page elements are common to both large and small form factor devices unless otherwise noted.

Although these menu items are generally available to all pivot grids, the actions and values you set within these options are specific to the pivot grid you have accessed. Changes to the options are specific to the current pivot grid instance you are viewing unless you save your changes.

Term	Definition
(gear icon) Options Menu	Click this button (gear icon) in the top right-hand corner of a pivot grid page to access the Options Menu drop-down list. Select from the following items to take actions towards the pivot grid model. View Grid: (Not available for smartphones) Click to open the (Desktop or Tablet) View Grid - <Pivot Grid> Page and view a summary of data counts and select specific values to view the details in grid format. Update Filters: Click to open the Update Filters Page where you can add or remove filters to be available for use in the pivot grid model. Chart Options: Click to open the Chart Options Page where you can change the chart layout, labels, and information displayed on chart axes. Export Data: (Not available for smartphones) Click to export the underlying PSQuery data into a spreadsheet. Threshold Options: (Not available for smartphones) Click to open the Threshold Personalization Page and configure the threshold levels and options for this pivot grid. Reset: Select to delete all saved personalizations of the current model and reset the model to the default layout. Save: Click to save the current chart options as the default view. Save As: Click to save a copy of the current pivot grid and chart layout model with the name and title that you specify. This saves it as a different layout option for this pivot grid and can be viewed by selecting the Saved Views item from the Options Menu. Saved Views: Select this item to open the Saved Views page and select from a list of your saved pivot grid layout options (created using the Save As option) for this report model. You can delete your saved pivot grids from the Saved View page by selecting the Delete Selected (x) icon, but you cannot delete the delivered pivot grid. Sort Option: Click to open the Sort Options page and the update the current sort order with some available parameters, if applicable. Add to Homepage: Select to add this pivot grid to a homepage of your choosing.
(pivot grid chart types)	Click to display data in the chart type represented by the icon. Available chart types include vertical bar (default value), line, pie, and horizontal bar. These options may vary by pivot grid.

(Desktop or Tablet)

When using a large form factor device, like a desktop or tablet, content area displays these additional page elements.

Term	Definition
Rows	Displays the X-axis (maximum of 2) for the model that are used as its X-axis and series. If two filters are selected, the first one becomes the X-axis and the second one becomes the series (legend). Note: Drop and drag filter categories to this section or use the Chart Options Page to identify the X-axis and series.
Columns	Displays all the facts for the model that you can select as its Y-axis. Note: Use the Chart Options Page to identify the Y-axis.

Pause over an individual graphic item, such as a bar or pie slice, to view the details and count. Click to access the drilldown Actions menu and choose from these options:

Term	Definition
Detailed View	Displays a grid with the detailed data. For example, if a bar on a bar chart represents the number of vacant approved positions, click Detailed View to display a grid with information about each of the included approved positions.
Drilldown To	Displays the drilldown options defined for the chart. Click a drilldown option to redraw the chart based on the selected type of data.

(Smartphone)

When using a small form factor device, like a smartphone, the main content area displays these additional page elements.

This example illustrates a horizontal pivot grid where filters and chart axis options are engaged when using a smartphone. The Active status, Human Resources department, and Corporation Headquarters location have been selected as filter values. The rows, or X-axis, is driven by Jobcode.

Term	Definition
Selected Filters	This button is available when you have filters selected. Click to show a drop-down list of which filters have been applied to this pivot grid model. Click the Delete Selected (x) icon next to a filter item to remove a filter.
Filters and Prompts button	Click this button to select one of the following Filters and Prompts option items: Filters Modify Prompts

This example illustrates the Filters and Prompts menu options when using a smartphone.

Term	Definition
Filters	Select this item from the Filters and Prompts menu to display the Filters page. Use the available filters to change the data to be displayed in the pivot grid model. Note: You can add or remove filters by clicking the Options Menu button in the top right corner of the page and selecting the Update Filters menu item to access the Update Filters Page.
Modify Prompts	Select this item from the Filters and Prompts menu to display the Prompts page. Use the Prompts page and view or change the parameters used to define the chart’s data set.

Use the Refresh Analytics Data page (RUN_CNTL_HR_PG) to run the process to extract and populate data for the analytics reports.

