Hierarchy best practices

In Pega Workforce Intelligence™, define a reporting hierarchy that groups the various associates into their respective teams and departments. The hierarchy should reflect your organization's reporting structure. Creating the hierarchy is a task typically performed by the Pega Workforce Intelligence administrator, who also maintains the hierarchy when personnel changes occur.

To make it easier to interpret the data in the various charts and summaries that Pega Workforce Intelligence produces, set up a hierarchy that matches the organizational structure of your enterprise. This structure is composed of the following components:

• Data collectors: The associates from whom the data is collected. These associates have Runtime installed on their computers.

• Departments: The various departments and teams that define the structure of your organization.

• Application users: The administrators, analyst users, and report users who use the collected data to spot bottlenecks and enhance productivity

Exporting data collector details: You can export data collector details from Workforce Intelligence to a CSV file. The CSV file contains the name, network ID, team, most recent shift date, and client configuration of all data collectors.

1. In Workforce Intelligence, click Administration > Organization.
2. On the Organization page, click Data Collectors.
3. Click Actions > Export Users to download a file named data_collectors_users.csv.
4. Click the file to open it, and then save the file to your preferred location.