Navigation:

Workforce Administration > Refresh Analytics Data > Refresh Analytics Data

This example illustrates the Refresh Analytics Data page.

Run the HR_PG_WF_DIV application engine process to load job, personal, and diversity data for each employee (one row for each employee) as of the specified date. This process with populate the following analytic pivot grid reports:

• Highest Eduction Level (Highest Education Page)

• Diversity Overview (Diversity Overview Page)

• Diversity Analysis (Diversity Analysis Page)

Administrators use the Workforce Insight tile to access a collection of frequently-used analytic reports for workforce administration.

Navigation:

The Workforce Insight tile is delivered as part of the Workforce Administrator Homepage, but the location can change if you change the delivered home pages or if administrators personalize their home pages.

This example illustrates the Workforce Insight tile.

Click the Workforce Insight tile to access the Workforce Insight Dashboard, which displays dynamic tiles for each analytic, with each tile showing a different analytic chart.

Use the Workforce Insight dashboard (PT_LANDINGPAGE) to select from a collection of frequently used administrator analytic reports.

Navigation:

Select the Workforce Insight Tile, which is delivered as part of the Workforce Administrator home page, but the location can change if you change the delivered home pages or if administrators personalize their home pages.

This example illustrates the Workforce Insight dashboard.

This example illustrates the Workforce Insight dashboard on a smartphone.

The Workforce Insight dashboard is a collection of analytical reports that enables administrators to view workforce data using these tiles:

• Current Headcount Tile

• Headcount Movement Tile

• Workforce Turnover Tile

• Highest Education Tile

• Diversity Overview Tile

• Workforce Equity Tile

• Workforce Composition Tile

• Diversity Analysis Tile

• Position Status Tile

Each dashboard tile displays real-time data as analytical charts.

(Desktop) Pause over individual graphic items, such as a bar or pie, to view the details and count.

Click the tile to access the corresponding pivot grid page.

Use the Current Headcount tile to view the distribution of the organizational population by employees, contingent workers, and persons of interest based upon the current job effective dated rows.

Navigation:

From the Workforce Administrator homepage, click the Workforce Insight Tile to access the dashboard.

This example illustrates the Current Headcount tile.

The tile displays the bar graphic by default, but can be overwritten by clicking the tile to access the Current Headcount Page, making filter and option changes, and saving the chart.

(Desktop) When using a desktop, pause over a graph item to view the details and count.

Use the Current Headcount pivot grid page (PTPG_PGVIEWER) to view the distribution of the organizational population by employees, contingent workers, and persons of interest based upon the current job effective dated rows

Navigation:

Click the Current Headcount Tile from the Workforce Insight dashboard.

This example illustrates the Current Headcount pivot chart

This example illustrates the Current Headcount grid that appears below the pivot grid chart when using a large form factor device.

This example illustrates the Current Headcount grid that appears below the pivot grid chart when using a large form factor device.

From the pivot grid page, you have the option to change prompts, filters, change other options, and perform drilldowns. For information on common page elements, see Pivot Grid Page Layout and Common Elements.

(Desktop) When using a desktop, pause over a graph item to view the details and count.

Use the Headcount Movement tile to analyze the headcount movement within your organization by job actions, such as hires or terminations, over a period of time.

Navigation:

From the Workforce Administrator homepage, click the Workforce Insight Tile to access the dashboard.

This example illustrates the Headcount Movement tile.

The tile displays the bar graphic by default, but can be overwritten by clicking the tile to access the Headcount Movement Page, making filter and option changes, and saving the chart.

(Desktop) When using a desktop, pause over a graph item to view the details and count.

Use the Headcount Movement page (PTPG_NUI_VWR) to analyze the headcount movement within your organization by job actions, such as hires or terminations, over a period of time.

Navigation:

Click the Headcount Movement Tile from the Workforce Insight dashboard.

This example illustrates the Headcount Movement pivot chart.

This example illustrates the Headcount Movement grid that appears below the pivot grid chart when using a large form factor device.

This example illustrates the Headcount Movement grid that appears below the pivot grid chart when using a large form factor device.

From the pivot grid page, you have the option to change prompts, filters, change other options, and perform drilldowns. For information on common page elements, see Pivot Grid Page Layout and Common Elements.

(Desktop) When using a desktop, pause over a graph item to view the details and count.

Use the Workforce Turnover tile to identify areas within the organization with the highest turnover.

Navigation:

From the Workforce Administrator homepage, click the Workforce Insight Tile to access the dashboard.

This example illustrates the Workforce Turnover tile.

The tile displays the pie graphic by default, but can be overwritten by clicking the tile to access the Workforce Turnover Page, making filter and option changes, and saving the chart.

(Desktop) When using a desktop, pause over a graph item to view the details and count.

Use the Workforce Turnover page (PTPG_NUI_VWR) to identify areas within the organization with the highest turnover.

Navigation:

Click the Workforce Turnover Tile from the Workforce Insight dashboard.

This example illustrates the Workforce Turnover pivot chart.

This example illustrates the Workforce Turnover grid that appears below the pivot grid chart when using a large form factor device.

From the pivot grid page, you have the option to change prompts, filters, change other options, and perform drilldowns. For information on common page elements, see Pivot Grid Page Layout and Common Elements.

(Desktop) When using a desktop, pause over a graph item to view the details and count.

Use the Highest Education tile to view the highest level of education completed by your workforce.

Navigation:

From the Workforce Administrator homepage, click the Workforce Insight Tile to access the dashboard.

This example illustrates the Highest Education tile.

The tile displays the pie graphic by default, but can be overwritten by clicking the tile to access the Highest Education Page, making filter and option changes, and saving the chart.

(Desktop) When using a desktop, pause over a graph item to view the details and count.

Use the Highest Education page (PTPG_NUI_VWR) to view the highest level of education completed by your workforce.

Navigation:

Click the Highest Education Tile from the Workforce Insight dashboard.

This example illustrates the Highest Education pivot chart.

This example illustrates the Highest Education grid that appears below the pivot grid chart when using a large form factor device.

From the pivot grid page, you have the option to change prompts, filters, change other options, and perform drilldowns. For information on common page elements, see Pivot Grid Page Layout and Common Elements.

(Desktop) When using a desktop, pause over a graph item to view the details and count.

Use the Diversity Overview tile to view the workforce by several diversity types at once (age, disability, ethnicity, gender, and veteran status).

Navigation:

From the Workforce Administrator homepage, click the Workforce Insight Tile to access the dashboard.

This example illustrates the Diversity Overview tile.

The tile displays the bar graphic by default, but can be overwritten by clicking the tile to access the Diversity Overview Page, making filter and option changes, and saving the chart.

(Desktop) When using a desktop, pause over a graph item to view the details and count.

Use the Diversity Overview page (PTPG_NUI_VWR) to view the workforce by several diversity types at once (age, disability, ethnicity, gender, and veteran status).

Navigation:

Click the Diversity Overview Tile from the Workforce Insight dashboard.

This example illustrates the Diversity Overview pivot chart.

This example illustrates the Diversity Overview grid that appears below the pivot grid chart when using a large form factor device.

From the pivot grid page, you have the option to change prompts, filters, change other options, and perform drilldowns. For information on common page elements, see Pivot Grid Page Layout and Common Elements.

(Desktop) When using a desktop, pause over a graph item to view the details and count.

Use the Diversity Analysis tile to review the employee distribution percentage for one diversity type at a time.

Navigation:

From the Workforce Administrator homepage, click the Workforce Insight Tile to access the dashboard.

This example illustrates the Diversity Analysis tile.

The tile displays the bar graphic by default, but can be overwritten by clicking the tile to access the Diversity Analysis Page, making filter and option changes, and saving the chart.

(Desktop) When using a desktop, pause over a graph item to view the details and count.

Use the Diversity Analysis page (PTPG_NUI_VWR) to review the employee distribution percentage for one diversity type at a time.

Navigation:

Click the Diversity Analysis Tile from the Workforce Insight dashboard.

This example illustrates the Diversity Analysis pivot chart.

This example illustrates the Diversity Analysis grid that appears below the pivot grid chart when using a large form factor device.

From the pivot grid page, you have the option to change prompts, filters, change other options, and perform drilldowns. For information on common page elements, see Pivot Grid Page Layout and Common Elements.

(Desktop) When using a desktop, pause over a graph item to view the details and count.

Use the Position Status tile to view vacant positions within the organization by approved or frozen status.

Navigation:

From the Workforce Administrator homepage, click the Workforce Insight Tile to access the dashboard.

This example illustrates the Position Status tile.

The tile displays the bar graphic by default, but can be overwritten by clicking the tile to access the pivot gridPosition Status Page, making filter and option changes, and saving the chart.

(Desktop) When using a desktop, pause over a graph item to view the details and count.

Use the Position Status page (PTPG_NUI_VWR) to view vacant positions within the organization by approved or frozen status.

Navigation:

Click the Position Status Tile from the Workforce Insight dashboard.

This example illustrates the Position Status pivot chart.

This example illustrates the Position Status grid that appears below the pivot grid chart when using a large form factor device.

This example illustrates the Position Status grid that appears below the pivot grid chart when using a large form factor device.

From the pivot grid page, you have the option to change prompts, filters, change other options, and perform drilldowns. For information on common page elements, see Pivot Grid Page Layout and Common Elements.

(Desktop) When using a desktop, pause over a graph item to view the details and count.

When using a large form factor devise, use the View Grid - <Pivot Grid> page (PTPG_GRIDVIEWERNUI) to view a summary of data counts and select specific values to view the details in grid format.

Navigation:

Select the View Grid item from the Options Menu (gear icon ) drop-down button in the top right-hand side of the pivot grid.

This example illustrates the default view of the fields and controls on the View Grid - <Pivot Grid> page.

This example illustrates the fields and controls on the View Grid - <Pivot Grid> page when the values have been expanded.

To expand the data on the page, click the +Expand All link at the top of the page or click the +All link in the results table.

Click a value link to access the <Pivot Grid> (Detail) Page to view additional information.

You can change how data is presented in the grid by dragging and dropping segment data to a different axis. Click the Apply button to return to the pivot grid page to view the changes in the chart.

Use the <Pivot Grid> (Detail) page (PTPG_NUI_DETAIL) to view details of specific data in the grid format.

Navigation:

Click any of the value links available from (Desktop or Tablet) View Grid - <Pivot Grid> Page.

This example illustrates the Highest Eduction Level (Detail) page for the Associates degree.

Use the Update Filters page (PTPG_NUI_FACETUPD) to add or remove filters to be available for use in the pivot grid model.

Navigation:

Select the Update Filters item from the Options Menu (gear icon ) drop-down button in the top right-hand side of the pivot grid.

This example illustrates the fields and controls on the Update Filters page.

When a filter is added, it is displayed as a filter in the left panel or on the Filters page.

Use the Chart Options page (PTPG_NUI_CHTOPT) to define the display settings for the chart titles and axes.

Navigation:

Select the Chart Options item from the Options Menu(gear icon) drop-down button in the top right-hand side of the pivot grid.

This example illustrates the fields and controls on the Chart Options page.

Use this page to change the chart title, chart type, data to be displayed on the x axis, or data to be displayed on the y axis. Changes you make here are good for the current session of viewing the pivot grid unless you save your changes via the Options Menu, Save or Save As menu items.

For example, if you want to view a headcount profile by full time/part time status, select Full/Part Time from the X Axis drop-down list and click OK. The chart will refresh and display the full/part time label and data on the X axis.

Use the Threshold Personalization page (PTPG_NUI_FACETUPD) to configure the threshold levels and options for a pivot grid.

Navigation:

Select the Threshold Options item from the Options Menu (gear icon ) drop-down button in the top right-hand side of the pivot grid.

This example illustrates the fields and controls on the Threshold Personalization page.

Use this page to determine threshold limits and enable notifications. This is helpful in determining when the workforce is nearing or outside a specified limit. You can also use the PeopleTools Personalized Analytics Notification functionality to alert administrators when reaching threshold limits. For example, you can set up a pivot grid to notify the HR administrator when the organization’s veteran status falls below the recommended threshold. Through notifications and graphic representation, the administrator can easily see they are nearing a threshold and can take action, if necessary.

This example show a pivot grid where the threshold was set between 10 and 25 percent of the employees.

For more information on notifications, see the PeopleTools Fluid User Interface Developer’s Guide, “Working with Push Notification Framework” documentation.